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This guide shows you how to configure Userorbit surveys to display to specific users on particular pages or after certain events.

Before You Begin

• Ensure you have an active survey created in the Userorbit Admin Panel.
• Understand the user events and properties tracked within your application.
• Have access to the Userorbit Admin Panel with appropriate permissions to manage surveys.

Steps

1. Set Up Page/URL-Based Targeting — Navigate to your survey's targeting settings. Under "Where to show," define URL rules (e.g., "URL contains /checkout/success" or "URL is exactly https://your-app.com/dashboard") to ensure the survey appears only on relevant pages.
2. Trigger Surveys on User Events — In the targeting settings, select "Trigger on event." Specify the event name (e.g., purchase_completed, feature_X_used). You can also set a frequency, such as "after event occurs N times."

   Example of an event being sent from your application:

   userorbit.track('purchase_completed', {
     product_id: 'PROD-123',
     value: 99.99
   });

   userorbit.track('feature_X_used', {
     feature_name: 'Advanced Search',
     count: 1
   });

3. Delay Survey Display — To prevent immediate pop-ups, locate the "Display timing" options. Set a delay (e.g., "Show after 30 seconds on page") to ensure users have time to engage with the content before the survey appears.
4. Target by User Properties — Utilize user attributes for precise targeting. In the "Who to show" section, add conditions based on properties like role is "admin", plan is "premium", or signup_date after "2023-01-01". These properties must be sent to Userorbit from your application.
5. Exclude Past Respondents — To avoid repeatedly surveying the same users, enable the option to "Exclude users who have already responded to this survey." This ensures a better user experience and fresh feedback.
6. Combine Multiple Targeting Conditions — Create sophisticated targeting by combining various rules using "AND" or "OR" logic. For instance, you can target Users with plan "premium" AND who visit "pricing page" AND have NOT responded yet.

Verify It Worked

To verify your targeting, log in as a test user that matches your specified criteria and navigate to the relevant pages or perform the required actions. The survey should appear as configured. For exclusion, test with a user who has already completed the survey; it should not reappear for them.