Configure Survey Audience and Triggers (Mobile App & Link)

Feature Availability: This feature is available with Wingify Pulse on all plans. However, certain advanced functionalities within Surveys may vary based on your subscription plan. 

This article covers the following:

• Overview
• Define the App Location
• Define the Survey Audience
• Define the Survey Trigger
• Next Steps

Overview

The impact of a mobile app survey relies on showing it at meaningful moments. Whether a user has just completed an action, reached a specific screen, or demonstrated a particular behavior. Wingify mobile app surveys use SDK-powered screen detection, event tracking, audience rules, and flexible triggers to ensure surveys appear only when they add value to the user’s journey.

This article explains how to configure the foundational setup for mobile app surveys, including choosing screens or events for survey delivery, defining audience segments, and setting activation triggers that determine when the survey is shown.

To run surveys on mobile apps, you must implement the Wingify Mobile Insights SDK in your application. Wingify Pulse surveys are supported on the following mobile platforms. Refer to the relevant SDK documentation for implementation details.

Android: Wingify Mobile Insights SDK for Android

iOS: Wingify Mobile Insights SDK for iOS

React Native: Wingify Mobile Insights SDK for React Native

Flutter: Wingify Mobile Insights SDK for Flutter

Note: This article focuses on configuring Mobile App surveys. For website-specific instructions, see Configure Survey Audience and Triggers (Web).

Define the App Location

On the Configure page of the survey builder, in the App section, specify the mobile application in which the survey should appear. This step ensures Wingify can correctly associate your survey with the right app environment through the Wingify Mobile Insights SDK.

1. In the Application Identifiers field, enter the unique identifier of your mobile application. Supported SDKs include iOS, Android, Flutter, and React Native. Enter the identifier that corresponds to the SDK your app uses. If you’re unsure about this ID, please check with your developer or the team that implemented your app setup. 

    This identifier allows Wingify to recognize the correct app instance where the survey will run. Ensure the package name or bundle ID matches the one configured in your app build. If the identifier is incorrect, Wingify will not be able to serve the survey inside the app. Note: Unlike website surveys, mobile app surveys do not use URL-based include/exclude rules. All targeting for app screens and in-app behavior is configured later through Audience and Traffic and Triggers rules.

2. Next, define the survey audience.

Define the Survey Audience

In the Audience and Traffic section, define which set of visitors should see the survey.

1. Select an Audience Segment: To target specific groups (for example, only referral traffic or returning visitors), use the available segmentation options to replace the default configuration. You can choose from the following options:
   1. Standard Segments: Select from Wingify’s pre-defined segments lists, such as Traffic Source and Visitor Type. For more information, see Using Standard Segments in Wingify.
   2. My Segments: Choose a segment you have previously saved in your Wingify account. For more information, see Working with Segments in Wingify.
   3. Custom Segments: Click Custom Segment to build a new rule using the segment gallery. You can combine conditions like app version, screen width, and screen height. For more information, see Defining Custom Visitor Segments in Wingify.
   4. Wingify Copilot: For a faster setup, click Copilot. Type a prompt describing your target audience (for example, Users from France using an iPhone), and Wingify Copilot will automatically build the segment conditions for you. For more information, see Using Copilot for Segments and Triggers in Wingify.
2. Set the Traffic Percentage: By default, the survey is set to show to 100% of visitors who match your app conditions. If you wish to limit the sample size, drag the slider or enter a specific percentage to show the survey to only a fraction of your traffic.
3. Configure Segment Settings: Click Settings to control how Wingify validates your audience. This allows you to decide if Wingify checks the segment condition only once when the page loads or continuously throughout the session. For more information, see Configuring the Segment Settings in Wingify.
4. Next, define the survey trigger.

Define the Survey Trigger

Triggers determine the exact moment when the survey appears during a user’s in-app journey. Choosing the right trigger is crucial for capturing feedback without interrupting the user's flow. For mobile app surveys, Wingify supports only custom triggers, which are based on the events you have created and configured in Data360. Choosing an appropriate event ensures that the survey appears at a contextually relevant point in the experience. For example, after a user completes a booking, adds an item to the cart, or cancels a subscription.

To configure a custom trigger for mobile app surveys:

1. Select a Trigger Category: In the Trigger section, choose one of the following options to define when your survey activates:
   1. Custom Trigger: Choose this option to build a trigger using the trigger builder. For mobile apps, custom triggers are defined using events tracked in Wingify Data360. You can create triggers based on custom events such as, Viewed 3 product screens, Added to wishlist, Completed onboarding, etc.) To create or modify events used for mobile triggers, configure them in Data360 > Events before setting up your survey. For more information, see Working with Events in Wingify. This enables logic such as:
      • Show the survey when the user completes the OrderCompleted event
      • Show the survey after the user triggers the SubscriptionCancellation event
      • Show the survey when the user opens the app for the 5th time
   2. Wingify Copilot: Click Copilot to generate a trigger using AI. Type a prompt like Show survey when a user tries to leave after scrolling half the page, and the system will configure the settings for you. For more information, see Using Wingify AI for Segments and Triggers.
2. Configure Trigger Settings: Click Settings (below the trigger builder) to configure how Wingify evaluates your trigger conditions. This allows you to specify whether the system checks the condition only once when the page loads or continuously monitors for the required events throughout the session.
3. Click Next.

Next Steps

You have now configured where the survey will run, who will see it, and when it will trigger. Next, design your survey content and set up questions, logic, translations, and branding. Refer to Add and Configure Survey Questions.

Need more help?

For further assistance or more information, contact Wingify Support.