Configure Survey Audience and Triggers (Web)

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. For more details, see Wingify Pricing & Plans.

This article covers the following:

• Overview
• Define the Survey URL
• Define the Survey Audience
• Define the Survey Trigger
• Next Steps

Define the Survey URL

On the Configure page of the survey builder, in the URL section, specify the exact pages where the survey must appear. You can create granular rules to include or exclude specific pages. To define a survey URL:

1. Select a URL pattern type from the dropdown. Wingify provides flexible match types to handle various URL structures. For more information, see Using URL Patterns in Wingify.
2. Enter the corresponding URL, pattern, or regular expression of the web page(s) you want to include or exclude from the survey.
3. [Optional] Click Include URL and enter the URL(s) where you want the survey to appear.
4. [Optional] Click Exclude URL and enter the URL(s) where the survey should never appear (for example, login pages, sensitive account pages), even if they match an Include rule.
5. Set up the preview URL. In the Enter URL of the page for which you want to preview field, Enter the full URL of the page you want to use for previewing the survey. Ensure the full URL of the specific page matches the URL pattern type you selected (for example, https://example.com/products/red-sneakers). Note: When you select URL matches as the pattern type above, the preview URL field is automatically populated based on the URL you entered. You can update it if you want to preview a different matching page. Wingify uses this URL to generate the survey’s design preview. When generating the preview, it loads this specific page in the background so you can see exactly how your survey widget looks overlaid on your actual content. 
6. 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, Device Type, Visitor Type, or Operating System. 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 location, device type, and cookie values. 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 Wandz 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 URL 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.

1. Next, define the survey trigger.

Define the Survey Trigger

Triggers determine the precise moment the survey appears during a visitor's session. Choosing the right trigger is crucial for response rates and user experience.

1. Select a Trigger Category: In the Trigger section, choose one of the following options to define when your survey activates:
   1. Standard Triggers: Select from Wingify’s most common activation logic.
   2. My Triggers: Select a previously saved trigger configuration in your Wingify account to maintain consistency across campaigns.
   3. Custom Trigger: Select this option to build advanced trigger logic. You can combine visitor events such as clicks, page scroll, and form submissions with time periods for additional granularity.
   4. Wingify Copilot: Click Copilot to generate a trigger using AI. Type a prompt like Show survey when a user tries to leave after reading half the page, and the system will configure the settings for you. For more information, see Using Copilot for Segments and Triggers in Wingify.

1. Configure Trigger Settings: Click Settings 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 changes (useful for Single Page Applications or dynamic variables). From here, you can also build an advanced custom trigger. For more information, see Adding Custom Triggers for Surveys. 
2. Click Next.

Next Steps

Now that you have established where the survey runs, who is eligible to see it, and when it triggers, the next step is to design the survey’s content. Proceed to Add and Configure Survey Questions to learn how to add question types, logic, and translations.

Need more help?

For further assistance or more information, contact Wingify Support.