Configure Survey Delivery (Advanced Options)

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
• Configure Survey Frequency, Repeat Frequency, and Response Limits
• Configure Other Advanced Options
• Launch the Survey
• Troubleshooting

Overview

After you configure your survey’s appearance, the next step is to define how and when the survey is delivered to users. You can access all delivery-related controls on the Advanced Options tab of the survey builder. Here, you specify when the survey appears, how often users see it, how responses are collected, and whether the survey interacts with other active campaigns. These rules ensure you deliver the survey at the right moment without over-surveying users.

This article guides you through configuring delivery behavior for Web, Mobile App, and Link surveys. Follow the steps outlined in this article on the Advanced Options tab.

Note: Certain advanced options differ based on the publishing platform you select while creating the survey. Each section below includes dedicated subsections for Web, Mobile App, and Link to help you configure the correct settings.

Configure Survey Frequency, Repeat Frequency, and Survey Response Limits

These settings help you control how often a survey appears, how it behaves for returning users, and how much data it collects.

• Survey Frequency determines the minimum number of days Wingify waits before showing the survey again to the same user.
• Repeat Frequency determines how a survey behaves after a user has seen it: whether it appears only once, reappears until completion, or repeats periodically.
• Survey Response Limits allow you to control the total and daily number of responses collected, ensuring predictable data volume and operational control.

Together, these settings help balance user experience, reminder logic, and response management. For more information on configuring these settings, see Configure Frequency and Response Settings.

For Web Surveys

In the Survey Frequency box, enter the minimum number of days Wingify should wait before displaying the survey to the same user again.

• Entering 0 days means the survey can appear on every page load unless restricted by Repeat Frequency.
• Works alongside cookies and session tracking to avoid over-surveying.

For Mobile App Surveys

• Works the same as web surveys. Set the number of days Wingify waits before showing the survey again to the same user.
• Wingify applies this rule using the mobile SDK’s user identity and event tracking.

For Link Surveys

• Works the same as web surveys. Set the number of days Wingify waits before showing the survey again to the same user.
• Link surveys are not tied to webpages or app screens. Survey frequency applies per link visitor, not per session or device.
• The survey can be shown again, depending on the Repeat Frequency and the number of times the user accesses the link.

Example: If a user opens the link again after 3 days, the frequency rule determines whether they see the survey again.

Configure Survey Repeat Frequency

For Web Surveys

Choose from the following options:

• Display only once: Shows the survey once per unique visitor.
• Display until user responds: Select this option to keep the survey appearing until the visitor submits a response.
  • Configure the repetition limits. These fields control how often the system repeats the survey if the user does not respond.
    • In the first box, enter the number of Days to wait before showing the survey again.
    • In the second box, enter the maximum number of times per user the survey should appear in total.
    • Toggle the survey’s loop sequence. Toggle on Loop this sequence to ensure the survey automatically repeats based on the frequency limits you defined above.
      
      Note: The Loop this sequence option applies only to mobile app surveys.
• Display until every question is answered: Shows the survey until all questions have been answered. If you select this option, configure survey repetition limits as mentioned above.
• Recurring survey: The survey reappears periodically based on your configured frequency settings.
  • Set the number of Days
  • Set maximum total displays per user

For Mobile App Surveys

Mobile App supports the same repeat-frequency options as web surveys:

• Display only once
• Display until user responds
• Display until every question is answered
• Recurring survey

You can also configure:

• Wait time in Days
• Maximum number of appearances per user
• Whether to Loop this sequence (for recurring patterns)

The Wingify mobile SDK enforces these rules using device-specific identifiers and event data.

For Link Surveys

Link surveys behave differently because users access them through a standalone URL.

Supported repeat behaviors in link surveys:

• Display only once Shows the survey once per identifiable browser or link session.
• Display until user responds Shows the survey again to the same visitor when they access the link, until they submit the form.
• Display until every question is answered Shows the survey until all questions have been answered.
• Recurring survey The survey reappears when the user revisits the link after the configured number of days.

Configure Survey Response Limits

For Web Surveys

Web surveys support:

Total Responses

• Set a maximum total number of responses OR
• Choose No Limit

Daily Responses

• Set a cap on responses collected per day OR
• Choose No Limit

For Mobile App Surveys

Mobile app surveys support:

Total Responses

• You can limit the total number of responses OR choose No Limit.

Daily Responses

• Set a limit on responses collected per day OR
• Choose No Limit

For Link Surveys

Link surveys support:

Total Responses

• Set the maximum number of responses the link survey collects before closing.
• Or choose No Limit.

Configure Other Advanced Options

This section contains optional settings for controlling the campaign's interaction with other Wingify campaigns and its overall duration.

For Web Surveys

• Add to mutually exclusive group: Select this checkbox to ensure that visitors who qualify for this survey will see only one survey from the group to which it is added. Using mutually exclusive groups, you can make your surveys exclusive to one another and ensure that a visitor on your website who is part of one survey does not become part of another survey from the same group. For example, suppose you have two surveys running on the home page of your website. If you add both surveys to one exclusive group, then visitors who become part of one survey in the group cannot become part of another survey in the same group. Note: This option is available only on web surveys.
• Enable Scheduling: Select this checkbox to automatically start or pause a survey at a certain time and date, or after a certain number of visitors have viewed the survey. You can create a schedule by setting a start and end date and time, or by configuring the number of visitors you want to include in the test. Set the following parameters to schedule a survey:
  • Start date/time
  • End date/time
• Recurring frequency. The default timezone is GMT. For detailed instructions on scheduling a survey, see Scheduling a Campaign in Wingify. Note: This option is available only for web and link surveys.
• Hide campaign names in visitor settings: Select this checkbox to conceal the campaign names from appearing in campaign logs. Enabling this option replaces your actual test or variation information with a standard content format. So, when visitors attempt to view the information using the View page source option in their browsers, they do not view the actual test or variation information. For example, if you have a test named Personalized campaign for Facebook users, Wingify will replace it with Campaign-numerical ID. Note:
  • This option is available only for web and link surveys.
  • You cannot apply this setting to a survey that is running, paused, or stopped.
  • Survey Redirect URL: After the respondent submits the survey, you can redirect them to a specified URL, for example, thank-you page, offer page, or a follow-up workflow.
    
    Note: This option is available only for link surveys.
• Add Notes / Add Labels: For your internal reference purposes, you can use the Add Notes and the Add Labels options to add notes and label your campaign, respectively. These will help you filter your surveys easily.

Launch the Survey

After you finish configuring survey delivery settings, click Review and Start. The Campaign Ready to Start page displays a summary of:

• Target URLs (Web) / Screens (Mobile) / Link preview
• Trigger settings
• Frequency and response limits
• Traffic allocation (if applicable)

From this page, you can:

• Start Now Launches the survey immediately.
• Preview Campaign and Start Later Saves the configuration as a draft and allows you to preview it before launching.
• Review and Edit Settings Click next to any section to update configurations. After reviewing or editing, click Start Campaign to launch.

Once the campaign is live:

• Web surveys are deployed on configured URLs.
• Mobile surveys are deployed when their trigger events occur.
• Link surveys become accessible immediately via the generated link. Paste this link into your email campaigns, social media posts, or direct messages to start collecting responses.

While the survey runs, Wingify begins collecting and reporting data. For information on interpreting reports, see Analyze Wingify Pulse Survey Reports.

Troubleshooting

Need more help?

For further assistance or more information, contact Wingify Support.