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How to use your users' properties to choose when to display surveys
How to use your users' properties to choose when to display surveys

Segment your users to choose who will see your surveys

Simon Robic avatar
Written by Simon Robic
Updated over a week ago

With Screeb, you have several options to decide who, among your users, will see your surveys.

First, you can decide to display them to all your users. That's how Screeb is set by default.

But you can also create segment of users, based on their behaviour. Read more about it in this dedicated article.

The third option is that you can decide who will see your surveys based on your users' properties. Here's the complete guide on how to do it.

Collect your users' properties

The first thing you need to do is to collect your users' properties. You can find a precise guide about that here.

This is mandatory to be able to display surveys based on these data.

Use your users' properties in targeting

Now that you collect users' properties, here's how to use them to choose who'll see your surveys.

Go to the survey you want to set, and go to the Share section of Screeb.

On this page, you see the behavioural conditions you could use to target your users. Click on "Advanced" to access to the advanced mode of our targeting engine.

Here, you can set your targeting conditions more precisely. And you can also use your users' properties as conditions.

Click on "Add a trigger" on the bottom left corner of the tab:

On the new line that appeared, click on the dropdown et select Visitor Property.

Now, you have a new condition ready to be set.

On that line, enter the name of the property you want to use in the first field (1). Choose the operator you want to check (is, is not, contains, does not contain, greater than, less than) (2). Choose an operator that will work with the data you have in your property.

For example, if the property you collect is the role of your user ("admin", "manager", "user", etc), using an operator like "greater than" won't work. But if you collect numbers, it will.

In the last field (3), enter the value you want to use and that will be checked by the operator.

An example

Let's say you want to display a survey only to managers using your app.

Here's how your conditions will look like:

The name of your properties being unique to your app and the value you collect depending of your Screeb tag implementation, don't forget to adapt this example to your situation.

To finish, don't forget to save your settings by clicking on the green Save buttons on the top right corner of your screen !

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