Invitation options

When a Digital survey has an invitation trigger, the following targeting and design options are available.

Targeting tab

Use the invitation Targeting settings to determine when you want to display an Invitation, what questions you want to ask, and who you want to target according to your preferences and specifications.

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Note: Settings will be evaluated together. All set conditions must be met for the invitation to be presented to the user.

  1. Number of sessions : Specific user visit number or minimum/maximum number of visits to trigger the invitation (e.g., target only first visit or only after sufficient usage).

  2. Invite a percentage of visitors : Percentage of customers to receive an invitation.

  3. Time in session : Specific period of time or minimum/maximum amount of time that passes to trigger an invitation. This calculates the time a customer spends in the application while the application is in the foreground.
    Note: When customers have multiple browser tabs from the same website open, intercept surveys with this targeting parameter will appear in only one browser tab. Each browser tab is assigned a unique ID number, which is then sorted in an array. When the targeted time in session ends, the position of the tab in the array determines on which tab the survey will appear. This prevents intercept surveys from opening in each browser tab.

  4. App version : Specific application version that customers must be using to receive an invitation. Version supported format is N.N.N while N can be number or * for all (example: 1.1.*).

  5. OS version : Specific operation system version that customers must be using to receive an invitation. Version supported format is N.N.N while N can be number or * for all (example: 10.1.*).

  6. Target by Rule : Select a rule to apply from the dropdown. Rules must contain only custom parameters for the specific survey. Rules are evaluated during page load; if any rule is not valid, invitations are not displayed. See Targeting by custom parameter for more information.

  7. Don't invite a user who declined an invitation : Avoid inviting the user if they declined to provide feedback in the specific number of days.

  8. Don't invite a user who submitted feedback : Avoid inviting the user if they provided feedback in the specific number of days.

Invitation design options

The options shown on the Invitation Design tab depend on which type of invite is selected.

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  1. Design Type : Choose the type of invitation design.

  2. Cancel : Ignore the changes and close the modal.

  3. Save : Save the changes and close the modal.

Depending on the type of invitation selected by Design Type, see the following sections: