Trigger types

Each Digital survey form is assigned a trigger, which configures how a property's surveys are chosen as candidates and presented by an app. The type of trigger assigned to a survey determines the available targeting options.

Change the type of trigger assigned to a survey form using the option in the survey's targeting settings.

The trigger type option.

The following types of trigger are available.

Invitation triggers

Use an invitation trigger to invite the user to provide feedback at some point in the app. Commonly referred to as "intercepts" because they can invite a user at any time in their journey to provide targeted feedback.

Example of an invitation trigger shown over an iOS app.

Invitation triggers have advanced targeting capabilities, with full control over who, where, and when you target each survey, and how it is displayed. Surveys with an invitation trigger can be displayed as banners, OS native alerts, notifications or as a custom intercept. See Invitation types.

A survey with an invitation trigger provides a range of options to target users at a specific time with relevant questions. Use invitation triggers to collect actionable feedback. Invitations can collect general feedback, and also intercept after a specific behavior, such as a transaction, search experience, cart-abandonment, and so on. Once set up, the Digital SDK automatically displays invitations based on targeting rules set on the Targeting tab.

  • While the system includes a wide range of out-of-the-box targeting rules, best practice is to add custom parameters reflecting your own app experience and journey to the evaluation criteria, for example transaction completed, specific user segment, and so on.
  • Once an invitation is accepted the survey attached to it is displayed to the end user.

Example of invitation trigger on iOS device:

Example of invitation trigger on Android device:

Code triggers

Use a code trigger to display a survey form after a user-action in your app, such as the click of a link, or a call-to-action button.

Example of a code trigger shown over an iOS app.

A code trigger is also known as an Always-On option. Use a code trigger to add a UI component to an app that lets the user actively ask to leave feedback. For example, use a code trigger to show a survey form when a user clicks a “Leave feedback” menu item in the app. Survey forms are set to use code triggers by default.

Tip: It is recommended to add a menu item to the app’s main menu (usually a “Feedback” menu option)

Code triggers allow your app to fully control the targeting of surveys, but require you to create your own targeting logic. See Code triggers.

Example of code trigger on iOS device:

Example of code trigger on Android device: