Overview

Use Survey rules to control who can receive a Survey, where it appears, how often it can show, and when it can run.

Survey audiences are dynamic: Featurebase continuously checks who matches while the Survey is active, so people can enter or leave the audience as their attributes or page context change.

1. Choose where & when the Survey appears

Trigger rules determine the page context where the Survey can be shown. If you do not add trigger rules, Featurebase shows the survey on every page that the survey widget is installed.

Start by configuring where & when the survey triggers:

• Current page URL - show the Survey only on matching pages

• Time on page (seconds) - wait until the person has spent enough time on the page

• CSS selector - show the Survey only when an element matching the selector is present on the page. Enter the selector exactly as it appears on your site, such as #pricing or .upgrade-banner. Negative comparators match when no element with that selector exists.

For Current page URL and CSS selector, use these string comparators:

• is

• is not

• contains

• does not contain

• starts with

• ends with

2. Choose who can receive the Survey

Then, under the same Rules section, configure the audience who can receive your survey. Depending on whether you want to reach users, visitors, or leads, you can target:

• Users - anyone who has signed up to your product or logged in to an existing account

• Visitors & Leads - anyone who visits your sites or starts a conversation with you

• Visitors - people visiting your site before they become known users

• Everyone - users, visitors, and leads

Then add audience rules to further narrow the Survey. Audience rules can use grouped AND/OR logic over available user and company attributes, such as plan, company, lifecycle stage, role, or custom attributes your workspace tracks.

Use Preview audience before setting the Survey live. It helps you check whether the current audience is too broad, too narrow, or empty.

3. Set frequency and scheduling

Under the Frequency and scheduling section, decide how often the Survey can be sent and when it can run.

Choose one send frequency:

• Send once when the person matches the rules - best for one-time research or launch feedback

• Send based on a fixed schedule if the person matches the rules - best for recurring check-ins and NPS that should run weekly, monthly, or yearly

• Send every time the person matches the rules until dismissed - best for contextual Surveys that can show again when the person returns to the same situation

For Every match, use Limit to once every and Maximum sends to limit repeat exposure. This prevents the same person from seeing the Survey too often while they continue matching the rules.

Then configure the timing:

• When to send - choose Any time, During office hours, Outside office hours, or Custom times

• Start sending - choose Immediately or Custom date

• Stop sending - choose Never or Custom date

All scheduled dates and custom-time windows use your workspace timezone.

4. Save and launch

Use Preview audience to confirm the estimated matching audience, then choose the right state action:

• Save - saves the survey version without publishing it to your users

• Set live / Schedule - starts a Survey with an immediate start date (Schedule is only available if ‘Start sending’ is a date in the future)

After a Survey is live, use Responses to review results. For the full reporting workflow, see View & export Survey results.

FAQs