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

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.

Last survey received records when a user or lead last received an in-app Survey. Surveys include an audience group that matches either of these conditions:

• Last survey received is more than 14 days ago

• Last survey received is unknown

Keep these conditions in the same OR group. The first gives people a break between Surveys. The second includes people who have no recorded Survey delivery.

You can change the number of days or remove the group. This rule considers all in-app Surveys, while frequency settings control repeats of this particular Survey.

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

In Outbound → your Survey → Frequency and scheduling, choose how often the Survey can run:

• Send once when the person matches the rules - Keep showing the Survey until the person completes or dismisses it, then do not show it to that person again

• Send based on a fixed schedule if the person matches the rules - Run the Survey on a weekly, monthly, or yearly schedule

• Send every time the person matches the rules until dismissed - Allow the person to complete the Survey again after the configured wait, while they still match its rules

By default, Surveys can repeat 30 days after completion. Maximum sends limits the number of completed Survey attempts.

For a multi-page Survey, answering one page does not finish the Survey. The person must reach the end of their Survey path. Dismissing the Survey stops it from appearing again, regardless of the frequency setting.

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.

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.