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A trigger opens a website survey for a visitor who matches its targeting. Triggers are set in the Triggers tab of the survey’s Targeting step, under Conditions. Add condition adds a condition, each condition type can be added once, and Combination sets how the conditions combine:
  • Any: the survey opens as soon as the first condition fires.
  • All: every condition must fire before the survey opens.
Three more controls apply to the conditions:
  • Then wait: after the conditions are met, the survey waits up to 60 seconds before opening. For example, “scroll past half the page, then wait five seconds” lets the visitor finish reading first.
  • Don’t interrupt: after the conditions are met (and after Then wait), the survey waits until the visitor stops typing, scrolling, selecting text or watching a video with sound, for up to 10 seconds. A visitor filling in a form keeps typing undisturbed, and the survey opens at the first pause.
  • Devices: each condition can apply to some of the survey’s devices only. Exit intent on desktop and a 20-second delay on phones is one survey with two conditions. The editor warns when a device has no condition that opens the survey.
An embedded survey has no trigger conditions: it shows as soon as its element is on the page.

Smart triggers

Smart triggers read several signals on the page and open the survey on a score or a pattern, at the moment a question is most useful. Usertick counts these signals in the visitor’s browser with fixed rules; nothing is recorded or sent. A smart trigger combines with the others like any condition. With a page rule such as /pricing, Hesitation opens the survey when a visitor comes back to the pricing page. Can’t find it reads site searches from the address (the q, s, query, search, keyword or term parameter); a search that doesn’t change the address isn’t seen.

The conditions

Triggers by plan

On page load, After a delay, Time on site, On scroll, Exit intent, On idle and Pages viewed work on every plan. On element click, On element hover, Element seen, On form submit, Form abandoned, Text copied, Video watched, Rage click, Page error and Custom event are advanced triggers, available on the Starter plan and above. The smart triggers, Don’t interrupt and Double the wait after each close are available on the Pro plan and above. On a plan without a trigger, the condition shows “Your plan doesn’t include this trigger. To publish, remove it or upgrade to Starter.” (or Pro), and the survey can’t be published until the condition is removed or the plan is upgraded. Don’t interrupt and Double the wait after each close show the same kind of note. After a downgrade, a published survey keeps its triggers until it is published again.

Custom events

The custom event condition connects a survey to moments only your app knows about:
When the survey’s custom event is named checkout_completed, the survey opens at that call. The name matches in any case, and spaces around it don’t count. Events sent before the snippet finishes loading are queued and replayed. Property rules narrow the condition further. Under Only when the event includes, Add property rule adds a rule over the properties your code sends, such as plan is pro or total is at least 100. The survey then opens only for calls whose properties pass every rule, so one event can open different surveys for different customers. The operators are the same as for trait rules (is, is not, contains, starts with, greater than, is set and so on), and property names match in any case. A condition without rules opens on any call with that name. See the SDK reference. Calls needed opens the survey on a later matching call instead of the first. With 5, a survey after report_exported asks once the visitor has exported five reports. Usertick counts the matching calls in the visitor’s browser, across visits, on the pages where the survey can show, and starts the count again after the survey opens.

Frequency and politeness

Triggers decide when a survey opens. Repeat behavior under Show frequency, in the Display rules tab, decides whether the same visitor sees it again:
  • Until answered (the default): the survey shows on each visit until the visitor responds. If the visitor closes it, the survey waits until the next visit.
  • Once: the survey shows once per visitor, whether or not they respond.
  • Every N days: the survey shows again after each Cooldown duration, up to Maximum displays, and After submission sets what happens once the visitor responds: Don’t show again, Show again after the cooldown or Keep showing.
  • Every visit: the survey shows on every page load that meets the other rules, which mainly suits launchers and testing.
  • Wait after closing: for every behavior except Once, the survey waits a set number of days after a visitor closes it without answering.
  • Double the wait after each close: with Wait after closing, the first close waits the days set and the second twice as long. After the third close, the survey doesn’t show to that visitor again.
When several surveys are ready on the same page, all of them wait for their trigger and the first one to fire opens. Only one popup shows at a time: the others wait until it closes and can then open under their own trigger and repeat behavior. A side button or an embedded survey never holds a popup back. These rules are kept in the visitor’s browser. A browser that blocks cookies and site data can’t remember what it showed, so by default a survey that depends on that memory (every behavior except Every visit) is hidden there instead of showing on every page load. Turning off Hide when the browser blocks storage shows it there anyway.
Examples that work well: hesitation on the pricing page to ask what held the visitor back; frustration anywhere for a bug report survey with a screenshot question; finished reading on the docs for “Was this page helpful?”; can’t find it with a question about what the visitor was looking for; a custom event after checkout with total at least 100 for a high-value order survey.