Overview

You can manage the trigger settings of your Surveys using the Auto-Trigger (on) or Custom Triggers (off) option under the Trigger section on the Survey Configure page.

Auto-Trigger (on)

The Survey automatically starts when the Auto-Trigger is activated as the visitor lands on the pre-set target URL.

When turned on, you can set the Appear Frequency using one of the options below. These conditions will only be applied if the current user is on the correct segment and targeted page.

• Only Once: Your Survey won't be displayed anymore once seen.
• Once in a Session: Your survey will be shown on each new browser session. A new session is defined when you access a website on a new browser tab/window.
• Once in 1 Day: Your Survey will be displayed only once a day.
• Once in 7 Days: Your Survey will be displayed only once a week.
• Once in 30 Days: Your Survey will be displayed only once a month.
• Once in 90 Days: Your Survey will be displayed only once every 90 Days.
• Once in 180 Days: Your Survey will be displayed only once every 180 Days.
• Once in 360 Days: Your Survey will be displayed only once every 360 Days.
• Always: Your Survey will always be displayed to your users.

Note: If you haven't enabled User Identification, and your users access your website through a different device, incognito mode, or clear their browser cache, they will be seen as new users. Thus, if you've set your Survey to be shown only once, these users will see it again.

Display Priority

While previewing multiple Surveys on the same page, they won't show up simultaneously, and their order of appearance is not predictable.

This option decides which auto-triggered material takes precedence when conflicts arise with multiple materials.

Stop Trigger

You can pre-define when you want the Survey to stop being displayed.

It can be after the user sees the Survey a certain number of times, when they answer the Survey, or when a specific goal you have set is reached.

Trigger when an event occurs

You can show a guide whenever a specific event happens, for example, when a user clicks your notification bell. This works independently of Auto-Trigger, so you can use it on its own or together with it. This option is available for Guides, Banners, and Surveys.

The event you want to use must be listed under Settings → Data → Events. Any event listed there can be selected, including custom events, page view events, no-code element tracking events, and UserGuiding material events.

If the event you need isn't there yet, you can create it without code:

1. Go to Settings → Data → Events and click + New Event → No-Code Element Tracking.
2. The UserGuiding extension opens on your page. Select the element you want to track and give the event a name (e.g. notifbellclick).
3. Save the event and go back to the panel.
4. Click Publish Changes and refresh your page.
   
   
   
   Setting up the trigger
5. Open your guide and go to the Configuration tab.
6. In the Trigger section, check Trigger when an event occurs.
7. Under Choose an Event, select the event that should trigger the guide.
8. Under Set the Appear Frequency, choose how often the guide should appear when the event happens. The options are the same as in Appear Frequency Options.
9. Save and publish your guide.

Using it together with Auto-Trigger

You can enable Auto-Trigger and Trigger when an event occurs at the same time. Each one has its own Appear Frequency, so you can combine them. For example:

• Auto-Trigger → Only Once: the guide shows automatically on the user's first visit.
• Trigger when an event occurs → Always: after that, the guide stays available on demand whenever the user clicks a specific element.
  

⚠️ Tip: If your guide doesn't appear after you set up a new event, make sure you've clicked Publish Changes and refreshed the page. New event trackers can take a few minutes (up to ~5 minutes) to start working.

Auto-Trigger (off)

When Auto-Trigger is turned off, your Survey will not appear unless you trigger it with one of the methods found on the Custom Triggers button.

You can reach all the options you need to custom-trigger your surveys, namely the JavaScript API, Survey Hyperlink, and Other Available Triggers.

Say you'd like a Survey to show up once the visitor clicks on a specific CTA button. You could easily custom-trigger this Survey using the JavaScript API option.

Say you'd like a Survey to be triggered with a hyperlink you provide for your end-users. All you need to do is copy the Survey Hyperlink and add it at the end of the URL you want to use. Then you will be able to trigger your surveys using this custom method.

Lastly, on the Custom Trigger Options slider, you will see the Other Available Triggers, such as a Resource Center. This means that your surveys can also be activated within the Resource Centers.