docs: recontact options for in-app surveys (#2525)

Co-authored-by: Johannes <72809645+jobenjada@users.noreply.github.com>
Co-authored-by: Johannes <johannes@formbricks.com>
This commit is contained in:
Shubham Palriwala
2024-04-26 21:43:49 +05:30
committed by GitHub
parent c517eff308
commit d41d60d877
6 changed files with 109 additions and 0 deletions

Binary file not shown.

After

Width:  |  Height:  |  Size: 46 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 39 KiB

Binary file not shown.

After

Width:  |  Height:  |  Size: 11 KiB

View File

@@ -0,0 +1,108 @@
import { MdxImage } from "@/components/shared/MdxImage";
import AppSurvey from "./app-survey.webp";
import GlobalWaitTime from "./global-wait-time.webp";
import SurveyRecontact from "./survey-recontact.webp";
import IgnoreWaitTime from "./ignore-wait-time.webp";
export const metadata = {
title: "Recontact Options in Formbricks: When to show a survey again to a user",
description:
"Explore how to configure Recontact options in Formbricks to control the frequency of survey exposure to users, ensuring effective feedback collection without compromising user experience.",
};
#### In-App Surveys
# Recontact Options
Recontact options in Formbricks enable you to manage how often and under what conditions a survey is shown to a user. This feature is crucial for balancing effective feedback collection with a positive user experience by preventing survey fatigue.
## When do Recontact Options come into play?
Recontact options are the last layer of the logic that determines if a survey is shown to the current user. The logic goes as follows:
1. Targeting: Does the current user targeted to fill out this survey? If yes...
2. Trigger: Is the survey triggered? If yes...
3. **Recontact Options:** Should the survey be shown (again) to this user? That's dependent on:
- Did the user see any survey recently (meaning, has Global Waiting Time passed)?
- Did the user see this specific survey already?
- How many times did the user see this specific survey already?
- Has the user already responded to this survey?
As you can see, there are a lot of different cases to cover. Let's have a closer look 👇
## Recontact Options
<Note>By default, a survey is shown to each user only once.</Note>
You can adjust the default behavior by modifying the Recontact Options for each survey in the settings:
1. Open the Survey Editor for the survey you want to see & modify the Recontact Options for.
2. Select the Settings Tab.
3. Ensure your Survey type is set to **App Survey**.
<MdxImage
src={AppSurvey}
alt="Choose Survey Type as App Survey"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl"
/>
4. Scroll down to the Recontact Options section.
Available Recontact Options include:
- **Show only once**: (default) Displays the survey a single time, regardless of whether it was completed.
- **Until they Submit a Response**: If tareting matches and trigger fires, Formbricks keeps showing the survey until the user submits a response.
- **Keep Showing while Conditions Match**: Always shows the survey while specific conditions are met. Useful for continuous feedback collection, such as in [Docs Feedback Survey](/docs/best-practices/docs-feedback) or the [Feedback Box](/docs/best-practices/feedback-box).
<MdxImage
src={SurveyRecontact}
alt="Choose Recontanct Options for the Survey"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl"
/>
## Product-wide Global Waiting Time
The Global Waiting Time is a universal blocker to make sure that no user sees too many surveys. This is particularly helpful when several teams of large organisations use Formbricks at the same time.
<Note>
The default Global Waiting Time is set to 7 days.
</Note>
To adjust the Global Waiting Time:
1. Visit Formbricks Settings
2. Go to Product Settings
3. Find the **Recontact Waiting Time** section
4. Modify the interval (in days) as needed.
<MdxImage
src={GlobalWaitTime}
alt="Formbricks Product-Wide Wait Time"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl"
/>
## Overriding Global Waiting Time for a Specific Survey
For specific surveys, you may need to override the default waiting time. Below is how you can do that:
1. In the Survey Editor, access the Settings Tab.
2. Find the Ignore Waiting Time between Surveys toggle under Recontact Options.
3. Enable this toggle to bypass the global setting.
4. Set a custom recontact period:
- **Always Show Survey**: Displays the survey whenever triggered, ignoring the waiting time.
- **Wait `X` days before showing this survey again**: Sets a specific interval before the survey can be shown again.
<MdxImage
src={IgnoreWaitTime}
alt="Ignore Global Waiting Time for a Specific Survey"
quality="100"
className="max-w-full rounded-lg sm:max-w-3xl"
/>
---
Still struggling or something not working as expected? [Join our Discord!](https://formbricks.com/discord) and we'd be glad to assist you!

Binary file not shown.

After

Width:  |  Height:  |  Size: 31 KiB

View File

@@ -198,6 +198,7 @@ export const navigation: Array<NavGroup> = [
{ title: "Actions", href: "/docs/in-app-surveys/actions" },
{ title: "Attributes", href: "/docs/in-app-surveys/attributes" },
{ title: "Advanced Targeting", href: "/docs/in-app-surveys/advanced-targeting" },
{ title: "Recontact Options", href: "/docs/in-app-surveys/recontact" },
],
},
{