Pulse Insights Documentation
  • Pulse Insights Overview
    • đź‘‹Welcome to Pulse Insights
  • Implementing Pulse Insights (Dev)
    • Implementing on Web and Mobile Web
      • Deploying your tag (code snippet)
      • Ingesting contextual data for targeting and analysis
      • Client Key
      • Tracking Events (aka High Value Actions)
      • Presenting a specific survey
      • Supporting Inline surveys
      • Callbacks
      • Privacy Features
        • Identifiers, cookies, and local storage
        • Data that Pulse Insights stores
      • QA Process and Preview Mode
        • JavaScript Object
      • Single Page Apps
      • Load Time & Availability
      • Bot blocking
      • Customer-initiated Feedback
    • Implementing in email
      • Dynamic Email
    • Implementing in Native Apps
      • Android
        • Android Release Notes
        • Android Demo App
      • iOS
        • iOS Release Notes
        • iOS Demo App
      • Demo App Help
  • Integrations
    • Integrations overview
      • Hubspot
      • Braze
      • Google Analytics
      • Data Lake
  • Configuring Pulse Insights (Console)
    • Account Setup
      • Authentication & SSO
      • Inviting Collaborators
      • Roles & permissions
    • Dashboard & Program Management
      • Survey Status
    • Editor
      • Question Types
        • Survey Invitation
        • Single Choice
          • Using Images
        • Multiple Choice
        • Free Text
        • Net Promoter Score
        • Slider
        • Custom Content (Next Best Action)
        • Thank You Message
          • Poll (Show Results)
      • General
      • Targeting
        • Devices & Channels
        • Sample Rate
        • URL & Events
        • Dates
        • Previous Responses
        • On Page Behavior
        • CRM Targeting
        • Geo Targeting
        • Goal
        • User Behavior
        • Advanced Settings
      • Formatting
        • Widget Types
          • Docked
          • Bottom Bar
          • Top Bar
          • Overlay
          • Inline
        • Themes
        • Question Display
        • Custom CSS (Survey-level)
        • Supported Markdown
      • Link Builder
      • Preview
      • Survey Groups (Localization)
    • Reporting
      • Results Page & Filtering
      • On Demand
        • Columns/Data Dictionary
      • Scheduled Reports
      • Free Text
        • AI Generated Summary
        • Responses & Tagging
      • Custom Content Reporting
      • Viewable Impressions
    • Account Level Settings
      • Get Code Snippet
      • Global Targeting
      • Data & Integrations (Callbacks)
      • Data Restrictions
      • Themes
      • Automations
        • High Value Actions (Events)
      • Activity Log
      • Configured by Pulse Insights
  • Best Practices
    • Best Practices
      • Copy
      • Design and Execution
      • Targeting
      • Widget Types
      • Sample Rate
      • Submission Rates
      • Special Features
      • Best Practices for Progressive Profiling
  • API
    • API reference
      • Surveys
        • Questions
        • Poll
      • Q
        • A
      • Direct serve
      • Serve
      • Results
      • Present results
      • Track event
      • Custom content link click
      • Submissions
        • All answers
        • Answer
        • Close
        • Viewed at
      • Devices
        • Set data
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  1. Configuring Pulse Insights (Console)
  2. Editor

Targeting

PreviousGeneralNextDevices & Channels

Last updated 5 months ago

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The configurations in “Targeting” determine the circumstances that the survey is eligible to render.

In the Targeting Panel, you can:

  • Target specific Device Types

  • Set up display and suppressions rules for URLs, View Names, and Regex

  • Set a sample rate

  • Add survey start & end dates

  • Target users who answered previous surveys

  • Set up on-page behavior triggers

  • Set up user behavior triggers

  • Enable CRM targeting

  • Target specific geographical locations

  • Determine a submission goal

Targeting rules work in conjunction with the Pulse Insights tag. If the tag is not on a page, the survey will NOT be eligible to show, even if all the targeting criteria is met.

You can set up many targeting conditions, but we recommend keeping it simple.

Unless otherwise noted, targeting conditions set across sections are AND statements, not OR.

For example, if you set:

  • Display If rules in "URLs & Events" AND

  • On Page Behavior rules AND

  • Run dates AND

  • CRM targeting rules

then they survey will only display if ALL condition types are met (i.e. the survey will not display if any one of the conditions are met. If the URL matches display if rules, but the current date is outside of the start/end date range set, then the survey will NOT display).

Please visit the "" section of our Best Practices for our recommendations on targeting, or contact your Customer Success Manager for guidance.

Targeting