You can use Targeted Sampling to target a defined user group (e.g. enterprise customers or users from Uruguay) for an in-app Wootric survey, rather than surveying all of your users or a random sampling of your users. This is called property-based targeted sampling.
You can also use Targeted Sampling to trigger an in-app Wootric survey after a specific event occurs in your app (e.g. checkout). This is called event-based targeted sampling.
NOTE: You can find the Targeted Sampling setup page in Wootric Settings, which is accessible only to Wootric account admins. If you don't see this section contact firstname.lastname@example.org.
Here's a step-by-step guide to setting up Targeted Sampling rules.
Step 1 - Choose Your Survey
Your first and most important decision is which survey you want send to your target users or tie to an event. If you haven't been to Wootric Settings --> Customize Survey, go there first and setup your survey.
The survey you choose and all it's customizations will be used every-time a targeted sampling rule is triggered.
Step 2 - Define your Event and/or Target Survey Group
Do you want an in-app event to trigger your survey or would you like your survey target a specific user group that is using your app? Or maybe both? A targeted sampling rule requires that you choose at least one of these two options.
NOTE: User-group targeting works for web and mobile apps. Event-based sampling is currently available only for web apps.
Set up an Event-based trigger for your in-app survey (event-based sampling)
You can trigger surveys for events that you pass us as part of your Wootric installation through Segment. If you have Wootric installed directly, without the use of Segment, you'll need to a developer to code that for you. (You can still use property-based triggers described below. )
If you have access to view your Segment code installation, you'll be able to find the names of Events you're passing. If you're not sure what events you track now, contact your company's Wootric admin.
NOTE: Your Event name must be entered exactly, or the survey won't fire.
Set that event as your trigger as shown below:
Define a Target Survey User Group for your in-app survey (property-based sampling)
You can define the target user group for an in-app Wootric survey by using the Properties that you pass us as part of either your Wootric code installation or through Segment.
If you have access to view the Wootric or Segment code installation, you'll be able to find the names of Properties and Values you're passing to Wootric. If your Wootric dashboard has responses, you'll also be able to see the Properties and Values listed within your Segments & Filters. If you're still not sure what Properties are available, contact your company's Wootric admin.
NOTE: Your Property name and Value name must be entered exactly, or the survey won't fire.
Define your user group using Properties and Values as shown below:
If your Wootric dashboard has no survey responses yet and you're not sure about Event names or Properties you're passing, you may need to talk to an admin at your company to help you at this point.
Step 3 - Define your Sampling Rule
The options available for sampling in this Step 3 are the same as the Wootric Standard Sampling options. That is, you'll set rules for when, what volume, and how often to survey Registered Users and Visitors who fit either the user-group rule or the event rule you set up in Step 2 above.
NOTE: Registered Users are any user who you've passed a unique identifier for (like an email address or user id) as part of your Wootric/Segment code installation. Visitors are unknown users.
Define your sampling rules as shown below:
NOTE: If you set sampling to 0%, we will not send surveys to the targeted group or event. Changing this percentage to 0%, in effect turns off a Sampling Rule. You can use this to temporarily disable a Sampling Rule if you'd like.
NOTE: The sampling rules are connected. That is, within one account, your users can be protected from over-sampling.
NOTE: Clicking save will immediately activate Targeted Sampling Surveys.