Configure Survey Delivery (Advanced Options)

Overview

After you configure your survey’s appearance, the next step is to define how and when the survey is delivered to users. You can access all delivery-related controls on the Advanced Options tab of the survey builder. Here, you specify when the survey appears, how often users see it, how responses are collected, and whether the survey interacts with other active campaigns. These rules ensure you deliver the survey at the right moment without over-surveying users.

This article guides you through configuring delivery behavior for Web, Mobile App, and Link surveys. Follow the steps outlined in this article on the Advanced Options tab.

Configure Survey Frequency, Repeat Frequency, and Response Limits

These settings help you control how often a survey appears, how it behaves for returning users, and how much data it collects.

• Survey Frequency determines the minimum number of days VWO waits before showing the survey again to the same user.
• Repeat Frequency determines how a survey behaves after a user has seen it: whether it appears only once, reappears until completion, or repeats periodically.
• Survey Response Limits allow you to control the total and daily number of responses collected, ensuring predictable data volume and operational control.

Together, these settings help balance user experience, reminder logic, and response management. For more information on configuring these settings, see Configure Frequency and Response Settings.

Configure Other Advanced Options

This section contains optional settings for controlling the campaign's interaction with other VWO campaigns and its overall duration.

• Add to mutually exclusive group: Select this checkbox to ensure that visitors who qualify for this survey will see only one survey from the group to which it is added.
  
  Using mutually exclusive groups, you can make your surveys exclusive to one another and ensure that a visitor on your website who is part of one survey does not become part of another survey from the same group. For example, suppose you have two surveys running on the home page of your website. If you add both surveys to one exclusive group, then visitors who become part of one survey in the group cannot become part of another survey in the same group.

  Note: This option is available only for web surveys.
• Enable Scheduling: Select this checkbox to automatically start or pause a survey at a certain time and date, or after a certain number of visitors have viewed the survey. You can create a schedule by setting a start and end date and time, or by configuring the number of visitors you want to include in the test.
  
  Set the following parameters to schedule a survey:
  • Start date/time
  • End date/time

  • Recurring frequency. The default timezone is GMT.
    
    For detailed instructions on scheduling a survey, see Scheduling a Campaign in VWO.

    Note: This option is available only for web and link surveys.

• Hide campaign names in visitor settings: Select this checkbox to conceal the campaign names from appearing in campaign logs.
  
  Enabling this option replaces your actual test or variation information with a standard content format. So, when visitors attempt to view the information using the View page source option in their browsers, they do not view the actual test or variation information. For example, if you have a test named Personalized campaign for Facebook users, VWO will replace it with Campaign-numerical ID.

  Note:

  • This option is available only for web and link surveys.
  • You cannot apply this setting to a survey that is running, paused, or stopped.

• Survey Redirect URL: After the respondent submits the survey, you can redirect them to a specified URL, for example, thank-you page, offer page, or a follow-up workflow.

  Note: This option is available only for link surveys. 

• Add Notes / Add Labels: For your internal reference purposes, you can use the Add Notes and the Add Labels options to add notes and label your campaign, respectively. These will help you filter your surveys easily.

  Note: This option is available for web, mobile app, and link surveys.

Launch the Survey

After you finish configuring survey delivery settings, click Review and Start. The Campaign Ready to Start page displays a summary of:

• Target URLs (Web) / Screens (Mobile) / Link preview
• Trigger settings
• Frequency and response limits
• Traffic allocation (if applicable)

From this page, you can:

• Start Now
  Launches the survey immediately.
   
• Preview Campaign and Start Later
  Saves the configuration as a draft and allows you to preview it before launching.
   
• Review and Edit Settings
  Click next to any section to update configurations. After reviewing or editing, click Start Campaign to launch.

Once the campaign is live:

• Web surveys are deployed on configured URLs.
• Mobile surveys are deployed when their trigger events occur.
• Link surveys become accessible immediately via the generated link. Paste this link into your email campaigns, social media posts, or direct messages to start collecting responses.

While the survey runs, VWO begins collecting and reporting data. For information on interpreting reports, see Analyze VWO Pulse Survey Reports.

Troubleshooting

Need more help?

For further assistance or more information, contact VWO Support.