Expand User Targeting Possibilities for Formbricks

[jobenjada]

Currently, the user targeting or pre-segmentation options on Formbricks are quite limited. All you can do to limit who a survey will be displayed to is adding filters based on User Attributes, like so:

This means, that only users who have the value "Free" for the attribute "Plan" will see the survey.

Further ways to target user segments

1. Target users by when they were First Seen or Last Seen in an application. Formbricks tracks when a user is signing in and the date of the very first user action tracked per user is the "First Seen" date. The date of the most recent user action is the date for "Last Seen". It would be great if we could create a segment of users who were seen
2. Target users by responses in a previous survey. E.g. if you ran an NPS previously, you might want to create a segment of people who have an NPS of 9 or 10 so that you can prompt them to write a review for your product. Here it likely only makes sense to take into account the data from Single Select, Mulit Select, NPS, Rating Questions and Consent Questions.
3. Target by the amount of occurrences of a specific user action. Let's say your track the user action "Create Report" because it is one of the core value creating actions in your product. You then want to only display a survey if a user has already clicked "Create Report" 3 or more times so that you can be sure that this user experienced the value of your product several times.
4. Target by first occurence and last occurrence: Similar to above, we should be able to filter based on how many days ago it occurred.

What are Segments / User Groups?
With the filters described above you are creating segments of your total user base. So the combination of filters targets a different user segment every time. Instead of asking our user to choose the same set of filters every time, we can offer them to "save" all the filters which target a specific segment. We would then call it "Target Group" or "Segment" or "Cohort".

Facebook Ads Manager works in the same way where you can create these target groups and save them for later reference.

@sirkotsky shared some slides with from the Grab Marketing Team:
Grab-Marketing Guide.pdf

Look at page 38ff for the targeting he designed. I like it a lot, it seems more natural and easy to use than what other survey tools offer.

If you'd like to play several use cases through to see what kind of targeting we need. I'm happy to hop on a call and do that togehter!

If you have futher questions, please let me know :)

@sirkotsky Feel free to expand on that :)

[idhamrsd]

Thanks for the explanation, I will continue to analyze them. More clarification will drop here.

[idhamrsd]

I'm currently trying to breakdown the filters' attributes, values, and type of it. Are we agree on this one?

And if you see the red rows, that's the thing I am still confused about, I couldn't clearly visualize the condition for the use cases which makes me difficult to determine how the filters would behave in setup by users when they start to use it. May I get an elaboration for this?

I did a competitive analysis for the one Grap Marketing manager right there, and Notion as both of them have a similar concept of filtering system, would share it later. Thanks!