> For the complete documentation index, see [llms.txt](https://docs.zigpoll.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.zigpoll.com/polls/visibility-settings.md).

# Delivery Settings

Zigpoll gives you control over how a survey goes out, where it appears, what triggers it, and how often

{% hint style="info" %}
These settings apply to a single survey, so set them for each one.
{% endhint %}

Open a survey and go to **Settings → Delivery**. The settings are split across four tabs. Which ones appear depends on the delivery format you pick:

| Tab           | What it controls                                                                                                          | Shown for                                       |
| ------------- | ------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------------- |
| **Format**    | How the survey goes out — on-site pop-up, page embed, link, exit intent, API, email, SMS — and that format's own settings | every format                                    |
| **Locations** | Which pages of your site the survey appears on                                                                            | on-site, page embed (CSS selector), exit intent |
| **Trigger**   | What makes the survey appear: the appearance pattern, launcher and survey timing, device, and exit intent rules           | on-site, page embed, exit intent, API           |
| **Frequency** | How often it appears, what dismisses it, and cart conditions                                                              | everything except link, email and SMS           |

Every tab shares one **Save Changes** button.

{% hint style="info" %}
The **Trigger** tab used to be called Timing, and the **Activation Schedule** that lived on it has moved to **Settings → General**. See [Activation Schedule](/polls/display-rules.md#activation-schedule).
{% endhint %}

<figure><img src="https://1643988190-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LZpanNFqg3aCUZgXh3X%2Fuploads%2F99VP4I9eQnWCJmckspaX%2Fimage.png?alt=media&amp;token=38ba8e97-b921-4963-8f04-58777f4fd393" alt=""><figcaption></figcaption></figure>

### Different survey types have different settings

If you don't see a setting described here, it isn't available for your survey type.

**On-site surveys:** Appearance pattern, launcher and survey timing, locations, frequency

**Site embed surveys:** Embed settings, frequency. There are two ways to embed a survey in a page:

* **Copy & Paste Snippet** — self-contained, with no site-wide Zigpoll script needed.
* **CSS Selector** — uses the site-wide Zigpoll script.

See the [Embed documentation](/embed.md) for full details.

**Link:** Add UTMs to your link

**Exit Intent:** Exit intent settings, frequency

**API:** JS Code Snippet, appearance pattern, frequency

**Email:** Trigger settings (on the Format tab)

**SMS:** Trigger settings (on the Format tab)

### Locations

Choose which pages your survey appears on.

#### Location Templates

Zigpoll has the most common options as one-click templates, grouped into **General**, **Ecommerce** and **Manual**:

* Every Page
* Homepage Only
* Homepage Pop Up
* Feedback (a launcher people open themselves)
* Link Only
* Thank You & Order Status (Shopify)
* Order Status Only (Shopify)
* Checkout Steps \[Shopify Plus only]
* Product Pages
* Cart Page
* Collections Pages (Shopify)
* Customer Accounts (Shopify)
* POS: After Sale (Shopify POS)
* POS: Smart Grid (Shopify POS)
* Exit Intent
* Embed Code Snippet
* API Only
* Configure Manually

The Shopify templates are named after the pages in your Shopify checkout editor. Add the Zigpoll app block to the matching page. See [Activating Zigpoll on Shopify Checkout Extensions](/installation/activating-zigpoll-on-shopify-checkout-extensions.md). The POS templates show the survey on the register in the Shopify POS app. See [Activating Zigpoll on Shopify POS](/installation/activating-zigpoll-on-shopify-pos.md).

The same templates are offered as cards on step 2 of the create flow — see [Creating a Survey](/polls/creating-a-survey.md).

<figure><img src="https://1643988190-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LZpanNFqg3aCUZgXh3X%2Fuploads%2FjdXTU3Soc6dwI4bSHSu7%2Fimage.png?alt=media&amp;token=7f4a7a76-8833-4761-9de3-167ecfb3e0df" alt=""><figcaption></figcaption></figure>

#### Do it yourself

Pick **Configure Manually** to write your own page rules.

1. Add a rule, choose how it matches (**Matches Exactly**, **Starts With**, **Ends With** or **Contains**), and type the page path. The line under each rule shows the pattern Zigpoll will use.

<figure><img src="https://1643988190-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LZpanNFqg3aCUZgXh3X%2Fuploads%2FsMyaviug2u9hc9WWLq2j%2Fimage.png?alt=media&amp;token=f35576ed-2bfb-415d-9dad-ee4471120fd6" alt=""><figcaption></figcaption></figure>

2. You can keep the survey off certain pages by adding **Exclusion Rules**. They use the same match types.

<figure><img src="https://1643988190-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LZpanNFqg3aCUZgXh3X%2Fuploads%2FRLKLow0c1ae8ztKe7fK4%2Fimage.png?alt=media&amp;token=bce32c74-9aeb-43a5-88da-ccc7eb7d68c0" alt=""><figcaption></figcaption></figure>

3. By default, query parameters (the `?some=value` part at the end of a URL) are ignored. Turn on **URL Query Variables** to include them when matching.

<figure><img src="https://1643988190-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LZpanNFqg3aCUZgXh3X%2Fuploads%2F44IKqJQZTVOdoJtrxEvb%2Fimage.png?alt=media&amp;token=6663b855-079d-494f-bbd8-0ddaeb70a641" alt=""><figcaption></figcaption></figure>

#### How page rules match

**Rules match the page's path, not the full URL.** The path is everything after your domain: on `https://mystore.com/products/blue-shirt` it is `/products/blue-shirt`. Matching ignores capitalization. A survey with no page rules shows on every page.

| Match type          | Rule         | Shows on                            | Doesn't show on         |
| ------------------- | ------------ | ----------------------------------- | ----------------------- |
| **Matches Exactly** | `/products`  | `/products`, `/products/`           | `/products/blue-shirt`  |
| **Starts With**     | `/products`  | `/products`, `/products/blue-shirt` | `/collections/products` |
| **Ends With**       | `/thank_you` | `/thank_you`, `/pages/thank_you`    | `/thank_you/extra`      |
| **Contains**        | `sale`       | `/sale`, `/collections/summer-sale` | `/products/blue-shirt`  |

{% hint style="warning" %}
**Type a path, not a full URL.** A full address like `https://mystore.com/products` never matches with **Starts With**, **Ends With** or **Contains**, because those rules compare the path only.

With **Matches Exactly**, start the path with `/`. The rule `products` (no leading slash) matches nothing, while `/products` works. A full address does work with **Matches Exactly**, but only on that exact domain: `https://mystore.com/products` won't match `https://www.mystore.com/products` or `https://mystore.de/products`.
{% endhint %}

### Trigger

The Trigger tab controls what makes the survey appear. It opens with a sentence describing what the survey does today, for example *"The launcher appears immediately, and the survey opens once the visitor is 50% down the page."* You can check the behavior without reading every field.

#### Appearance Pattern

Rather than setting the launcher and the survey separately, pick the pattern that matches what you want. Each one writes both at once.

| Pattern                | What it does                                                                                                      |
| ---------------------- | ----------------------------------------------------------------------------------------------------------------- |
| **Feedback Button**    | A launcher waits in a corner. People open it when they want to.                                                   |
| **Ask on Arrival**     | The survey opens itself as soon as the page loads.                                                                |
| **Ask After Engaging** | The survey waits until someone is halfway down the page.                                                          |
| **Open From Code**     | Nothing shows on its own. You open it from the [Javascript API](/javascript-api.md) with `window.Zigpoll.open()`. |
| **Ask in a Modal**     | The survey opens centered over the page, with no launcher.                                                        |
| **Custom**             | Set the launcher and the survey separately, using the fields below.                                               |

The highlighted card reflects your saved settings, so a survey set up before patterns existed still shows the pattern that matches it. Editing a field by hand moves the selection to **Custom**.

A pattern also sets whether there is a launcher at all, and whether the survey is a corner widget or a modal. When it changes either, Zigpoll says so under the cards, and the change applies when you save. If a pattern needs a launcher and this survey's launcher is turned off (or the other way round), a notice links to **Settings → Design → On-Site**, where that switch lives.

{% hint style="info" %}
A survey's own design settings replace your account's Design Defaults entirely. So a pattern that changes the launcher or the alignment may turn on a design override for that survey for the first time. The notice under the cards tells you when that will happen.
{% endhint %}

#### Launcher Timing and Survey Timing

Pick **Custom** (or **Ask After Engaging**, which opens the survey block) to set the two timings yourself. Both use the same three controls:

* **Scroll Depth** — wait until the visitor is a certain % down the page
* **Delay** — wait a number of seconds, on the page or across the site
* **Device** — desktop only, mobile only, or both

The two run **in sequence, not in parallel**: Zigpoll waits for the scroll position first, and only then starts the delay timer. "50% and 5 seconds" means *once they are halfway down the page, then five seconds later*.

The **Survey Trigger** block asks who opens the survey: *It opens by itself* or *Someone clicks the launcher*. The timing fields only show for *It opens by itself*. If the launcher is set to appear **after** the survey opens, Zigpoll flags it, since the launcher would never be what opens the survey.

### Exit Intent

These settings are on the **Trigger** tab for exit intent surveys.

**Sensitivity**: How readily Zigpoll decides a visitor is about to leave. Higher sensitivity shows the survey more often, with more false positives. Lower sensitivity shows it less often.

<figure><img src="https://1643988190-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LZpanNFqg3aCUZgXh3X%2Fuploads%2F1vSF44LBjN71o61b55eZ%2Fimage.png?alt=media&amp;token=08069181-6b89-4115-8b17-a1bbb87cdef2" alt=""><figcaption></figcaption></figure>

**Exit Intent Timer**

The exit intent survey only appears after the visitor has been on your site for at least this long.

<figure><img src="https://1643988190-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LZpanNFqg3aCUZgXh3X%2Fuploads%2FITVgqLujd7DzX0I25Fmu%2Fimage.png?alt=media&amp;token=6f34904e-673c-4b05-91ef-d6f7218046c5" alt=""><figcaption></figcaption></figure>

**Device**

Show the survey on all devices, only on desktop, or only on mobile. For other on-site surveys, device is part of **Launcher Timing** and **Survey Timing** on the same tab.

<figure><img src="https://1643988190-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LZpanNFqg3aCUZgXh3X%2Fuploads%2FnGFLHElyiKnH0Bb312zr%2Fimage.png?alt=media&amp;token=79a2bfb7-6cfa-4e5a-97a8-9365cfb0c3a3" alt=""><figcaption></figcaption></figure>

### Frequency

The Frequency tab also opens with a sentence, because its two main controls add up to one: *"The survey appears at most 3 times to the same person, and goes for good after one close."*

#### What dismisses the survey

Pick one of four:

| Tile                  | What it does                                     |
| --------------------- | ------------------------------------------------ |
| **Dismiss on Close**  | Gone for good after one close.                   |
| **Dismiss on Answer** | Survives closes. Gone once answered.             |
| **Dismiss on Reload** | Lingers after answering, until the page reloads. |
| **Never Dismiss**     | Comes back even after they answer.               |

With the first three, answering ends the survey for that person permanently. What differs is what a **close** does. Closes are counted in the visitor's own browser, so they carry over across page loads and repeat visits.

#### Appearance Limit

How many times the survey may appear to the same person before it stops on its own. Choose **Appears at most N times to the same person**, or **Keeps appearing with no limit**.

{% hint style="info" %}
If you never set a limit, Zigpoll applies **10**. New surveys are created with a limit of 3.
{% endhint %}

#### Cart Conditions

On Shopify stores, show the survey based on the cart's item count or value. The survey only appears when the cart conditions are met, which suits abandoned cart surveys.

#### More options

Open **More Options** at the bottom of the Frequency card for three narrower rules:

* **Exit Prompt** — let people close the survey at any time, don't allow closing until it is completed, or ask for confirmation before closing.
* **Page Memory** — whether what a visitor has already seen is remembered across the whole site, or separately for each page they land on.
  * **Remember across the whole site** (the default) — the survey keeps its progress wherever it appears. Someone who half-answered it on one page carries on where they left off on the next.
  * **Remember separately for each page** — each URL gets a fresh, empty survey. Use this on dynamic pages, where the same survey really asks about something different each time: order 123 is not order 321.
  * On Shopify order pages this control is labeled **Counted Per**. It chooses between showing the survey once per customer or every time they place an order.
* **Memory** — Zigpoll remembers in the visitor's browser what they have already been shown. Choose **Remember what a visitor has seen**, or **Start fresh each browser session**. Use the second on a shared device, such as a kiosk or a tablet at a counter, so each visit counts as a new person.

#### The survey keeps showing after I closed it

Frequency is remembered per browser, so check these in order:

1. **What dismisses the survey.** Only **Dismiss on Close** hides it after a close. With **Dismiss on Answer** a close just collapses it, and it comes back on the next page load. **Never Dismiss** brings it back even after an answer.
2. **Appearance Limit.** Set **Appears at most N times to the same person**. **Keeps appearing with no limit** lets it return indefinitely.
3. **Memory** (under **More Options** on the Frequency card). **Start fresh each browser session** resets the count every time the visitor opens a new browser session. Use **Remember what a visitor has seen** unless the survey runs on a shared device.
4. **Page Memory** or **Counted Per**. **Remember separately for each page** gives each URL a fresh survey, so it shows again on the next page. On Shopify order pages, **Show each time a customer places an order** shows it again on every order.
5. **Allow Resubmissions** on **Settings → General** (in the **Survey Rules** card). When on, a finished survey is not remembered, and **Reset Session** (shown once resubmissions are on) treats each completion as a new person. Turn both off unless the survey is a contact form or kiosk.
6. **A different browser or device.** Zigpoll's memory lives in the visitor's browser. Clearing site data, a private window or another device counts as a new visitor.

{% hint style="info" %}
**There is no per-survey cooldown** such as "don't show again for 30 days". To space surveys out over time, use **Survey Throttling** in your account **Settings → Visibility**: *Do not show more than N surveys to a particular customer every N days*. It counts every on-site survey the visitor is shown across your account, and you can exclude specific surveys from the count.
{% endhint %}

#### Show a survey only once per customer

Frequency settings are per browser. To stop a Shopify customer seeing a survey again on any device or order, tag them when they respond, then exclude that tag:

1. Open the survey and go to **Settings → Workflows → Shopify**. Turn on **Tag Customers** and set the **Shopify Customer Tag** (the default is `Completed Zigpoll Survey`). See [Workflows → Shopify](/polls/behavior-settings.md#shopify).
2. Go to **Settings → Targeting**. Under **Shopify Targeting Rules**, click **Advanced Rules** and add **Customer Tags → Does Not Include Any →** the same tag.
3. Click **Save Changes**.

The tag can only be added when Zigpoll knows the Shopify customer, such as on Thank You and Order Status pages, order-triggered email and SMS, or a logged-in shopper on your storefront. For on-site surveys, customer rules need the Zigpoll app embed and a logged-in shopper. See [Targeting Settings](/polls/targeting-settings.md#how-on-site-surveys-identify-the-shopper).

#### Trigger settings for email and SMS

For email and SMS surveys, the trigger is set on the **Format** tab. Choose the event that sends the survey and how long to wait before sending it. The events follow Shopify's definitions.

**Event options**

* Order Created
* Order Paid
* Order Fulfilled
* Order Delivered
* Order Cancelled
* Abandoned Checkout

**Delay options**

* Set the unit of delay (minutes, hours, days)
* Set the number of units

<figure><img src="https://1643988190-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-LZpanNFqg3aCUZgXh3X%2Fuploads%2FHYpxgk7MywwPhCQLSfTF%2Fimage.png?alt=media&amp;token=8f618e2f-0f20-4cb1-b817-649bf577821e" alt=""><figcaption></figcaption></figure>

### Activation Schedule

The activation schedule is a calendar window for the whole survey rather than a per-page-load rule, so it lives with the survey's other lifecycle settings on **Settings → General**. See [Activation Schedule](/polls/display-rules.md#activation-schedule).

### Nudge Non-Responders

**Nudge Non-Responders** is on **Settings → Workflows → Reminders**. It sends a one-time reminder to anyone who was sent or shown this survey but didn't respond. The reminder is skipped if they respond first.

See [Nudge Non-Responders](/polls/nudge-non-responders.md) for full setup, delivery, and customization details.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.zigpoll.com/polls/visibility-settings.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

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Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.