How to segment visitors with Flow Surveys

RightMessage can allow your visitors to self-segment into a specific segment. This is achieved by asking them a question that’s displayed within a Flow widget.

Questions

When you ask a question in RightMessage, you’re presenting the visitor with a set list of possible answers. When the visitor clicks on one of these answers, they’re actually placing themselves within a segment.

Within RightMessage, a question is a Segment Group. And an answer is a segment within that group.

This allows you to set up rather sophisticated segmentation set ups, where you’re able to try to automatically infer someone’s segmentation (i.e. business stage=not yet started  if they originally landed on your /how-to-start-a-new-business  page) which then falls back to asking the visitor to self-segment should you not be able to auto-segment.

It’s important to remember this, especially when you start working within Flows, because RightMessage only ever asks questions we don’t know the answer to already.

So if someone has previously given an answer in a previous visit or they’ve been auto-segmented or you already have this data for them in your ESP/CRM, they won’t be asked to answer the question associated with their current segmentation. 

Simply put, if you already know their industry we won’t try to ask them what industry they’re in.

If you’re coming from another form or survey tool that doesn’t have this context, this might initially make you think something strange is going on.

Creating and editing questions

For more details about how to add questions to your website, check out our section on Flows.

This is technically where you’ll be actually taking a Segment Group / Question and presenting it to your visitors to self-segment themselves / answer your question.

Conditional answer options

Each answer option in a question can be set to show only when the visitor matches certain criteria. This is useful when you want to tailor the choices based on what you already know about the visitor.

When editing a question, click an answer option and add a visibility condition. Conditions can reference segments, page URL, referring domain, ESP fields, custom JavaScript variables, or anything else you can target on elsewhere in RightMessage.

For example, a "Where did you hear about us?" question might only show "From a podcast" when the visitor’s UTM source contains "podcast", and "From a friend" when there is a referral cookie set.

If none of an answer’s visibility conditions match a given visitor, that option is hidden. If no options match at all, RightMessage skips the question entirely, the same as it would for a question whose answer it already knows.

Question Descriptions

You can add rich text descriptions to your questions to provide more context for your visitors. This is a great way to clarify the question and what you're asking.

To add a description to a question, click the "Add description" button below the question text. This will open up a rich text editor where you can add your description.

You can use a variety of formatting options in your description, including:

• Bold and italics

• Bulleted and numbered lists

• Links

This new feature also supports A/B testing, so you can test different descriptions to see what works best for your audience.