How Do I Add a Survey Rule?

After creating a survey and survey questions, you'll want to create rules for the demographic target audience of clients you want to take this survey.

Step-by-Step Guide

Go to Surveys under the Administration heading.

Click on the "New Rule" button under the "Rules Configuration" section.

Name: type in a title for the rule; it should reflect the type of rule you're trying to create


  • include clients with all of the following
  • include clients with any of the following
  • include clients with none of the following

To create rules that include all of a certain criteria and none of the other, or any combination of the above, you would have to create separate rules.

Predefined Rule: rule that has already been created

Click on "New Rule"  to set your criteria. Click on the "Delete" button to remove it.

Click on the "Save" button to save your changes or "Cancel" to discard them.