Planning Your Experience

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Quick Access

Planning Your Experience

• Scheduling Launch

• Recurrence Options

• Rate limiting for Experiences

• Understanding Priority

Best Practices & Tips

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Planning Your Experience

When

Scheduling Launch

Schedule

Determine when your experience becomes active with options for immediate launch or scheduled activation:

• Set a Starting Date: Schedule the start by selecting a date and time in the future.

  

  Starting date

By default, the time is prefilled with the date of creation. Set the date to 'Now' by clicking on the cross "X" to activate the experience immediately.

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• Set an Expiration Date: This option is perfect for timed campaigns or feature releases. By default, experiences are published indefinitely, but you can add a date on which it will be automatically paused.

End date

You can pause and restart published experiences anytime from your Dashboard.

Recurrence

Recurrence

Control the repetition frequency to manage how often an experience is presented to users.

• Once: Ideal for one-off announcements or welcome messages. Once the user has seen the flow, it will not reappear. This depends on a user seeing or completing the first step of the flow, and behavior can vary slightly depending on whether the first step is a modal, snippet, tooltip, or hotspot.

It is the default and recommended option to make sure not to overwhelm users who skipped the experience.

Once

• Every Time: The experience will display every time a user meets the trigger conditions. Suitable for persistent guidance or reminders.

A very useful option to test but don't forget to switch it back, it may bother your users to have a constantly reappearing pop-up.

Every time

• Custom Time: Set a custom recurrence schedule by specifying the frequency that suits your campaign needs.

  You currently can set the frequency only in days. It's really useful to set reminders for surveys or already-known recurrent announcements.

Once every

Rate Limiting for Experiences

Manage user exposure to avoid overwhelming them with multiple experiences:

• Rate Limiting: Toggled by default, this option enforces display frequency rules. It helps you maintain a great experience for your end-users and prevent them from being overwhelmed by too many experiences.

Be careful it might cause you not to see your experience live, you can disable it while you are testing, but as for the "every time" recurrence don't forget to switch it back.

Rate limiting alert

It's a project-wide parameter, go to your settings to set the maximum number of in-app experiences a specific user can see within a specific time range.

Check out our notice about it

Prevent overwhelming users

Understanding Priority

Prioritize the order in which multiple live experiences appear:

Priotity

• Priority allows you to define an order between live experiences when there is a conflict, usually multiple experiences published on the same URL. (Higher values are displayed first.)

  For example, a Poke with a priority of 10 will be displayed before a Poke with a priority of 9.

Priority example

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Best Practices & Tips

Here are some best practices to consider when configuring the "When" settings:

1. Timing: Align the experience launch with user activity peaks or off-peak times based on your analytical data.

2. Testing: Test different timings for engagement to find the optimal moment for presenting your experiences.

3. Scheduling: Use scheduled activation for promotional campaigns to ensure they go live at the intended time without manual intervention.

4. Recurrence: For important announcements or compliance notifications, set a recurrence to ensure visibility to users who may have missed it the first time.

5. Prioritization: Regularly review and adjust the priority of experiences, especially in response to changing business goals or user feedback.

6. Rate Limiting: Adjust rate limiting to manage the frequency of experience displays, which is particularly effective in preventing user experience fatigue.