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Limit audience for NPS surveys
In addition to setting the default configuration for your NPS Surveys to establish a cadence, you can limit the audience of your Vitally NPS surveys to show only to specific users using a Playbook!
For example, let's say you only wanted to survey users where the
role
trait equals admin
. First, create a playbook that targets users, and add a rule to that playbook targeting users with the admin
role.
Then, add an action to your playbook to show users matching your rules Vitally's NPS surveys.

At the bottom of your NPS settings, you'll see an option asking if you'd like to show surveys to all users or only those matching Playbooks. Choose the latter here. This setting paired with the above playbook will now ensure that only users matching your playbook's rules are displayed NPS surveys!
