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Instead of picking people one at a time, you can describe the audience. The same Company and People rules work for email invitations and for in-app surveys, and you can save a set of rules as a segment to reuse on other surveys.

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Build an audience

An audience is one of three things: Each group takes up to 20 rules, which you combine with and or or. Company rules use your Company fields. People rules can use these People fields: Any other People field is refused. Rules are checked against current data each time, so people join and leave an audience as their data changes.

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Save a segment

Choose Save as segment once you have at least one rule, and give the segment a name of up to 120 characters. Names are unique in your workspace. Choose Archive segment to retire one. A survey that still uses an archived segment matches nobody until you choose another audience.

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Invite an audience by email

On the survey’s Distribute tab, choose Email, then switch Invitation audience from People to Segment or rules.
  1. Choose a saved segment or build Company and People rules. An audience with no rules is refused, so nobody is invited by accident.
  2. Wait a moment for the count. GainTrace shows how many people match and a sample of 50.
  3. Choose Send to N people, or Request approval for N people when your workspace holds invitations for approval.
A request can reach at most 1,000 people. If more people match, narrow the rules or split the audience into segments. Only active people with an email address at active Companies are included. Cooldowns, your frequency rule, invitation review and send windows still apply. Invitations that Trace AI or an agent requests for a segment always wait for approval in Triage.

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Target an in-app survey

Open the survey’s Distribute tab, choose In-app, and use the Rules tab. Below the placement and sampling settings are three questions.

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Who sees it

Choose Everyone, a Saved segment or Rules. The audience is checked each time the survey is requested for a signed-in person.

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Where

Choose Add page to show the survey only on certain pages, and Add excluded page to keep it off others. Each rule has a match type and a path: Rules match the path and query, and ignore the part of the address after # and any trailing slash. Matching is case-sensitive. With no page rules the survey can show on every page, with page rules it shows only where one matches, and an excluded page always wins. You can add up to 20 page rules and 20 excluded pages.

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When

In a single-page app, GainTrace checks the rules again when the address changes.
Event and time triggers need the signed token install. With the backend session install, page and audience rules apply only when your server passes the page address, and event and time triggers aren’t available. See In-app surveys.

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What else still applies

Targeting works on top of the other in-app rules. A person must pass the audience, the page and the trigger, and also the minimum customer age, the minimum daily sessions, the display limits, the sample share, the survey’s cooldown and your frequency rule. Days of product use count toward the minimum daily sessions only after the page and audience rules pass. Test mode ignores targeting, so you can always check how the survey looks.

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Targeting through the API

The Surveys API can list and create segments, request invitations for a segment or for rules, and save in-app targeting on a survey. Agents that use MCP can list segments and request invitations for a segment, and a real request always waits in Triage for approval.
Last modified on October 20, 2026