How a rule reaches a user
Trigger types
Every rule has one trigger, fixed when the rule is created.App event
Fires when a user triggers a named event in your mobile app, such as
Order Completed. The SDK matches the event name and asks UserJourneys
to resolve a launch.Synced audience
Makes everyone in a synced Mixpanel cohort eligible. When a user’s
referenceId matches an active audience member, the SDK receives a pending
prompt while loading config.Set up targeting rules
Get your Interviews SDK key
In the dashboard, go to Settings → API keys and copy the
Interviews SDK key. This public key is the only credential the mobile SDK
needs.
Install the React Native SDK
Add the SDK to your app and create the client with that key. See the
React Native quickstart.
Provide a trigger source
For an app-event rule, make sure your app tracks the event through the wrapped
analytics client. For an audience rule, sync the Mixpanel cohort first — see
Mixpanel cohort sync.
Create the rule
Open the study, go to Configuration → Targeting rules, and click
Add rule. Choose the trigger, pick the event or audience, write the prompt
copy, set pacing limits, and set the status to Active. The tab appears
once your app has contacted the SDK API — run the app once after installing
the SDK.
The event picker suggests events UserJourneys has already observed for your
project. You can also type an event name the catalog has not seen yet.
What the user sees
For anSDK prompt rule, the SDK shows an in-app card with your prompt heading,
message, an accept button, and a dismiss button. Accepting opens the interview
in-app; dismissing clears the prompt without opening anything. Empty copy
fields fall back to the SDK defaults.
A Direct link rule makes the study available without showing this prompt
card.
Field reference
An internal label to find the rule later. Users never see it.
Active runs the rule now, Draft saves it without launching, and
Paused turns it off temporarily. Archiving removes a rule from the study.
SDK prompt shows an in-app card the user can accept. Direct link makes
the study available without a prompt.
When several rules match the same person at the same time, the rule with the
higher number wins. Default 100; range 0–10000.
The minimum time before the same person can be prompted again. 0 means no wait;
maximum 30 days, in seconds.
How many times one person can start this study from this rule. Default 1; range
1–100.
The text on the in-app prompt card for
SDK prompt rules: a prompt heading
(up to 120 characters), a prompt message (up to 500 characters), an accept
button label, and a dismiss button label. Any field left blank uses the SDK
default.Optional advanced mapping of metadata keys to respondent fields (for example
traits.plan) to attach to each interview. Leave it empty unless you need it.When several rules match
Rules are evaluated highest priority first. For an app event, the highest priority rule that targets that event name is used. For a synced audience, audiences are evaluated highest priority first. After a rule is selected, its cooldown and max-starts limits decide whether the person is prompted; if the limit is reached or the cooldown is active, the launch is not eligible.Before the SDK is installed
Rules are delivered through the Interviews SDK. A rule can only reach someone after an app has contacted the project’s SDK API with your Interviews SDK key. The Targeting rules tab appears in study configuration once your app has connected, or once the project already has launch rules. Before that, start from Settings → API keys to get the Interviews SDK key and install the SDK. If rules exist while the SDK is not connected, the tab shows an SDK not connected yet warning.Rules created before the SDK is installed (for example through the chat agent)
are stored and ready, but they will not fire until the SDK is connected.
Why isn’t anyone getting prompted?
If a rule is live but no one is seeing the prompt, work through this checklist from the most common cause down:- The study is not activated. A rule on a study that is not active never prompts anyone. Activate the study first.
- The rule is paused, a draft, or archived. Only
Activerules fire. Check the rule’s status. - The event name does not match. App-event rules match the tracked event
name exactly, including spaces and capitalization.
Order Completeddoes not matchorder_completed. - The person hit the max starts or is in cooldown. Once a person reaches the rule’s max starts per person, or while the cooldown is active, they are not eligible again. See Testing your rules to test with a fresh person.
- The person dismissed a recent prompt. A recently dismissed prompt does not immediately reappear.
- The person is not in the synced audience. For audience rules, the person’s
referenceIdmust match an active member of the synced cohort. Confirm the cohort sync ran and includes that person. - The SDK is not installed or connected. Rules are delivered through the Interviews SDK. If the SDK not connected yet warning is showing, no app has contacted the project’s SDK API with your key — install the SDK and run the app once.
Testing your rules
Limits, cooldowns, and dismissals are keyed off thereferenceId, so once a test
person has hit a limit or a cooldown, that same id will not prompt again. To
re-run a rule cleanly, use a fresh throwaway referenceId for each test run —
for example dev-test-1, then dev-test-2 — so the new id has no start history,
cooldown, or dismissal. Switch back to your real referenceId before you
release.
An invite link is a plumbing test that bypasses launch rules: it opens the
interview directly without checking event match, audience membership, priority,
cooldown, or max starts. Use an invite link to confirm the interview itself
works, and use a fresh
referenceId to confirm the rule’s targeting and
eligibility.Managing rules with the chat agent
The chat agent can list, create, update, and archive Study Launch Rules for you. When it manages rules it also reports whether the SDK is connected, so it can warn you when a rule cannot reach anyone yet because the SDK is not installed.Related
React Native quickstart
Install the SDK and create the client with your Interviews SDK key.
Mixpanel cohort sync
Sync Mixpanel cohorts so they appear as audiences for audience rules.