--- title: "Use cases on scheduling Surveys" slug: "use-cases-on-scheduling-surveys" updated: 2026-07-13T06:24:02Z published: 2026-07-13T06:24:02Z canonical: "support.whatfix.com/use-cases-on-scheduling-surveys" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.whatfix.com/llms.txt > Use this file to discover all available pages before exploring further. # Use cases on scheduling Surveys Refer to the following use cases for scheduling surveys for your end users. Use the new Visibility Rules for displaying Surveys. For more information, [see how to use the new Visibility Rules](/studio/docs/advanced-visibility-rules-for-widgets). **Display a Survey every time a user logs in** Use the following steps to schedule and display Surveys to users always when they log in 1. Go to **Set Visibility Rules**. ![Set Visibility Rules](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/set_visibility_rules.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) 2. Click **When does the survey start and stop appearing?** ![When does the survey start and stop appearing](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Surveys_When.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) 3. Under **What causes the survey to appear?**, select **Specific date range** from the dropdown. ![Select specific date range from the dropdown](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Surveys_Specific%20date%20range.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) 4. Select a **Timezone**. ![Select a timezone in the visibility rules of surveys](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Surveys_Timezone(1).png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) 5. Select a **Start date** and **End date** as well as **Start time** and **End time** to follow. ![Select a date and time for surveys in the visibility rules](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Surveys_dateandtime.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) 6. Under **Set repeat**, choose **Once daily** from the dropdown for the Survey to appear every day. ![Set repeat for surveys](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Surveys_SetRepeat_OnceDaily.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) 7. Click **Save**. ![Click Save to save the visibility rules](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Survey_Save.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) **Display a Survey every time a user logs in, but only for a particular time frame** Use the following steps to display Surveys to users only within a specific time interval. 1. Go to **Set Visibility Rules**. ![Set Visibility Rules](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/set_visibility_rules.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) 2. Click **When does the survey start and stop appearing?** ![When does the survey start and stop appearing](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Surveys_When.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) 3. Under **What causes the survey to appear?**, select **Specific date range** from the dropdown. ![Select specific date range from the dropdown](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Surveys_Specific date range.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) 4. Select a **Timezone**. ![Select a timezone in the visibility rules of surveys](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Surveys_Timezone(1).png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) 5. Select a **Start date** and **End date** as well as **Start time** and **End time** to follow. ![Select a date and time for surveys in the visibility rules](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Surveys_dateandtime.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) 6. Under **Set interval**, select a time frame for the Survey to appear. ![Set interval in surveys to show them within a specific time frame](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Surveys_SetInterval.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) 7. Click **Save**. ![Click Save for the survey visibility rules to be saved](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Survey_Save.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) **Display a Survey only on particular days of a week** Use the following steps to display Surveys on specific days of the week. 1. Go to **Set Visibility Rules**. ![Set visibility Rules](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/set_visibility_rules.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) 2. Click **When does the survey start and stop appearing?** ![When does the survey start and stop appearing](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Surveys_When.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) 3. Under **What causes the survey to appear?**, select **Specific date range** from the dropdown. ![Select specific date range from the dropdown](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Surveys_Specific%20date%20range.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) 4. Select a **Timezone**. ![Select a timezone in the visibility rules of surveys](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Surveys_Timezone(1).png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) 5. Select a **Start date** and **End date** as well as **Start time** and **End time** to follow. ![Select a date and time for surveys in the visibility rules](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Surveys_dateandtime.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) 6. Under **Set repeat**, select **Certain days of a week** from the dropdown for the Survey to appear only on specific days of the month. ![Set surveys for certain days of the week](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Surveys_Certaindays.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) 7. Click **Save**. ![Save surveys](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Survey_Save.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) You can also choose to display the Surveys on a weekly basis by selecting other options from the dropdown such as Every weekday, Once a month, and more. For more information see [Show content based on a specific date](/studio/docs/show-content-based-on-a-specific-date). **Display a Survey only once a week** Use the following steps to display Surveys weekly once to your users. 1. Go to **Set Visibility Rules**. ![Set Visibility Rules](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/set_visibility_rules.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) 2. Click **When does the survey start and stop appearing?** ![When does the survey start and stop appearing](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Surveys_When.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) 3. Under **What causes the survey to appear?**, select **Specific date range** from the dropdown. ![Select specific date range from the dropdown](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Surveys_Specific date range.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) 4. Select a **Timezone**. ![Select timezone under the visibility rules](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Surveys_Timezone(1).png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) 5. Select a **Start date** and **End date** as well as **Start time** and **End time** to follow. ![Select the start date and end date and time too for surveys from the visibility rules section](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Surveys_dateandtime.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) 6. Under **Set repeat**, select **Once a week**. ![Schedule surveys once a week](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Surveys_OnceAWeek.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) 7. Click **Save**. ![Save surveys](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Survey_Save.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) **Display a Survey only once a month** Use the following steps to display Surveys monthly once to your users. 1. Go to **Set Visibility Rules**. ![Set Visibility Rules](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/set_visibility_rules.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) 2. Click **When does the survey start and stop appearing?** ![When does the survey start and stop appearing](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Surveys_When.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) 3. Under **What causes the survey to appear?**, select **Specific date range** from the dropdown. ![Select specific date range from the dropdown](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Surveys_Specific date range.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) 4. Select a **Timezone**. ![Select timezone under the visibility rules](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Surveys_Timezone(1).png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) 5. Select a **Start date** and **End date** as well as **Start time** and **End time** to follow. ![Select the start date and end date and time too for surveys from the visibility rules section](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Surveys_dateandtime.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) 6. Under **Set repeat**, select **Once a month**. ![Schedule surveys once a month](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Surveys_OnceAMonth.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) 7. Click **Save**. ![Save surveys](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Survey_Save.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A41%3A56Z&se=2026-11-12T08%3A41%3A56Z&sr=c&sp=r&sig=wD44EMXKvfbG0SBraI825L13UZvnQdGIgP28mvLCpCo%3D) ## Related - [Survey](/surveys.md) - [Surveys](/surveys-1.md)