Conditional Survey Throttling

Overview

Conditional Survey Throttling allows you to apply different throttling periods to different respondent segments within the same survey. Instead of using a single fixed throttling period for every respondent, you can create rules based on Contact Properties, Metadata, and Enrichment.

Each rule can contain one or more conditions and its own throttling period. This allows you to define business-specific throttling policies without creating separate surveys for each respondent segment.

Conditional Throttling is configured at the survey level. It extends the existing survey throttling configuration while continuing to use the existing respondent identification mechanism.

For example, you can configure the following rules:

Rule	Condition	Throttling period
Rule 1	Department = Tech	30 days
Rule 2	Department = Sales	60 days
Rule 3	Schema ID = Card-A	90 days

How to Access the Feature

Conditional Throttling can be configured from the survey's Survey Settings or from Settings > Throttling > Survey-level Throttling.

From Survey Settings

Open the required survey.
Go to Survey Settings.
Under Set Throttling, select Survey-level throttling.
Select Conditional Throttling from the Set throttling period dropdown.
Select View condition to open the Conditional Throttling configuration.

From Global Settings

Go to Settings > Throttling.
Open the Survey-level Throttling tab.
Select Add Survey to configure a survey, or select the edit action for an existing configuration.
Select Conditional Throttling as the throttling configuration.
Open the Conditional Throttling configuration to view or manage rules and the fallback period.

Configure Conditional Throttling

How to create a throttling rule

A rule defines the conditions under which a specific throttling period is applied.

Open the Conditional Throttling configuration.
For the rule, select the throttling period that should apply when the rule matches.
Add at least one condition using Add Condition.
Configure the condition using the required data source, attribute, operator, and value.
Add additional conditions if required.
Save the configuration after all required fields are completed

Available attributes are populated based on the selected data source and the data available to the survey.

Use Add Rule when you need a different throttling policy for another respondent segment. Each rule can be configured independently with its own conditions and throttling period.