Delivery

Choose how a flow (survey, form, or message) reaches people — by trigger, on a schedule, or on-demand from your own code.

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Delivery

Every flow needs a way to reach people. Open your flow's delivery settings and pick one of three methods. A flow can be a survey, a form, or a question-less in-app message.

Use this page to choose a method. Each one links to the details.

Trigger

Show the flow based on where someone is in your product — when they sign up, when they enter or leave a saved segment, or when they look about to leave the page (exit intent). Good for in-the-moment feedback that should appear while someone is using your app.

Add targeting conditions to limit where it shows or which app versions can handle it.

Schedule

Send the flow to a saved audience on a recurring cadence — for example, a monthly check-in to active accounts. Good for steady outreach to a known group rather than a moment-driven prompt.

Pick the audience, set a start date and repeat, and add an end date if you want one.

On-demand

Let your app decide exactly when the flow opens, then call it from your code. Good for moments your app owns — after setup finishes, from a feedback button, or from an inline thumbs up/down control.

See Open Widget flows from code for the SDK calls and how to make opening feel instant.

Which one to pick

  • Reacting to what someone just did? Use Trigger.
  • Reaching a known group on a cadence? Use Schedule.
  • Your app should choose the moment? Use On-demand.

You can change a flow's delivery method at any time from its delivery settings.

Communication purposes

Automatic in-app flows share your organization's overall communication limit. A communication purpose adds a narrower shared limit for similar messages. A flow assigned to Product research, for example, can show only when both the overall limit and the Product research limit have room.

Choose Overall communication limit when a flow does not need an additional purpose limit. Otherwise, choose a purpose from the footer of Delivery rules. A suggested purpose may already be selected for a new rule; review or change it before saving.

Organization admins manage the available purposes and their limits in Settings → Communication controls. Other flow authors can choose from that list while editing Delivery rules.