Use the following steps to enable the end-user feedback feature: {{snippet.click_themes_sh}} 3. Click **Feedback**. {height="" width=""} :::(Info) (Info:) By default, the end-user feedback is disabled on your account. {height="" width=""} ::: 4. Enable the **Collect feedback** toggle to enable the end-user feedback feature. {height="" width=""} :::(Info) (Info:) Once the end-user feedback is enabled, see a preview of the feedback form as shown to the end users on the left. {height="" width=""} :::
Once the end-user feedback feature is enabled, use the following steps to customize the end-user feedback form: {{snippet.click_themes_sh}} 3. Click **Feedback**. {height="" width=""} 4. In the **Customize** section, make the following changes: :::(Info) (Info:) All fields marked with red asterisks are mandatory. ::: * **Header Text** Rename the **Header Text** of the feedback form. {height="" width=""} :::(Warning) (Note:) * **Header Text** field is mandatory. * Use up to 50 characters in the **Header Text**. ::: * **Helper Text** Modify the **Helper Text** to help your end users understand the purpose of the feedback form. {height="" width=""} :::(Warning) (Note:) The **Helper Text** can have up to 150 characters. ::: * Enable or disable **Add Dropdown** When this is enabled, you can provide options to select a category within which you want your end users to submit the feedback. {height="" width=""} :::(Warning) (Note:) * If the **Add dropdown** toggle is enabled, the **Label** field under this section is a mandatory field. However, you can modify this label. You also have to provide options to the dropdown. * Add up to 5 options. It is mandatory to have at least one option. {height="" width=""} ::: * Enable or disable **Require email** Get your end users' email IDs by enabling this option. {height="" width=""} :::(Warning) (Note:) If you do not want to mandate your end users to provide email IDs, auto-capture end-user details by contacting [support@whatfix.com](mailto:support@whatfix.com?Subject=Auto-capture%20end-user%20details%20in%20the%20Self%20Help%20end-user%20feedback&Body=Hello%20team%2C%20%0A%0AI%20request%20you%20to%20kindly%20enable%20auto-capturing%20end-user%20details%20in%20the%20Self%20Help%20end-user%20feedback%20for%20my%20account.%20%0A%0AThanks%20and%20regards%2C%0A){target="_blank"}. ::: * Enable or disable **Allow screenshot attachment** This enables end users to give feedback along with a screenshot. {height="" width=""} :::(Warning) (Note:) This field is enabled by default when end-user feedback is enabled. Choose to disable this option if you do not want your end users to add screenshots of the underlying application. ::: * Enable or disable **Feedback icon on closed state** Choose not to show the feedback icon in the closed state by disabling the toggle. However, it is visible in the open state. {height="" width=""} :::(Warning) (Note:) This field is enabled by default when end-user feedback is enabled. ::: :::(Info) (Info:) * Change the labels on the end-user feedback form by using **Custom Labels.** For more information on Custom Labels, see [Rename Custom Labels in Whatfix](/studio/docs/renaming-custom-labels-in-whatfix){target="_blank"}. {height="" width=""} * The changed labels reflect on the end-user feedback form. {height="" width=""} ::: 5. Once you have customized all the required fields, customize **Email notifications** or click **Save**. {height="" width=""} :::(Error) (Tip:) You get an error message when saving Feedback configurations if you leave any mandatory field empty while customizing the end-user feedback form. :::
Configure **Email notifications** to receive end-user feedback reports at a set frequency through email. Use the following steps to configure email notifications: {{snippet.click_themes_sh}} 3. Click **Feedback**. {height="" width=""} 4. Expand the **Email notifications** section. {height="" width="500"} 5. Enable the **Email notifications** toggle. {height="" width=""} 6. Enter the **Recipients**' email addresses. {height="" width=""} :::(Warning) (Note:) * If the **Email notifications** are enabled, you must provide at least one recipient's email ID. * Add up to seven recipients' email IDs. ::: 7. Select a **Frequency** in which you want to receive the email notification. {height="" width="500"} :::(Warning) (Note:) * **Daily**: Receive email notification every day at 9:30 PM IST for all the feedback received in the last 24 hours. * **Weekly**: Receive email notification every Monday at 9:30 PM IST for all the feedback received in the previous week. * **Instantly**: Receive email notification immediately after the feedback is submitted. There can be a maximum of 200 feedback per email, beyond which any additional feedback is ignored. ::: 8. Click **Save**. {height="" width=""} :::(Warning) (Note:) If **Email notifications** are disabled, you can access end-user feedback by navigating to the Self Help Analytics section on the Whatfix Guidance dashboard. Use the following steps to access the Self Help Analytics: 1. On the Whatfix Guidance dashboard, click **Guidance analytics**. {height="" width="500"} 2. Click **Self Help**. {height="" width="500"} 3. Click **Feedback**. {height="" width="500"} In the **Feedback** section, see the detailed end-user feedback. :::
Access the consolidated end-user feedback report in the Self Help Analytics section on the Whatfix Guidance dashboard. Use the following steps to access end-user feedback in Analytics: {{snippet.click_analytics}} 2. In the menu, click **Self Help.** {height="" width=""} 3. In the **Feedback** section, see the detailed end-user feedback. {height="" width=""} 4. The following are the various end-user feedback fields in Guidance Analytics: * **Segment:** Name of the Self Help segment. * **Category:** End user response to the Add dropdown field. * **URL:** The domain URL of the application from where the feedback was given. * **Title:** By default, this field value shows n/a. :::(Warning) (Note:) This field is going to be deprecated in the near future. However, it shows historical data for the users who used end-user feedback in the beta stage. ::: * **Description:** Description of the issue raised by the end user. * **Sender:** Details of the end user. * **Date:** Date when the feedback was given. * **Attachment:** This column contains screenshots provided by the end user. {height="" width=""} 5. Click **Export CSV** to download a CSV file of the end-user feedback. {height="" width=""} For more information, see [Self Help Analytics](/studio/docs/self-help-analytics){target="_blank"}.