--- title: "Create a survey" slug: "create-a-survey" updated: 2026-06-05T08:13:57Z published: 2026-06-05T08:13:57Z --- > ## 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. # Create a Survey Whatfix enables you to create a survey and customize the survey questions as needed for your end users. Use the survey feedback to understand the end-user experience and make improvements to the product. Info: - **Custom Surveys** and **Quiz templates** are only available in the Premium plan. ![Surveys_Quiz and Custom templates](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Surveys_Quiz%20and%20Custom%20templates.png) - As part of the Standard plan, you can only edit the text of the questions present in the Usability and NPS templates. You cannot add, edit, delete, reorder, add condition to your questions, share Surveys or mark a question as optional. - As part of the Premium plan, you can use all the edit capabilities like add, edit, delete, reorder, add condition to your questions, share Survey and mark a question as optional. For more information, see [Whatfix Pricing](https://whatfix.com/pricing/). Survey creation is a two-step process: Step 1: Create a Survey Use the following steps to create a Survey: 1. Log in to the application where you want to create content, and then launch the Whatfix Studio. ![CLM_editor plug in2](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_editor%20plug%20in%282%29.png) 2. Under **WIDGETS**, click **Survey**. ![clm_studio_survey](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_studio_survey.png) 1. Select a template. ![Create_a_Survey_Select_Template](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Create_a_Survey_Select_Template.png) 2. Enter a name for the survey. ![Studio_Suurveyname](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2024-10-18_17-07-02%282%29.png) Info: The Survey name is solely for your reference and is not displayed to your end user. 1. To edit the header, hover your cursor over the header section and then click the header. ![Click_header_survey](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Click_header_survey.png) 2. Make the following configurations to your Survey header. - Enter the **Title**. - Enter the **Description**. - Change the **Background color**, **Text color**, and select the checkbox to show '*' for the mandatory questions according to your requirement. ![Survey_header](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Survey_header.png) 3. Select the **Question type** using the dropdown, and then enter the question. ![Survey_add_condition](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Survey_add_condition.png) Info: - For more information on the different question types, see [Question Types and Conditions in Survey](/studio/docs/question-types-in-surveys). - To make a question optional, select the **Mark as optional question** checkbox. 1. To add a new question, click **+ Add Question**. ![Add questions to a survey ](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Surveys_Addquestion.png) 2. To add conditions, click the **Add condition** icon. The condition enables you to determine which question appears next based on the users' response. ![Add conditions to a survey ](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Surveys_AddConditions(1).png) 3. Using the dropdown next to the **User answer**, select the user answer that acts as the condition. ![Create_a_Survey_S_user_ans01](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Create_a_Survey_S_user_ans01.png) 4. Using the dropdown next to **Skip to**, select the question the Survey should show if the condition is satisfied. ![Conditions_skip(1)](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Conditions_skip%281%29.png) 5. To add more than one condition to your Survey, click **+ Add condition**. ![Create_a_survey_ac](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Create_a_survey_ac.png) 6. Using the dropdown next to **Otherwise, skip to**, select the next question the Survey should show the end users' if the **conditions** are not satisfied. ![Create_a_Survey_OWS](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Create_a_Survey_OWS.png) Info: - You can reorder the question by dragging and dropping the question. - If you rearrange a question that has a condition attached to it, all the conditions you have added to the Survey gets deleted. 1. Edit the **End Message** section ![Survey_end_message](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Survey_end_message.png) You can make the following configurations to your Survey header. - Type the **Message**. - Add the **Subtext**. - In the **Close button text** section, edit the text as required. - Change the **Background color** and the **Text color** of the Close button according to your requirement. 2. On the Studio, in the **CONTROL** panel, you can toggle the following controls: ![survey_control_panel_clm](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/survey_control_panel_clm.png) - **Dismissable**: Enable this toggle to give your end users' an option to close/dismiss the Survey. - **Minimize**: Enable the toggle to give your end users' an option to minimize the Survey and defer taking the Survey. - **Allow anonymous responses**: Enable the toggle if you don't want to collect the responder's data. - **Don't show me again**: Enable the toggle to include a don't show me again button. Once the end user clicks it, the Survey won't be shown again irrespective of the occurrence set. - **Position survey**: Enable the toggle to change the positioning of the survey. 3. Click **Preview**. ![Studio_clickpreview](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2024-10-18_17-09-00.png) 4. Click **Save**. ![Studio_clicksave](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2024-10-18_17-09-00%282%29.png) Step 2: Configure the Survey 1. On the Whatfix Guidance dashboard, click **Widgets**. ![ia_left_nav_widgets](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_widgets.png) 2. Click **Surveys**. ![ia_left_nav_surveys](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_surveys.png) 3. Hover your cursor over the required Survey, and then click the **Edit** icon. ![ia_edit_survey](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_edit_survey.png) 1. Click **Set Visibility Rules**. ![DB_Survey_set VR](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/DB_Survey_set%20VR.png) 2. Set the **Where** visibility rule for the Survey to appear. ![DB_Survey_set where VR rules](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/DB_Survey_set%20where%20VR%20rules.png) For more information, see the [new Visibility Rules for Widgets](/studio/docs/advanced-visibility-rules-for-widgets). 1. Set the **When** visibility rule for the Survey. ![DB_Survey_when VR rules](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/DB_Survey_when%20VR%20rules.png) Note: Once the user responds to the survey, it does not re-appear irrespective of the occurrence count set. 1. Click **Save**. ![clm_survey_edit or save the survey](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_edit%20or%20save%20the%20survey.png) Note: After publishing the Survey, you can analyze the engagement of end users with the Survey from different cities, countries, and more, using Product Analytics. For more information, see [Publish Whatfix content and widgets](/studio/docs/pushing-whatfix-content-to-production) and [How can I see analytics of Survey using Trend Insights?](/product-analytics/docs/how-can-i-see-analytics-of-survey-using-trend-insights) ## Related - [Best Practices](/bestpractices.md) - [Troubleshoot Surveys using Diagnostics](/troubleshoot-surveys-using-whatfix-diagnostics.md)