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Create a Usability survey
  • 23 Jan 2023
  • 2 Minutes To Read
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Create a Usability survey

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The Usability survey enables you to get user feedback on the in-app guidance content (Whatfix DAP layer) in the form of multiple choice questions. The collected insights help you improve the usability of the in-app guidance content.

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The following domain needs to be whitelisted to launch a survey to your end users,

  • https://survey.whatfix.com
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You can create a survey using the Survey option on the Whatfix Dashboard under the Create Content dropdown menu.
clm_create content_survey

Here's a GIF that shows how a survey Pop-up appears on your application,


Use the following steps to create a Usability Survey,

  1. Log in to the application where you want to create content, and then launch the Whatfix Studio.
    CLM_editor plug in2

  2. On the Editor, click Popup.
    RB_EDT_Clickpopup

  3. Choose the color theme using the Theme dropdown.
    RB_EDT_popupthemes

Note

You can also use your custom color by entering the hex color code in the text box.

  1. Select the Usability survey template.
    clm_survey_usability survey

  2. Enter a name for the Popup segment.
    RB_EDT_namepopup

  3. In the Controls pane, choose if you want to show the X icon on Pop-up and Don't show me again options by enabling the toggle.
    clm_pop_up_survey_don't show me again

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  • The survey Pop-ups are not available for accounts with Self Hosted/Export model
  • Currently, survey templates are not customizable.
  • Add your application name to the survey by inserting the following code in your Advanced Customization.

DB_pop-up_usability survey

window._wfx_settings.custom_data = {
              "application": "servicenow"
   };      

Replace “servicenow” with your application name.

  1. Once you are done creating the pop-up, click Save Popup.
    clm_pop-up_save pop-up
Info
  • Click the Save button to save and mark the pop-up as an inactive draft.
  • You can resume editing the pop-up using the dashboard.
  1. On the Whatfix dashboard, hover your cursor over the survey pop-up you want to edit, and then click the Edit icon.
    clm_pop-up_edit

  2. Click the Set Visibility Rules → button.
    DB_Survey_set VR

  3. Set the Where Visibility Rules for the Pop-up to appear. For more information, see Visibility and Display Rule Conditions.
    DB_Survey_set where VR rules

  4. Set the When Visibility Rules for the Pop-up. For more information see Schedule Pop-ups
    DB_Survey_when VR rules

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  • Currently, you cannot configure the Repeat section for the survey Pop-up.
  • Survey Pop-ups are only shown once, regardless of whether the user responds or not.
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You can preview what the Pop-up looks like on mobile and desktop devices using the toggle button on the top-right of the Pop-up.
DB_Surveys_preview on mobile and desktop1

  1. Click Finish later or Edit Popup depending on your preference.
    RB_DB_popupfinishlater
  • Finish later- Saves the Pop-up as Draft and marks it as Inactive.
  • Edit Pop-up - Takes you back to the Pop-up where you can make changes.
  1. Once you have configured the Pop-up, select it using the checkbox, and then click Send to Ready.
    DB_CLM_send to ready1

  2. Navigate to the Ready stage, and then click the Push to Production button.
    clm_push to production

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  • You need to Push to Production or Update Extension for your end users to see the survey Pop-up.
  • The data collected from the survey is sent to you through email. For more information see How can I receive the survey report?
  • Currently, Usability survey cannot be translated.

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