Create a Usability survey
- 23 Jan 2023
- 2 Minutes To Read
-
Print
-
DarkLight
-
PDF
Create a Usability survey
- Updated On 23 Jan 2023
- 2 Minutes To Read
-
Print
-
DarkLight
-
PDF
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.
your title goes here
The following domain needs to be whitelisted to launch a survey to your end users,
- https://survey.whatfix.com
your title goes here
You can create a survey using the Survey option on the Whatfix Dashboard under the Create Content dropdown menu.
Here's a GIF that shows how a survey Pop-up appears on your application,
Use the following steps to create a Usability Survey,
-
Log in to the application where you want to create content, and then launch the Whatfix Studio.
-
On the Editor, click Popup.
-
Choose the color theme using the Theme dropdown.
Note
You can also use your custom color by entering the hex color code in the text box.
-
Select the Usability survey template.
-
Enter a name for the Popup segment.
-
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.
your title goes here
- 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.
window._wfx_settings.custom_data = {
"application": "servicenow"
};
Replace “servicenow” with your application name.
- Once you are done creating the pop-up, click Save Popup.
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.
-
On the Whatfix dashboard, hover your cursor over the survey pop-up you want to edit, and then click the Edit icon.
-
Click the Set Visibility Rules → button.
-
Set the Where Visibility Rules for the Pop-up to appear. For more information, see Visibility and Display Rule Conditions.
-
Set the When Visibility Rules for the Pop-up. For more information see Schedule Pop-ups
your title goes here
- 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.
your title goes here
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.
- Click Finish later or Edit Popup depending on your preference.
- 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.
-
Once you have configured the Pop-up, select it using the checkbox, and then click Send to Ready.
-
Navigate to the Ready stage, and then click the Push to Production button.
your title goes here
- 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.
Was this article helpful?