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Create a Usability survey

  • Updated On May 27, 2026
  • Published on May 18, 2023
  • 3 minute(s) read
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Overview

Usability surveys help you understand the overall usability of your application in terms of what the end user likes or dislikes. Add questions to the survey that help you understand how the product is perceived and the changes or enhancements you may need to make to improve the end-user experience.

Note:
  • 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.
  • To know how to view the responses given by your users, see Survey Analytics.

For more information, see Whatfix Pricing.

Usability survey creation is a two-step process:

Step 1: Create a Usability Survey

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. Under WIDGETS, click Survey.
    clm_studio_survey

  1. Select the Usability Survey template.
    Studio_createsurvey

  2. Enter a name for the survey.
    Enter_Survey_name

Info:

The Survey name is solely for your reference and is not displayed to the end user.

  1. To edit the header, hover your cursor over the header section and then click the header.
    Edit the header of a usability survey

  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 mandatory questions.

      Edit the header of a usability survey

  3. Select the Question type using the dropdown, and then enter the question.
    Survey_add_condition

Info:

  1. To add a new question, click + Add Question.
    Add questions to a survey

  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

  3. Using the dropdown next to the User answer, select the user answer that acts as the condition.
    Create_a_Survey_S_user_ans01

  4. Using the dropdown next to Skip to, select the question the Survey should show if the condition is satisfied.
    Conditions_skip(1)

  5. To add more than one condition to your Survey, click + Add condition.
    Create_a_survey_ac

  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

Info:

  • You have the option of adding conditions based on the kinds of customer responses you receive on your NPS.
    Add conditions to a usability survey based on kinds of responses

  • You can reorder the question using the drag and drop interface.

  • 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

    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:

    • 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.
    • One question per page: Enable the toggle to keep one question on each page of the survey screen.
    • 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.
      survey_control_panel_clm

  3. Click Preview.
    Studio_clickpreview

  4. Click Save.
    Studio_clicksave

Step 2: Configure the Usability Survey

Use the following steps to configure the Usability survey:

  1. On the Whatfix Guidance dashboard, click Widgets.
    ia_left_nav_widgets

  2. Click Surveys.
    ia_left_nav_surveys

  3. Hover your cursor over the required Survey, and then click the Edit icon.
    ia_edit_survey

  1. Click Set Visibility Rules.
    DB_Survey_set VR

  2. Set the Where visibility rule for the Survey to appear.
    DB_Survey_set where VR rules

For more information, see new Visibility rules for content and widgets.

  1. Set the When visibility rule for the Survey.
    DB_Survey_when VR rules
Info:

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
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 and How can I see analytics of Survey using Trend Insights?

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