Trigger a Survey using a User Action

You have rolled out a new feature on your application, and you want to gather feedback once the users interact with the application. Collecting timely insights is important to understand user experience and identify areas of improvement. Whatfix enables you to trigger a Survey from a user action, ensuring that you capture relevant feedback.  

By using Advanced Visibility Rules, configure a Survey that gets triggered when users perform a specific action, such as clicking the Save button. When users click Save, the Survey automatically appears, prompting the users to share their feedback about the feature.

Use the following steps to implement the use case:

Step 1: Create a User Action

Step 2: Create a Survey

Step 3: Link the Survey with the User Action

Step 4: Trigger the Survey from the User Action

Step 1: Create a User Action

As a prerequisite, you need to create a User Action before linking it to the Survey. For more information, see Create a User Action.

Step 2: Create a Survey

Create a Survey based on your requirements. For more information on how to create a Survey, see Create a Survey.

Step 3: Link the Survey with the User Action

Once you have created the Survey, use the following steps to link it with the User Action:

1. On the Whatfix Guidance dashboard, click Widgets.

2. Click Surveys.

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

4. In the Visibility rules section of your Survey, click When does the survey start and stop appearing?
   

5. From the What causes the survey to appear? dropdown, select User performing an action.

6. From the User action dropdown, select the user action.

7. Click Add.

8. Click Where does the survey appear?

9. From the Show on dropdown, select at least one condition.

10. Click Save to save the Visibility Rules.

11. Make any other edits as required in the Survey, and then click Save.

    ---

    Step 4: Trigger the Survey from the User Action

    The Survey is triggered automatically when the user clicks the element on which the user action is configured.