--- title: "Survey Personalization" slug: "survey-personalization" updated: 2026-08-12T09:01:47Z published: 2026-08-12T09:01:47Z canonical: "support.whatfix.com/survey-personalization" excludeFromSearch: true excludeFromExternalSearch: true --- > ## 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. # Survey Personalization Whatfix enables you to customize Surveys to provide a personalized experience for your end users. Use variables for Survey personalization. Add a variable inside a Survey and replace it with any value evaluated on the end user's page where the Survey is displayed. For example, when you want a Survey to be displayed with the name of the application on which the Survey is displayed, you can create a variable and add it to the Survey. This variable fetches the application name associated with the attribute. The variable is replaced with the application name. ## How to add a variable in a Survey? Use the following steps to add a variable in 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?sv=2026-02-06&spr=https&st=2026-10-15T08%3A45%3A30Z&se=2026-10-15T09%3A45%3A30Z&sr=c&sp=r&sig=3dd2HNJK%2BRL6XcSdxwJi4LCWkFsD%2B2npz12GfYhYYCY%3D) 2. Under **WIDGETS**, click **Survey**. ![clm_studio_survey](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_studio_survey.png?sv=2026-02-06&spr=https&st=2026-10-15T08%3A45%3A30Z&se=2026-10-15T09%3A45%3A30Z&sr=c&sp=r&sig=3dd2HNJK%2BRL6XcSdxwJi4LCWkFsD%2B2npz12GfYhYYCY%3D) 1. Enter a name for the Survey. ![clm_survey_survey name](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_survey%20name.png?sv=2026-02-06&spr=https&st=2026-10-15T08%3A45%3A30Z&se=2026-10-15T09%3A45%3A30Z&sr=c&sp=r&sig=3dd2HNJK%2BRL6XcSdxwJi4LCWkFsD%2B2npz12GfYhYYCY%3D) > [!NOTE] > Info: > > The Survey name is solely for your reference and is not visible to the end user. 1. Make the following configurations to your Survey header. ![Survey_header](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Survey_header.png?sv=2026-02-06&spr=https&st=2026-10-15T08%3A45%3A30Z&se=2026-10-15T09%3A45%3A30Z&sr=c&sp=r&sig=3dd2HNJK%2BRL6XcSdxwJi4LCWkFsD%2B2npz12GfYhYYCY%3D) - 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. 2. 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?sv=2026-02-06&spr=https&st=2026-10-15T08%3A45%3A30Z&se=2026-10-15T09%3A45%3A30Z&sr=c&sp=r&sig=3dd2HNJK%2BRL6XcSdxwJi4LCWkFsD%2B2npz12GfYhYYCY%3D) > [!WARNING] > Info: > > You cannot edit the survey once it is live. 1. Add a variable that needs to be replaced with the data evaluated from the end users' page. Add the variable in the following format: **{{Attribute}}** > [!NOTE] > Info: > > Replace the word 'Attribute' with any other word as per your use case. For example, use {{Application}}, {{Name}}, etc. > [!WARNING] > Note: > > Add the following code in the Advanced Customization(AC), > > ```plaintext > window._wfx_settings.survey_data = { >  "params":{ >  "attribute" : window.a, >  "application" : window.b, >  "tag" :"Whatfix"     > } > }; > ``` > > where, > > - **attribute**, **application**, and **tag** are the variables created. > - **window.a**, **window.b**, **Whatfix** are the attributes that fetch the values evaluated from the end users' page on which the Survey is shown. > [!WARNING] > Note: > > You cannot edit the Survey once the Survey is published. However, you can edit the Survey in the Draft and Ready stages. 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?sv=2026-02-06&spr=https&st=2026-10-15T08%3A45%3A30Z&se=2026-10-15T09%3A45%3A30Z&sr=c&sp=r&sig=3dd2HNJK%2BRL6XcSdxwJi4LCWkFsD%2B2npz12GfYhYYCY%3D) 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?sv=2026-02-06&spr=https&st=2026-10-15T08%3A45%3A30Z&se=2026-10-15T09%3A45%3A30Z&sr=c&sp=r&sig=3dd2HNJK%2BRL6XcSdxwJi4LCWkFsD%2B2npz12GfYhYYCY%3D) > [!NOTE] > Info: > > - For more information on the different question types, see [Question Types in Survey](/studio/docs/question-types-in-survey). > - To make a question mandatory, enable the **Required** toggle on. ![Enable the Required toggle on to make a survey question mandatory](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Survey_Mandatory.png?sv=2026-02-06&spr=https&st=2026-10-15T08%3A45%3A30Z&se=2026-10-15T09%3A45%3A30Z&sr=c&sp=r&sig=3dd2HNJK%2BRL6XcSdxwJi4LCWkFsD%2B2npz12GfYhYYCY%3D) 1. Edit the **End Message** section ![Survey_end_message](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Survey_end_message.png?sv=2026-02-06&spr=https&st=2026-10-15T08%3A45%3A30Z&se=2026-10-15T09%3A45%3A30Z&sr=c&sp=r&sig=3dd2HNJK%2BRL6XcSdxwJi4LCWkFsD%2B2npz12GfYhYYCY%3D) 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 Whatfix Studio, under the **CONTROL** panel, enable the following toggles: - **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. ![survey_control_panel_clm](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/survey_control_panel_clm.png?sv=2026-02-06&spr=https&st=2026-10-15T08%3A45%3A30Z&se=2026-10-15T09%3A45%3A30Z&sr=c&sp=r&sig=3dd2HNJK%2BRL6XcSdxwJi4LCWkFsD%2B2npz12GfYhYYCY%3D) 1. Click **Save**. ![clm_survey_quiz_save](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_quiz_save.png?sv=2026-02-06&spr=https&st=2026-10-15T08%3A45%3A30Z&se=2026-10-15T09%3A45%3A30Z&sr=c&sp=r&sig=3dd2HNJK%2BRL6XcSdxwJi4LCWkFsD%2B2npz12GfYhYYCY%3D) 2. On the Dashboard, in the **Widget** section, hover your cursor over the Survey you want to edit, and then click the **Edit** icon. ![ia_edit_survey](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_edit_survey.png?sv=2026-02-06&spr=https&st=2026-10-15T08%3A45%3A30Z&se=2026-10-15T09%3A45%3A30Z&sr=c&sp=r&sig=3dd2HNJK%2BRL6XcSdxwJi4LCWkFsD%2B2npz12GfYhYYCY%3D) > [!NOTE] > Info: > > If you have the enhanced Whatfix Dashboard, use the following steps: > > a. 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?sv=2026-02-06&spr=https&st=2026-10-15T08%3A45%3A30Z&se=2026-10-15T09%3A45%3A30Z&sr=c&sp=r&sig=3dd2HNJK%2BRL6XcSdxwJi4LCWkFsD%2B2npz12GfYhYYCY%3D) > > b. Click **Surveys**. ![ia_left_nav_surveys](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_surveys.png?sv=2026-02-06&spr=https&st=2026-10-15T08%3A45%3A30Z&se=2026-10-15T09%3A45%3A30Z&sr=c&sp=r&sig=3dd2HNJK%2BRL6XcSdxwJi4LCWkFsD%2B2npz12GfYhYYCY%3D) 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?sv=2026-02-06&spr=https&st=2026-10-15T08%3A45%3A30Z&se=2026-10-15T09%3A45%3A30Z&sr=c&sp=r&sig=3dd2HNJK%2BRL6XcSdxwJi4LCWkFsD%2B2npz12GfYhYYCY%3D) 2. Set the **Where does the survey appear?** Visibility Rules 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?sv=2026-02-06&spr=https&st=2026-10-15T08%3A45%3A30Z&se=2026-10-15T09%3A45%3A30Z&sr=c&sp=r&sig=3dd2HNJK%2BRL6XcSdxwJi4LCWkFsD%2B2npz12GfYhYYCY%3D) > [!NOTE] > Info: > > - For more information, see [Visibility and Display Rule Conditions](/studio/docs/visibility-and-display-rule-conditions). > - If you use new visibility rules, see [New Visibility Rules for Widgets](/studio/docs/advanced-visibility-rules-for-widgets). 1. Set the **When does the survey start appearing?** Visibility Rules 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?sv=2026-02-06&spr=https&st=2026-10-15T08%3A45%3A30Z&se=2026-10-15T09%3A45%3A30Z&sr=c&sp=r&sig=3dd2HNJK%2BRL6XcSdxwJi4LCWkFsD%2B2npz12GfYhYYCY%3D) > [!WARNING] > Note: > > Once the user responds to the survey, the survey won't be shown again, irrespective of the occurrence set. 1. Click **Edit Survey** or **Save** depending on your preference. ![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?sv=2026-02-06&spr=https&st=2026-10-15T08%3A45%3A30Z&se=2026-10-15T09%3A45%3A30Z&sr=c&sp=r&sig=3dd2HNJK%2BRL6XcSdxwJi4LCWkFsD%2B2npz12GfYhYYCY%3D)