---
title: "Survey Personalization"
slug: "survey-personalization"
updated: 2026-03-03T15:40:23Z
published: 2026-03-03T15:40:23Z
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 and provide a personalized experience for the end users of your organization with the help of variables. 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)
2. Under **WIDGETS**, click **Survey**. ![clm_studio_survey](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_studio_survey.png)

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)

Info:

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

1. Edit the **Title** and the **Subtitle**. ![clm_survey_title and subtitle(1)](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_title%20and%20subtitle%281%29.png)
2. Change the **Background color** and the **Text color** if needed. ![clm_survey_color](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_color.png)
3. In the Questions section, click the question to enter the **Question**. ![clm_survey_quiz_enter question.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_quiz_enter%20question%281%29.png)

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}}**  

![clm_survey_attribute](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_attribute.png)

Info:

Replace the word 'Attribute' with any other word as per your use case. For example, use {{Application}}, {{Name}}, etc.

Note:

Add the following code in the Advanced Customization(AC),

```
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.

Note:

You cannot edit the Survey once the Survey is published. However, you can edit the Survey in the Draft and Ready stages.

1. Select the **Question type** using the dropdown.  

![clm_survey_question type updated.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_question%20type%20updated.png)

Info:

- For more information on the different question types, see [Question Types in Survey](/studio/docs/question-types-in-survey).
- To make a question optional, click the **Mark as optional question** checkbox. If you don't mark a question as optional then the question needs to be answered by the end user.

![clm_survey_optional question](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_optional%20question.png)

1. To add a question, click **Add another question**. ![clm_survey_quiz_add another question.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_quiz_add%20another%20question%281%29.png)
2. In the **End Message** section, type the **Message** and **Subtext** you want to show your end users after they complete the survey. ![clm_survey_end message](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_end%20message.png)
3. In the **Close button text** section, edit the text as required. ![clm_survey_button text](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_button%20text.png)

Info:

Under **Settings**, select the checkbox to show '*' for the mandatory questions. ![clm_survey_mandatory question](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_mandatory%20question.png)

1. On Whatfix Studio, under the **CONTROL** pane, enable the following toggles:

- **'x' on the Survey**: Enable this toggle to add a close icon.
- **Minimize the Survey**: Enable the toggle to give your end users an option to minimize the Survey and defer taking the Survey.
- **Anonymous Survey**: 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.

![clm_survey_control pane.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_control%20pane.png)

Note:

If the end user enters a partial response and minimizes the Survey, the partial response is not saved.

1. Click **Save**. ![clm_survey_quiz_save](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_quiz_save.png)
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)

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)

b. Click **Surveys**. ![ia_left_nav_surveys](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_surveys.png)

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)
2. Set the **Where** 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)

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** 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)

Info:

For more information, see [Schedule a Pop-up](/studio/docs/scheduling-pop-ups).

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)