Overview
Whatfix enables you to create a Survey on a Mirror simulation to collect feedback from learners about a Workflow they just practiced. A Survey gathers responses through question types you choose, so you can measure sentiment, surface what is working, and decide what to improve in the simulation or the underlying process.
For example, you can create a Survey on a Mirror simulation to ask learners how clear the onboarding module felt once they complete it, then use their responses to refine confusing steps.
Use Cases
Use Surveys to implement the following use cases:
Capture learner sentiment and feedback after they finish a simulated Workflow.
Identify which parts of a training module feel confusing or cumbersome so you can prioritize fixes.
Track responses over time to see whether changes to a simulation improve the learner experience.
Create a Survey on Mirror
Expand the following accordions for more details:
Step-1: Create a Survey
Use the following steps to create a Survey:
Log in to the application where you want to create content, and then launch the Whatfix Studio.
Under WIDGETS, click Survey.
Select the required Survey template.
Enter a name for the Survey.
Info:
The Survey name is solely for your reference and is not displayed to your learner.
To edit the header, hover your cursor over the header section and then click the header.
Make the following configurations to your Survey header.
• Enter the Title
• Enter the Description.• Change the Background color, Text color, and select the Show “* means required” checkbox to display an asterisk (*) next to mandatory questions.
To edit the question, hover your cursor over the required question and then click the question.
Edit the question based on your requirements.
Info:
To make a question mandatory, enable the Required toggle.
Select the Question type using the dropdown. For more information, see Question Types in Surveys.
Info:
To add a new question, click + Add Question.
To add conditions, click Add condition. The condition enables you to determine which question appears next based on the learners' response.
Using the dropdown next to the User answer, select the user answer that acts as the condition.
Using the dropdown next to Skip to, select the question the Survey should show if the condition is satisfied.
Info:
To add more than one condition to your Survey, click + Add condition.
Using the dropdown next to Otherwise, skip to, select the next question the Survey should show the learners' if the conditions are not satisfied.
Edit the End Message section as required. 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.
On Whatfix Studio, edit the Survey configurations based on your requirements, 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.
• 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.
Click Preview.
Click Save.
Note:
Once you have created the Survey, it is automatically created on your Whatfix Guidance Dashboard. For more information, see Overview of the Whatfix Guidance Dashboard.
Step-2: Configure the Visibility Rules for the Survey
Use the following steps to configure Visibility Rules for the Survey:
On the Whatfix Guidance Dashboard, click Widgets.
Click Surveys.
Hover your cursor over the required Survey, and then click the Edit icon.
Click Set Visibility Rules.
Expand the Where does the survey collection Rules appear? section, and configure URL and Page tags. For more information, see Set Where your Content or Widget appears with the New Visibility Rules.
Expand the When does the survey collection Rules start and stop appearing? section, and configure when you want to start showing the Survey. For more information, see Set When your Content or Widget Appears with the new Visibility Rules.
Expand the Who does the survey collection Rules appear to? section, and configure who you want to show your content to. For more information, see Set Who can see your Content or Widget with the New Visibility Rules.
Click Save.
Info:
After a learner submits a response to your Survey, you can view and analyze their responses. For more information, see Survey Analytics.
Note:
To display the Survey on your Mirror simulation, you must move both the Survey from the Draft stage to the Production stage before you share them with your learners. Publish the Survey on the Whatfix Guidance Dashboard and the Mirror simulation on the Whatfix Mirror Dashboard.
For more information, see Publish all Whatfix content and widgets to Production and Publish Whatfix Mirror.