Create a Feedback Survey
- 15 May 2024
- 4 Minutes To Read
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Create a Feedback Survey
- Updated On 15 May 2024
- 4 Minutes To Read
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Print
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Update your SDK to the latest version based on your respective platform to get the Survey feature. For more information, see Install Whatfix Mobile.
As content creators, you can get feedback from your end users about your app's features/in-app experiences you create using the Feedback survey template. The survey can be placed either inside a Full Screen, Popup, or a Bottom Sheet.
Use the following steps to create a Feedback survey:
Step 1: Create a Feedback project
Step 2: Capture your Mobile app screens
Step 3: Identify the screen
Step 4: Design the survey
Step 1: Create a Feedback project
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On the Whatfix Mobile Dashboard, select the App in which you want to create your project.
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To create a new project, click New.
- Under the Feedback & Survey section, click Feedback.
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Enter a name for your project.
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Enter the App Version or select the App Version using the dropdown.
your title goes here- Use the latest version of your app to create Whatfix Mobile content. For more information on app version, see What is an App Version?.
- Ensure that you add the correct app version from the app build that was integrated with the Whatfix Mobile SDK.
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Click Create.
Step 2: Capture your Mobile app screens
You can capture screens as a one-time step using the Whatfix Creator widget. This widget enables you to capture app screens as screenshots and saves them to your Whatfix Mobile Dashboard to create in-app guidance content. It also enables you to preview your projects and test them before publishing.
For more information on how to capture and add app screens, see Capture Mobile app screens.
Use the following steps to add a screen,
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On the Identify Screen window, click + Add screen.
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Select the screen where you want to create the content and click Add Screen.
Step 3: Identify the screen
After capturing the screen, you need to identify the unique elements on the screen and tag the screen so that the in-app experience you create appears on the right page.
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To identify the unique elements on the screen and to tag the right screen, click Add Identifier
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Click the desired element on the page.
Example: If you want to show the Feedback survey on the Home screen, you can choose the title Home, which can uniquely identify the screen and show the survey on the correct screen.
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To select more elements on the page, Click Add More, and then repeat step 2.
Step 4: Design the Survey
Whatfix enables you to choose to show your survey in a Full Screen, Popup, or a Bottom Sheet and then customize your survey as per your requirement.
Use the following steps to design your Feedback survey,
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On the Whatfix Mobile Studio, select Design.
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Choose the element on which you want to show your Feedback survey.
Let's consider that you want to show the Feedback Survey in a Full Screen.
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The survey appears as a Full Screen.
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You can use the default questions or add your own questions.
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To edit your questions, click Edit Survey.
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You can see the editing options for the survey in a separate screen.
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You cannot edit the survey once it is published.
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Currently, you cannot edit the size of the Pop-up or the Bottom Sheet.
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You can perform the following customizations to your Feedback survey,
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Change the title, subtitle, background color of the header, and text color as per your requirement. The changes you make are reflected on the adjacent template.
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Click the existing question to change the question type and customize your question accordingly. For more information on the different question types, see Question Type in Survey.
- Add, delete, reorder, and make questions optional.
- Customize the survey end message which appears after your end user has completed the survey.
- Go to the Settings section and select the checkbox if you want to show the "* indicates mandatory questions" message in your survey.
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Under the ELEMENT TRIGGER section, you can set the following conditions to trigger the survey element,
Screen detection - instant makes the survey element (Full Screen, Popup, or Bottom Sheet) appear instantly on the app's screen
Screen detection - After delay makes the survey element (Full Screen, Popup, or Bottom Sheet) appear on the app's screen after a delay. You can set the delay in seconds.
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Under the ELEMENT TERMINATION section, you can set the following conditions to terminate the survey element,
Never: When you set this condition, the survey element (Full Screen, Popup, or Bottom Sheet) does not disappear at all from the app's screen
After 'n' sessions: When you set this condition, you can make the survey element (Full Screen, Popup, or Bottom Sheet) disappear from the app's screen when your end user has logged into the app for a particular number of times and seen the survey element
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Click Save.
The Feedback survey you create is automatically saved.
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You can preview projects on a device before making it live for your end users.
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After creating and designing your Project, click Publish to make it live for your end users. For more information on publishing Whatfix Mobile content, see Publish Whatfix Mobile content.
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After creating your survey, you can analyze the responses using the Survey Insights.
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