Create a Quiz
  • 06 Feb 2024
  • 4 Minutes To Read
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Create a Quiz

  • Dark
  • PDF

Article Summary

Whatfix enables you to create a Quiz, where you can ask your end users a list of questions. Each question can have multiple options as answers. Your end users can choose one of the options and then choose to see the right answers after the entire quiz is completed. A quiz can help you check your end users' knowledge. By reviewing the answer you can tell how much your users are able to grasp. You can then create relevant Whatfix content to help them address the knowledge gap.

Quiz creation is a two-step process:
Step 1: Create a Quiz
Step 2: Configure the Quiz

Step 1: Create a Quiz

Use the following steps to create a Quiz:

  1. Log in to the application where you want to create content, and then launch the Whatfix Studio.
    CLM_editor plug in2

  2. Under WIDGETS, click Survey.

  1. Select the Quiz template.
    Clm_survey_quiz template

  2. Enter a name for the Quiz.
    Clm_survey quiz_name

your title goes here

The Quiz name is solely for your (Creator's) reference and is not visible to the end user.

  1. To edit the header, hover your cursor over the header section and then click the header.

  2. In the Header section of the Survey, enter the Title.

your title goes here

The title must give your end-user a good understanding of what the survey is about.
For example, "2023 product survey".

  1. Enter the Description.
your title goes here

The description provides the end user with additional information about the the intent of the survey. For example, "Do participate in the survey. This survey helps us understand your experience with the product and make any necessary improvements."

  1. Change the Background color, Text color, and select the checkbox to show '*' for the mandatory questions according to your requirement.

  2. In the Questions section, enter the question.

your title goes here

You cannot edit the Quiz once it is pushed to Production. However, you can edit the Quiz in the Draft and Ready stages.

  1. Select the Question type using the dropdown.
your title goes here

There are two question types that you can add in a Quiz:

  • Single choice
  • Multiple choice

For more information on the question types, see Question Types in Survey.

  1. Add the options for the question, and then select the correct answer.

your title goes here

You can use the + Add Feedback button to provide the end user an explanation of the answer.

  1. To add the next question, click + Add another question.
your title goes here
  • You can reorder the question by dragging and dropping the question.

  • To delete a question, hover your cursor over the question, and then click the Delete icon.

  • To copy a question, hover your cursor over the question, and then click the Copy icon.

  1. In the End Message section, choose the Pass Percentage.
your title goes here

You can modify the messages that are displayed once the end user completes the quiz.

  • The Success Message displays when the end user passes the quiz.

  • The Failure Message displays when the end user fails the quiz.

  • Both message types contain a Message field that is displayed in large text, and a Subtext field that is displayed in smaller text.


  1. On the Studio, in the CONTROL pane, you can enable the following toggles:
  • 'x' on the Survey: Enable the toggle to add a close icon.
  • Minimize the Survey: Enable the toggle to give your end users the option to minimize the Survey and defer taking it.
  • Anonymous Survey: Enable the toggle if you don't want to collect the respondent'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
your title goes here

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

  1. Click Save.
your title goes here

The Quiz is saved as an inactive draft on the Dashboard. You can resume editing the Quiz using the Dashboard.

Step 2: Configure the Quiz

  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.

  1. Click Set Visibility Rules.
    DB_Survey_set VR

  2. Set the Where visibility rule for the Quiz to appear.
    DB_Survey_set where VR rules

your title goes here

For more information, see Visibility and Display Rule Conditions.

  1. Set the When Visibility Rule for the Quiz.
    DB_Survey_when VR rules
your title goes here

Once the user responds to the Quiz, the Quiz won't be shown again irrespective of the set occurrence.

  1. Click Edit Survey or Save depending on your preference.
    clm_survey_edit or save the survey

  2. Once you have configured the Quiz, select it using the checkbox, and then click Send to ready.

  3. Navigate to the Ready stage, and then click Push to production.

your title goes here

To view the responses given by your users, see Survey Analytics.

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