Use the following steps to enable feedback and view the customization options:
-
On the Whatfix Guidance dashboard, click Style.
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Click Self Help.
- Click Feedback.
Enable or disable feedback
Default customization options for the feedback form
Click the Customize accordion to view the customization options.
By default, the following customizations are applied for the Feedback feature:
| Customization option | Description | Default value |
|---|---|---|
| Header Text | The header of the feedback form | Send feedback |
| Helper Text | The description of the feedback form, underneath the header | Couldn't find help or having trouble with the app? Tell us what you need or the trouble you are facing. |
| Add Dropdown | A toggle to include feedback categories in the feedback form | Disabled |
| Require Email | A toggle to require end users to provide their email while submitting feedback | Disabled |
| Allow screenshot attachment | A toggle to enable end users to provide images in their feedback | Enabled |
With Allow screenshot attachment enabled, end users can either upload an image or use the Capture screenshot option that automatically captures the screenshot of the entire page and uploads it to Feedback.
The following GIF shows the Captrue screenshot functionality in action:
If you want to capture end-user details but prefer not to mandate end users to provide email IDs, you can opt to automatically capture end-user details by reaching out to support@whatfix.com.
Customize the feedback form
Preview the feedback form for the currently applied customizations beside the customization options. The preview updates accordingly whenever you change a customization option.
Add feedback categories
To add categories to your feedback form, enable the Add Dropdown toggle.
- To change the text on the category dropdown, modify the text in the Label section.
- Enter the name of your category in the option box.
- To add another category, click Add another option.
- To delete a category, click the Remove icon next to the option you want to delete.
Once you have enabled Feedback and made all the required customizations, click Save.
Publish these changes to make them available for end users.