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Edit a Survey
  • 12 Feb 2025
  • 1 Minute To Read
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Contents

Edit a Survey

  • Updated On 12 Feb 2025
  • 1 Minute To Read
  • Print
  • Dark
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  • PDF
Article summary

Whatfix enables editing of Surveys after creating them to modify or remove any question and adjust other Survey customizations.

Note

Edit a Survey only in the Draft and Ready stages.

Use the following steps to edit a Survey:

  1. On the Whatfix Guidance dashboard, click Widgets.
    ia_left_nav_widgets

  2. Click Surveys.
    ia_left_nav_surveys

  3. Hover your cursor over the required Survey, and then click the Edit icon.
    ia_edit_survey

  1. Make the necessary changes.
    • Change the Title and Subtitle of the Survey
    • Change the Background and Text color of the Survey
    • Edit the Questions
    • Edit the Survey branching conditions
    • Edit the End Message
    • Change the Background and Text color of the Close button
    • Change the Settings


Note
  • Rearranging a question with a condition deletes all associated conditions.
Info

Preview the Survey using the Preview icon.

  1. Click Save.
    clm_survey_save
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