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Edit a Survey
  • 08 Apr 2025
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Edit a Survey

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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.
  • As part of the Premium plan, you can edit, delete, add, and reorder questions in Surveys. For more information, see Whatfix Pricing.

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:
  • When you rearrange a question with a condition, it deletes all the associated conditions.
Info:

Preview the Survey using the Preview icon.

  1. Click Save.
    clm_survey_save

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