Survey Personalization

Updated On 05 Dec 2023
3 Minutes To Read

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Whatfix enables you to customize Surveys and provide a personalized experience for the end users of your organization with the help of variables. You can add a variable inside a Survey and replace it with any value evaluated on the end user's page where the Survey is displayed.

For example, when you want a Survey to be displayed with the name of the application on which the Survey is displayed, you can create a variable and add it to the Survey. This variable fetches the application name associated with the attribute. The variable is replaced with the application name.

How to add a variable in a Survey?

Use the following steps to add a variable in a Survey:

Log in to the application where you want to create content, and then launch the Whatfix Studio.
Under WIDGETS, click Survey.

Enter a name for the Survey.

your title goes here

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

Edit the Title and the Subtitle.
Change the Background color and the Text color if needed.
In the Questions section, click the question to enter the Question.

your title goes here

You cannot edit the survey once it is live.

Add a variable that needs to be replaced with the data evaluated from the end users' page.
Add the variable in the following format:
{{Attribute}}

your title goes here

You can replace the word 'Attribute' with any other word as per your use case. For example, you can use {{Application}}, {{Name}}, etc.

your title goes here

Add the following code in the Advanced Customization(AC),

window._wfx_settings.survey_data = {
  "params":{
  "attribute" : window.a,
  "application" : window.b,
  "tag" :"Whatfix"     
 }
};

where,

attribute, application, and tag are the variables created.
window.a, window.b, Whatfix are the attributes that fetch the values evaluated from the end users' page on which the Survey is shown.

your title goes here

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

Select the Question type using the dropdown, .

your title goes here

For more information on the different question types, see Question Types in Survey.
To make a question optional, click the Mark as optional question checkbox. If you don't mark a question as optional then the question needs to be answered by the end user.

clm_survey_optional question

To add a question, click + Add another question.
In the End Message section, type the Message and Subtext you want to show your end users after they complete the survey.
In the Close button text section, edit the text as required.

your title goes here

Under Settings, select the checkbox to show '*' for the mandatory questions.
clm_survey_mandatory question

On the Studio, in the CONTROL pane, you can enable the following toggles:

'x' on the Survey: Enable this toggle to add a close icon.
Minimize the Survey: Enable the toggle to give your end users an option to minimize the Survey and defer taking the Survey.
Anonymous Survey: Enable the toggle if you don't want to collect the responder'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.