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Survey Personalization
  • 05 Dec 2023
  • 3 Minutes To Read
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Survey Personalization

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Article summary

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:

  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.
    clm_studio_survey

  1. Enter a name for the Survey.
    clm_survey_survey name
your title goes here

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

  1. Edit the Title and the Subtitle.
    clm_survey_title and subtitle1

  2. Change the Background color and the Text color if needed.
    clm_survey_color

  3. In the Questions section, click the question to enter the Question.
    clm_survey_quiz_enter question.png

your title goes here

You cannot edit the survey once it is live.

  1. 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}}
    clm_survey_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.

  1. Select the Question type using the dropdown, .
    clm_survey_question type updated.png
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

  1. To add a question, click + Add another question.
    clm_survey_quiz_add another question.png

  2. In the End Message section, type the Message and Subtext you want to show your end users after they complete the survey.
    clm_survey_end message

  3. In the Close button text section, edit the text as required.
    clm_survey_button text

your title goes here

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

  1. 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.
    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.
    clm_survey_quiz_save

  2. On the Dashboard, in the Widget section, hover your cursor over the Survey you want to edit, and then click the Edit icon.
    ia_edit_survey

your title goes here

If you have the enhanced Whatfix Dashboard, use the following steps:

14 a) On the Whatfix Guidance dashboard, click Widgets.
ia_left_nav_widgets

14 b) Click Surveys.
ia_left_nav_surveys

  1. Click Set Visibility Rules.
    DB_Survey_set VR

  2. Set the Where Visibility Rules for the survey pop-up 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 Rules for the survey pop-up.
    DB_Survey_when VR rules
your title goes here

For more information, see Schedule a Pop-up.

your title goes here

Once the user responds to the survey, the survey pop-up won't be shown again, irrespective of the occurrence set.

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

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