Survey Personalization

Whatfix enables you to customize Surveys to provide a personalized experience for your end users. Use variables for Survey personalization. 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:

3. Enter a name for the Survey.
   

4. Make the following configurations to your Survey header.

   • Enter the Title.
   • Enter the Description.
   • Change the Background color, Text color, and select the checkbox to show '*' for the mandatory questions according to your requirement.

   

5. Select the Question type using the dropdown, and then enter the question.
   

6. 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}}

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

7. To add a new question, click + Add Question.
   

8. To add conditions, click the Add condition icon. The condition enables you to determine which question appears next based on the users' response.
   

9. Edit the End Message section
   

   You can make the following configurations to your Survey header.

   • Type the Message.
   • Add the Subtext.
   • In the Close button text section, edit the text as required.
   • Change the Background color and the Text color of the Close button according to your requirement.

10. On Whatfix Studio, under the CONTROL panel, enable the following toggles:

• Dismissable: Enable this toggle to give your end users' an option to close/dismiss the Survey.

• Minimize: Enable the toggle to give your end users' an option to minimize the Survey and defer taking the Survey.

• Allow anonymous responses: 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.

  

11. Click Save.
    

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

13. Click Set Visibility Rules.
    

14. Set the Where does the survey appear? Visibility Rules for the survey to appear.
    

15. Set the When does the survey start appearing? Visibility Rules for the survey.
    

16. Click Edit Survey or Save depending on your preference.