Brief Overview

The Survey Builder includes tools for configuring survey behavior, managing survey structure, applying conditional logic, and customizing the survey's visual appearance. These capabilities help builders control how surveys display, behave, and adapt to user responses.

This article covers survey settings, page and question management, survey logic, and theming options available when building surveys in the WalkMe Console.

Access

You can access the Surveys Builder page from the WalkMe Console.

WalkMe Surveys in the Console

How It Works

Survey appearance and behavior

Settings

Survey settings control how and when surveys are displayed to users.

1. Click the Settings icon at the top of the page
2. An Advanced Settings popup will appear where you can configure the following settings:
   1. Autoplay: Controls whether the survey plays automatically when loaded
      1. Off: The survey does not play automatically
      2. Play according to rule: Automatically plays the survey based on defined conditions
      3. Select Create Rule to configure rules using the condition builder
   2. Replay after completing Walk-Thru: Sets the maximum number of times a user is exposed to the survey after completing a Walk-Thru
3. Remember Survey State Locally: Saves the user's survey progress locally on their device
4. Enable Spotlight: Fades the background when the survey is displayed
   1. Screen Overlay: Adjust the overlay color and opacity
5. Select Apply

Change survey title

You can update the survey title at any time.

1. Select the title field next to the edit icon
2. Enter a new name
3. Press Enter

Change survey logo

You can add or update a survey logo.

To change the logo:

1. Open the logo settings by doing one of the following:
   1. Select the logo at the top of the page
   2. Select the Layers icon
      1. Select Add Logo
2. The Logo Settings panel opens
3. Select Add Logo to upload an image
4. Adjust the position of the logo on the screen
5. Change the header color (optional)

Manage survey pages and questions

You can manage survey pages and questions from the survey main canvas or the layers panel.

Page actions

Page actions allow you to manage survey structure and logic.

To manage a page from the layers panel:

1. Select the Layers icon
2. The following actions are available:
   1. Add Logic: Opens the logic configuration for the page
   2. Delete Page: Removes the page from the survey

To manage a page in the main canvas:

1. Hover over the page container
2. Select the Options menu
3. The menu includes:
   1. Add Logic: Opens the logic configuration for the page
   2. Delete Page: Removes the page from the survey

Question actions

Question actions allow you to manage individual questions.

To manage a question from the layers panel:

1. Select the Layers icon
2. Select the Options menu
3. The following actions are available:
   1. Duplicate: Creates a copy of the question underneath the current question
   2. Delete: Removes the question from the survey
   3. Drag and drop the question to reorder questions

To manage a question from the main canvas:

1. Hover over the page container
2. Select the Options menu
3. The menu includes:
   1. Duplicate: Creates a copy of the question underneath the current question
   2. Delete: Removes the question from the survey

Survey logic

Survey logic controls how respondents move through a survey based on their answers. Logic is configured at the page level and can be applied to one supported question per page.

To configure logic:

1. Open the Logic panel by:
   1. Select Add Question Logic from the top of the page
   2. Select Add logic from the page actions
2. Select a supported question from the For dropdown
3. A logic card appears
4. For each response value, configure:
   1. If respondent selects [question value]
   2. Then go to [target page] or End Survey
      Default behavior:

      If a respondent selects a value that does not have logic assigned, the survey continues to the next page by default.

5. Add additional logic cards to handle more values (optional)

Clear logic

To remove all logic from a page:

1. Scroll to the bottom of the logic panel
2. Select Delete All

Multi-language support for full page surveys

You can manage full page surveys in multiple languages using the Multi-Language application in the WalkMe Console.

How to set it up:

1. Go to the Multi-Language application in the console
2. From the System dropdown, select Global, and then select Global Surveys
3. Set up your supported languages as you would for any other WalkMe item
4. After creating your survey and configuring your languages, go to Translations
5. Add translations for each survey question and answer value

Multi-Language

Theming for Surveys

Theming for Surveys lets you apply a consistent visual style across your surveys using shared colors, fonts, and layouts. This helps align your content with your brand and creates a unified experience for users.

Theming behavior depends on the survey format:

• Popup surveys: Automatically inherit the system theme
• Full page surveys: Can be designed individually in the Theming app

Design full page surveys

Open the Theming app in the WalkMe Console

1. From the System dropdown, select Global, then select Global Surveys
2. Review the default theme and preview the full page survey on the right side of the screen
3. Configure colors, typography, and button styles

Theming