Embed a Survey in a Pop-Up
- 20 Feb 2025
- 1 Minute To Read
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Embed a Survey in a Pop-Up
- Updated On 20 Feb 2025
- 1 Minute To Read
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Print
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Embed a survey in a Whatfix Pop-up to receive users' opinions and feedback. Whatfix supports all the popular survey forms such as SurveyMonkey, Qualtrics Forms, and Microsoft Forms.
Note:
- Ensure that you have the survey form link handy before creating a Pop-up.
- Google Forms cannot be embedded in a survey.
Use the following steps to embed a survey in a Pop-up:
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On the Whatfix Guidance dashboard, click Widgets.
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Click All widgets.
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Click Create widget.
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Click Pop Up.
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Select the Surveys/Opinions template.
Note:
Survey forms can be attached to a Pop-up only using the Surveys/Opinions template.
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Enter a name for the Pop-up segment by clicking the Untitled Pop-up text at the top.
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Click Insert Survey Link and enter the survey form URL.
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Once the survey form is embedded, click the Set Visibility Rules button.
Info:
- Click the Save button to save and mark the Pop-up as an inactive draft. You can resume editing by clicking the Edit icon.
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Set the visibility rules for the Pop-up to appear. See Visibility and Display Rule Conditions for more information on the different conditions that can be used in Visibility Rules.
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Click Finish later or Edit Pop-up depending on your preference.
- Finish later: Saves the Pop-up as Draft and marks it as Inactive.
- Edit Pop-up: Takes you back to the Pop-up where you can make changes.
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Once you are done creating the Pop-up, select the widget, and then click Send to ready.
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Go to the Ready Stage, select the segment you want to move to the Production Stage, and then click Push to production.
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