Embed a Survey in a Pop-Up
- 20 Feb 2025
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Embed a Survey in a Pop-Up
- Updated On 20 Feb 2025
- 1 Minute To Read
- Print
- DarkLight
- PDF
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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:
On the Whatfix Guidance dashboard, click Widgets.
Click All widgets.
Click Create widget.
Click Pop Up.
Select the Surveys/Opinions template.
Note:
Survey forms can be attached to a Pop-up only using the Surveys/Opinions template.
Enter a name for the Pop-up segment by clicking the Untitled Pop-up text at the top.
Click Insert Survey Link and enter the survey form URL.
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.
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.
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.
Once you are done creating the Pop-up, select the widget, and then click Send to ready.
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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