--- title: "Add a Survey to a Beacon" slug: "add-a-survey-to-a-beacon-1" updated: 2024-08-12T13:50:05Z published: 2024-08-12T13:50:05Z --- > ## Documentation Index > Fetch the complete documentation index at: https://support.whatfix.com/llms.txt > Use this file to discover all available pages before exploring further. # Add a Survey to a Beacon Whatfix enables you to add a Survey to a Beacon by creating a Link for the Survey from the Whatfix Dashboard, and then attaching the Link to the Beacon. [Step 1: Create a Link for the Survey](/studio/docs/add-a-survey-to-a-beacon-1#create-a-link-for-the-survey) [Step 2: Attach the Link to the Beacon](/studio/docs/add-a-survey-to-a-beacon-1#attach-the-survey-link-to-the-beacon) ## Create a Link for the Survey Use the following steps to create a Link for your Survey: 1. On the Whatfix Guidance dashboard, click **Widgets**. ![ia_left_nav_widgets](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_widgets.png) 2. Click **Surveys**. ![ia_left_nav_surveys](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_surveys.png) 3. Click the **Production** tab. ![CLM_DB_ClickProduction_stage.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_DB_ClickProduction_stage.png) 4. Hover your cursor over the required Survey, and then click the **Share** icon. ![ia_share_survey](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_share_survey.png) Note: The **Share** icon only appears for Surveys in the Production stage. 1. Click **Add as link in Whatfix**. ![clm_survey_add as link in whatfix](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_add%20as%20link%20in%20whatfix.png) 2. Click **Next**. ![clm_survey_next](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_next.png) 3. Enter a **Title Prefix**. ![clm_survey_add prefix](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_add%20prefix.png) your title goes here The prefix title distinguishes the Survey link from other links on the dashboard. ![clm_survey_add prefix1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_add%20prefix%281%29.png) 1. Click **Add Survey**. ![clm_survey_add survey](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_add%20survey.png) your title goes here View the Link that you just created in the **Draft** Stage of the Dashboard. ## Attach the Survey link to the Beacon There are two ways to attach a Survey to a Beacon: Attach the Survey link to a Beacon Segment Attaching the Link to a Beacon Segment enables end users to open the survey by clicking a Beacon. Customize the Beacon to open the Survey when end users click the element the Beacon is attached to. Note The attached content starts based on the **Disappear Beacon** setting you configure when creating it. ![disappearance of beacon](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/disappearance%20of%20beacon.png) Use the following steps to attach the Link to the Beacon: 1. On the Whatfix Guidance dashboard, click **Widgets**. ![ia_left_nav_widgets](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_widgets.png) 2. Click **Beacons**. ![ia_widget_beacons](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_widget_beacons.png) 1. Hover your cursor over the Beacon segment you want to edit, and then click the **Edit** icon. ![RB_beacons_clickedit](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_beacons_clickedit.png) 2. In the **Attach Content** section, click **Attach Content**. ![attach content](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/attach%20content.png) 3. Select the Survey Link. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Beacon_add_survey_link.png) 4. Click **Okay**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/beacon_add_survey_okay.png) 5. Click **Save**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/click_save_segment.png) Attach the Survey link using the Rich Text Editor Use the following steps to attach the Link to Text in the Tooltip: 1. On the Whatfix Guidance dashboard, click **Content**. ![ia_left_nav_content](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_content.png) 2. Click **All content**. ![ia_dashboard_left_nav_all_content](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_dashboard_left_nav_all_content.png) 1. Click the Survey link you just created. ![click_survey_link.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/click_survey_link%281%29.png) 2. Copy the Survey link URL. ![copy_url_link_survey.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/copy_url_link_survey.png) 3. Hover over the Beacon Collection, and then click the **Edit** icon. ![db_beacon_edit](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/db_beacon_edit.png) 4. Click **Edit** on the Beacon you want to edit. ![Dashboard_smart_tip_edit](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_smart_tip_edit.png) 5. In the Beacon description, select the text to which you want to attach the Link. ![select_text_beacon_dashboard.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/select_text_beacon_dashboard.png) 6. In the Rich Text Editor, click the **Link** icon. ![beacon_edit_click_link_icon.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/beacon_edit_click_link_icon.png) 7. Paste the Survey Link URL. ![insert_url.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/insert_url.png) 8. Click **Insert**. ![click_insert.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/click_insert.png) 9. Click **Save Step**. ![save_step_dashboard.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/save_step_dashboard.png) 10. Click **Save**. ![Dashboard_flow_edit_save](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_flow_edit_save.png) ## Related - [Add a Survey as a Link to Whatfix Dashboard](/add-a-survey-as-a-link-to-your-whatfix-dashboard.md)