--- title: "Add a Survey to a Smart Tip" slug: "add-a-survey-to-a-smart-tip-1" updated: 2026-05-11T12:43:44Z published: 2026-05-11T12:43:44Z --- > ## 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 Smart Tip Add a Survey to a Smart Tip by creating a Link for the Survey from the Whatfix Dashboard and then adding the Link to the Smart Tip. Note: - Sharing a Survey requires a Premium plan. To enable this feature, contact [support@whatfix.com](mailto:support@whatfix.com?Subject=Premium%20Surveys&Body=Hello%20Team%2C%0A%0AI%20want%20to%20enable%20my%20account%20to%20premium.%0A%0AMore%20information%3A%0A%0AThanks%20and%20regards.). - The Share a Survey functionality is available only in the **Production** stage. [Step 1: Create a Link for the Survey](/studio/docs/add-a-survey-to-a-smart-tip-1#create-a-link-for-the-survey) [Step 2: Add the Survey Link to a Smart Tip](/studio/docs/add-a-survey-to-a-smart-tip-1#add-the-survey-link-to-a-smart-tip) ## 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**. ![Add a title prefix o the survey link](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_SurveyLink_addprefix.png) Info: 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) Info: View the Link that you just created in the Draft Stage of the Dashboard. ## Add the Survey Link to a Smart Tip Use the following steps to add the Survey link to a Smart Tip: 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 your cursor over your Smart Tip Collection, and then click the **Edit** icon. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_DB_SmartTip_Edit_icon(1).png) 4. Click the **Edit** button on the Dashboard. ![Click edit on the dashboard](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_edit%20mode.png) You have the option to edit the Smart-tip either on the Dashboard or using **Launch live edit** mode. 1. On the Smart Tip message, select the text to which you want to attach the Link. ![Select a text on the smart-tip to add a link](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_smart-tip_link.png) 2. In the Rich Text Editor, click the **Link icon**. ![Click the link icon on the tooltip](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_smart-tip_Add%20Link.png) 3. Paste the Survey Link URL. ![Click Insert to add the link to Smart-tip](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_SurveyLink_Insert.png) 4. Click **Insert**. ![Copy and paste the survey link to smart-tip ](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_SurveyLink_copy%20and%20paste.png) 5. Click **Save Tip**. ![Save tip on studio](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Smart-tip_Savetip.png) ## Related - [Survey Personalization](/survey-personalization.md)