---
title: "Add a Survey to a Smart Tip"
slug: "add-a-survey-to-a-smart-tip-1"
updated: 2026-10-01T10:29:02Z
published: 2026-10-01T10:29:02Z
canonical: "support.whatfix.com/add-a-survey-to-a-smart-tip-1"
---

> ## 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

> [!WARNING]
> Note:
> 
> - Whatfix evaluates only one Smart Tip Collection per page at any given time. To show two or more Smart Tips on the same page, create them as part of a single Collection.
> - Whatfix also enables you to display multiple Smart Tip Collections on the same page. To enable this feature, contact [support@whatfix.com](mailto:support@whatfix.com?subject=Request%20to%20enable%20the%20Unified%20Content%20Experience&body=Hi%20Whatfix%20Support%20Team%2C%0A%0APlease%20enable%20the%20Unified%20Content%20Experience%20for%20my%20account.%0A%0AThanks%2C%0A).

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.

> [!WARNING]
> 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.

#### 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?sv=2026-02-06&spr=https&st=2026-11-12T07%3A34%3A41Z&se=2026-11-12T08%3A34%3A41Z&sr=c&sp=r&sig=50iwxt4XM440hf6e%2FHLAfaq1wvqMyWfzb2h69bXBYs0%3D)
2. Click **Surveys**. ![ia_left_nav_surveys](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_surveys.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A34%3A41Z&se=2026-11-12T08%3A34%3A41Z&sr=c&sp=r&sig=50iwxt4XM440hf6e%2FHLAfaq1wvqMyWfzb2h69bXBYs0%3D)
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?sv=2026-02-06&spr=https&st=2026-11-12T07%3A34%3A41Z&se=2026-11-12T08%3A34%3A41Z&sr=c&sp=r&sig=50iwxt4XM440hf6e%2FHLAfaq1wvqMyWfzb2h69bXBYs0%3D)
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?sv=2026-02-06&spr=https&st=2026-11-12T07%3A34%3A41Z&se=2026-11-12T08%3A34%3A41Z&sr=c&sp=r&sig=50iwxt4XM440hf6e%2FHLAfaq1wvqMyWfzb2h69bXBYs0%3D)

          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?sv=2026-02-06&spr=https&st=2026-11-12T07%3A34%3A41Z&se=2026-11-12T08%3A34%3A41Z&sr=c&sp=r&sig=50iwxt4XM440hf6e%2FHLAfaq1wvqMyWfzb2h69bXBYs0%3D)
2. Click **Next**. ![clm_survey_next](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_next.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A34%3A41Z&se=2026-11-12T08%3A34%3A41Z&sr=c&sp=r&sig=50iwxt4XM440hf6e%2FHLAfaq1wvqMyWfzb2h69bXBYs0%3D)
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?sv=2026-02-06&spr=https&st=2026-11-12T07%3A34%3A41Z&se=2026-11-12T08%3A34%3A41Z&sr=c&sp=r&sig=50iwxt4XM440hf6e%2FHLAfaq1wvqMyWfzb2h69bXBYs0%3D)

> [!NOTE]
> 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?sv=2026-02-06&spr=https&st=2026-11-12T07%3A34%3A41Z&se=2026-11-12T08%3A34%3A41Z&sr=c&sp=r&sig=50iwxt4XM440hf6e%2FHLAfaq1wvqMyWfzb2h69bXBYs0%3D)

1. Click **Add Survey**. ![clm_survey_add survey](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_add%20survey.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A34%3A41Z&se=2026-11-12T08%3A34%3A41Z&sr=c&sp=r&sig=50iwxt4XM440hf6e%2FHLAfaq1wvqMyWfzb2h69bXBYs0%3D)

> [!NOTE]
> 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?sv=2026-02-06&spr=https&st=2026-11-12T07%3A34%3A41Z&se=2026-11-12T08%3A34%3A41Z&sr=c&sp=r&sig=50iwxt4XM440hf6e%2FHLAfaq1wvqMyWfzb2h69bXBYs0%3D)
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?sv=2026-02-06&spr=https&st=2026-11-12T07%3A34%3A41Z&se=2026-11-12T08%3A34%3A41Z&sr=c&sp=r&sig=50iwxt4XM440hf6e%2FHLAfaq1wvqMyWfzb2h69bXBYs0%3D)

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?sv=2026-02-06&spr=https&st=2026-11-12T07%3A34%3A41Z&se=2026-11-12T08%3A34%3A41Z&sr=c&sp=r&sig=50iwxt4XM440hf6e%2FHLAfaq1wvqMyWfzb2h69bXBYs0%3D)
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?sv=2026-02-06&spr=https&st=2026-11-12T07%3A34%3A41Z&se=2026-11-12T08%3A34%3A41Z&sr=c&sp=r&sig=50iwxt4XM440hf6e%2FHLAfaq1wvqMyWfzb2h69bXBYs0%3D)
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?sv=2026-02-06&spr=https&st=2026-11-12T07%3A34%3A41Z&se=2026-11-12T08%3A34%3A41Z&sr=c&sp=r&sig=50iwxt4XM440hf6e%2FHLAfaq1wvqMyWfzb2h69bXBYs0%3D)
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?sv=2026-02-06&spr=https&st=2026-11-12T07%3A34%3A41Z&se=2026-11-12T08%3A34%3A41Z&sr=c&sp=r&sig=50iwxt4XM440hf6e%2FHLAfaq1wvqMyWfzb2h69bXBYs0%3D)

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?sv=2026-02-06&spr=https&st=2026-11-12T07%3A34%3A41Z&se=2026-11-12T08%3A34%3A41Z&sr=c&sp=r&sig=50iwxt4XM440hf6e%2FHLAfaq1wvqMyWfzb2h69bXBYs0%3D)
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?sv=2026-02-06&spr=https&st=2026-11-12T07%3A34%3A41Z&se=2026-11-12T08%3A34%3A41Z&sr=c&sp=r&sig=50iwxt4XM440hf6e%2FHLAfaq1wvqMyWfzb2h69bXBYs0%3D)
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?sv=2026-02-06&spr=https&st=2026-11-12T07%3A34%3A41Z&se=2026-11-12T08%3A34%3A41Z&sr=c&sp=r&sig=50iwxt4XM440hf6e%2FHLAfaq1wvqMyWfzb2h69bXBYs0%3D)
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?sv=2026-02-06&spr=https&st=2026-11-12T07%3A34%3A41Z&se=2026-11-12T08%3A34%3A41Z&sr=c&sp=r&sig=50iwxt4XM440hf6e%2FHLAfaq1wvqMyWfzb2h69bXBYs0%3D)
5. Click **Save Tip**. ![Save tip on studio](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Smart-tip_Savetip.png?sv=2026-02-06&spr=https&st=2026-11-12T07%3A34%3A41Z&se=2026-11-12T08%3A34%3A41Z&sr=c&sp=r&sig=50iwxt4XM440hf6e%2FHLAfaq1wvqMyWfzb2h69bXBYs0%3D)

## Related

- [Survey Personalization](/survey-personalization.md)