Add a Survey to the Self Help Segment by creating a Link for the Survey from the Whatfix Dashboard and then adding the Link to the Self Help.
- Sharing a Survey is part of the Premium plan. To enable this feature, contact support@whatfix.com.
- The Share a Survey functionality is available only in the Production stage.
Step 1: Create a Link for the Survey
Step 2: Add the Link to Self Help
Create a Link for the Survey
Use the following steps to create a Link for your Survey:
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On the Whatfix Guidance dashboard, click Widgets.
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Click Surveys.
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Click the Production tab.
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Hover your cursor over the required Survey, and then click the Share icon.
The Share icon only appears for Surveys in the Production stage.
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Click Add as link in Whatfix.
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Click Next.
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Enter a Title Prefix.
The prefix title distinguishes the Survey link from other links on the dashboard.
- Click Add Survey.
View the Link created in the Draft Stage of the Dashboard.
Add the Link to a Self Help
Use the following steps to add a Survey Link to a Self Help segment:
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On the Whatfix Guidance dashboard, click Widgets.
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Click Self Help.
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Go to the required Self Help segment and then click the Edit icon.
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Click Add Content.
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Filter the content using the Filter option. Select LINK using the dropdown.
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Select the Link you created.
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Click Okay.
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To save the segment, click Save.
