---
title: "Add a Survey to Self Help"
slug: "add-a-survey-to-self-help-1"
updated: 2025-03-10T08:59:36Z
published: 2025-03-10T08:59:36Z
canonical: "support.whatfix.com/add-a-survey-to-self-help-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 Self Help

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.

          Note:

          

- Sharing a Survey is part of the 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](/docs/add-a-survey-to-self-help-1#create-survey-link) [Step 2: Add the Link to Self Help](/docs/add-a-survey-to-self-help-1#add-self-help)

## 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)

          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 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:

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 **Self Help**. ![ia_left_nav_self_help](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_self_help.png)
3. Go to the required Self Help segment and then click the **Edit** icon. ![ia_self_help_edit](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_self_help_edit.png)

1. Click **Add Content**. ![DB_SH_clickaddcontent](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/DB_SH_clickaddcontent.png)
2. Filter the content using the Filter option. Select **LINK** using the dropdown. ![SH_Add_link.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/SH_Add_link.png)
3. Select the Link you created. ![Beacon_add_survey_link1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Beacon_add_survey_link%281%29.png)
4. Click **Okay**. ![RB_DB_SH_click okay](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_SH_click%20okay.png)
5. To save the segment, click **Save**. ![Save_self_help.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Save_self_help.png)

## Related

- [Create a Survey](/create-a-survey.md)
- [Create a Self Help Segment](/create-a-self-help-segment.md)