--- title: "Add a Survey to Self Help" slug: "add-a-survey-to-self-help-1" updated: 2026-08-12T10:35:35Z published: 2026-08-12T10:35:35Z 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?sv=2026-02-06&spr=https&st=2026-11-10T17%3A19%3A27Z&se=2026-11-10T18%3A19%3A27Z&sr=c&sp=r&sig=t2wUYeMxPMZQ7ILFPaRtkp1b30hZID3KgFdSC6gBIBU%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=2026-11-10T17%3A19%3A27Z&se=2026-11-10T18%3A19%3A27Z&sr=c&sp=r&sig=t2wUYeMxPMZQ7ILFPaRtkp1b30hZID3KgFdSC6gBIBU%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=2026-11-10T17%3A19%3A27Z&se=2026-11-10T18%3A19%3A27Z&sr=c&sp=r&sig=t2wUYeMxPMZQ7ILFPaRtkp1b30hZID3KgFdSC6gBIBU%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=2026-11-10T17%3A19%3A27Z&se=2026-11-10T18%3A19%3A27Z&sr=c&sp=r&sig=t2wUYeMxPMZQ7ILFPaRtkp1b30hZID3KgFdSC6gBIBU%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=2026-11-10T17%3A19%3A27Z&se=2026-11-10T18%3A19%3A27Z&sr=c&sp=r&sig=t2wUYeMxPMZQ7ILFPaRtkp1b30hZID3KgFdSC6gBIBU%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=2026-11-10T17%3A19%3A27Z&se=2026-11-10T18%3A19%3A27Z&sr=c&sp=r&sig=t2wUYeMxPMZQ7ILFPaRtkp1b30hZID3KgFdSC6gBIBU%3D) 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?sv=2026-02-06&spr=https&st=2026-11-10T17%3A19%3A27Z&se=2026-11-10T18%3A19%3A27Z&sr=c&sp=r&sig=t2wUYeMxPMZQ7ILFPaRtkp1b30hZID3KgFdSC6gBIBU%3D) 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=2026-11-10T17%3A19%3A27Z&se=2026-11-10T18%3A19%3A27Z&sr=c&sp=r&sig=t2wUYeMxPMZQ7ILFPaRtkp1b30hZID3KgFdSC6gBIBU%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=2026-11-10T17%3A19%3A27Z&se=2026-11-10T18%3A19%3A27Z&sr=c&sp=r&sig=t2wUYeMxPMZQ7ILFPaRtkp1b30hZID3KgFdSC6gBIBU%3D) 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?sv=2026-02-06&spr=https&st=2026-11-10T17%3A19%3A27Z&se=2026-11-10T18%3A19%3A27Z&sr=c&sp=r&sig=t2wUYeMxPMZQ7ILFPaRtkp1b30hZID3KgFdSC6gBIBU%3D) 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?sv=2026-02-06&spr=https&st=2026-11-10T17%3A19%3A27Z&se=2026-11-10T18%3A19%3A27Z&sr=c&sp=r&sig=t2wUYeMxPMZQ7ILFPaRtkp1b30hZID3KgFdSC6gBIBU%3D) 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?sv=2026-02-06&spr=https&st=2026-11-10T17%3A19%3A27Z&se=2026-11-10T18%3A19%3A27Z&sr=c&sp=r&sig=t2wUYeMxPMZQ7ILFPaRtkp1b30hZID3KgFdSC6gBIBU%3D) 1. Click **Add Content**. ![DB_SH_clickaddcontent](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/DB_SH_clickaddcontent.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A19%3A27Z&se=2026-11-10T18%3A19%3A27Z&sr=c&sp=r&sig=t2wUYeMxPMZQ7ILFPaRtkp1b30hZID3KgFdSC6gBIBU%3D) 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?sv=2026-02-06&spr=https&st=2026-11-10T17%3A19%3A27Z&se=2026-11-10T18%3A19%3A27Z&sr=c&sp=r&sig=t2wUYeMxPMZQ7ILFPaRtkp1b30hZID3KgFdSC6gBIBU%3D) 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?sv=2026-02-06&spr=https&st=2026-11-10T17%3A19%3A27Z&se=2026-11-10T18%3A19%3A27Z&sr=c&sp=r&sig=t2wUYeMxPMZQ7ILFPaRtkp1b30hZID3KgFdSC6gBIBU%3D) 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?sv=2026-02-06&spr=https&st=2026-11-10T17%3A19%3A27Z&se=2026-11-10T18%3A19%3A27Z&sr=c&sp=r&sig=t2wUYeMxPMZQ7ILFPaRtkp1b30hZID3KgFdSC6gBIBU%3D) 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?sv=2026-02-06&spr=https&st=2026-11-10T17%3A19%3A27Z&se=2026-11-10T18%3A19%3A27Z&sr=c&sp=r&sig=t2wUYeMxPMZQ7ILFPaRtkp1b30hZID3KgFdSC6gBIBU%3D) ## Related - [Create a Survey](/create-a-survey.md) - [Create a Self Help Segment](/create-a-self-help-segment.md)