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Embedding a Survey in a Pop-Up
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Embedding a Survey in a Pop-Up

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You can embed forms in the Smart pop-up message and Guided Pop-up to conduct a survey or collect feedback from your users. The form can be embedded anywhere in the description section.

Qualtrics Forms

Step 1: Getting the survey form URL

1. Log in to your Qualtrics account.
2. Open the survey form you want to embed in the pop-up.
3. Go to the Distributions section.
qt_click_distributions.png
4. Click Anonymous Link in the left pane.
qt_anonymous_link.png
5. Copy the link.
qt_copy_link.png

Step 2: Inserting the form embed code in the Pop-up

1. Navigate to the Whatfix Dashboard.
gotoDashboard%20%282%29.png
2. Click Widgets
widgets1.png
3. Click Smart Pop-Up or Guided Pop-Up.
widgets_smartPopUp2.png | widgets_guidedPopup1.png |
4. Create a new pop-up using New Pop-up button or edit the existing pop-up using the edit icon.
gf_edit_icon_new_popup_button.png
5. In the Description section, click the Quick Insert icon. 
gf_insert_icon.png
6. Click Insert Survey icon.
gf_insert_survey_icon.png
7. In the URL tab, paste the respective URL and then click Insert.
widgets_survey_link_insert.png

Note

If you have an embed code instead of a URL, click the embed tab and paste it there.

  1. Finish creating the pop-up and click Save.
Note
  • When using a Smart pop up to embed a survey, remember to disable the OK button in the Pop-up. If the OK button is not disabled, the user may click it thus closing the survey window.
  • You can increase the height of the Pop up by clicking inside the survey to display the options and then clicking the resize icon.
    reseize_icon

SurveyMonkey

Step 1: Getting the survey form URL

1. Navigate to the SurveyMonkey Dashboard.
2. Hover over the form you want to embed in the pop-up and click the Send Survey icon.
sm_send_survey.png
3. Click the Web Link option.
sm_web_link.png
4. Click Copy to copy the link.
sm_copy.png

Step 2: Inserting the survey form in the pop-up

1. Navigate to the Whatfix Dashboard.
gotoDashboard%20%282%29.png
2. Click Widgets
widgets1.png
3. Click Smart Pop-Up or Guided Pop-Up.
widgets_smartPopUp2.png | widgets_guidedPopup1.png |
4. Create a new pop-up using New Pop-up button or edit the existing pop-up using the edit icon.
gf_edit_icon_new_popup_button.png
5. In the Description section, click the Quick Insert icon. 
gf_insert_icon.png
6. Click Insert Survey icon.
gf_insert_survey_icon.png
7. In the URL tab, paste the respective URL and then click Insert.
widgets_survey_link_insert.png

Note

If you have an embed code instead of a URL, click the embed tab and paste it there.

  1. Finish creating the pop-up and click Save.
Note
  • When using a Smart pop up to embed a survey, remember to disable the OK button in the Pop-up. If the OK button is not disabled, the user may click it thus closing the survey window.
  • You can increase the height of the Pop up by clicking inside the survey to display the options and then clicking the resize icon.
    reseize_icon

Google Forms

Step 1: Getting the form URL

1. Navigate to the Google Forms Dashboard.
2. Open the form you want to embed in the pop-up.
3. Click SEND.
gf_send_button.png
4. Click the link icon.
GForms_link.png
5. Click Copy.
GForms_link_copy.png

Step 2: Inserting the survey form in the pop-up

1. Navigate to the Whatfix Dashboard.
gotoDashboard%20%282%29.png
2. Click Widgets
widgets1.png
3. Click Smart Pop-Up or Guided Pop-Up.
widgets_smartPopUp2.png | widgets_guidedPopup1.png |
4. Create a new pop-up using New Pop-up button or edit the existing pop-up using the edit icon.
gf_edit_icon_new_popup_button.png
5. In the Description section, click the  Quick Insert icon. 
gf_insert_icon.png
6. Click Insert Survey icon.
gf_insert_survey_icon.png
7. In the URL tab, paste the respective URL and then click Insert.
widgets_survey_link_insert.png

Note

If you have an embed code instead of a URL, click the embed tab and paste it there.

  1. Finish creating the pop-up and click Save.
Note
  • When using a Smart pop up to embed a survey, remember to disable the OK button in the Pop-up. If the OK button is not disabled, the user may click it thus closing the survey window.
  • You can increase the height of the Pop up by clicking inside the survey to display the options and then clicking the resize icon.
    reseize_icon

Microsoft Forms

Step 1: Getting the form embed code

1. Navigate to the Microsoft Forms Dashboard.
2. Open the survey form you want to embed in the Pop-up.
3. Click Send.
MS-form-send
4. Click the embed icon.
MS-form-embed
5. Click Copy.
MS-form-copy
6. Paste the embed code in a text editor and remove vh in the max-height property.
embed_code_ms_forms_popup
6. Copy the updated embed code.

Step 2: Inserting the survey form in the Pop-up

1. Navigate to the Whatfix Dashboard.
gotoDashboard%20%282%29.png
2. Click Widgets
widgets1.png
3. Click Smart Pop-Up or Guided Pop-Up.
widgets_smartPopUp2.png | widgets_guidedPopup1.png |
4. Create a new pop-up using New Pop-up button or edit the existing pop-up using the edit icon.
gf_edit_icon_new_popup_button.png
5. In the Description section, click the Quick Insert icon. 
gf_insert_icon.png
6. Click Insert Survey icon.
gf_insert_survey_icon.png
7. In the Embedded code tab, paste the updated code from the Step 6 in the previous section and then click Insert.
embed_code_section_ms_forms_popup
8. Finish creating the pop-up and click Save.

Note
  • When using a Smart pop up to embed a survey, remember to disable the OK button in the Pop-up. If the OK button is not disabled, the user may click it thus closing the survey window.
  • You can increase the height of the Pop up by clicking inside the survey to display the options and then clicking the resize icon.
    reseize_icon

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