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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.

Embedding forms in the pop-up is a 2 step process.

Step 1: Getting the form URL from the respective survey account

Step 2: Inserting the URL in the Smart or Guided pop-up

Step 1: Retrieve the URL from the respective Survey Form

Supported Forms:

Qualtrics Forms

Step 1: Getting the form embed code

  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

SurveyMonkey

Step 1: Getting the form embed code

  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

Google Forms

Step 1: Getting the form embed code

Navigate to the Google Forms Dashboard. 

  1. Open the form you want to embed in the pop-up.
  2. Click SEND.

    gf_send_button.png

  3. Click the link icon.

    GForms_link.png

  4. Click Copy.

    GForms_link_copy.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.
  8. Click Save.
    your content goes here
    • 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
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