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.


  4. Click Anonymous Link in the left pane.


  5. Copy the link.



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.


  3. Click the Web Link option.


  4. Click Copy to copy the link.


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.


  3. Click the link icon.


  4. Click Copy.


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

  1. Navigate to the Whatfix Dashboard.


  2. Click Widgets


  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.


  5. In the Description section, click the  Quick Insert icon. 


  6. Click Insert Survey icon. 


  7. In the URL tab, paste the respective URL and then click Insert.


    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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