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Add a Survey to a Launcher
  • 12 Sep 2024
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Add a Survey to a Launcher

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Article summary

Add a Survey to the Launcher by creating a Link for the Survey from the Whatfix Dashboard, and then adding the Link to the Launcher.

Your title goes here

  • Sharing a Survey is part of the Premium plan. To enable this feature, contact support@whatfix.com.

  • Share a Survey functionality is available only in the Production stage.

Step 1: Create a Link for the Survey

Step 2: Attach the Link to a Launcher

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

  2. Click Surveys.
    ia_left_nav_surveys

  3. Click the Production tab.
    CLM_DB_ClickProduction_stage.png

  4. Hover your cursor over the required Survey, and then click the Share icon.
    ia_share_survey

your title goes here

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

  2. Click Next.
    clm_survey_next

  3. Enter a Title Prefix.

    clm_survey_add prefix

    Your title goes here

    The prefix title distinguishes the Survey link from other links on the dashboard.

    clm_survey_add prefix1

  4. Click Add Survey.

    clm_survey_add survey

    Your title goes here

    View the Link that you just created in the Draft Stage of the Dashboard.

Attach the Survey Link to a Launcher

Use the following steps to attach the Survey Link to a Launcher:

  1. Log in to the application where you want to create content, and then launch the Studio. CLM_editor plug in2

  2. On the Studio, click Launcher.

    clm_studio_launcher

  1. Enter a name for the Launcher Collection.

    CLM_launcher name1

  1. To create a Launcher, click +Add Launcher.
    clm_click add launcher1

  2. Select an element on the application where the Launcher must appear.

  3. Under the CONFIGURATIONS section, click the Interaction dropdown.
    clm_launchers_interaction dd

  4. In the Launcher Text box, enter the text for the button.

    clm_launcher_text

  5. In the Launcher Actions section, using the dropdown, select the Open Link option.

  1. To attach the link, click + Attach Link.

  2. Click Save.

    clm_launcher_click save1


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