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Share a Survey
  • 27 Jul 2024
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Share a Survey

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Article summary

Once you create a Survey, Whatfix enables you to share the Survey with your users.

your title goes here
  • Sharing a Survey feature is part of the Premium plan. To enable this feature, contact support@whatfix.com.
  • You can only share Surveys that are in the Production stage.

Use the following the ways to share a Survey:

Copy the Survey link or embed code

Copy the link or the embed code of the Survey, which can then be used to collect feedback from your users.

Use the following steps to copy the Survey link or the embed code:

  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. Choose the Copy option.
    clm_survey_copy link

  2. Click Next.
    clm_survey_click save

  3. Depending on your use case, copy the Survey link or the embed code.
    clm_survey_ copy links

  4. Click Okay.
    clm_survey_click okay

Share a Survey link directly to a user

Share a Survey link as an email directly to your end users.

Use the following steps to share a Survey link to your users via email:

  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 Share.
    clm_survey_share

  2. Click Next.
    clm_survey_click save

  3. Enter the recipients' email addresses and description.
    clm_survey_share_add email and descp

  4. Click Share Survey.
    clm_survey_share survey

your title goes here

An email with subject the line - Survey Mail, is sent to the recipient's mail address.
clm_survey_mail


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