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Pop-up with survey embedded
  • 20 Nov 2023
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Pop-up with survey embedded

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Article Summary

You can embed a survey in a Whatfix pop-up to get users' opinions and feedback. Whatfix supports all the major survey forms like Google Forms, SurveyMonkey, Qualtrics Forms, Microsoft Forms, etc.

Note

Make sure you have the survey form link handy before creating the Pop-up.

Use the following steps to attach a survey to a pop-up:

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

  2. On the Whatfix Studio, click Popup.
    clm_studio_pop-up

  3. Choose the color theme using the Theme dropdown.
    RB_EDT_popupthemes

    Note

    You can also use your custom color by entering the hex color code in the text box.

  1. Select the Surveys/Opinions template.
    Clm_pop-up_survey template
your title goes here

Survey forms can be attached to a popup only using the Surveys/Opinions template.

  1. Enter a name for the popup segment.
    CLM_pop-up_enter name

  2. Click Insert Survey Link, and then enter the survey form URL.
    clm_pop-up_insert link

  3. Once the survey form is embedded, click Save Popup.
    clm_pop-up_save pop-up

Info
  • Click the Save button to save the pop-up as an inactive draft.
  • You can resume editing the pop-up using the dashboard.
  1. On the Whatfix dashboard, hover your cursor over the pop-up you want to edit, and then click the Edit icon.

    CLM_DB_Click_edit_icon.png

  2. To configure the Visibility Rules for the Pop-up, click Set Visibility Rules.
    clm_pop-up_Visibility rules

  3. Click Edit Pop-up or Finish Later depending on your preference.
    Studio_pop-up_finish later or edit

  4. Once you have set visibility rules, select the pop-up using the checkbox, and then click Send to ready.
    clm_db_send_to_ready

  5. Go to the Ready stage, and then click the Push to production button.
    clm_db_push_to_production

your title goes here

For more information, see Create a Pop-up


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