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Add a Survey as a Link to your Whatfix Dashboard
  • 07 Dec 2023
  • 1 Minute To Read
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Contents

Add a Survey as a Link to your Whatfix Dashboard

  • Updated On 07 Dec 2023
  • 1 Minute To Read
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Article Summary

Whatfix enables you to add a Survey as a link to your Whatfix Dashboard, which can then be inserted in other widgets like Self Help, Task List, Launchers, etc.

Use the following steps to add a Survey as a link to your dashboard:

  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

  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_db_survey_link

  1. Click Add Survey.
    clm_survey_add survey
your title goes here
  • You can view the Link that you just created in the Draft Stage of the Dashboard.  
    clm_db_content_draft_survey_link
  • For more information on how to add a Survey to other widgets, see Add a Survey to a Launcher.
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