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Add a Survey to a Launcher
  • 05 Dec 2023
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Add a Survey to a Launcher

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Article Summary

You can add a Survey to a Launcher by creating a Link for the Survey from the Whatfix Dashboard, then adding the Link to the Launcher.

Step 1: Create a Link for the Survey
Step 2: Attach the Link to a Launcher

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


4. Click Add as link in Whatfix.
clm_survey_add as link in whatfix

5. Click Next.
clm_survey_next

6. Enter a Title Prefix.
clm_survey_add prefix

Info

The prefix title distinguishes the Survey link from other links on the dashboard.
clm_survey_add prefix1

7. Click Add Survey.
clm_survey_add survey

Info

You can view the Link that you just created in the Draft Stage of the Dashboard.

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

3. Enter a name for the Launcher Collection.
CLM_launcher name1

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

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

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

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

clm_launcher_text

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

9. To attach the link, click + Attach Link. 10. Select the Survey link you have created.Survey_Launcher_add survey link11. Configure the Style and Position of the Launcher using the dropdown.survey_launcher_style and position12. Click Save Launcher.
clm_launcher_save launcher

13. Click Save.
clm_launcher_click save1


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