Add a Survey to a Smart Tip

  • Updated On Mar 13, 2025
  • Published on Jun 21, 2023
  • 1 minute(s) read
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Add a Survey to a Smart Tip by creating a Link for the Survey from the Whatfix Dashboard and then adding the Link to the Smart Tip.

Note:
  • Sharing a Survey requires a Premium plan. To enable this feature, contact support@whatfix.com.
  • The Share a Survey functionality is available only in the Production stage.

Step 1: Create a Link for the Survey
Step 2: Add the Survey Link to a Smart Tip

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

Info:

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

  1. Click Add Survey.
    clm_survey_add survey
Info:

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

Add the Survey Link to a Smart Tip

Use the following steps to add the Survey link to a Smart Tip:

  1. On the Whatfix Guidance dashboard, click Content.
    ia_left_nav_content

  2. Click All content.
    ia_dashboard_left_nav_all_content

  1. Click the Survey Link you just created.
    click_survey_link.png

  2. Copy the Survey Link URL.
    copy_url_link_survey.png

  3. Hover your cursor over your Smart Tip Collection, and then click the Edit icon.

  4. Click the Edit button on the Smart Tip you want to edit.
    Dashboard_smart_tip_edit

  5. On the Smart Tip message, select the text to which you want to attach the Link.
    select_text.png

  6. In the Rich Text Editor, click the Link icon.
    select_link.png

  7. Paste the Survey Link URL.
    insert_url.png

  8. Click Insert.
    click_insert.png

  9. Click Save Tip.
    save_tip.png

  10. Click Save.
    Dashboard_flow_edit_save

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