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Add a Survey to Self Help
  • 16 May 2024
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Add a Survey to Self Help

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Article Summary

You can add a Survey to a Self Help Segment by creating a Link for the Survey from the Whatfix Dashboard, and then adding the Link to the Self Help.

your title goes here
  • Sharing a Survey feature is part of the Premium plan. Contact support@whatfix.com to get it enabled.
  • You can only share Surveys that are in the Production stage.

Step 1: Create a Link for the Survey
Step 2: Add the Link to Self Help

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

  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_survey_add prefix1

  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.

Use the following steps to add a Survey Link to a Self Help segment:

  1. On the Whatfix Guidance dashboard, click Widgets.
    ia_left_nav_widgets

  2. Click Self Help.
    ia_left_nav_self_help

  3. Go to the required Self Help segment and then click the Edit icon.
    ia_self_help_edit

  1. Click Add Content.
    SH_Click_AddContent.png

  2. Filter the content using the Filter option. Select LINK using the dropdown.
    SH_Add_Links.png

  3. Select the Link you created.

  4. Click Okay.
    beacon_add_survey_okay

  5. To save the segment, click Save.
    SH_Click_Save.png


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