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Share a Public Survey

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Whatfix enables sharing a Survey link directly with end users. Doing so helps end users access a Survey without staying on the underlying application. When end users click the shared link, the Survey loads on their web browser.

Note:
  • Sharing a Survey is part of the Premium plan. To enable this feature, contact support@whatfix.com.
  • You can share Surveys that are only in the Production stage.

Use the following steps to share a Survey link with your users:

  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

Note:

The Share icon only appears for Surveys in the Production stage.

  1. Click Copy.
    clm_survey_copy link

  2. Click Next.
    clm_survey_click save

  3. Click Copy
    clm_survey_copy_link

  4. Click Okay.
    clm_survey_click okay

  5. Share the copied link of the Survey with your end users through any messaging application.

Note:

When you use a Public Survey, it opens in a new tab. Because of this, the Survey can't capture a user's ID. Instead of a user ID, the Survey captures a generic identifier like a cookie ID or a randomly generated ID to track responses. For more information, see unable to capture user ID in public Surveys.

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