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Have your forms pop up to users in their own environment

Applies to: VisualSP

Scenario: You create a survey or quiz that you want people to take. The challenge is getting people here to actually take it. One option is to capture a link to it and email it out to your users, but as we all know that doesn't always work very well.

Here is an alternative. You create a form or quiz and make it available to your users wherever they are as a pop-up. For example, if they are in their intranet or document library, then that quiz is right there in front of them. You can have it pop-up a few different times on whichever day you want to automatically. It's just embedding that information from the form directly a pop-up that is created using VisualSP.

Watch this video to see how it works, then afterward read how to configure your quiz to appear in a pop up window.

Embed a form into a VisualSP help item

  1. Create your form or quiz.
  2. Click the Share button, then the Embed button, then Copy

  3. Next go to the location you would like the quiz to appear and open up the VisualSP Help editor and create a new Help item with Custom EMBED or OBJECT Tag selected as the Media Type.

  4. Give the Help item a title, then paste the embed code into the Custom EMBED or OBJECT Tag field.

  5. Preview the Help item to confirm it is working properly.
  6. To configure the Help item to load automatically, select Load Behavior in the first column and configure the Auto Show on Load field and the start and end dates.

  7. Save the Help item and you're all set!
Updated on December 20, 2023

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