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Choose a Pop-up template

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When you create a new Pop-up using the Visual Editor, you don't have to start from scratch. Instead, you can base your new Pop-up on a template. Whatfix enables you to choose from 6 templates, each designed to cover various information and announcements you want to convey to your users. Each template can be customized to suit your specific needs.

This following flowchart explains how to choose the template for your next Pop-up.

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The following table shows how each of the Pop-up templates look like:

Template Name

How it looks

Use

Carousel

Carousel_popup

Used to convey multiple text information, videos, or images in one Pop-up in the form of slides. Users can move left or right to view the content.

Meet & Greet

Meet_Greet

Meet and Greet is a Pop-up template that enables you to welcome your employees or users and send out quick reminders.

Banners

Banners

Used to show an announcement to the user.

Feature Onboarding

Feature_onboarding_popup

Used for Feature announcement, Release Notes, Onboarding users, and more.

Snackbars

Snackbar_popup

Used to convey a brief message about a significant process in the app without interrupting end user experience.

Smart Alerts

Smart_alerts

Smart Alert is a Pop-up template that enables you to keep your users informed or send them alerts.

Info:

Buttons can be configured to perform any of the following actions.

  • Redirect to URL

  • Start a Flow

  • Act as a Close button

  • Act as a Skip button

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