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Embed a Youtube video
  • 04 Oct 2024
  • 2 Minutes To Read
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Embed a Youtube video

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Article summary

Whatfix enables you to embed YouTube videos to any Pop-up template to deliver more information to your users. For more information on Whatfix Pop-up templates, see Choose the pop-up template.

Adding Youtube video in a Pop-up is a 2-step process.

Step 1: Get the YouTube video URL

Use the following steps to get the video URL from a Youtube video:

  1. Go to the YouTube video that you want to add in the Pop-up.

  2. Click Share.
    Click_YT_Share

  3. Click Copy to copy the video URL.
    Click_Copy_URL

    Note

    A Link copied to clipboard message is displayed.

Step 2: Insert a YouTube video using the Visual Editor
Note:
  • You cannot embed videos hosted on file sharing websites like Google Drive, Dropbox, and more using the URL method. You need a published video's URL from your authorised video channel (Youtube, Vimeo, and more) to embed videos to Whatfix Pop-up templates. In case, you want to embed a video link hosted on Google Drive, try Embedding a video hosted on Google Drive using Embed code

  • If the Pop-up is shown in a secure webpage (https) and if the video is hosted on a non-secure website (http), then the video is displayed as a broken link to the end users.

The Visual Editor enables you to add a video to the Pop-up template directly using the UI.

Use the following steps to embed a video URL in a Pop-up using the Visual Editor:

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

  2. Click Pop-ups.
    ia_widget_popups

  1. Hover your cursor over the Pop-up segment you want to configure, and then click the Edit icon.
    Edit_popup_DB

  2. In the Description section, place the cursor where you want to add the video and double-click to open the Rich Text Editor.
    RTE_add_video

  3. Click the + icon. The Add Component dialog box opens.
    Add_component

  4. On the Add Component dialog box, click Video.
    Click_Video_Addcomponent

  5. Paste the video URL.
    Insert_video_URL

    your title goes here

    The video URL must contain https if the Pop-up is displayed on a secure webpage.

  6. Click Insert.
    Click_insert_video

your title goes here
  • Using the Drag and Drop feature, move or re-position the video around the Pop-up.

  • Using the Drag Handlers the video can be moved or re-positioned both vertically (column-wise) and horizontally (row-wise).

    Video_DND

your title goes here

When you make changes to the Pop-up using the Drag Handlers, you may not be able to undo certain changes. In that case, you may need to re-create the Pop-up. For more information, see Can I undo the changes made with the Drag Handlers?

  1. Once the video is added, click Set Visibility Rules →.
    studio_pop_up_VR

  2. Set the visibility rules for the Pop-up to appear. For more information on the different conditions that can be used in Visibility rules, see Visibility Rules.

  3. Click Edit Pop-up or Finish later depending on your preference.
    Studio_pop-up_finish later or edit

  4. Once you have set Visibility Rules, select the Pop-up using the checkbox, and then click Send to ready.
    clm_db_send_to_ready

  5. Go to the Ready stage, and then click Push to production.
    clm_db_push_to_production


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