Pop-up with Flow attached

Updated On 07 Oct 2024
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A Pop-up can be used to trigger a Flow that enables you to inform your users about a new feature or help onboard them, and then hand hold them through each step of the workflow.

For example, suppose you want to give an overview of your desktop application to all the users in your organization. Some of them might want to get an overview, however, there may be others who might already be familiar with the application.
Using a Pop-up, you can simply ask them to click the button if they require a workflow that takes them through the application. If they click the button, a Flow attached to the Popup gets triggered and hand holds the respective user through the whole process.

Note:

Make sure you've created the necessary Flow before creating the Pop-up.
If your end-user completes the Flow till the end, then the Pop-up does not appear irrespective of the occurrence count set.
If the Flow that you are trying to attach is a part of an existing Task List or Self Help segment and if your end-user completes the Flow till the end, then the Pop-up doesn't appear.
If you want to use an existing Flow, you can create a copy of the Flow that you'd like to attach to a Pop-up and use the copy.
If the end-user doesn't complete the Flow, the Pop-up appears as per the configured occurrence count.
If you'd like to change the default behavior of Pop-ups not appearing due to completed Flows attached, contact support@whatfix.com.

Use the following steps to attach a Flow to a Pop-up:

On the Whatfix Guidance dashboard, click Widgets.
Click All widgets.
Click Create widget.

Click Popup.
Choose the color theme using the Theme dropdown.

Note:

You can also use your custom color by entering the hex color code in the text box.

Select the template.
Enter a name for the Pop-up segment by clicking the Untitled Pop-up text on top.
Edit the Title, Description, and the Button Name.

your title goes here

To customize and align the texts, double-click the text to open the rich text editor. Here, you can change the text colors, formats, line height, insert images, and more.
Double-click the button text to edit it.

Hover the cursor over the button corner, and then click to open the button configuration menu.
Click the Select Action dropdown and select the Attach Flow option from the dropdown option.
Select the Flow from the list and click Okay.
Once the pop-up is ready, click Save Popup.

Info:

Click the Save button to save and mark the Pop-up as an inactive draft.
You can resume editing the pop-up using the dashboard.

On the Whatfix dashboard, hover the cursor over the pop-up you want to edit, and then click the Edit icon.
Configure the Pop-up Visibility Rules.
Click Edit Pop-up or Finish later depending on your preference.
Once you have set Visibility Rules, select the pop-up using the checkbox, and then click Send to ready.
Go to the Ready stage, select the pop-up using the check box and then click the Push to production button.