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Create Pop-Ups
  • 25 Jan 2024
  • 3 Minutes To Read
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Contents

Create Pop-Ups

  • Updated On 25 Jan 2024
  • 3 Minutes To Read
  • Print
  • Dark
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  • PDF
Article Summary

Whatfix Pop-ups are information widgets that can be used to inform your users about things that need your user's immediate attention. You can attach a Flow, survey, video, image, and GIF to the Pop-up.

Use the following steps to create Pop-ups using the Desktop Dashboard,

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

  2. Click All widgets.
    ia_widgets_all_widgets

  3. Click Create widget.
    CLM_DB_CreateWidget.png

  1. Click Pop up.
    CLM_DB_Pop-up

  2. Choose the color theme using the Theme dropdown.
    RB_DB_selectthemes

your title goes here

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

  1. Select the Pop-up template.

  2. Enter a name for the Pop-up segment by clicking the Untitled Pop-up text on top.
    RB_DB_namepopup

  3. Edit the Title, Description, and the Button Name.
    edit_title_desc

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.

  1. Hover the cursor over the button corner, and then click to open the button configuration menu.
    RB_DB_hoverbutton

  2. Click the Select Action dropdown and select the button action using the descriptions below.
    RB_DB_selectaction

Button Action Behavior
Attach Flow When the user clicks the button, they are routed to a Whatfix Flow that is attached to the button.
Attach URL When the user clicks the button, they are routed to the URL that is attached to the button.
Skip When the user clicks the button, they skip this particular Pop-up and continue to see the Pop-up until they click the close or do not show me again button.
Close When the user clicks the button, they close this particular Pop-up and do not see the Pop-up again.
your title goes here

You can also change the button color, hover color, and corner radius using this configuration menu.

  1. Choose if you want to show the X icon on popup and Don't show me again options by enabling the toggles.
    RB_DB_closebuttons
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Button Behavior Example: A Pop-up is set to display twice
Skip The user skips the Pop-up and the display count is not impacted Users who click the Skip button continue to see the Pop-up until they click Close or "X" icon. If the user clicks the Skip button, the Pop-up appears to your users next time when they refresh the application/page or visit the page again at any time. For example, Let's assume you created a Pop-up with only a Skip button and no Close or "X" icon. If you set the display count of a Pop-up to 1 and a user clicks the Skip button. The user continues to see the Pop-up until they close the Pop-up using the Close or "X" icon. Whatfix recommends you have a Close or "X" button to avoid this scenario.
Close button or "X" icon Clicking either of these buttons closes the Pop-up and the display is counted as one view Users who click Close and exit the Pop-up will see the Pop-up again based on the Pop-up display count.
Don't show me again The user clicks the check-box to make sure the Pop-up never appears again. The count reduces to zero. Users who click the Don't show me again check-box never see the Pop-up again. It does not matter if the count has not been reached.
your title goes here

You can preview how the Pop-up looks like on mobile and desktop devices using the toggle button on the top-right of the Pop-up.

  1. Click the Save button to save and mark the Pop-up as draft or continue configuring the Pop-up.
    RB_DB_clicksave
Note

You can resume editing by hovering the cursor over the Pop-up segment, and clicking the Edit icon.

Configure the Pop-up

Use the following steps to configure a Pop-up,

  1. On the Whatfix Desktop Dashboard, hover your cursor over the Pop-up segment you want to configure, and then click the Edit icon.

    CLM_DB_Click_edit_icon.png

  2. Click the Set Visibility Rules → button.
    RB_DB_setvisirulespopup

  3. Set the Where Visibility Rules.
    RB_DB_popupwhererules

your title goes here

If you have configured multiple Pop-ups with different Visibility Rules to appear on the same page, the Pop-up configured with User Action Completed as the Visibility Rule is always shown first when the end user performs the User Action.

  1. Set the When Visibility Rules for the Pop-up. For more information, see Schedule Pop-ups.
    RB_DB_whenrulespopup

  2. Click Edit Pop-up or Finish later depending on your preference.
    RB_DB_popupfinishlater

  • Finish later - Saves the Pop-up as Draft.
  • Edit Pop-up - Takes you back to the Pop-up where you can make changes.

  1. Once you are done creating the Pop-up, select the widget, and then click Send to Ready.
    clm_db_send_to_ready

  2. Go to the Ready Stage and select the segment you want to move to Production Stage, and then click Send to Production.
    clm_db_push_to_production

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