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Show information as a pop-up before running Flows
  • 06 Mar 2024
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Show information as a pop-up before running Flows

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Article Summary

If you want to show users information before running a Flow, then you can configure the Flow to show a Pop-up before showing the Flow steps. This feature is called the Flow information Pop-up.

For example, you can ask your users to keep particular information handy before running a Flow so that they don't get stuck in the middle.

You can do this by adding the wfx_play_as_popup tag in the Editor when creating a Flow or on the Dashboard after creating Flows.

Note
  • Flow Title and Description appear in the Pop-up.
  • The Flow information Pop-up does not appear if the Flow is attached to a Pop-up.

Use the following steps to show information to your users before running a Flow:

  1. On the Whatfix Guidance dashboard, click Content.
    ia_left_nav_content

  2. Click Flows.
    ia_left%20nav_flows

  1. Select the Flows you want to launch as a Pop-up.
    CLM_DB_select_flows

  2. Click the Tags icon.
    clm_db_tags

  3. In the pop-up, click the Plus icon.
    RB_dashboard_manage_tags_plus_button

  4. Search for the wfx_play_as_popup tag and select it from the list.
    RB_dashboard_manage_tags_play_popup

  5. Click Done.

Customizing the Flow information Pop-up

Use the following steps to customize the Flow information Pop-up:

  1. On the Whatfix Guidance dashboard, click Style.
    ia_left%20nav_style

  2. Click Flows.
    ia_style_flows

  1. Under the Flow Theme tab, click the Flow As PopUp tab.
    flowaspopupdesk.jpg

  2. Make the necessary changes on this page using the following information.

    The configurations that you can change are listed below:

    • Choose formatting options like text size, color, style, and alignment for the Flow information Pop-up header and description text.
    • Configure the Guide Me button text, text color, and button color.
    • Enable/Disable the Skip button, and configure its text and color.
    • Enable/Disable the X icon (close) on the Pop-up and configure the color of the icon.
      RB_settings_config_flow_popup_options
  3. Click Save.


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