--- title: "Trigger a Flow using the Pop-up Visual Editor" slug: "trigger-a-flow-using-the-pop-up-visual-editor" updated: 2026-08-10T06:47:06Z published: 2026-08-10T06:47:06Z canonical: "support.whatfix.com/trigger-a-flow-using-the-pop-up-visual-editor" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.whatfix.com/llms.txt > Use this file to discover all available pages before exploring further. # Trigger a Flow using the Pop-up Visual Editor A Pop-up can Trigger a Flow to inform your users about a new feature and then guide them through each step of the workflow. your title goes here - Ensure that 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 again irrespective of the occurrence count set. - If the end user doesn't complete the Flow, the Pop-up appears as per the configured occurrence count. - If you want to continue showing the Pop-up even after the end user completes the attached Flow, select the checkbox under **Set Visibility Rules**. This option displays your Pop-up for the set number of occurrences, even after the Flow is completed. ![click_checkbox.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/enable_checkbox%281%29.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A43%3A39Z&se=2026-11-12T09%3A43%3A39Z&sr=c&sp=r&sig=6nwnWSv6bJmY1Bknm6tlxMdJXNHnfEOT3%2BHmfwQjDtI%3D) Use the following steps to attach a flow to a Pop-up using the Visual Editor: 1. Log in to the application where you want to create content, and then launch **Whatfix Studio**. ![CLM_editor plug in2](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_editor%20plug%20in%282%29.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A43%3A39Z&se=2026-11-12T09%3A43%3A39Z&sr=c&sp=r&sig=6nwnWSv6bJmY1Bknm6tlxMdJXNHnfEOT3%2BHmfwQjDtI%3D) 2. On the Whatfix Studio, click **Popup**. ![clm_studio_pop-up](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_studio_pop-up.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A43%3A39Z&se=2026-11-12T09%3A43%3A39Z&sr=c&sp=r&sig=6nwnWSv6bJmY1Bknm6tlxMdJXNHnfEOT3%2BHmfwQjDtI%3D) 3. Choose the color theme using the **Theme** dropdown. ![2024-10-18_16-49-43.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2024-10-18_16-49-43%281%29.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A43%3A39Z&se=2026-11-12T09%3A43%3A39Z&sr=c&sp=r&sig=6nwnWSv6bJmY1Bknm6tlxMdJXNHnfEOT3%2BHmfwQjDtI%3D) Note: Use custom color by entering the hex color code in the text box. ![Add hex color code for Pop-ups before you select a template](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Pop-ups_hexcolor_code.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A43%3A39Z&se=2026-11-12T09%3A43%3A39Z&sr=c&sp=r&sig=6nwnWSv6bJmY1Bknm6tlxMdJXNHnfEOT3%2BHmfwQjDtI%3D) 1. Select a Pop-up template, for example **Feature Onboarding**. ![Select_template](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Select_template%281%29.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A43%3A39Z&se=2026-11-12T09%3A43%3A39Z&sr=c&sp=r&sig=6nwnWSv6bJmY1Bknm6tlxMdJXNHnfEOT3%2BHmfwQjDtI%3D) 2. Enter a name for the Pop-up segment. ![enter_name_pop-up](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/enter_name_pop-up.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A43%3A39Z&se=2026-11-12T09%3A43%3A39Z&sr=c&sp=r&sig=6nwnWSv6bJmY1Bknm6tlxMdJXNHnfEOT3%2BHmfwQjDtI%3D) 3. On the Pop-up template, edit the **Title** and **Description** for your Pop-up. ![Edit_Popup_Title](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Screenshot%202024-07-05%20at%208.58.17%20AM.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A43%3A39Z&se=2026-11-12T09%3A43%3A39Z&sr=c&sp=r&sig=6nwnWSv6bJmY1Bknm6tlxMdJXNHnfEOT3%2BHmfwQjDtI%3D) your title goes here To customize and align the text, hover your cursor over any text and then double-click to open the **Rich Text Editor**. For more information on Rich Text Editor, see [Add Rich Text Content Inside a Pop-up using the Visual Editor.](/studio/docs/adding-rich-text-content-inside-a-pop-up) 1. On the Pop-up template, edit the **Button Name** for your Pop-up. ![Pop-up button text](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Screenshot%202024-07-05%20at%209.04.37%20AM.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A43%3A39Z&se=2026-11-12T09%3A43%3A39Z&sr=c&sp=r&sig=6nwnWSv6bJmY1Bknm6tlxMdJXNHnfEOT3%2BHmfwQjDtI%3D) 2. To attach the Flow, hover your cursor over the button and click to open the **Button configuration menu**. ![Button_configuration_menu](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Screenshot%202024-07-05%20at%202.28.49%20PM.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A43%3A39Z&se=2026-11-12T09%3A43%3A39Z&sr=c&sp=r&sig=6nwnWSv6bJmY1Bknm6tlxMdJXNHnfEOT3%2BHmfwQjDtI%3D) 3. Next to **Action**, select **Start flow** option from the dropdown. ![Select_Start_Flow](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Screenshot%202024-07-05%20at%202.30.39%20PM.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A43%3A39Z&se=2026-11-12T09%3A43%3A39Z&sr=c&sp=r&sig=6nwnWSv6bJmY1Bknm6tlxMdJXNHnfEOT3%2BHmfwQjDtI%3D) 4. Click the icon next to **Select Flow**. ![Select_flow](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Screenshot%202024-07-05%20at%202.31.46%20PM.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A43%3A39Z&se=2026-11-12T09%3A43%3A39Z&sr=c&sp=r&sig=6nwnWSv6bJmY1Bknm6tlxMdJXNHnfEOT3%2BHmfwQjDtI%3D) 5. Select the Flow from the list. ![select_flow](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/select_flow.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A43%3A39Z&se=2026-11-12T09%3A43%3A39Z&sr=c&sp=r&sig=6nwnWSv6bJmY1Bknm6tlxMdJXNHnfEOT3%2BHmfwQjDtI%3D) 6. Once the Pop-up is ready, click **Save Popup**. ![click_save.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/click_save%283%29.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A43%3A39Z&se=2026-11-12T09%3A43%3A39Z&sr=c&sp=r&sig=6nwnWSv6bJmY1Bknm6tlxMdJXNHnfEOT3%2BHmfwQjDtI%3D) Info Resume editing the Pop-up using the Dashboard. For more information, see [Edit a Pop-up](/desktop/docs/edit-a-pop-up). The Whatfix Rich Text Editor enables you to format content using multiple options. It also enables you to link and include multimedia content. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Glossary/image-1720150380939.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A43%3A39Z&se=2026-11-12T09%3A43%3A39Z&sr=c&sp=r&sig=6nwnWSv6bJmY1Bknm6tlxMdJXNHnfEOT3%2BHmfwQjDtI%3D)