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Add a Flow as a Video to your Dashboard
  • 27 Mar 2024
  • 1 Minute To Read
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Add a Flow as a Video to your Dashboard

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Article summary

Whatfix enables you to add your Flows as Videos on the Guidance dashboard. Any Flow can be converted to a video, and you can then insert this video into your Whatfix content, such as Pop-ups and Self Help.

your title goes here

You can only add Flows in the Production stage as a video to your Dashboard.

Use the following steps to add a Flow as a Video:

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

  2. Click Flows.
    ia_left%20nav_flows

  1. Go to the Production stage.
    CLM_DB_ClickProduction_stage.png

  2. Select the Flows you want to share.
    CLM_DB_Select_Flow_Checkbox

Note:

You can share up to 10 Flows at a time.

  1. Click the Share icon.
    clm_db_share

  2. Choose the Video option.
    clm_multiformat_video

your title goes here

To convert Flow to a Video, you must authorize a video channel platform such as YouTube, Wistia, or Vimeo. For more information, see Upload Whatfix videos to online video platform.

  1. Click Add as video in Whatfix.
    clm_multiformat_video_add on the Dashboard

  2. Click Next.
    clm_multiformat_pdf_next

  3. In the pop-up, select the language in which you want to share the Flows.
    clm_multiformat_video on the db lang

  4. Enter a Title Prefix.
    clm_multiformat_video on the db prefix

your title goes here

The title prefix distinguishes Flow title from its Video title.

  1. Click Add Video.
    clm_multiformat_video on the db_add video
your title goes here

You can view the video on the Dashboard in the Draft stage.
clm_db_video_link


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