Add a Flow as a Video to your Dashboard
  • 27 Mar 2024
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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.

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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.

  2. Click Flows.

  1. Go to the Production stage.

  2. Select the Flows you want to share.


You can share up to 10 Flows at a time.

  1. Click the Share icon.

  2. Choose the Video option.

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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.

  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.

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