Add buttons to a Pop-up to help users take the next step, such as starting a Flow or opening a web page. Each button performs one action when users click it.
Button Actions
The following table lists the button actions available in a Pop-up and their behavior:
Button Action | Behavior |
|---|---|
Start Flow | When the user clicks this button, they are taken to a Whatfix Flow that is attached to the button. |
Attach URL | When the user clicks this button, they are taken to the URL that is attached to the button. |
Skip | When the user clicks this button, the particular Pop-up is omitted and they continue to see the Pop-up until they click the Close or Don't show me again button. |
Close | When the user clicks this button, they close that particular Pop-up. |
Info:
Additionally, make the following changes in the button configuration menu:
Change the button Type to Primary Button or Secondary Button.
Click the Button Style icon to change the Color, Hover color, and Corner radius of the button.
Click the Button Resize icon to resize the button.
Click the Horizontal Align icon to align the button horizontally.
Click the Vertical Align icon to align the button vertically.
Configure Button Actions
Expand the following accordions for more details:
Trigger a Flow from a Pop-up
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.
Note:
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.
Use the following steps to attach a flow to a Pop-up using the Visual Editor:
Hover your cursor over the button and click to open the Button configuration menu.
Next to Action, select Start flow option from the dropdown.
Click the icon next to Select Flow.
Select the Flow from the list.
Attach a URL to a Pop-up
A Pop-up triggers URLs to open links, articles, survey forms, registration forms, and more.
Use the following steps to attach a URL to a Pop-up using the Whatfix Dashboard:
Hover your cursor over the button and click to open the button configuration menu.
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Next to Action, select the Attach URL option from the dropdown menu.
Paste the copied URL into the Enter URL field.
Info:
Use a dynamic URL to keep the button's URL valid when part of the domain changes, such as the subdomain or environment.
A dynamic URL adjusts automatically, so the same link works on both https://dev.example.com and https://example.com.
To create a dynamic URL, wrap the dynamic part of the URL in curly braces when you enter it in the Enter URL field, as shown in the following image:
