--- title: "Create Popups with New Templates" slug: "create-pop-up-with-templates" updated: 2026-04-30T09:53:48Z published: 2026-04-30T09:53:48Z canonical: "support.whatfix.com/create-pop-up-with-templates" stale: true --- > ## 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. # Create Popups with New Templates Read the following article to understand the new experience of creating Popup with templates. [Overview](/studio/docs/create-pop-up-with-templates#overview) [Step 1: Select a Template](/studio/docs/create-pop-up-with-templates#step-1-select-a-template-and-edit-in-canvas) [Step 2: Edit the Popup](/studio/docs/create-pop-up-with-templates#step-2-edit-the-popup) [Step 3: Configure the Popup](/studio/docs/create-pop-up-with-templates#step-3-configure-the-popup) [Step 4: Set Visibility Rules](/studio/docs/create-pop-up-with-templates#step-4-set-visibility-rules) [Step 5: Publish the Popup](/studio/docs/create-pop-up-with-templates#step-5-publish-the-popup) ## Overview Whatfix enables you to create Popups using a library of ready-to-use templates designed for common use cases such as announcements, alerts, and onboarding. Select a template that matches your requirement and customize it to your style and design. Templates are visually organized that reduce the time and effort required to create Popups. > [!WARNING] > Note: > > - The new Popup templates experience is a Beta feature. To enable it, contact [support@whatfix.com](mailto:support@whatfix.com?subject=Enable%20new%20templates%20feature%20for%20Popups&body=Hi%2C%0A%0APlease%20enable%20the%20new%20templates%20feature%20for%20Popups.%0A%0AAccount%20details%3A). > - The Templates apply only to new Popup creation. All current Popups remain unchanged. Here’s how you can browse and select a template: ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Select Template - Studio.gif) --- ## Step 1: Select a Template Expand the following accordions to select a Popup template: ****On Whatfix Studio**** 1. Log in to the application where you want to create content, and then launch **Whatfix Studio**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_editor%20plug%20in%282%29.png) 2. In the **WIDGETS** section, click **Popup**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_studio_pop-up.png) 3. Based on your requirements, select a **Template** from the list. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-1LMIU86T.png) > [!NOTE] > Info: > > Use the **Filter** option to filter the templates by **Use Case**, **Type**, or **Component**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-GSK9FAQK.png) > > > > > > The following table lists all the available filters: > > | Filter | Values | > | --- | --- | > | **Use Case** | Outage Alerts, Maintenance, Training, Feature Updates, Policy Updates, and Announcements | > | **Type** | Modal, Snackbar, and Carousel | > | **Component** | Media and Text and Only Text | ****On Whatfix Dashboard**** 1. On the Whatfix Guidance dashboard, click **Widgets**. ![ia_left_nav_widgets](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_widgets.png) 2. Click **Pop-ups**. ![ia_widget_popups](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_widget_popups.png) 1. Click **Create widget**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/create_widget(1).png) 2. Click **Pop-up**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-TZWBK8F8.png) 3. Select a **Template** based on your requirement. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-8D5126YD.png) > [!NOTE] > Info: > > Use the **FIlter** option to filter the templates by **Use Case**, **Type**, or **Component**. > > ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-ELADBB2N.png) ## Step 2: Edit the Popup The Editor is a drag-and-drop workspace with a live preview of the Popup, where you can reorder, resize, add, and remove elements within the Popup boundary. The following sections describe all the actions you can perform in the Editor: ****Resize and reposition elements within the Popup**** - **Reposition an element within the Popup**: A grab handle appears at the top-centre of the element and is visible on both hover and select. Use it to reposition an element. Here’s a GIF that shows how you can use the grab handle to drag and reposition the element: ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Grab handler Pop-up(1).gif) - **Resize an element within the Popup:** - **Text and image components:** Use the resize controller in the middle-right side to adjust width only. - **Button component:** Resize controllers on the right side and bottom center, allowing both width and height adjustment. - The maximum width of an element is constrained by the Popup width. If padding is configured, the effective maximum width becomes the Popup width minus the applied padding. Here’s a GIF that shows how you can resize text and buton components: ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Element Width, Button Both.gif) - **Configure the space in between elements**: adjust vertical spacing and insert new elements between existing ones. Hover your cursor in between elements, and use the![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-L6I842NP.png)**(double-arrow) button** to adjust the space in between elements. Vertically dragging up or down increases or decreases the space between the elements. Here’s a GIF that shows how you can adjust the space in between elements: ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Space handlers.gif) ****Resize the Popup**** The editor enables you to drag and resize the total size of the Popup. When you resize the Popup, the editor displays the width and height of the Popup, providing a clearer understanding of its size while resizing. Here’s how you can resize the Popup width and height: ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Pop-up resizer.gif) ****Review and revert changes using Undo and Redo**** You can use the **Undo** and **Redo** buttons in the editor to quickly revert or reapply changes while editing your popup. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-ECIMORS1.png) All edit actions performed within the Studio (right panel and editor space) can be undone or redone. > [!WARNING] > Your title goes here > > The following **limitations** apply when reverting or reapplying changes: > > - Up to **20 actions** are supported for Undo and Redo > - Oldest actions are removed once the limit is reached > - Redo history is cleared after a new action is performed > - **Undo** or **Redo** history is session-based and does not persist after saving the Popup > - Navigating away from the editor or refreshing the page clears the history ****Add text and elements within a Popup**** The Whatfix Rich Text Editor enables you to change font, size, and link multimedia content. Use the **+ (plus) icon** to add elements or components at specific positions within the Popup layout. For more information, see [Add Rich Text content inside a Popup](/studio/docs/adding-rich-text-content-inside-a-pop-up). Here’s how you can add components to the Popup: ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Add Text Component.gif) ## Step 3: Configure the Popup The Whatfix Studio and Dashboard enable you to configure the **Appearance**, **Position**, and **Control** for the Popup. You can configure the Popup configurations in any order based on your requirements. 1. In the **Appearance** section, you can configure the **Background**, **Padding**, and **Border Radius** of the Popup. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-7921ZFDA.png) Expand the following section to learn how to configure **Appearance** for the Popup: **Configure Background, Padding, and Border Radius** **Background** Choose between **Color** or **Image**: - For **Color**: - You can select **Solid** or **Gradient** option ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-V8145OQP.png) - You can also set the background color to transparent if required. - Or use color picker and specify HEX, or RGBA values - For **Image**: - You can choose to **Replace** or **Delete** the default image or GIF ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-FZ43DDJZ.png) - Upload supported formats (such as, PNG, JPG, GIF, or SVG) Here’s how you can choose the background color for your Popup: ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Appearance Color.gif) **Padding** Padding defines the inner spacing between the popup edges and its content. - Enable **Uniform padding** to apply the same spacing on all sides ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-BY53TLCM.png) - Disable to configure **Top, Right, Bottom, and Left** individually - Range: **0px to 64px** - Default: **20px** **Border Radius** Border radius controls how rounded the corners of the popup appear. - Enable **Uniform radius** to apply the same value to all corners - Disable to configure each corner individually - Range: **0px** (sharp corners) **to 64px** (fully rounded) - Default: **20px** 2. In the **Position** section, configure the **Overlay** and position of the Popup. > [!NOTE] > Info: > > **Overlay** When you enable or disable the **Overlay** toggle, it controls how the background behind the popup appears. Position cannot be configured when Overlay is enabled. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-0Z9XUCQZ.png) > > > > - **Dim**: When **Overlay** is enabled, adds a darkened overlay behind the popup. > - **Blur**: When **Overlay** is disabled, applies a blur effect to the background content. > > **Position** Configure where the Popup appears on the screen. To change the position, disable the **Overlay** toggle, and then: > > - Select a position from the **3×3 grid**: > - Top-Left, Top-Center, Top-Right > - Middle-Left, Middle-Center, Middle-Right > - Bottom-Left, Bottom-Center, Bottom-Right > - Default position: **Middle-Center** 3. In the **Control** section, you can configure the behavior of the Popup. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-4QBYLQ14.png) Expand the following section to learn about the controls of the Popup: ****Configure theme, behavior, and interactions**** **Control theme** (applicable to **Close (X)** and **Don’t show me again** buttons) - Choose theme: **Light** or **Dark** --- **Show close (X) button** - Toggle to show or hide the close button - When enabled, appears at the top-right corner of the Popup --- **Don’t show me again** - Enable to allow users to opt out of seeing the Popup again. --- **Title for screen reader** - Add a descriptive title for accessibility - The specified text is read by screen readers > [!WARNING] > Note: > > The accessibility feature is not available by default. To enable, contact [support@whatfix.com](mailto:support@whatfix.com?subject=Enable%20WCAG%20for%20Popups&body=Hi%2C%0A%0APlease%20enable%20accessibility%20for%20Popups.). --- **Carousel** (applicable only for carousel templates) > [!WARNING] > Your title goes here > > This section appears in the Controls accordion **only when a carousel template is selected**. For more information, see [Create a Carousel Pop-up](/studio/docs/creating-a-carousel-pop-up). - Enable or disable the **Move slides automatically** toggle. - **Toggle ON (default):** Slides transition automatically at the configured interval. - **Toggle OFF:** Slides advance only when the end user manually clicks an arrow or a marker. - Set delay: In the **Delay by** field, specify by how many seconds the next slide should appear (the default is four seconds). ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-OLUNLH03.png) > [!WARNING] > Your title goes here > > When **Move slides automatically** is enabled: > > - When end-users hover over the Popup, it pauses the slide transition. > - When users move the cursor away, the timer resumes from where it paused and the next slide appears based on the remaining time. - Configure navigation for the Popup. In the **Show** dropdown, select from three options: ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-YR6PLYBV.png) - **Both arrows and markers** (displays both left and right arrow marks, and dot indicators) ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-48OVG94V.png) - **Only Arrows** (displays left and right arrow marks only) - **Only Markers** (displays dot indicators only) --- **Add Carousel slides** - Use the **+ Add** button to add new slides to the carousel. The active slide being edited is visually highlighted. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-58NABU3N.png) 1. Once done, click **Save Popup**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-3MC1AU49.png) --- ## Step 4: Set Visibility Rules To learn how to configure Visibility Rules, see [Understand New Visibility Rules](https://support.whatfix.com/docs/understand-visibility-rules-20#configure-a-new-widget-using-the-new-visibility-rules-experience). --- ## Step 5: Publish the Popup To learn how to publish Popup, see [Publish Whatfix Content](/studio/docs/publish-whatfix-content). ### The feature release stage in which functionality is made available to a limited group of users for testing and feedback. Beta features are generally stable but may still undergo changes before becoming Generally Available (GA). 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)