Create a Carousel Popup

A carousel Pop-up enables you to share brief information through a series of slides that users can swipe through. Use this template to share multiple types of content, such as texts, videos, or images in one compact Pop-up.

Expand the following sections to learn how to create a carousel Popup:

Step 1: Create a Carousel Popup

Create a Carousel Popup on the Whatfix Studio.

Use the following steps to select a Carousel template on the Whatfix Studio:

Log in to the application where you want to create content, and then launch Whatfix Studio.
In the WIDGETS section, click Popup.
Click the Filter icon.
In the Type section, select Carousel, and then click Apply.
Select a Template of your choice.

Create a Carousel Popup on the Whatfix Dashboard.

Use the following steps to select a Carousel template on the Whatfix Dashboard:

On the Whatfix Guidance dashboard, click Widgets.
Click All widgets.

Click Create Widget.
Select Pop-up from the dropdown.
Click the Filter icon.
In the Type section, select Carousel, and then click Apply.
Select a Template of your choice.

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:
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:
Configure the space in between elements: adjust vertical spacing and insert new elements between existing ones. Hover your cursor in between elements, and use theSpacer 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:

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:

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.

All edit actions performed within the Studio (right panel and editor space) can be undone or redone.

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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.

Here’s how you can add components to the Popup:

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.

In the Appearance section, you can configure the Background, Padding, and Border Radius of the Popup.

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
  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
  Upload supported formats (such as, PNG, JPG, GIF, or SVG)
Here’s how you can choose the background color for your Popup:
Padding
Padding defines the inner spacing between the popup edges and its content.
- Enable Uniform padding to apply the same spacing on all sides
- 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
7. In the Position section, configure the Overlay and position of the Popup.
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.
- 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
8. In the Control section, you can configure the behavior of the Popup.

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
Note:
The accessibility feature is not available by default. To enable, contact support@whatfix.com.

Carousel (applicable only for carousel templates)

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This section appears in the Controls accordion only when a carousel template is selected. For more information, see Create 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).
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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 after the remaining time elapses.
Configure navigation for the Popup. In the Show dropdown, select from three options:
- Both arrows and markers (displays both left and right arrow marks, and dot indicators)
- 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. You can add upto 12 slides in a carousel popup. The active slide being edited is visually highlighted.

Once done, click Save Popup.

Step 4: Configure the Pop-up Visibility Rules

Use the following steps to configure the Visibility Rules of a Pop-up:

On the Whatfix Guidance dashboard, click Widgets.
Click Pop-ups.
Hover your cursor over the Pop-up segment you want to configure, and then click the Edit icon.

Click Set Visibility Rules.
Set the Where does the pop up appear? condition for the Pop-up to appear. For more information, see Set Where your Content or Widget appears with the New Visibility Rules.

Info:

If you have configured multiple Pop-ups with different Visibility Rules to appear on the same page, the Pop-up configured with User Action Completed as the Visibility Rule is always shown first when the end user performs the User Action.

Set the When does the pop up start and stop appearing? condition. For more information, see Schedule Pop-ups.
Set the Who does the Pop-up appear to? condition. For more information, see Set Who can see your Content or Widget with the New Visibility Rules.

Note:

If a Pop-up has a Skip option, Whatfix doesn’t count a click on Skip as an interaction. The Pop-up displays again, regardless of the occurrences you set.

Click Save.
Once you are done creating the Pop-up, select the widget, and then click Send to ready.
Go to the Ready Stage, select the Pop-up, and then click Publish.