---
title: "Create a Carousel Popup"
slug: "creating-a-carousel-pop-up"
updated: 2026-11-05T11:20:13Z
published: 2026-11-05T11:20:13Z
canonical: "support.whatfix.com/creating-a-carousel-pop-up"
---

> ## 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 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:

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?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)
2. In the **WIDGETS** section, click **Popup**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_studio_pop-up.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)
3. Click the **Filter** icon. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-2SWH4UYQ.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)
4. In the **Type** section, select **Carousel**, and then click **Apply**.

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-4HFD2E29.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)
5. Select a **Template** of your choice. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-3MSOC8N8.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)

****Create a Carousel Popup on the Whatfix Dashboard.****

Use the following steps to select a Carousel template on the 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?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)
2. Click **All widgets**. ![ia_dashboard_left_nave_allwidgets](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_dashboard_left_nave_allwidgets.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)

1. Click **Create Widget.** ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Click_Create_Widget.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)
2. Select **Pop-up** from the dropdown. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Select_Popup_DB.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)
3. Click the **Filter** icon. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Click_Filter_DB.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)
4. In the **Type** section, select **Carousel**, and then click **Apply**.

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/SelecPopupTypetFilter_DB.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)
5. Select a **Template** of your choice. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ChoosePopupTemplates_DB.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)

****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?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)
- **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?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)
- **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?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)**Spacer** 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?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)

****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?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)

****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?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)

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?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)

****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?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)

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?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)
    - 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?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)
    - 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?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)

**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?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)
  - 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.

> [!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?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)
> 
> 
> 
> - **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. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-4QBYLQ14.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)

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?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)

> [!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 after the remaining time elapses.
- 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?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)
  - **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?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)
  - **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. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-58NABU3N.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)

1. Once done, click **Save Popup**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-3MC1AU49.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)

****Step 4: Configure the Pop-up Visibility Rules****

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

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?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)
2. Click **Pop-ups**. ![ia_widget_popups](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_widget_popups.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)
3. Hover your cursor over the Pop-up segment you want to configure, and then click the **Edit** icon. ![CLM_DB_Click_edit_icon.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_DB_Click_edit_icon.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)

1. Click **Set Visibility Rules**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-IDLNEZ5K.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)
2. 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](/studio/docs/set-where-your-widget-appears). ![RB_DB_popupwhererules](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Pop-up_Where_AVR.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)

> [!NOTE]
> 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.

1. Set the **When does the pop up start and stop appearing?** condition. For more information, see [Schedule Pop-ups](/studio/docs/scheduling-pop-ups). ![RB_DB_whenrulespopup](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Dashboard_Pop-up_When_AVR.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)
2. 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](/studio/docs/set-who-can-see-your-widget). ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-OQ8Z4I7S.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)

> [!WARNING]
> 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.

1. Click **Save**. ![click_save_popup1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/click_save_popup1.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)
2. Once you are done creating the Pop-up, select the widget, and then click **Send to ready**. ![clm_db_send_to_ready](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_db_send_to_ready_button.jpg?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)
3. Go to the **Ready** Stage, select the Pop-up, and then click **Publish**. ![clm_db_push_to_production](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/db_clm_publishcontent.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)

Whatfix Studio is a browser plug-in that enables you to create various types of Whatfix content, such as Flows, Smart Tips, Beacons, and so on. The plug-in can be installed on Google Chrome and the new Microsoft Edge browsers.

The Whatfix Dashboard is where you can perform the following actions:

- Access all content that has been created by users in your organization.
- Access and manage content widgets like Self Help, Pop-ups, Smart tips, Beacons, and Task List
- Manage users
- Manage tags
- Access Analytics
- Manage translations
- Manage Tip or Flow configurations

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?sv=2026-02-06&spr=https&st=2026-11-10T16%3A03%3A20Z&se=2026-11-10T17%3A03%3A20Z&sr=c&sp=r&sig=Jx4AzW1UWThYQNaTp91yvzWNj2cW%2Bx9c3Srh%2FheHU0c%3D)

## Related

- [Pop-up continues to appear even after occurrence is exhausted](/pop-up-continues-to-appear-even-after-occurrence-is-exhausted.md)