- 27 Oct 2022
- 4 Minutes To Read
- Updated On 27 Oct 2022
- 4 Minutes To Read
Pop-ups help grab your users' attention to something that needs their immediate attention on a particular page of your application. You can attach a Flow, survey, video, image, and GIF to the Pop-up.
When you create a new Pop-up, you don't have to start from scratch. Instead, you can base your new Pop-up on a template. Whatfix enables you to choose a Pop-up from 13 templates.
In the following table, you can find some of the unique templates that you can use based on your needs.
|Carousel||To convey multiple text information, videos, or images in one Pop-up in the form of sliders. Users can move left or right to view the content.|
your title goes here
|Surveys/Opinions||To include a survey or feedback form|
|Vivid||To include only the video. This gives your users a distraction-free experience to watch the video.|
For choosing the right Pop-up based on your requirement see, Choosing the Pop-up template.
Use the following steps to create Pop-ups,
- Navigate to the Whatfix Dashboard.
- Click Widgets.
- Click the Pop-ups tile.
- Click + New Pop-up button.
- Use the color theme using the Theme dropdown.
You can also use your custom color by entering the Hex Color Code in the text box.
- Select the template.
- Enter a name for the Pop-up segment by clicking the Untitled Popup text on top.
- Edit the Title, Description, and Button Name.your title goes here
- To customize and align texts, double-click the text to open the Rich Text Editor. Here, you can change the text colors, formats, line height, insert images, etc.
- Double-click the button text to edit it.
- Hover your cursor over the button corner, and then click to open the button configuration menu.
- Click the Select Action dropdown and select the button action.
|Attach Flow||When the user clicks the button, they are routed to a Whatfix Flow that is attached to the button.|
|Attach URL||When the user clicks the button, they are routed to the URL that is attached to the button.|
|Skip||When the user clicks the button, they skip this particular Pop-up during that session. They will continue to see the Pop-up when they refresh the application/page or revisit the page later.|
|Close||When the user clicks the button, they close this particular Pop-up and do not see the Pop-up again.|
- In the Controls pane, choose if you want to show the X icon on Pop-up and Don't show me again options by enabling the toggle.
|Button||Behavior||Example: A Pop-up is set to display twice|
|Skip||The user skips the Pop-up, and the display count is not impacted||Users who click the Skip button continue to see the Pop-up until they click Close or "X" icon. If the user clicks the Skip button, the Pop-up is displayed to your users when they refresh the application/page or revisit the page later.|
For example, Let's assume you created a Pop-up with only a Skip button and no Close or "X" icon. If you set the display count of a Pop-up to 1 and a user clicks the Skip button. The user continues to see the Pop-up until they close the Pop-up using the Close or "X" icon.
Whatfix recommends you have a Close or "X" button to avoid this scenario.
|Close button or "X" icon||Clicking either of these buttons closes the Pop-up, and the display is counted as one view||Users who click Close and exit the Pop-up will see the Pop-up again based on the Pop-up display count.|
|Don't show me again||The user clicks the check-box to make sure the Pop-up never appears again. The count reduces to zero.||Users who click the Don't show me again checkbox never see the Pop-up again. It does not matter if the count has not been reached.|
You can preview how the Pop-up looks like on mobile and desktop devices using the toggle button on the top-right of the Pop-up.
- Once the Pop-up content is ready, click the Set Visibility Rules → button.
Click the Save button to save and mark the Pop-up as an inactive draft. You can resume editing by clicking the Edit icon.
- Set the Where Visibility Rules for the Pop-up to appear. See Visibility and Display Rule Conditions.
- Set the When Visibility Rules for the Pop-up. See, Scheduling Pop-ups.
- Click Finish later or Activate depending on your preference.
- Finish later - Saves the Pop-up as Draft and marks it as Inactive.
- Activate - Marks the Pop-up as Active and publishes it. Your end users can see the Pop-up based on the Visibility Rules configured.