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Create a Pop-up
  • 09 Mar 2023
  • 8 Minutes To Read
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Contents

Create a Pop-up

  • Updated On 09 Mar 2023
  • 8 Minutes To Read
  • Print
  • Dark
    Light
  • PDF

Pop-ups can grab your users' attention for something that needs their immediate attention as soon as they navigate to 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 from 15 templates.

In the following table, you can find some of the unique templates that you can use based on your needs.

Templates Usage
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.
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, Choose the Pop-up template.

Create Pop-ups

Pop-up creation is a two-step process:
Step 1: Create the Pop-up
Step 2: Configure the Pop-up

You can create Pop-ups both from the Whatfix Studio and the dashboard.

Pop-up Creation using Whatfix Studio

Use the following steps to create Pop-ups using Whatfix Studio,

  1. Log in to the application where you want to create content, and then launch the Whatfix Studio.
    CLM_editor plug in2

  2. On the Whatfix Studio, click Popup.
    RB_EDT_Clickpopup

  3. Choose the color theme using the Theme dropdown.
    RB_EDT_popupthemes

Note

You can also use your custom color by entering the hex color code in the text box.

  1. Select a template.

  2. Enter a name for the Pop-up segment.
    RB_EDT_namepopup

  3. On the Pop-up template, edit the Title, Description, and the Button Name.

your title goes here
  • To customize and align the 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.

  1. Hover your cursor over the button corner, and then click to open the button configuration menu.
    RB_EDT_moreoptionsbutton

  2. Click the Select Action dropdown and select the button action.
    RB_EDT_selectaction

Button Action Behavior
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 and continue to see the Pop-up until they click the Close or Don't show me again button.
Close When the user clicks the button, they close this particular Pop-up and do not see the Pop-up again.
your title goes here

You can also make the following changes in the button configurations menu,

Change the color of the button
Change the hover color of the button
Change the corner radius
DB_Pop-up_button configurations

  1. Choose if you want to show the X icon on popup and Don't show me again by enabling the toggles.
    RB_EDT_closebutton
your title goes here
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 appears to your users next time when they refresh the application/page or visit the page again at any time. 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 check-box never see the Pop-up again. It does not matter if the count has not been reached.
your title goes here

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.

mobile_desktop

  1. If you want to configure the position of the Pop-up, enable the Position Pop-up toggle.
    Position_pop-up
your title goes here
  • By default, the Pop-up appears at the center of the page, and end users can not interact with other elements on the application as long as they close/interact with the Pop-up.
  • If you choose to enable Position Pop-up, your end users will also be able to interact with other elements on your application.
  1. Set the position of the Pop-up.
    RB_EDT_Popupposition
Note

If your end user is using a mobile browser, then even if you have enabled the Position Pop-up toggle and configured the Pop-up position, your end user sees the Pop-up at the center of the screen. This happens because of the limited space on mobile browsers.

  1. Click Save Popup.
    RB_EDT_savepopup

Pop-up Creation through the Dashboard

Use the following steps to create Pop-ups using the Dashboard,

  1. On the Whatfix dashboard, click Widgets.
    studio_pop-up_widgets2

  2. Click the Create Widget button.
    CLM_Create_widgets.png

  1. Click Popup.
    CLM_create popup.png

  2. Choose the color theme using the Theme dropdown.
    RB_DB_selectthemes

your title goes here

You can also use your custom color by entering the hex color code in the text box.

  1. Select the template.

  2. Enter a name for the Pop-up segment by clicking the Untitled Pop-up text on top.
    RB_DB_namepopup

  3. Edit the Title, Description, and the Button Name.

your title goes here
  • To customize and align the 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.

  1. Hover the cursor over the button corner, and then click to open the button configuration menu.
    RB_DB_hoverbutton

  2. Click the Select Action dropdown and select the button action.
    RB_DB_selectaction

Button Action Behavior
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 and continue to see the Pop-up until they click the close or do not show me again button.
Close When the user clicks the button, they close this particular Pop-up and do not see the Pop-up again.
your title goes here

You can also change the button color, hover color, and corner radius using this configuration menu.

  1. Choose if you want to show the X icon on popup and Don't show me again options by enabling the toggles.
    RB_DB_closebuttons
your title goes here
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 appears to your users next time when they refresh the application/page or visit the page again at any time. 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 check-box never see the Pop-up again. It does not matter if the count has not been reached.
your title goes here

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.

  1. If you want to configure the Pop-up position, enable the Position Pop-up toggle.
    RB_DB_popupshowasbanner
your title goes here
  • By default, the Pop-up appears at the center of the page, and end users can not interact with other elements on the application as long as they close/interact with the Pop-up.
  • If you enable the Position-Pop toggle, your end users will also be able to interact with other elements on your application.
  1. Set the position of the Pop-up.
    RB_DB_popupposition
Note

If your end user is using a mobile browser, then even if you have enabled the Position Pop-up toggle and configured the Pop-up position, your end user sees the Pop-up at the center of the page. This happens because of the limited space on mobile browsers.

  1. Click the Save button to save and mark the Pop-up as an inactive draft, or continue configuring the Pop-up.
    RB_DB_clicksave
Note

You can resume editing by hovering the cursor over the Pop-up segment, and clicking the Edit icon.

Configure the Pop-up

Use the following steps to configure a Pop-up,

  1. On the Whatfix Dashboard, hover your cursor over the Pop-up segment you want to configure, and then click the Edit icon.
    RB_DB_popupedit

  2. Click the Set Visibility Rules → button.
    RB_DB_setvisirulespopup

  3. Set the Where Visibility Rules for the Pop-up to appear.
    RB_DB_popupwhererules

your title goes here

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 Visibility Rules for the Pop-up. See, Schedule Pop-ups
    RB_DB_whenrulespopup

  2. Click Finish later or Edit Popup depending on your preference.
    RB_DB_popupfinishlater

  • Finish later- Saves the Pop-up as Draft and marks it as Inactive.
  • Edit Pop-up - Takes you back to the Pop-up where you can make changes.

  1. Once you are done creating the pop-up, select the widget, and then click Send to Ready.
    DB_CLM_send to ready1

  2. Navigate to the Ready Stage and select the segment you want to move to Production Stage, and then click Send to Production.
    studio_send to production

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