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Embed a video in a Pop-up using the URL
  • 05 Feb 2024
  • 5 Minutes To Read
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Embed a video in a Pop-up using the URL

  • Updated On 05 Feb 2024
  • 5 Minutes To Read
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Article Summary

Whatfix enables you to add videos to Pop-ups to engage users with a visual message.

You can add a video to your Pop-up using one of the following three ways:

Embed a video using the Visual Editor

your title goes here
  • Visual Editor is a Beta feature. To enable the feature, contact support@whatfix.com.
  • Once you enable the Visual Editor, you won’t be able to go back to the old experience.
  • Once the Visual Editor is enabled, Pop-ups can only be created using Whatfix Studio, and not using the Dashboard.
  • After creating Pop-ups using the Visual Editor, you can edit them using the Dashboard.
  • Pop-ups that are not created using the Visual Editor cannot be customized further but their visibility rules can be edited.

Note:

  • You cannot embed videos hosted on file sharing websites like Google Drive, Dropbox, etc., using the URL method. You need a published video's URL from your authorised video channel (Youtube, Vimeo, etc.) to embed videos to Whatfix Pop-up templates. In case, you want to embed a video link hosted on Google Drive, you can try Embedding a video hosted on Google Drive using Embed code

  • If the Pop-up is shown in a secure webpage (https) and if the video is hosted on a non-secure website (http), then the video is displayed as a broken link to the end users.

The Visual Editor enables you to add a video to the Pop-up template directly using the UI.

Use the following steps to embed a video URL in a Pop-up using the Visual Editor:

  1. On the Whatfix Guidance dashboard, click Widgets.
    ia_left_nav_widgets

  2. Click Pop-ups.
    ia_widget_popups

  1. Hover your cursor over the Pop-up segment you want to configure, and then click the Edit icon.
    Edit_popup_DB

  2. In the Description section, double-click the text to open the Rich Text Editor.
    RTE_add_video

  3. Click the + icon. The Add Component dialog box opens.
    Add_component_RTE

  4. On the Add Component dialog box, click Video.
    Click_Video_Addcomponent

  5. Paste the video URL.
    Insert_video_url.png

your title goes here

The video URL must contain https if the pop-up is displayed on a secure webpage.

  1. Click Insert.
    Click_insert_video
your title goes here
  • Using the Drag and Drop feature, you can move/re-position the video around the Pop-up.
  • Using the Drag Handlers the video can be moved/re-positioned both vertically (column-wise) and horizontally (row-wise).

video_dnd

your title goes here

When you make changes to the Pop-up using the Drag Handlers, you may not be able to undo certain changes. In that case, you may need to re-create the Pop-up.

  1. Once the video is added, click Set Visibility Rules →.
    studio_pop_up_VR
Info:

Click the Save button to save and mark the Pop-up as an inactive draft. You can resume editing by clicking the Edit icon.

  1. Set the visibility rules for the Pop-up to appear. For more information on the different conditions that can be used in Visibility rules, see Visibility Rules.

  2. Click Edit Pop-up or Finish later depending on your preference.
    Studio_pop-up_finish later or edit

  3. Once you have set Visibility Rules, select the Pop-up using the checkbox, and then click Send to ready.
    clm_db_send_to_ready

  4. Go to the Ready stage, and then click Push to production.
    clm_db_push_to_production

Embed a Video using the Vivid Template

Videos can be embedded to a Pop-up by using the video's URL. The Vivid Pop-up Template is one of the templates in which you can embed a video. For more information on Whatfix Pop-up templates see, Choose the Pop-up template.

Note:

  • You cannot embed videos hosted on file sharing websites like Google Drive, Dropbox, etc., using the URL method. You need a published video's URL from your authorised video channel (Youtube, Vimeo, etc.) to embed videos to Whatfix Pop-up templates. In case, you want to embed a video link hosted on Google Drive, you can try Embedding a video hosted on Google Drive using Embed code.

  • If the Pop-up is shown in a secure webpage (https) and if the video is hosted on a non-secure website (http), then the video is displayed as a broken link to the end users.

Use the following steps to attach a video to a Pop-up:

  1. On the Whatfix Guidance dashboard, click Widgets.
    ia_left_nav_widgets

  2. Click Pop-ups.
    ia_widget_popups

  1. Click Pop Up.
    CLM_DB_Pop-up

  2. Click the Vivid template.
    studio_pop-up_vivid template

  3. Enter a name for the Pop-up segment by clicking the Untitled Pop-up text on top.
    studio_pop-up_popup name

  4. Click Insert Video Link.
    studio_pop-up_video link

  5. Click the video icon, and then enter the URL of the video which you want to attach.
    studio_popup_url

Note:

The video URL must contain https if the pop-up is displayed on a secure webpage.

  1. Once the video is added, click Set Visibility Rules →.
    studio_pop_up_VR
Info:

Click the Save button to save and mark the Pop-up as an inactive draft. You can resume editing by clicking the Edit icon.

  1. Set the visibility rules for the Pop-up to appear. For more information on the different conditions that can be used in Visibility rules, see Visibility Rules

  2. Click Edit Pop-up or Finish Later depending on your preference.
    Studio_pop-up_finish later or edit

  3. Once you have set Visibility Rules, select the Pop-up using the checkbox, and then click Send to ready.
    clm_db_send_to_ready

  4. Go to the Ready stage, and then click Push to production.
    clm_db_push_to_production

Embed a Video using the Rich Text Editor

The Whatfix Rich Text Editor enables you to add a video by using the video URL.

Note:

  • You cannot embed videos hosted on file sharing websites like Google Drive, Dropbox, etc., using the URL method. You need a published video's URL from your authorised video channel (Youtube, Vimeo, etc.) to embed videos to Whatfix Pop-up templates. In case, you want to embed a video link hosted on Google Drive, you can try Embedding a video hosted on Google Drive using Embed code

  • If the Pop-up is shown in a secure webpage (https) and if the video is hosted on a non-secure website (http), then the video is displayed as a broken link to the end users.

Use the following steps to attach a video to a Pop-up:

  1. On the Whatfix Guidance dashboard, click Widgets.
    ia_left_nav_widgets

  2. Click Pop-ups.
    ia_widget_popups

  3. Hover your cursor over the Pop-up segment you want to configure, and then click the Edit icon.
    Edit_popup_DB

  4. In the Description section, place the cursor where you want to add the video and double-click to open the Rich Text Editor.
    RTE_Popup

  5. Click the Insert Video icon.
    Click_insert_videoicon

  1. Click the URL icon and then enter the URL of the video in the textbox.
    studio_pop-up_rte_video_url
Note:

The video URL must contain https if the pop-up is displayed on a secure webpage.

  1. Once the video is added, click Set Visibility Rules →.
    studio_pop_up_VR
Info:

Click the Save button to save and mark the Pop-up as an inactive draft. You can resume editing by clicking the Edit icon.

  1. Set the visibility rules for the Pop-up to appear. For more information on the different conditions that can be used in Visibility rules, see Visibility Rules.

  2. Click Edit Pop-up or Finish later depending on your preference.
    Studio_pop-up_finish later or edit

  3. Once you have set Visibility Rules, select the Pop-up using the checkbox, and then click Send to ready.
    clm_db_send_to_ready

  4. Go to the Ready stage, and then click Push to production.
    clm_db_push_to_production

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