Embed a YouTube video using the URL

Updated On 10 Jul 2024
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Whatfix enables you to embed YouTube videos to any Pop-up template to deliver more information to your users. For more information on Whatfix Pop-up templates, see Choose the pop-up template.

Adding Youtube video in a Pop-up is a 2-step process.

Step 1: Get the YouTube video URL

Use the following steps to get the video URL from a Youtube video:

Go to the YouTube video that you want to add in the Pop-up.
Click Share.
Click Copy to copy the video URL.

Note

A Link copied to clipboard message is displayed.

Step 2: Insert a YouTube video using the Visual Editor

Note:

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

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.
In the Description section, place the cursor where you want to add the video and double-click to open the Rich Text Editor.
Click the + icon. The Add Component dialog box opens.
On the Add Component dialog box, click Video.
Paste the video URL.

your title goes here

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

your title goes here

Using the Drag and Drop feature, move or re-position the video around the Pop-up.
Using the Drag Handlers the video can be moved or re-positioned both vertically (column-wise) and horizontally (row-wise).

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. For more information, see Can I undo the changes made with the Drag Handlers?

Once the video is added, click Set Visibility Rules →.
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.
Click Edit Pop-up or Finish later depending on your preference.
Once you have set Visibility Rules, select the Pop-up using the checkbox, and then click Send to ready.
Go to the Ready stage, and then click Push to production.