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Trigger a Flow using the Pop-up Visual Editor
  • 18 Oct 2024
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Trigger a Flow using the Pop-up Visual Editor

  • Updated On 18 Oct 2024
  • 1 Minute To Read
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Article summary

A Pop-up can Trigger a Flow to inform your users about a new feature and then guide them through each step of the workflow.

Note:
  • Ensure that you've created the necessary Flow before creating the Pop-up.
  • If your end user completes the Flow till the end, then the Pop-up does not appear again irrespective of the occurrence count set.
  • If the end user doesn't complete the Flow, the Pop-up appears as per the configured occurrence count.
  • If you want to continue showing the Pop-up even after the end user completes the attached Flow, select the checkbox under Set Visibility Rules. This option displays your Pop-up for the set number of occurrences, even after the Flow is completed.
    click_checkbox.png

Use the following steps to attach a flow to a Pop-up using the Visual Editor:

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

  2. On the Whatfix Studio, click Popup.
    clm_studio_pop-up

  3. Choose the color theme using the Theme dropdown.
    2024-10-18_16-49-43.png

Note

Use your custom color by entering the hex color code in the text box.

  1. Select a Pop-up template, for example Feature Onboarding.
    Select_template

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

  3. On the Pop-up template, edit the Title and Description for your Pop-up.
    Edit_Popup_Title

Info:

To customize and align the text, hover your cursor over any text and then double-click to open the Rich Text Editor.

For more information on Rich Text Editor, see Add Rich Text Content Inside a Pop-up using the Visual Editor.

  1. On the Pop-up template, edit the Button Name for your Pop-up.
    Pop-up button text

  2. To attach the Flow, hover your cursor over the button and click to open the Button configuration menu.
    Button_configuration_menu

  3. Next to Action, select Start flow option from the dropdown.
    Select_Start_Flow

  4. Click the icon next to Select Flow.
    Select_flow

  5. Select the Flow from the list.
    select_flow

  6. Once the Pop-up is ready, click Save Popup.
    Studio_clicksavepopup

Info:

Resume editing the Pop-up using the Dashboard. For more information, see Edit a Pop-up.

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