Show information as a Pop-up before running Flows

To display information to users before running a Flow, Whatfix enables the configuration of a Pop-up called Flow information Pop-up. The Pop-up appears before the steps in a Flow start appearing.

For example, instruct users to keep particular information accessible before running a Flow to prevent any interruptions. Achieve this use case by adding the wfx_play_as_popup tag, either in the Studio while creating a Flow or on the Dashboard after Flow creation.

Use the following steps to display information to your users before running a Flow:

3. Select the Flows to launch as a Pop-up.
   

4. Click Tags.
   

5. Under Manage tags, search for the wfx_play_as_popup tag and add it to the field.
   

6. Click Update.
   

Customize the Flow information Pop-up

Use the following steps to customize the Flow information Pop-up:

3. Click the Flow As PopUp tab.
   

4. Whatfix enables you to change the following configurations on this page:

   • Select formatting options such as text size, color, style, and alignment for the Flow information Pop-up Header Text and description Text.
   • Enable or disable 'X' on Pop-up and configure the color of the icon.
   • Configure the Guide Me button text, text color, and button color.
   • Enable or disable the Skip button, configure its text and color.

5. Click Save to save the changes.