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Guided Pop-Up
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Guided Pop-Up

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A Guided popup can be used to provide:

  • A tour of the product to the new users
  • A tour of new features of a product to all users

Creating%20Guided%20product%20tours.gif1.png

Users can click the GUIDE ME button to be prompted through a walkthrough that describes the respective product.

Note
The text that says GUIDE ME can be customized along with the look and feel of the Guided Pop-up. This is done in the Whatfix dashboard by navigating to the widget and then clicking Configuration.

guideMe_button.png

Feature Configurations

By default, the popup appears every time the user logs in. But, it can also be configured to appear:

  • Only the first time user logs in into the application
  • For a certain segment of users
  • Only when the user goes to a certain section of the application

One can also show an image or a video in the Onboarding popup by adding it to the Flow description.

Note
To see a list of supported formats that you can use in a Pop-up, see Adding Multiple Formats inside the Pop-up

To set up a Guided Pop-up, follow the procedure listed below:

  1. Navigate to the Whatfix Dashboard.
    gotoDashboard%20%282%29.png

  2. Click Widgets.
    widgets1.png

  3. Click Guided Pop-Up.
    widgets_guidedPopup.png

  4. On the top right, click New Pop-up.
    widgets_SmartPopUp_new1.png

  5. In the New Pop-up window, type a name for the new Pop-up.
    smartPopUp_new_name1.png

  6. Set the visibility rules for the Pop-up to appear. For more information about visibility rules, see Identifying Conditions for showing Flow tips.
    smartPopUp_new_visibility1.png

  7. Click the When tab to schedule the frequency and timing of the content. For more information see example uses cases in Scheduling Pop-Ups.
    popup_configuration_when

  8. In the Add Content section, enter the Header and the content for the Pop-up.
    guidedPopup_addContentedited.png

  9. Click Attach Flow.

  10. Choose a walkthrough and then click Okay.

Note
You can also use the Search Content text box to quickly find your content.

guidedPopup_attachContent_Ok.png
11. Click Save.
smartPopup_Save1.png
12. On the Smart Pop-ups main page, ensure the Pop-Up is in the Active state.
segment_active2.png

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