---
title: "Trigger a Flow using the Pop-up Visual Editor"
slug: "pop-up-with-flow-attached"
updated: 2024-10-18T13:36:40Z
published: 2024-10-18T13:36:40Z
canonical: "support.whatfix.com/pop-up-with-flow-attached"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.whatfix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Trigger a Flow using the Pop-up Visual Editor

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.

<div class="infoBoxTest">

:::(Warning) (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](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/enable_checkbox%281%29.png){height="" width="500"}
:::

</div>
 
Use the following steps to attach a flow to a Pop-up using the {{variable.Template Designer}}:
    
{{snippet.create_popup}}

 4. Select a Pop-up template, for example **Feature Onboarding**. 
![Select_template](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Select_template%281%29.png){height="" width="500"}
  
5. Enter a name for the Pop-up segment. 
![Popup_name](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2024-10-18_16-56-17.png){height="" width="500"} 
     
 6. On the Pop-up template, edit the **Title** and **Description** for your Pop-up.  
![Edit_Popup_Title](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Screenshot%202024-07-05%20at%208.58.17%20AM.png){height="" width="500"}

:::(Info) (Info:)

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

For more information on Rich Text Editor, see [Add Rich Text Content Inside a Pop-up using the Visual Editor.](/studio/docs/adding-rich-text-content-inside-a-pop-up){target=`_blank`}
:::          
    
7. On the Pop-up template, edit the **Button Name** for your Pop-up. 
 ![Pop-up button text](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Screenshot%202024-07-05%20at%209.04.37%20AM.png){height="" width="500"}
             
8. To attach the Flow, hover your cursor over the button and click to open the **Button configuration menu**.  
![Button_configuration_menu](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Screenshot%202024-07-05%20at%202.28.49%20PM.png){height="" width="500"}

9. Next to **Action**, select **Start flow** option from the dropdown. 
![Select_Start_Flow](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Screenshot%202024-07-05%20at%202.30.39%20PM.png){height="" width="500"}

10. Click the icon next to **Select Flow**. 
![Select_flow](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Screenshot%202024-07-05%20at%202.31.46%20PM.png){height="" width="500"}

11. Select the Flow from the list. 
![select_flow](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/select_flow.png){height="" width="500"}

12. Once the Pop-up is ready, click **Save Popup**. 
![Studio_clicksavepopup](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2024-10-18_16-51-24.png){height="" width="500"}
    
:::(Info) (Info:)

Resume editing the Pop-up using the Dashboard. For more information, see [Edit a Pop-up](/studio/docs/edit-a-pop-up){target=`_blank`}.
:::

## Related

- [Can end users navigate between two Flows in a Pop-up?](/can-end-users-navigate-between-two-flows-in-a-pop-up.md)