Pop-ups Best Practices
  • 21 Feb 2024
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Pop-ups Best Practices

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Article summary

Use Pop-ups to show important messages

Use Pop-ups to show important messages about your product/feature to your users. For example, you can inform your users about an upcoming downtime and schedule a Pop-up. For more information on scheduling Pop-ups, see Schedule a Pop-up.

Choose the right template for your Pop-up

When you create a new Pop-up, you don't have to start from scratch. Instead, you can base your new Pop-up on a template. Whatfix enables you to choose from 15 templates. For more information, see Create a Pop-up.

Set the Pop-up Date and Time correctly

For the Pop-up to appear on your application, ensure that the Pop-up start date, end date, start time, and end time are set correctly. For more information, see Schedule a Pop-up.


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  • The Pop-up appears only between the set time duration on the selected dates. For example, if you set the start time at 08:00 and the end time at 21:00, then for the selected dates, the Pop-up would appear between 08:00 and 21:00 every day until the end date.
  • For the Pop-up to appear immediately upon publishing, set the start time as 00:00 and the end time as 23:30. This ensures that the Pop-up appears for end-users regardless of their login time.

Use Pop-ups for product/feature tour

Whatfix recommends you to use Pop-ups to provide a guided product/feature tour to users. You can also include embedded videos to onboard users, introduce your software application using a quick tour, or deliver change management communication.

Introduce Self Help and Task List

Whatfix recommends that you use the last steps of your Pop-ups, to introduce users to your other Whatfix widgets like Self Help and Task List.

Intro self help task list - 12

Translate Pop-ups to multiple languages

If you want to create a Pop-up for your English and German-speaking users, Whatfix recommends that you translate the Pop-ups in the UI so that the Pop-up content is both in English and German respectively. You can also route your users to the respective language support page. For more information, see Translate Pop-ups in multiple languages.
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Preview the Pop-up before pushing it to Production

Once you are done creating a Pop-up, test the Pop-up using the Preview mode. Whatfix also recommends that you check the Pop-up once it's live to ensure that it's appearing as expected to your end users.

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