--- title: "Schedule a Pop-up" slug: "scheduling-pop-ups" updated: 2026-02-25T07:35:14Z published: 2026-02-25T07:35:14Z --- > ## 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. # Schedule a Pop-up Whatfix enables scheduling of Pop-ups: - To appear in a specified date and time window - To display repeatedly based on your defined frequency This provides you more control to deliver announcements and alerts. Schedule Pop-ups by using one or more of start date, end date, users’ time zones, and number of occurrences over a period of time. View [example use cases](/studio/docs/scheduling-pop-ups#example-use-cases) to better understand scheduling. Use the following steps to schedule Pop-ups: 1. On the Whatfix Guidance dashboard, click **Widgets**. ![ia_left_nav_widgets](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_widgets.png) 2. Click **Pop-ups**. ![ia_widget_popups](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_widget_popups.png) 3. Hover your cursor over the Pop-up segment you want to configure, and then click the **Edit** icon. ![CLM_DB_Click_edit_icon.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_DB_Click_edit_icon.png) > [!NOTE] > Info: > > Whatfix also enables you to schedule a Pop-up during [Pop-up creation](/studio/docs/creating-pop-ups). 1. Click **Set Visibility Rules**. ![RB_DB_setvisirulespopup](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_setvisirulespopup.png) 2. Click **When**. ![RB_DB_popupwhenrule](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_popupwhenrule.png) 3. Use the **Start On** and **End On** fields to set the start date and the end date. ![clm_Pop-up_dates1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_Pop-up_dates%281%29.png) 4. Use the **Select Time** fields to set the start time and the end time. ![Clm_pop-up_time1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Clm_pop-up_time%281%29.png) > [!WARNING] > Note: > > - The Pop-up appears only during the set time duration on the selected dates. For example, if you set the start time to 8:00 AM and the end time as 9:00 PM, the Pop-up appears daily between these times until the end date. > - When users click **Skip**, Whatfix does not count it as an interaction. The Pop-up appears regardless of the set frequency. 1. In the **Time Zone** field, select the time zone you want the Start On and End On settings to follow. If your end users are in different time zones, then select the **Use Local Time** checkbox. ![RB_DB_selectlocaltime](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_selectlocaltime.png) > [!NOTE] > Info: > > When you select **Use Local Time**, the Pop-up appears based on the local time of the users. For example, if you schedule the content for 1:00 AM to 2:00 AM, users see it when their specific time zone reaches that time. For a global audience, content delivery occurs over a 24-hour period. If you clear the **Use Local Time** checkbox, all users see the content simultaneously in GMT. > [!WARNING] > Note: > > - **Once a Week** means users view the Pop-up once per week within the schedule you set. A new week starts on Sunday at 12:00 AM by default. > - **Once a Month** means users view the Pop-up once per calendar month within the schedule you set. The count resets at the start of a new month (the 1st, at 12:00 AM). > - Weekly or monthly boundaries follow the Time Zone you select. If you enable **Use Local Time**, the weekly or monthly boundary is evaluated in users’ local time zones. > - Frequency is only applied within the configured **Start On** and **End On** date range and the daily **Select Time** window. 1. Select the frequency to show the Pop-up. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_popupfrequency.png) > [!WARNING] > Note: > > To display the Pop-up a set number of times without using **Start On** and **End On**, go to **Until** and set the desired number of occurrences. 1. Click **Finish later** or **Edit Pop-up**: 1. **Finish later**: Saves the pop-up as Draft and marks it Inactive. 2. **Edit Pop-up**: Opens the Pop-up for you to make changes. ![RB_DB_popupfinishlater](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_popupfinishlater.png) ### Example Use Cases Expand the following accordions for more details: ****Display a Pop-up every time a user logs in - forever**** Use the following steps when you configure Visibility Rules: > [!NOTE] > Info: > > Do not select **Start On** and **End On** dates. 1. Under the **Repeat** section, select **Until**, and then enter a large number, for example, 99999. ![RB_DB_popupoccurence](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_popupoccurence.png) 2. Click **Finish later** or **Edit Pop-up**. ![RB_DB_popupfinishlater](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_popupfinishlater.png) > [!WARNING] > Note: > > To disable the Pop-up, push the Pop-up segment to the Draft stage. For more information, see [Disable a Pop-up](/studio/docs/disabling-a-pop-up). ****Display a Pop-up every time a user logs in, but only for a particular time frame**** Use the following steps when you configure Visibility Rules: 1. Use the **Start On** and **End On** fields to set the start and end date for your pop-up. ![clm_Pop-up_dates1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_Pop-up_dates%281%29.png) 2. Use the **Select Time** fields to set the start time and the end time. ![Clm_pop-up_time1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Clm_pop-up_time%281%29.png) > [!WARNING] > Note: > > The Pop-up appears only during this time frame. 1. Select the **Time Zone** you want the **Start On** and **End On** settings to follow. ![clm_pop-up_time zone](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_pop-up_time%20zone.png) 2. Under the **Repeat** section, select **Until,**and then enter a large number, for example, 99999. ![RB_DB_popupoccurence](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_popupoccurence.png) 3. Click **Finish later** or **Edit Pop-up**. ![RB_DB_popupfinishlater](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_popupfinishlater.png) ****Display a Pop-up only the first time a user logs in**** Use the following steps when you configure Visibility Rules: 1. Use the **Start On** and **End On** fields to set the start and end date for your Pop-up. ![clm_Pop-up_dates1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_Pop-up_dates%281%29.png) 2. Use the **Select Time** fields to set the start time and the end time. ![Clm_pop-up_time1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Clm_pop-up_time%281%29.png) > [!WARNING] > Note: > > The Pop-up appears only during this time frame. 1. Select the **Time Zone** you want the **Start On** and **End On** settings to follow. ![clm_pop-up_time zone](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_pop-up_time%20zone.png) 2. Under the **Repeat** section, select **Custom**, and****then select **Once Daily** from the dropdown. ![RB_DB_popuprepeatoncedaily](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_popuprepeatoncedaily.png) 3. Click **Finish later** or **Edit Pop-up**. ![RB_DB_popupfinishlater](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_popupfinishlater.png) ****Display a Pop-up only on particular days of the week**** Use the following steps when you configure Visibility Rules: 1. Use the **Start On** and **End On** fields to set the start and end date for your Pop-up. ![clm_Pop-up_dates1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_Pop-up_dates%281%29.png) 2. Use the **Select Time** fields to set the start time and the end time. ![Clm_pop-up_time1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Clm_pop-up_time%281%29.png) > [!WARNING] > Note: > > - The Pop-Up appears only during this time frame. > - If you want to show Pop-Up forever, do not select **Start On** and **End On** dates. 1. Select the **Time Zone** you want the **Start On** and **End On** settings to follow. ![clm_pop-up_time zone](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_pop-up_time%20zone.png) 2. Under the **Repeat** section, select **Custom**, and then select **Select Days** from the dropdown. ![pop-up repeats on select days](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_popuprepeatonselectdays.png) > [!WARNING] > Info: > > The Pop-up appears only once when you use the **Select Days** option. 1. In the dialog box, select the days you want to show the Pop-up, and then click **Done**. ![RB_DB_selectdaysbutton](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_selectdaysbutton.png) 2. Click **Finish later** or **Edit Pop-up**. ![RB_DB_popupfinishlater](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_popupfinishlater.png) ****Display a Pop-up only once a week**** Use the following steps when you configure Visibility Rules: 1. Use the **Start On** and **End On** fields to set the start and end date for your Pop-up. ![clm_Pop-up_dates1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_Pop-up_dates%281%29.png) 2. Use the **Select Time** fields to set the start time and the end time. ![Clm_pop-up_time1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Clm_pop-up_time%281%29.png) > [!WARNING] > Note: > > The Pop-up appears only during this time frame. 1. Select the **Time Zone** you want the **Start On** and **End On** settings to follow. ![clm_pop-up_time zone](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_pop-up_time%20zone.png) 2. Under the **Repeat** section, select **Custom**, and then select **Once a Week** from the dropdown. ![RB_DB_popuponcedaily](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_popuponcedaily.png) > [!WARNING] > Note: > > A new week starts from Sunday by default, at 12:00 AM. 1. Click **Finish later** or **Edit Pop-up**. ![RB_DB_popupfinishlater](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_popupfinishlater.png) ****Display a Pop-up only once a month**** Use the following steps when you configure Visibility Rules: 1. Use the **Start On** and **End On** fields to set the start and end date for your Pop-up. ![clm_Pop-up_dates1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_Pop-up_dates%281%29.png) 2. Use the **Select Time** fields to set the start time and the end time. ![Clm_pop-up_time1](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Clm_pop-up_time%281%29.png) > [!WARNING] > Note: > > The Pop-up appears only during this time frame. 1. Select the **Time Zone** you want the **Start On** and **End On** settings to follow. ![clm_pop-up_time zone](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_pop-up_time%20zone.png) 2. Under the **Repeat** section, select **Custom**, and then select **Once a Month** from the dropdown. ![RB_DB_popuponceamonth](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_popuponceamonth.png) > [!WARNING] > Note: > > A new month starts from the first day on the month by default, at 12:00 AM. 3. Click **Finish later** or **Edit Pop-up**. ![RB_DB_popupfinishlater](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_DB_popupfinishlater.png) ## Related - [Pop-up continues to appear even after occurrence is exhausted](/pop-up-continues-to-appear-even-after-occurrence-is-exhausted.md)