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Scheduling Pop-Ups
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Scheduling Pop-Ups

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To help you plan better announcements and alerts, Whatfix has a scheduler for Smart pop-ups and Guided pop-ups. You can schedule these alerts to appear for a specified time and also set them up on a recurring setting.

Pop-ups can be scheduled by one or more of the following:

  • Start date
  • End date
  • Time zone
  • Number of occurrences over a period of time

A few Example Use Cases are listed below.

To schedule a Pop-up:

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

  2. In the left panel, click Widgets.
    widgets1.png

  3. Click the Guide Pop-up or Smart Pop-up tile.
    widgets_smartPopUp1.png

  4. Click New Segment.
    newSegment1.png

  5. Enter a name for the Segment.
    smartPopup_name.png

  6. Click Set Visibility Rules.
    smarttip_schedule_visibility.png

  7. Click the WHEN tab.
    smartTip_visibility_when.png

  8. Select a start and end date and time using the date selector menu or simply select the Use Local Time checkbox to use local time. 
    Beacon_schedule_date1.png

  9. Select the Frequency to show the Pop-up.
    Beacon_scheduler_frequency1.png

  10. Click Save.

Example Use Cases

Display pop-up every time a user logs in

When configuring the Visibility Rule,

1. Do not select Start On and End On date.
popup_everytime_no_date
2. Under Repeat: section, select Until.
3. Enter a large number, for example, 99999.
popup_everytime_large_number_occurrences
4. Click Save.

Display pop-up every time a user logs in for a particular time frame

When configuring the Visibility Rule,

1. Do not select Start On and End On date.
popup_particlar_period_select_date
2. Under Repeat: section, select Until.
3. Enter a large number, for example, 99999.
popup_everytime_large_number_occurrences
4. Click Save.

Display pop-up only the first time a user logs in

When configuring the Visibility Rule,

1. Do not select Start On and End On date.
popup_particlar_period_select_date

Note
If you want to show pop-up forever, do not select Start On and End On date. popup_everytime_no_date

2. Under Repeat: section, select Custom.
3. Select Once Daily from the dropdown.
once_daily_popup
4. Click Save.

Display pop-up on particular days in a week

When configuring the Visibility Rule,

1. Do not select Start On and End On date.
popup_particlar_period_select_date

Note
If you want to show pop-up forever, do not select Start On and End On date. popup_everytime_no_date

2. Under Repeat: section, select Custom.
3. Select Select Days from the dropdown.

popup_display_select_days
4. Select the days you want to show the pop-up and click Done.
popup_display_select_days_in_week
5. Click Save.

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