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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. Use the Start On and End On fields to set the start date, end date, and time for the pop-up. The pop-up appears only during this time frame.
    Beacon_schedule_date1.png

  9. In the Time Zone field, select the time zone you want the Start On and End On settings to follow. If your users are from different time zones, click the Use Local Time checkbox. This converts the Start On and End On settings based on your user time zone and shows the pop-up.
    time_zone_schedule_popup

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

  11. Click Save.

Example Use Cases

Display pop-up every time a user logs in forever

When configuring the Visibility Rule,

1. Do not select Start On and End On date.
popup_everytime_no_date
2. Select the Time Zone you want the Start On and End On settings to follow.
3. Under Repeat: section, select Until.
4. Enter a large number, for example, 99999.
popup_everytime_large_number_occurrences
5. Click Save.

Note

If you want to stop showing the pop-up, deactivate the pop-up segment.

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

When configuring the Visibility Rule,

1. Use the Start On and End On fields to set the start and end date for your pop-up. The pop-up appears only during this time frame.
popup_particlar_period_select_date
2. Select the Time Zone you want the Start On and End On settings to follow.
3. Under Repeat: section, select Until.
4. Enter a large number, for example, 99999.
popup_everytime_large_number_occurrences
5. Click Save.

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

When configuring the Visibility Rule,

1. Use the Start On and End On fields to set the start and end date for your pop-up. The pop-up appears only during this time frame.
popup_everytime_no_date
2. Select the Time Zone you want the Start On and End On settings to follow.
3. Under Repeat: section, select Custom.
4. Select Once Daily from the dropdown.
once_daily_popup
5. Click Save.

Display pop-up on particular days in a week

When configuring the Visibility Rule,

1. Use the Start On and End On fields to set the start and end date for your pop-up. The pop-up appears only during this time frame.
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. Select the Time Zone you want the Start On and End On settings to follow.
3. Under Repeat: section, select Custom.
4. Select Select Days from the dropdown.

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

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