Show Pop-ups in succession

Consider that you are creating an interactive debugging wizard for your application. The wizard presents a series of Pop-ups in succession, guiding end users through troubleshooting steps based on different choices they can make on the preceding Pop-up. Each Pop-up offers two options: one to proceed with additional guidance and another to exit the wizard. For example, if a user encounters an issue and selects try this solution, the next Pop-up provides further instructions or options. If the user chooses to exit, the wizard closes and returns them to the previous screen. This decision-tree approach enables users to interactively navigate tailored solutions.

Here’s how you can achieve this use case.

Step 1: Create the Pop-ups

Step 2: Link Pop-ups to show in succession

Step 1: Create the Pop-ups

Create the Pop-up as required. For more information on how to create a Pop-up, see Create a Pop-up.

Ensure that each Pop-up contains buttons that can be linked to other Pop-ups. For example, if Pop-up A has two choices, Start wizard and Close wizard, add a button for each option in the Pop-up.

Whatfix enables you to link Pop-ups based on user performing actions such as skipping or closing the Pop-up. To display Pop-ups in succession, ensure that there’s a Skip, Close, or both options for each Pop-up. For example, to configure Pop-up A, set the following button actions:

• For the Start wizard button, set Skip.
  

• For the Close wizard button, set Close.
  

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  Step 2: Link Pop-ups to show in succession

  Once you have created the Pop-ups, use the following steps to link them to show in succession:

  Info:

  Configure the first Pop-up with the general when, where, and who Visibility Rules. For example, if Pop-up A is the first Pop-up with a date range based Visibility Rules, then the following steps are applicable for Pop-up B and the ones that follow.

1. In the Visibility Rules section for your Pop-up, click When does the pop up start or stop appearing?
   
   

2. From the What causes the pop up to appear? dropdown, select Events related to Whatfix content.
   
   

   Note:

   When the Events related to Whatfix Content condition is selected, all other Visibility Rules become unavailable.

3. From the Content type dropdown, select Popup.
   
   

4. Select the previous Pop-up that triggers the current one. For example, select Pop-up A while you are configuring Pop-up B.
   
   

5. From the Event dropdown, select User skips the popup.
   
   

   Note:

   Select User closes the popup if you want the next Pop-up to show up when the user either clicks the close button or the close icon.

6. Click Save.
   
   

7. Make any other edits as needed in the Pop-up, then click Save.