Authorize video channels to upload Whatfix Flows as videos

Whatfix Flows can be uploaded as a video to your Youtube, Wistia or Vimeo accounts. This feature is useful for creating video demonstrations or tutorials of the application.

Note:

To add voiceovers to the Flow videos, see Add Voiceovers to Flow videos.

Use the following steps to give Whatfix access to your video platform:

On the Whatfix Guidance dashboard, click Settings.

Click Video channels.
Select the video platform.

Expand the corresponding accordion to learn how to authorize the video channel and enable Whatfix to upload videos to your video platform.

Youtube

Click Youtube.
Choose the privacy level.
Info
Choose one of the following visibility options on your Youtube channel:
- Public: Anyone can view the video.
- Private: Only you can view the video.
- Unlisted: Only individuals with the link can view the video.
Click Authorize.
Click the Youtube account which you want Whatfix to access.
Click Allow.
Note
- Video channel authorization is a one time process.
- Once the channel is authorized, all the existing Flows get uploaded irrespective of the stages they are present in, that is, Draft, Ready, or Production.
- If you no longer want the Draft or Ready stage Flows after they are uploaded, you have to manually delete the video from your Youtube channel.
- The next time you create a new Flow, you need to push the Flow to Production for Whatfix to upload the Flow as video to your Youtube channel.

Info

After authorizing your video channel, here's how to check the uploading status of your videos.

a. On the Whatfix Guidance Dashboard, click Content.

b. Click Uploading to check the uploading status. Dashboard_Uploading_Flows

Whatfix enables you to check the uploading status of the Flow videos. Dashboard_Uploading_Status

Here’s an overview of the various video uploading statuses and what they mean.
Understand video uploading statuses:

Status	Description
	Waiting in the queue to upload
	Upload in progress
	Uploaded
	Failed to upload

If you don't see the Uploading option on the dashboard, see How can I check if my Flows are uploaded as Youtube videos on the dashboard?

Note:

Your Flows are not connected to the videos on the video platform. If you delete your Flows or change the theme, it has no impact on the uploaded video.
If you edit a Flow and save the changes, a new updated video is created only after it's published. However, the old video remains in the respective video platform. You have to manually delete or unlist it.
When a Flow is translated, the video in the translated language is uploaded only when the content is published.
When you translate content, Whatfix uploads a new video for the translated content as soon as it is published.
If your video account is delinked from Whatfix, then any new Flows that are created are not uploaded to the channel. However, Flows that were already uploaded will remain as it is.

Authorize video channels to upload Whatfix Flows as videos

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