Create a Pop-up

Pop-ups can grab your users' attention for something that needs their immediate attention as soon as they go to a particular page of your application. You can attach a Flow, video, image, or GIF to the Pop-up.

Create Pop-ups
Pop-up creation is a two-step process:
Step 1: Create the Pop-up
Step 2: Configure the Pop-up

Create the Pop-up

Use the following steps to create Pop-ups using the Hub Dashboard:

3. Click Create widget.
   

4. Click Pop Up.
   

5. Choose the color theme using the Theme dropdown.
   

   your title goes here

   You can also use your custom color by entering the hex color code in the text box.

6. Select the template.

7. Enter a name for the Pop-up segment by clicking the Untitled Pop-up text on top.
   

8. Edit the Title, Description, and the Button Name.

   your title goes here

   • To customize and align the texts, double-click the text to open the rich text editor. Here, you can change the text colors, formats, line height, insert images, etc.
   • Double-click the button text to edit it.

9. Hover your cursor over the button corner, and then click to open the button configuration menu.
   

10. Click the Select Action dropdown and select the button action.
    

    Button Action	Behavior
    Attach Flow	When the user clicks the button, they are routed to a Whatfix Flow that is attached to the button.
    Attach URL	When the user clicks the button, they are routed to the URL that is attached to the button.
    Skip	When the user clicks the button, they skip this particular Pop-up and continue to see the Pop-up until they click the close or do not show me again button.
    Close	When the user clicks the button, they close this particular Pop-up and do not see the Pop-up again.

    your title goes here

    You can also change the button color, hover color, and corner radius using this configuration menu.

11. Choose if you want to show the X icon on popup and Don't show me again options by enabling the toggles.
    

    your title goes here

    Button	Behavior	Example: A Pop-up is set to display twice
    Skip	The user skips the Pop-up and the display count is not impacted	Users who click the Skip button continue to see the Pop-up until they click Close or "X" icon. If the user clicks the Skip button, the Pop-up appears to your users next time when they refresh the application/page or visit the page again at any time. For example, let's assume you created a Pop-up with only a Skip button and no Close or "X" icon. If you set the display count of a Pop-up to 1 and a user clicks the Skip button. The user continues to see the Pop-up until they close the Pop-up using the Close or "X" icon. Whatfix recommends you have a Close or "X" button to avoid this scenario.
    Close button or "X" icon	Clicking either of these buttons closes the Pop-up and the display is counted as one view	Users who click Close and exit the Pop-up will see the Pop-up again based on the Pop-up display count.
    Don't show me again	The user clicks the check-box to make sure the Pop-up never appears again. The count reduces to zero.	Users who click the Don't show me again check-box never see the Pop-up again. It does not matter if the count has not been reached.

    your title goes here

    You can preview how the Pop-up looks like on mobile and desktop devices using the toggle button on the top-right of the Pop-up.

12. If you want to configure the Pop-up position, enable the Position Pop-up toggle.
    

    your title goes here

    • By default, the Pop-up appears at the center of the page, and end users can not interact with other elements on the application as long as they close/interact with the Pop-up.
    • If you enable the Position-Pop toggle, your end users will also be able to interact with other elements on your application.

13. Set the position of the Pop-up.
    

    Note

    If your end user is using a mobile browser, then even if you have enabled the Position Popup toggle and configured the Pop-up position, your end user sees the Pop-up at the center of the page. This happens because of the limited space on mobile browsers.

14. Click Save to save and mark the Pop-up as an inactive draft, or continue configuring the Pop-up.
    

    Note

    You can resume editing by hovering your cursor over the Pop-up segment, and clicking the Edit icon.

Configure the Pop-up Visibility Rules

Use the following steps to configure a Pop-up:

4. Click Set Visibility Rules →.
   

5. Set the When Visibility Rules for the Pop-up.
   

   your title goes here

   If the Pop-up has a Skip button and when your end users click the Skip button, it is not considered as an interaction and the Pop-up will be displayed to them regardless of the occurrences you have set.

6. Click Finish later or Edit Popup depending on your preference.
   

   • Finish later: Saves the Pop-up as Draft and marks it as Inactive.
   • Edit Pop-up: Takes you back to the Pop-up where you can make changes.

7. Once you are done creating the pop-up, select the widget, and then click Send to ready.
   

8. Go to the Ready Stage and select the segment you want to move to Production Stage, and then click Push to production.