---
title: "Create Popups with Templates for DAP on OS"
slug: "create-popups-with-templates-for-dap-on-os"
tags: ["Pop-up customization", "pop-up"]
updated: 2026-10-26T10:40:23Z
published: 2026-10-26T10:40:23Z
canonical: "support.whatfix.com/create-popups-with-templates-for-dap-on-os"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.whatfix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create Popups with Templates for DAP on OS

## Overview

Whatfix enables you to create Popups using a library of ready-to-use templates designed for common use cases such as announcements, alerts, and onboarding.

Select a template that matches your requirement and customize it to your style and design. Templates are visually organized to reduce the time and effort required to create Popups.

> [!WARNING]
> Note:
> 
> The Popup templates applies to only to new Popup creation. All existing Popups remain unchanged.

---

## Step 1: Select a Template

Expand the following accordions to select a Popup template:

****On Whatfix Dashboard****

1. On the Whatfix Guidance dashboard, click **Widgets**. ![ia_left_nav_widgets](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_left_nav_widgets.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A38Z&se=2026-11-10T17%3A31%3A38Z&sr=c&sp=r&sig=nA3P9Q1jG9PWFMrNuMKMJNDFPWTFZqDlgZEPpZNqlMo%3D)
2. Click **Pop-ups**. ![ia_widget_popups](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ia_widget_popups.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A38Z&se=2026-11-10T17%3A31%3A38Z&sr=c&sp=r&sig=nA3P9Q1jG9PWFMrNuMKMJNDFPWTFZqDlgZEPpZNqlMo%3D)

1. Click **Create widget**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/create_widget(1).png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A38Z&se=2026-11-10T17%3A31%3A38Z&sr=c&sp=r&sig=nA3P9Q1jG9PWFMrNuMKMJNDFPWTFZqDlgZEPpZNqlMo%3D)
2. Click **Pop-up**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-TZWBK8F8.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A38Z&se=2026-11-10T17%3A31%3A38Z&sr=c&sp=r&sig=nA3P9Q1jG9PWFMrNuMKMJNDFPWTFZqDlgZEPpZNqlMo%3D)
3. Select a **Template** based on your requirement. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-8D5126YD.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A38Z&se=2026-11-10T17%3A31%3A38Z&sr=c&sp=r&sig=nA3P9Q1jG9PWFMrNuMKMJNDFPWTFZqDlgZEPpZNqlMo%3D)

> [!NOTE]
> Info:
> 
> Use the **Filter** option to filter the templates by **Use Case**, **Type**, or **Component**.
> 
> ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-ELADBB2N.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A38Z&se=2026-11-10T17%3A31%3A38Z&sr=c&sp=r&sig=nA3P9Q1jG9PWFMrNuMKMJNDFPWTFZqDlgZEPpZNqlMo%3D)

## Step 2: Edit the Popup

The Editor is a drag-and-drop workspace with a live preview of the Popup, where you can reorder, resize, add, and remove elements within the Popup boundary.

The following sections describe all the actions you can perform in the Editor:

****Resize and reposition elements within the Popup****

- **Reposition an element within the Popup**: A grab handle appears at the top-centre of the element and is visible on both hover and select. Use it to reposition an element. Here’s a GIF that shows how you can use the grab handle to drag and reposition the element:

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Grab handler Pop-up(1).gif?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A38Z&se=2026-11-10T17%3A31%3A38Z&sr=c&sp=r&sig=nA3P9Q1jG9PWFMrNuMKMJNDFPWTFZqDlgZEPpZNqlMo%3D)
- **Resize an element within the Popup:**
  - **Text, video and image** **components:** Use the resize controller in the middle-right side to adjust width only.

> [!WARNING]
> Your title goes here
> 
> - The maximum width of an image component is dynamically constrained by the width of the popup. When you adjust the popup width, the image automatically resizes. The maximum width of an image component is 800 px.
> - When you change the **Border Radius** of the Popup, the image components appear within the rounded corners.
  - **Button component:** Resize controllers on the right side and bottom center, allowing both width and height adjustment.
  - The maximum width of an element is constrained by the Popup width. If padding is configured, the effective maximum width becomes the Popup width minus the applied padding.

Here’s a GIF that shows how you can resize text and button components:

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Element Width, Button Both.gif?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A38Z&se=2026-11-10T17%3A31%3A38Z&sr=c&sp=r&sig=nA3P9Q1jG9PWFMrNuMKMJNDFPWTFZqDlgZEPpZNqlMo%3D)
- **Configure the space in between elements**: adjust vertical spacing and insert new elements between existing ones. Hover your cursor in between elements, and use the![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-L6I842NP.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A38Z&se=2026-11-10T17%3A31%3A38Z&sr=c&sp=r&sig=nA3P9Q1jG9PWFMrNuMKMJNDFPWTFZqDlgZEPpZNqlMo%3D)**Drag to adjust spacing** handle to adjust the space in between elements. Drag the handle up or down to increase or decrease the space between the elements. Here’s a GIF that shows how you can adjust the space in between elements:

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/drag to adjust space handling.gif?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A38Z&se=2026-11-10T17%3A31%3A38Z&sr=c&sp=r&sig=nA3P9Q1jG9PWFMrNuMKMJNDFPWTFZqDlgZEPpZNqlMo%3D)

****Resize the Popup****

The editor enables you to drag and resize the total size of the Popup. When you resize the Popup, the editor displays the width and height of the Popup, providing a clearer understanding of its size while resizing.

Here’s how you can resize the Popup width and height:

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Pop-up resizer.gif?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A38Z&se=2026-11-10T17%3A31%3A38Z&sr=c&sp=r&sig=nA3P9Q1jG9PWFMrNuMKMJNDFPWTFZqDlgZEPpZNqlMo%3D)

****Review and revert changes using Undo and Redo****

You can use the **Undo** and **Redo** buttons in the editor to quickly revert or reapply changes while editing your popup.

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-ECIMORS1.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A38Z&se=2026-11-10T17%3A31%3A38Z&sr=c&sp=r&sig=nA3P9Q1jG9PWFMrNuMKMJNDFPWTFZqDlgZEPpZNqlMo%3D)

All edit actions performed within the Studio (right panel and editor space) can be undone or redone.

> [!WARNING]
> Your title goes here
> 
> The following **limitations** apply when reverting or reapplying changes:
> 
> - Up to **20 actions** are supported for Undo and Redo
> - Oldest actions are removed once the limit is reached
> - Redo history is cleared after a new action is performed
> - **Undo** or **Redo** history is session-based and does not persist after saving the Popup
> - Navigating away from the editor or refreshing the page clears the history

****Add text and elements within a Popup****

The Whatfix Rich Text Editor enables you to change font, size, and link multimedia content. Use the **+ (plus) icon** to add elements or components at specific positions within the Popup layout. For more information, see [Add Rich Text content inside a Popup](https://support.whatfix.com/docs/adding-rich-text-content-inside-a-pop-up).

Here’s how you can add components to the Popup:

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Add Text Component.gif?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A38Z&se=2026-11-10T17%3A31%3A38Z&sr=c&sp=r&sig=nA3P9Q1jG9PWFMrNuMKMJNDFPWTFZqDlgZEPpZNqlMo%3D)

**Paste text and retain the formatting of the component**

Use the following steps to paste text into a text or button component without losing its formatting:

1. Copy the text from its source.

2. In the Editor, select the text you want to replace.

3. Press **Cmd + Shift + V** on Mac or **Ctrl + Shift + V** on Windows.

The pasted text keeps the existing formatting of the component.

> [!WARNING]
> Note:
> 
> If you paste with **Cmd + V** or **Ctrl + V**, the pasted text uses the default formatting of the copied text.

****Configure Button behaviour in a Popup****

The following table lists the different types of Button Action, their behaviors and descriptions:

| Button Action | Behavior |
| --- | --- |
| **Start Flow** | When the user clicks this button, they are taken to a Whatfix Flow that is attached to the button. |
| **Attach URL** | When the user clicks this button, they are taken to the URL that is attached to the button. |
| **Skip** | When the user clicks this button, the particular Pop-up is omitted and they continue to see the Pop-up until they click the **Close** or **Don't show me again** button. |
| **Close** | When the user clicks this button, they close the particular Pop-up. |

> [!NOTE]
> Info:
> 
> Additionally, make the following changes in the button configuration menu:
> 
> - Change the button **Type** to Primary Button or Secondary Button.
> 
> ![Button_Type](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Button_Type.gif?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A38Z&se=2026-11-10T17%3A31%3A38Z&sr=c&sp=r&sig=nA3P9Q1jG9PWFMrNuMKMJNDFPWTFZqDlgZEPpZNqlMo%3D)
> - Click the **Button Style** icon to change the **Color**, **Hover color**, and **Corner radius** of the button.
> 
> ![Button_config](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Button_config.gif?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A38Z&se=2026-11-10T17%3A31%3A38Z&sr=c&sp=r&sig=nA3P9Q1jG9PWFMrNuMKMJNDFPWTFZqDlgZEPpZNqlMo%3D)
> - Click the **Button Resize** icon to resize the button.
> 
> ![Button_resize](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Button_resize.gif?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A38Z&se=2026-11-10T17%3A31%3A38Z&sr=c&sp=r&sig=nA3P9Q1jG9PWFMrNuMKMJNDFPWTFZqDlgZEPpZNqlMo%3D)
> - Click the **Horizontal Align** icon to align the button horizontally.
> 
> ![Horizontal Align](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Horizontal%20Align.gif?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A38Z&se=2026-11-10T17%3A31%3A38Z&sr=c&sp=r&sig=nA3P9Q1jG9PWFMrNuMKMJNDFPWTFZqDlgZEPpZNqlMo%3D)
> - Click the **Vertical Align** icon to align the button vertically.
> 
> ![Vertical Align](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Vertical%20Align.gif?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A38Z&se=2026-11-10T17%3A31%3A38Z&sr=c&sp=r&sig=nA3P9Q1jG9PWFMrNuMKMJNDFPWTFZqDlgZEPpZNqlMo%3D)

## Step 3: Configure the Popup

The Whatfix Dashboard enables you to configure the **Appearance**, **Position**, and **Control** for the Popup.

You can configure the following Popup configurations in any order based on your requirements:

1. In the **Appearance** section, you can configure the **Background**, **Padding**, and **Border Radius** of the Popup. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-35JGBW7F.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A38Z&se=2026-11-10T17%3A31%3A38Z&sr=c&sp=r&sig=nA3P9Q1jG9PWFMrNuMKMJNDFPWTFZqDlgZEPpZNqlMo%3D)

Expand the following section to learn how to configure **Appearance** for the Popup:

**Configure Background, Padding, and Border Radius**

**Background** Choose between **Color** or **Image**:

  - For **Color**:
    - You can select **Solid** or **Gradient** option ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-V8145OQP.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A38Z&se=2026-11-10T17%3A31%3A38Z&sr=c&sp=r&sig=nA3P9Q1jG9PWFMrNuMKMJNDFPWTFZqDlgZEPpZNqlMo%3D)
    - You can also set the background color to transparent if required.
    - Or use color picker and specify HEX, or RGBA values
  - For **Image**:
    - You can choose to **Replace** or **Delete** the default image or GIF ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-FZ43DDJZ.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A38Z&se=2026-11-10T17%3A31%3A38Z&sr=c&sp=r&sig=nA3P9Q1jG9PWFMrNuMKMJNDFPWTFZqDlgZEPpZNqlMo%3D)
    - Upload supported formats (such as, PNG, JPG, GIF, or SVG)

Here’s how you can choose the background color for your Popup:

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Appearance Color.gif?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A38Z&se=2026-11-10T17%3A31%3A38Z&sr=c&sp=r&sig=nA3P9Q1jG9PWFMrNuMKMJNDFPWTFZqDlgZEPpZNqlMo%3D)

**Padding** Padding defines the inner spacing between the popup edges and its content.

  - Enable **Uniform padding** to apply the same spacing on all sides ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-BY53TLCM.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A38Z&se=2026-11-10T17%3A31%3A38Z&sr=c&sp=r&sig=nA3P9Q1jG9PWFMrNuMKMJNDFPWTFZqDlgZEPpZNqlMo%3D)
  - Disable to configure **Top, Right, Bottom, and Left** individually
  - Range: **0px to 64px**
  - Default: **20px**

**Border Radius** Border radius controls how rounded the corners of the popup appear.

  - Enable **Uniform radius** to apply the same value to all corners
  - Disable to configure each corner individually
  - Range: **0px** (sharp corners) **to 64px** (fully rounded)
  - Default: **20px**

2. In the **Position** section, configure the **Overlay** and position of the Popup.

> [!NOTE]
> Info:
> 
> **Overlay** When you enable or disable the **Overlay** toggle, it controls how the background behind the popup appears. Position cannot be configured when Overlay is enabled. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-0Z9XUCQZ.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A38Z&se=2026-11-10T17%3A31%3A38Z&sr=c&sp=r&sig=nA3P9Q1jG9PWFMrNuMKMJNDFPWTFZqDlgZEPpZNqlMo%3D)
> 
> 
> 
> - **Dim**: When **Overlay** is enabled, adds a darkened overlay behind the popup.
> - **Blur**: When **Overlay** is disabled, applies a blur effect to the background content.
> 
> **Position** Configure where the Popup appears on the screen. To change the position, disable the **Overlay** toggle, and then:
> 
> - Select a position from the **3×3 grid**:
>   - Top-Left, Top-Center, Top-Right
>   - Middle-Left, Middle-Center, Middle-Right
>   - Bottom-Left, Bottom-Center, Bottom-Right
> - Default position: **Middle-Center**

3. In the **Control** section, you can configure the behavior of the Popup. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-4QBYLQ14.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A38Z&se=2026-11-10T17%3A31%3A38Z&sr=c&sp=r&sig=nA3P9Q1jG9PWFMrNuMKMJNDFPWTFZqDlgZEPpZNqlMo%3D)

Expand the following section to learn about the controls of the Popup:

****Configure theme, behavior, and interactions****

**Control theme** (applicable to **Close (X)** and **Don’t show me again** buttons)

- Choose theme: **Light** or **Dark**

---

**Show close (X) button**

- Toggle to show or hide the close button
- When enabled, appears at the top-right corner of the Popup

---

**Don’t show me again**

- Enable to allow users to opt out of seeing the Popup again.

---

**Title for screen reader**

- Add a descriptive title for accessibility
- The specified text is read by screen readers

> [!WARNING]
> Note:
> 
> The accessibility feature is not available by default. To enable, contact [support@whatfix.com](mailto:support@whatfix.com?subject=Enable%20WCAG%20for%20Popups&body=Hi%2C%0A%0APlease%20enable%20accessibility%20for%20Popups.).

---

**Carousel** (applicable only for carousel templates)

> [!WARNING]
> Your title goes here
> 
> This section appears in the Controls accordion **only when a carousel template is selected**. For more information, see [Create a Carousel Pop-up](/studio/docs/creating-a-carousel-pop-up).

- Enable or disable the **Move slides automatically** toggle.
  - **Toggle ON (default):** Slides transition automatically at the configured interval.
  - **Toggle OFF:** Slides advance only when the end user manually clicks an arrow or a marker.
- Set delay: In the **Delay by** field, specify by how many seconds the next slide should appear (the default is four seconds). ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-OLUNLH03.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A38Z&se=2026-11-10T17%3A31%3A38Z&sr=c&sp=r&sig=nA3P9Q1jG9PWFMrNuMKMJNDFPWTFZqDlgZEPpZNqlMo%3D)

> [!WARNING]
> Your title goes here
> 
> When **Move slides automatically** is enabled:
> 
> - When end-users hover over the Popup, it pauses the slide transition.
> - When users move the cursor away, the timer resumes from where it paused and the next slide appears based on the remaining time.
- Configure navigation for the Popup. In the **Show** dropdown, select from three options: ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-YR6PLYBV.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A38Z&se=2026-11-10T17%3A31%3A38Z&sr=c&sp=r&sig=nA3P9Q1jG9PWFMrNuMKMJNDFPWTFZqDlgZEPpZNqlMo%3D)
  - **Both arrows and markers** (displays both left and right arrow marks, and dot indicators) ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-48OVG94V.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A38Z&se=2026-11-10T17%3A31%3A38Z&sr=c&sp=r&sig=nA3P9Q1jG9PWFMrNuMKMJNDFPWTFZqDlgZEPpZNqlMo%3D)
  - **Only Arrows** (displays left and right arrow marks only)
  - **Only Markers** (displays dot indicators only)

---

**Add Carousel slides**

- Use the **+ Add** button to add new slides to the carousel. The active slide being edited is visually highlighted. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-58NABU3N.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A38Z&se=2026-11-10T17%3A31%3A38Z&sr=c&sp=r&sig=nA3P9Q1jG9PWFMrNuMKMJNDFPWTFZqDlgZEPpZNqlMo%3D)

> [!WARNING]
> Your title goes here
> 
> You can add upto 12 slides in a carousel popup.

1. Once done, click **Save**. ![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-HDV2ISZ6.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A38Z&se=2026-11-10T17%3A31%3A38Z&sr=c&sp=r&sig=nA3P9Q1jG9PWFMrNuMKMJNDFPWTFZqDlgZEPpZNqlMo%3D)

---

## Step 4: Set Visibility Rules

To learn how to configure Visibility Rules, refer to [Visibility Rule Conditions for Pop-up](/hub/docs/visibility-rules-for-popups).

---

## Step 5: Publish the Popup

To learn how to publish Popup, see [Publish Whatfix Content](/studio/docs/publish-whatfix-content).

The Whatfix Rich Text Editor enables you to format content using multiple options. It also enables you to link and include multimedia content.

![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Glossary/image-1720150380939.png?sv=2026-02-06&spr=https&st=2026-11-10T16%3A31%3A38Z&se=2026-11-10T17%3A31%3A38Z&sr=c&sp=r&sig=nA3P9Q1jG9PWFMrNuMKMJNDFPWTFZqDlgZEPpZNqlMo%3D)

The primary button is associated with a positive user action based on the Pop-up's contents. For example, trigger a flow or open a URL.

The Secondary Button is used to close or dismiss the Pop-up without triggering any specific action.