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Create a Pop-up on Mirror

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Overview

Whatfix enables you to create a Pop-up on a Mirror simulation to display a focused, overlay message that introduces a workflow, communicates key information, or prompts learners to take an action. The Pop-up appears as a layer over the Mirror Bildschirm and does not anchor to a specific element, so you can use it to set context for the entire screen.

For example, you can create a Pop-up on a Mirror simulation to welcome learners at the start of a new hire onboarding module, summarize what the simulation will cover, and launch a Flow that walks them through the workflow.

Use Cases

  • Introduce a simulation or workflow on the first Mirror Screen so learners know what they are about to practice.

  • Announce a new feature or process change inside a training module before learners interact with it.

  • Prompt learners to begin a Flow, watch a video, or acknowledge instructions before proceeding through the simulation.

Create a Pop-up

Expand the following accordions for more details:

Step-1: Create a Pop-up

Use the following steps to create a Pop-up:

  1. Log in to the application where you want to create content, and then launch Whatfix Studio.

  2. Under WIDGETS, click Pop-up.

  3. Select the required Pop-up template. For more information, see Select a Template.

    Info:

    Use the Filter option to filter the templates by Use Case, Type, or Component.

    The following table lists all the available filters:

    Filter

    Values

    Use Case

    Outage Alerts, Maintenance, Training, Feature Updates, Policy Updates, and  Announcements

    Type

    Modal, Snackbar, and Carousel

    Component

    Media and Text and Only Text

  4. In the Appearance section, you can configure the Background, Padding, and Border Radius of the Popup.

    Expand the following accordion for more details:

Configure Background, Padding, and Border Radius

Background
Choose between Color or Image:

  • For Color:

    • You can select Solid or Gradient option

    • 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

    • Upload supported formats (such as, PNG, JPG, GIF, or SVG)

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

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

  • Enable Uniform padding to apply the same spacing on all sides

  • 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

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

    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.

    • 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

  2. In the Control section, you can configure the behavior of the Popup.

Expand the following accordion for more details:

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

    Note:

    The accessibility feature is not available by default. To enable, contact support@whatfix.com.


Carousel (applicable only for carousel templates)

Note:

This section appears in the Controls accordion only when a carousel template is selected. For more information, see Create 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).

    Note:

    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:

    • Both arrows and markers (displays both left and right arrow marks, and dot indicators)

    • 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.

  1. Click Save Popup.

Note:

Once you have created the Pop-up, it is automatically created on your Whatfix Guidance Dashboard. For more information, see Overview of the Whatfix Guidance Dashboard.

Step-2: Configure the Visibility Rules for the Pop-up

Use the following steps to configure visibility rules for a Pop-up:

  1. On the Whatfix Guidance Dashboard, click Widgets.

  2. Click Pop-ups.

  3. Hover your cursor over the Pop-up you want to configure, and then click the Edit icon.

  4. Click Set Visibility Rules.

  5. Expand the Where does the self help appear? section, and configure URL and Page tags. For more information, see Set Where your Content or Widget appears with the New Visibility Rules.

  6. Expand the When does the self help start and stop appearing? section, and configure when you want to start showing your widget. For more information, see Set When your Content or Widget Appears with the new Visibility Rules.

  7. Expand Who does the Pop-up appear to? section, and configure who you want to show your content to. For more information, see Set Who can see your Content or Widget with the New Visibility Rules.

     

  8. Click Save.

Note:

To display the Pop-up on your Mirror simulation, you must move both the Pop-up and the Mirror simulation from the Draft stage to the Production stage before you share them with your learners. Publish the Pop-up on the Whatfix Guidance Dashboard and the Mirror simulation on the Whatfix Mirror Dashboard.

For more information, see Publish all Whatfix content and widgets to Production and Publish Whatfix Mirror.

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