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Create a Pop-up
  • 14 Mar 2024
  • 3 Minutes To Read
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Create a Pop-up

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Article Summary

Pop-ups can be used to inform your users about events that need their immediate attention. For example, you can inform your users to order food right away to avail an offer and direct them to the Payment page.
pop_up_demo

You can create and configure your Pop-up using the following steps:

Step 1: Create a Pop-up project
Step 2: Capture your Mobile app screens
Step 3: Identify the screen
Step 4: Design the Pop-up

Step 1: Create a Pop-up project

  1. On the Whatfix Mobile Dashboard, select the App in which you want to create your project.
    dashboard_select_app

  2. To create a new project, click New.
    new_project

  1. In the In-app Messages section, click Pop-up.
    popup_project

  1. Enter a name for your project.
    project_name

  2. Enter the App Version or select the App Version using the dropdown.
    app_version

    your title goes here
    • Use the latest version of your app to create Whatfix Mobile content. For more information on app version, see What is an App Version?.
    • Ensure that you add the correct app version from the app build that was integrated with the Whatfix Mobile SDK.
  3. Click Create.
    create_walkthrough

  1. Your Pop-up project gets created and you are redirected to the Whatfix Mobile Studio.
    studio_popup

Step 2: Capture your Mobile app screens

You can capture screens as a one-time step using the Whatfix Creator widget. This widget enables you to capture app screens as screenshots and saves them to your Whatfix Mobile Dashboard to create in-app guidance content. It also enables you to preview your projects and test them before publishing.

For more information on how to capture and add app screens, see Capture Mobile app screens.

Use the following steps to add a screen,

  1. On the Identify Screen window, click + Add screen.
    new_add_screen.png

  2. Select the screen where you want to create the content and click Add Screen.
    select_screen_add_screen.png

Step 3: Identify the screen

After capturing the screen, you need to identify the unique elements on the screen and tag the screen so that the in-app experience you create appears on the right page.

  1. To identify the unique elements on the screen and to tag the right screen, click Add Identifier
    add_identifier

  2. Click the desired element on the page.
    identifier_home

Example: If you want to show a Pop-up on the Home screen, you can choose the title Home, which can uniquely identify the screen and show the Pop-up on the correct screen.

your title goes here

Click Add More to select more elements on the page, and then repeat step 2.
add_more_identifier

Step 4: Design the Pop-up

Choose a template for your Pop-up and then design it as per your requirement.

Use the following steps to design your Pop-up:

  1. On the Whatfix Mobile Studio, click Design.
    element_design

  2. Choose a template for your Pop-up.
    popup_template

    your title goes here

    The Pop-up template you choose appears on the Studio.
    popup_template_studio

  3. Click the Pop-up to customize it as required. For more information, see Customize a Pop-up.

  4. To add or generate the audio for the in-app experience in the language of your choice, go to the LANGUAGE SUPPORT section, and then select the language using the dropdown.
    2022-11-23_11-53-38

  5. Configure AUTO DISMISS if you want to dismiss the Pop-up after a delay. You can also configure the TRIGGER EVENT and ELEMENT TERMINATION conditions to trigger and terminate the Pop-up.
    termination_conditions

    your title goes here

The Pop-up you create is automatically saved.

your title goes here


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