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Add a Flow as a Video to your Dashboard

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Add Flows as videos in the Whatfix Guidance dashboard. Convert a Flow to a video and insert it into any Whatfix content, such as Pop-ups and Self Help.

Note:

You can only add Flows in the Production stage as videos to your Dashboard.

Use the following steps to add a Flow as a Video:

  1. On the Whatfix Guidance dashboard, click Content.
    ia_left_nav_content

  2. Click Flows.
    ia_left%20nav_flows

  1. Go to the Production stage.
    CLM_DB_ClickProduction_stage.png

  2. Select the Flows you want to share.
    CLM_DB_Select_Flow_Checkbox

Note:

You can share up to 10 Flows at a time.

  1. Click Share.
    Share Flows as videos from dashboard

  2. Select the Video option.
    clm_multiformat_video

Note:

To convert Flow to a Video, you must authorize a video channel platform such as Wistia, Vimeo, or Brightcove. For more information, see authorize video channels. Authorization of YouTube is no longer supported.

  1. Click Add as video in Whatfix.
    clm_multiformat_video_add on the Dashboard

  2. Click Next.
    clm_multiformat_pdf_next

Info:

If you want to download the flow text in another language, expand the Text language dropdown and select a language.
clm_multiformat_video on the db lang

  1. Enter a Title Prefix.
    clm_multiformat_video on the db prefix
Note:

The Title Prefix distinguishes the Flow title from its Video title.

  1. Click Add Video.
    clm_multiformat_video on the db_add video
Note:
  • View the video on the Dashboard in the Draft stage.
    clm_db_video_link

You can then choose to add Videos in Whatfix content. For example, you can Add a Video to a Smart Tip.

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