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Upload Videos to your Dashboard
  • 04 Mar 2024
  • 2 Minutes To Read
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Upload Videos to your Dashboard

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Article Summary

You can upload your videos to the Dashboard and then insert them in your Flows, Smart Tips, and other Whatfix content to enhance your content with additional information. The video plays in a Pop-up on the same page when triggered.

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You can use the video links from various platforms to embed videos in Whatfix Pop-ups. For more information on various video platforms supported by Whatfix, see What are the video platforms supported by Whatfix?

You can create Videos on the Dashboard or by using Whatfix Studio.

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  • When you upload a video to the Whatfix Dashboard, Whatfix does not process or modify the files you upload. They are uploaded as is.
  • Using the Studio to create static content ensures that the content appears contextually on the page that it is supposed to show. Whatfix does this by adding Auto tags to the content. If static content is created using the Dashboard, you have to add these tags manually for them to appear contextually in widgets like Self Help and Task List.
Create Videos using Whatfix Studio

Use the following steps to create Videos using Whatfix Studio:

  1. Log in to your application, and then launch the Whatfix Studio.
    CLM_editor plug in2

  1. On the Whatfix Studio, click Video.
    clm_studio_video

  2. Enter Video Display Text, Video URL, Tags, and Search keywords.
    Studio_Enter_Videodetails.png

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    You can only add a URL of the video when creating video using Whatfix Studio.

  3. Click Save Video.
    Studio_Click_Save_Video.png

    Note
    • You can view the video content that you just created in the Draft Stage of the Dashboard.
      clm_db_video_dashboard

    • A link is generated for the video uploaded from your local drive/library. You can find this link inside the video content you created on the Dashboard and then insert it in your Flows, Smart Tips, and other Whatfix content.
      2022-08-09_16-56-14

    • The video you create is stored in the Whatfix cloud.

Create Videos on the Dashboard

Use the following steps to create a video on your Dashboard:

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

  2. Click All content.
    ia_dashboard_left_nav_all_content

  3. Go to the Draft stage.
    CLM_DB_Draft_stage.png

  4. Click Create content.
    CLM_DB_CreateContent.png

Note

You can view the Create content button only in the Draft stage of the dashboard.

  1. Click Video.
    clm_db_content_video

  2. On the Video Pop-up, enter the Title.
    video_link_title

  3. Drag and drop the video from your local drive or click Browse to select the video from your library.

Upload_video_CLM


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  • The video upload feature is not available for Self Hosted/Export model.
  • Only .mp4 video files that are less than 100 MB in size are currently supported.
    • Up to 100 videos can be created per account.
    • If you have video links hosted on various platforms, and you want to embed these in your Whatfix content, you can copy and paste the URL of the video in the same Video pop-up under Video Link.
      video_link
  1. Add search keywords and tags to your video link if needed.
    tags_keywords

  2. Click Save video.
    save_video

    Note
    • You can view the video content that you just created in the Draft Stage of the Dashboard.
      clm_db_video_dashboard

    • A link is generated for the video uploaded from your local drive/library. You can find this link inside the video content you created on the Dashboard and then insert it in your Flows, Smart Tips, and other Whatfix content.
      2022-08-09_16-56-14

    • The video you create is stored in the Whatfix cloud.

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After pushing the Whatfix widgets along with the videos to Production, you can analyze the engagement of end users with the videos from different cities, countries, and more, using Product Analytics. For more information, see How can I see analytics of video content using Trend Insights?


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