Embed a YouTube video using the URL

Updated On 28 Mar 2024
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Whatfix enables you to embed YouTube videos to any Pop-up template to deliver more information to your users. For more information on Whatfix Pop-up templates, see Choose the pop-up template.

Adding Youtube video in a Pop-up is a 2-step process.

Step 1: Get the YouTube video URL

Use the following steps to get the video URL from a Youtube video:

Go to the YouTube video that you want to add in the Pop-up.
Click Share.
Click Copy to copy the video URL.

Note

A Link copied to clipboard message is displayed.

To add a YouTube video to your Pop-up, use one of the following two ways:

Step 2: Insert a YouTube video using the Existing Templates

Use the following steps to edit an existing Pop-up and insert the video URL:

On the Whatfix Guidance dashboard, click Widgets.
Click Pop-ups.
Hover your cursor over the Pop-up segment you want to configure, and then click the Edit icon.
In the Description section, place the cursor where you want to add the video and double-click to open the Rich Text Editor.
Click the Insert Video icon.

Click the By URL icon.
Paste the video URL.
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- Select the Autoplay checkbox to play the video automatically when the Pop-up appears on the page.
- When the Autoplay option is cleared, the Video gets played only when end users click the Play icon on the Video.
Click Insert.
Once the video is added, click Set Visibility Rules →.
Set the visibility rules for the Pop-up to appear. For more information on the different conditions that can be used in Visibility rules, see Visibility Rules.
Click Edit Pop-up or Finish later depending on your preference.

Step 2: Insert a YouTube video using the Visual Editor

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Visual Editor is a Beta feature. To enable the feature, contact support@whatfix.com.
Once you enable the Visual Editor, you won’t be able to go back to the old experience.
Once the Visual Editor is enabled, Pop-ups can only be created using Whatfix Studio, and not using the Dashboard.
After creating Pop-ups using the Visual Editor, you can edit them using the Dashboard.
Pop-ups that are not created using the Visual Editor cannot be customized further but their visibility rules can be edited.

Note:

You cannot embed videos hosted on file sharing websites like Google Drive, Dropbox, etc., using the URL method. You need a published video's URL from your authorised video channel (Youtube, Vimeo, etc.) to embed videos to Whatfix Pop-up templates. In case, you want to embed a video link hosted on Google Drive, you can try Embedding a video hosted on Google Drive using Embed code
If the Pop-up is shown in a secure webpage (https) and if the video is hosted on a non-secure website (http), then the video is displayed as a broken link to the end users.

The Visual Editor enables you to add a video to the Pop-up template directly using the UI.

Use the following steps to embed a video URL in a Pop-up using the Visual Editor:

On the Whatfix Guidance dashboard, click Widgets.
Click Pop-ups.

Hover your cursor over the Pop-up segment you want to configure, and then click the Edit icon.
In the Description section, double-click the text to open the Rich Text Editor.
Click the + icon. The Add Component dialog box opens.
On the Add Component dialog box, click Video.
Paste the video URL.

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The video URL must contain https if the pop-up is displayed on a secure webpage.
Click Insert.
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- Using the Drag and Drop feature, you can move or re-position the video around the Pop-up.
- Using the Drag Handlers the video can be moved/re-positioned both vertically (column-wise) and horizontally (row-wise).
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When you make changes to the Pop-up using the Drag Handlers, you may not be able to undo certain changes. In that case, you may need to re-create the Pop-up. For more information, see Can I undo the changes made with the Drag Handlers?
Once the video is added, click Set Visibility Rules →.
Set the visibility rules for the Pop-up to appear. For more information on the different conditions that can be used in Visibility rules, see Visibility Rules.
Click Edit Pop-up or Finish later depending on your preference.
Once you have set Visibility Rules, select the Pop-up using the checkbox, and then click Send to ready.
Go to the Ready stage, and then click Push to production.