Insert a video in a Flow step

Whatfix enables you to add a video to a Flow.

Use the following steps to insert a video in a Flow step:

Log in to the application where you want to create content, and then launch the Whatfix Studio.
Click Flow.
Enter the name of the Flow as you want it displayed to the users.
Click + Add Step.
Click the desired element on the page that the user needs to select.

Note:

With the new Flow enhancement feature, you have the option to select two types of Flow steps, and not just element latching Flows. A dialog box appears on the application to highlight the two types of Flows. Under Choose step type, select a Flow step based on your requirements: either Attached to element or Free-floating.

Studio switcher enables you to switch between 2 flow types: element-attached flow types and free-floating flow types

Attached to element	Free-floating
When you select this type of Flow step, it remains attached to an element on your application.	When you select this type of Flow step, it remains flexibly positioned devoid of any element attachment

For more information, see Free-floating Flows and Create a Free-floating Flow step.
The Flow enhancement feature is in Beta currently. Contact support@whatfix.com for more information.

Review or edit the auto-generated action text on the step.
Click the Description section of the tooltip and then select the Insert Video icon from the Rich text editor.
Add a video to the content.

Info:

If you want the video to autoplay for your end users, click Autoplay while inserting the video.
Click Autoplay to autoplay videos on mute on tooltips

Note:

For more information on uploading Videos to your Dashboard, see Upload Videos to your Dashboard.

Note:

Whatfix enables you to add videos to your content either by entering either the URL or the Embedded code or Browse option. The Browse option refers to the videos hosted on Whatfix Dashboard.

Add the URL of the Video

If you have uploaded videos to your Dashboard, and you want to insert them in your Whatfix content, copy and paste the video link in the URL field.
To find the link to the video you uploaded to your Dashboard, see Upload Videos to your Dashboard.

Add the Embedded code of the video
Add videos to Flows using the embed code

All popular video formats including .mp4, MPEG, MKV, WebM, and more are supported.
However, if you are inserting a video hosted on the Whatfix Dashboard, then only .mp4 video files that are less than 100 MB in size are currently supported.

Add videos hosted on Whatfix dashboard using Browse option

Click the inserted video to see the following video customization options:

Replace enables you to replace the video in case you have added the wrong one.
Remove enables you to remove the video.

Click Save Flow once you finish creating the Flow.

Insert a video in a Flow step

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