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Insert a video in a Flow step

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Whatfix enables you to add videos in Flows. Use videos to supplement the information that you add in tooltips. You can also use videos for a detailed view of how to use a particular feature or how to navigate certain steps.

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

  1. Log in to the application where you want to create content, and then launch the Whatfix Studio.
    CLM_editor plug in2

  2. Click Flow.
    Click Flows

  3. Enter the name of the Flow.
    Editor_flow_name6

  4. Click Add Step.
    Studio_Click_Add_Step

  5. In the Studio toolbar, select a capture mode.
    image

Note:
  1. Click the desired elements on the page that the user needs to select.
    Create_Flow_Leads_Click

  1. Review or edit the auto-generated action text on the step.
    Editor_flow_tooltip

  2. Click the Description section of the tooltip and then select the Insert Video icon from the Rich text editor.
    insert video icon editor

  3. 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:
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.
    Studio_Flow_Video_ByURL

  • 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

                                                                                                                                                 
  1. 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.
  1. Click Save Flow once you finish creating the Flow.
    Save Flow
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