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Insert a video in a Flow step
  • 08 Sep 2024
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Insert a video in a Flow step

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Article summary

Some Flows may need additional information in a step. Whatfix enables you to provide that information by inserting a video in a Flow.

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.
  2. Click Flow.
    Studio_Click_Flow
  3. Enter the name of the Flow as you want it displayed to the users.
    Studio_Enter_Flow_Name
  4. Click + Add Step.
    Studio_Click_Add_Step
  5. Click the desired element on the page that the user needs to select.

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

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

  3. Browse the Video from your Whatfix Dashboard.


your title goes here
  • Any Video that you want to insert in a Flow step using the browsing option has to first be uploaded to your Dashboard.
  • For more information on uploading Videos to your Dashboard, see Upload Videos to your Dashboard.
your title goes here

Whatfix also enables you to add videos to your content either by entering the URL or the Embedded code of the video.

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.
    video URL

  • 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
embeded code video

  • 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.
  1. Click the inserted video to see the following customization options:
    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.
    Save Flow

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