Trigger a Flow using a Pop-up
- 14 Mar 2024
- 4 Minutes To Read
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Trigger a Flow using a Pop-up
- Updated On 14 Mar 2024
- 4 Minutes To Read
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A Pop-up can Trigger a Flow to inform your users about a new feature and then guide them through each step of the workflow.
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- Ensure that you've created the necessary Flow before creating the Pop-up.
- If your end user completes the Flow till the end, then the pop-up does not appear again irrespective of the occurrence count set.
- If the end user doesn't complete the Flow, the Pop-up appears as per the configured occurrence count.
- If you want to continue showing the Pop-up even after the end user completes the attached Flow, select the checkbox under Set Visibility Rules. This option displays your Pop-up for the set number of occurrences, even after the Flow is completed.
You can Trigger a Flow using a Pop-up in the following two ways:
Attach a Flow to a Pop-up 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.
Use the following steps to attach a flow to a Pop-up using the Visual Editor:
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Log in to the application where you want to create content, and then launch Whatfix Studio.
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On the Whatfix Studio, click Popup.
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Choose the color theme using the Theme dropdown.
Note
Use your custom color by entering the hex color code in the text box.
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Select a Pop-up template, for example Feature Onboarding.
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Enter a name for the Pop-up segment.
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On the Pop-up template, edit the Title for your Pop-up.
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On the Pop-up template, edit the Description for your Pop-up.
your title goes hereTo customize and align the text, double-click the text to open the Rich Text Editor. Here, you can,
- Add Components like Text, Button, Image, Video, and Audio
- Change the Font size
- Change the Text Color
- Bold text
- Italicize text
- Underline text
- Align or justify content to the left, right, or center
- Insert a numbered list
- Insert links
- Remove a Component
For more information on Rich Text Editor, see Add Rich Text content inside a Pop-up using the Visual Editor.
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On the Pop-up template, edit the Button Name for your Pop-up.
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To attach the Flow, hover your cursor over the button.
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Click the button to open the button configuration menu.
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Next to Action, select Start flow option from the dropdown.
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Click the icon next to Select Flow.
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Select the Flow from the list.
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Once the Pop-up is ready, click Save Popup.
InfoYou can resume editing the Pop-up using the Dashboard.
Attach a Flow to a Pop-up using Existing Templates
Use the following steps to attach a flow to a Pop-up using existing templates:
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Log in to the application where you want to create content, and then launch Whatfix Studio.
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On the Whatfix Studio, click Popup.
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Choose the color theme using the Theme dropdown.
Note
Use your custom color by entering the hex color code in the text box.
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Select a Pop-up template, for example Assist template.
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Enter a name for the pop-up segment.
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Edit the Title, Description, and the Button Name.
your title goes here- To customize and align the texts, double-click the text to open the Rich Text Editor. Here, you can change the text colors, formats, line height, insert images, etc.
- Double-click the button text to edit it.
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To attach the Flow, hover your cursor over the button corner.
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Click the button to open the button configuration menu.
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Select the Attach Flow option from the Select Action dropdown option.
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Select the Flow from the list, and then click Okay.
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Once the pop-up is ready, click Save Popup.
InfoYou can resume editing the Pop-up using the Dashboard.
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On the Whatfix dashboard, hover your cursor over the pop-up you want to edit, and then click the Edit icon.
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Configure the Pop-up Visibility Rules.
your title goes hereFor more information, see Visibility and Display rule conditions.
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Click Edit Pop-up or Finish Later depending on your preference.
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Once you have set Visibility Rules, select the pop-up using the checkbox, and then click Send to ready.
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go to the Ready stage, select the pop-up using the check box and then click Push to production.
your title goes hereFor more information, see Create Pop-ups.
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After pushing the Pop-up and Flow to Production, you can analyze the engagement of end users with the Pop-up and the Flow from different cities, countries, and more, using Product Analytics. For more information, How can I see analytics of Pop-ups using Trend Insights?
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