Pop-ups Best Practices

Use Pop-ups to show important messages about your product/feature to your users. For example, you can inform your users about an upcoming downtime and schedule a Pop-up. For more information on scheduling Pop-ups, see Schedule a Pop-up.

When you create a new Pop-up, you don't have to start from scratch. Instead, you can base your new Pop-up on a template. Whatfix enables you to choose from 13 templates. For more information see, Create a Pop-up.

Whatfix recommends you to use Pop-ups to provide a guided product/feature tour to users.

Whatfix recommends that you use the last steps of your Pop-ups, to introduce users to your other Whatfix widgets like Self Help and Task List.

If you want to create a Pop-up for your English and German-speaking users, Whatfix recommends that you translate the Pop-ups in the UI so that the Pop-up content is both in English and German respectively. You can also route your users to the respective language support page. For more information see, Translate Pop-ups in multiple languages.

Once you are done creating a Pop-up, test the Pop-up using the Preview mode. Whatfix also recommends that you check the Pop-up once it's live to ensure that it's appearing as expected to your end users.