Show information as a Pop-up before running Flows

If you want to show information to the users before running a Flow, then Whatfix enables you to configure the Flow to show a Pop-up before showing the Flow steps. This feature is called the Flow information Pop-up.

For example, ask your users to keep particular information handy before running a Flow so that they don't get stuck in the middle.

This is done by adding the wfx_play_as_popup tag in the Studio when creating a Flow or on the Dashboard after creating Flows.

Use the following steps to show information to your users before running a Flow:

3. Select the Flows you want to launch as a Pop-up.
   

4. Click Tags.
   

5. In the pop-up, click the Plus icon.
   

6. Search for the wfx_play_as_popup tag and select it from the list.
   

7. Click Done.
   

Customize the Flow information Pop-up

Use the following steps to customize the Flow information Pop-up:

3. Click the Flow As PopUp tab.
   

4. Make the necessary changes on this page using the following information. Whatfix enables you to change the following configurations:

   • Choose formatting options like text size, color, style, and alignment for the Flow information Pop-up header and description text.
   • Configure the Guide Me Button text, text color, and button color.
   • Enable/Disable the Skip button, configure its text and color.
   • Enable/Disable the X icon (close) on the Pop-up and configure the color of the icon.

5. Click Save.