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. Whatfix enables you to change the following configurations on this page:

   • Select formatting options like text size, color, style, and alignment for the Flow information Pop-up Header Text and description Text.
   • Enable or disable 'X' on Pop-up and configure the color of the icon.
   • Configure the Guide Me button text, text color, and button color.
   • Enable or disable the Skip button, configure its text and color.

5. Click Save to save the changes.