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Show information as a Pop-up before running Flows
  • 01 Aug 2022
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Show information as a Pop-up before running Flows

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

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

You can do this by adding the wfx_play_as_popup tag in the Editor when creating a Flow or on the Dashboard after creating Flows.

Note
  • Flow Title and Description appears in the Pop-up.
  • The Flow information Pop-up does not appear if the Flow is attached to a Pop-up.

To show information to your users before running a Flow,

  1. Navigate to the the Whatfix Dashboard.
    dashboard.png

  2. Select the Flows you want to launch as a Pop-up using the checkboxes.
    checkbox.png

  3. Click the Manage Tags icon.
    manage_tags.png

  4. In the pop-up, click the Plus icon.
    add_tags.png

  5. Search for the wfx_play_as_popup tag and select it from the list.
    wfx_play_as_popup.png

  6. Click Done.
    done.png


Customize the Flow information Pop-up

To customize the Flow information Pop-up,

  1. Navigate to the Whatfix Dashboard.

  2. On the left panel, click Themes.
    themes.png

  3. Click the Flow tile.
    flow_tile.png

  4. Click the Flow as PopUp tab.
    flow_as_popup.png

  5. Make the necessary changes on this page using the following information.

The configurations that you can change are listed below:

  • 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 X icon (close) on the Pop-up and configure the color of the icon.
  • Enable/Disable Don't show again option.
  1. Click Save.

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