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Scheduling Pop-ups
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Scheduling Pop-ups

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To help you plan better announcements and alerts, Whatfix enables you to schedule these alerts to appear for a specified time and also set them up on a recurring setting.

Pop-ups can be scheduled by one or more of the following:

  • Start date
  • End date
  • Time zone
  • Number of occurrences over a period of time

A few Example Use Cases are listed below.

To schedule a Pop-up:

  1. Navigate to the Whatfix Dashboard.
    gotoDashboard%20%282%29.png
  2. In the left panel, click Widgets.
    widgets1.png
  3. Click the Pop-ups tile.
    pop-up_tile
  4. Create a new pop-up using + New pop-up or edit the existing pop-up using the Edit icon.
    edit-plus-new-pop-up-new-ui-icon
  5. Enter a name and content for the pop-up and click the Set Visibility Rules → button.
    set_vr-button
your title goes here
  • Click the Save button to save and mark the Pop-up as an inactive draft. You can resume editing by clicking the Edit icon.
  1. Click the When tab.
    smartTip_visibility_when.png
  2. Use the Start On and End On fields to set the start date, end date, and time for the pop-up. The pop-up appears only during this time frame.
    Beacon_schedule_date1.png
  3. In the Time Zone field, select the time zone you want the Start On and End On settings to follow. If your users are from different time zones, click the Use Local Time checkbox. This converts the Start On and End On settings based on your user time zone and shows the pop-up.
    time_zone_schedule_popup
  4. Select the Frequency to show the Pop-up.
    Beacon_scheduler_frequency1.png
  5. Click Finish Later or Activate depending in your preference.
    • Finish Later - Saves the pop-up as Draft and is marked as Inactive.
    • Activate - Marks the pop-up as Active and publishes it. Your end-users can see the pop-up based on your Visibility Rules.
      activate_button

Example Use Cases

Display a pop-up every time a user logs in - forever

When configuring the Visibility Rule,

1. Do not select Start On and End On date.
popup_everytime_no_date
2. Select the Time Zone you want the Start On and End On settings to follow.
3. Under Repeat: section, select Until.
4. Enter a large number, for example, 99999.
popup_everytime_large_number_occurrences
5. Click Finish Later or Activate.

Note

If you want to stop showing the pop-up, deactivate the pop-up segment.

Display a pop-up every time a user logs in, but only for a particular time frame

When configuring the Visibility Rule,

1. Use the Start On and End On fields to set the start and end date for your pop-up. The pop-up appears only during this time frame.
popup_particlar_period_select_date
2. Select the Time Zone you want the Start On and End On settings to follow.
3. Under Repeat: section, select Until.
4. Enter a large number, for example, 99999.
popup_everytime_large_number_occurrences
5. Click Finish Later or Activate.

Display a pop-up only the first time a user logs in

When configuring the Visibility Rule,

1. Use the Start On and End On fields to set the start and end date for your pop-up. The pop-up appears only during this time frame.
popup_everytime_no_date
2. Select the Time Zone you want the Start On and End On settings to follow.
3. Under Repeat: section, select Custom.
4. Select Once Daily from the drop-down menu.
once_daily_popup
5. Click Finish Later or Activate.

Display a pop-up only on particular days of a week

When configuring the Visibility Rule,

1. Use the Start On and End On fields to set the start and end date for your pop-up. The pop-up appears only during this time frame.
popup_particlar_period_select_date

Note

If you want to show pop-up forever, do not select Start On and End On date.
popup_everytime_no_date

2. Select the Time Zone you want the Start On and End On settings to follow.
3. Under Repeat: section, select Custom.
4. Select Select Days from the dropdown.

popup_display_select_days

Note

The Pop-up appears only once when using the Select Days option.

5. Select the days you want to show the pop-up and click Done.
popup_display_select_days_in_week

6. Click Finish Later or Activate.

Display a pop-up only once a week

When configuring the Visibility Rule,

1. Use the Start On and End On fields to set the start and end date for your pop-up. The pop-up appears only during this time frame.
popup_particlar_period_select_date

2. Select the Time Zone you want the Start On and End On settings to follow.
3. Under Repeat: section, select Custom.
4. Select Once a Week from the drop-down menu.
popup_once_a_week

your title goes here

A new week starts from Sunday by default.

5. Click Finish Later or Activate.

Display a pop-up only once a month

When configuring the Visibility Rule,

1. Use the Start On and End On fields to set the start and end date for your pop-up. The pop-up appears only during this time frame.
popup_particlar_period_select_date

2. Select the Time Zone you want the Start On and End On settings to follow.
3. Under Repeat: section, select Custom.
4. Select Once a Month from the drop-down menu.
popup_once_a_month

5. Click Finish Later or Activate.

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