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Showing information as a pop-up before running Flows
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Showing 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 as Flow information pop-up.
For example, you can ask your users to keep particular information handly 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.
    details_on_popup_running_flow_as_popup
  • 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 Whatfix Dashboard.
    Dashboard.png
  2. Select the Flows you want to launch as a pop-up using the checkboxes at the top right corner of each tile.
    multiple_select_content_tile.png
  3. Click the Manage Tags icon.
    manage_tags.png
  4. In the popup, click the Plus icon.
    list_view_manage_tags_plus_icon
  5. Search for the wfx_play_as_popup tag and select it from the list.
    add_wfx_play_as_popup_tag
  6. Click Done.

Customizing the Flow information pop-up

To customize the Flow information pop-up,

  1. Navigate to the Whatfix Dashboard.
    dashboard.png
  2. On the top right, click the Settings icon.
    New_settings_icon
  3. Click Configuration.
    Settings_config
  4. On the Theme tab, click the Flow As PopUp tab.
    Flow_as_popup
  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.
    flow-as-popup-config
  1. Click Save.
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