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.

  • 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 Whatfix Dashboard.
  2. Select the Flows you want to launch as a pop-up using the checkboxes at the top right corner of each tile.
  3. Click the Manage Tags icon.
  4. In the popup, click the Plus icon.
  5. Search for the wfx_play_as_popup tag and select it from the list.
  6. Click Done.

Customizing the Flow information pop-up

To customize the Flow information pop-up,

  1. Navigate to the Whatfix Dashboard.
  2. On the top right, click the Settings icon.
  3. Click Configuration.
  4. On the Theme tab, click the Flow As PopUp tab.
  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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