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Showing information as a Pop-up before running Flows
  • 26 May 2022
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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 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 appear 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.

Use the following steps to show information to your users before running a Flow,

  1. Navigate to the Whatfix Dashboard. 

    Goto_dashboard

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

  3. Click the Manage Tags icon.
    RB_dashboard_manage_tags_button

  4. In the pop-up, click the Plus icon.
    RB_dashboard_manage_tags_plus_button

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

  6. Click Done.

Customizing the Flow information Pop-up

Use the following steps to customize the Flow information Pop-up,

  1. Navigate to the Whatfix Dashboard. 

    Goto_dashboard

  2. On the top right, click the Settings icon.
    RB_dashboard_settings_icon

  3. Click Configuration.
    RB_dashboard_settings_configuration

  4. On the Theme tab, click the Flow As PopUp tab.
    RB_dashboard_settings_config_flow_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, and configure its text and color.
  • Enable/Disable the X icon (close) on the Pop-up and configure the color of the icon.
    RB_settings_config_flow_popup_options
  1. Click Save.

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