Showing information as a Pop-up before running Flows

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.

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

1. Navigate to the Whatfix Dashboard. 

   

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

3. Click the Manage Tags icon.
   

4. In the pop-up, 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

Use the following steps 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, and configure its text and color.
• Enable/Disable the X icon (close) on the Pop-up and configure the color of the icon.
  

6. Click Save.