Configure the appearance of Smart Tips
  • 27 Feb 2024
  • 2 Minutes To Read
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Configure the appearance of Smart Tips

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  • PDF

Article Summary

Whatfix enables you to configure the appearance of each Smart Tip that appears in an application.

You can display Smart Tips as Smart Icon where the information appears when a user hovers their cursor over an icon that is inserted next to an element on the page.

RB_smart icon hover

Use the following steps to choose what action can trigger Smart Tips to appear:

  1. Go to the application where you want to create content, and then launch the Whatfix Desktop Studio.

  2. Click Smart-tip.
    clm_studio_smart tip1

  3. Enter a name for the Smart tip Collection.

    • A Smart Tip Collection is a group of Smart Tips created on the same page of an application.
    • The Smart Tip Collection name is solely for your (Creator's) reference and is not visible to the end user.
  4. Click + Add Help Tip to create a new Smart Tip.

    your title goes here

    In case you want to create a Validation Tip, click the dropdown, and then click + Add validation tip.

  5. Select an element on the application that you would like the Smart Tip to point to.
    RB_select element2.png

  1. Enter the purpose of the Smart tip.


    You can also add a more detailed optional description.

  2. In the CONFIGURATIONS tab, expand the Interaction dropdown, and then in the Display smart-tip on section, select when you want to display the Smart Tip.

    your title goes here
    • On Hover over the icon: Information appears when end users hover their cursor over the inserted icon next to the specific element.
    • On Click over the icon: Information appears only when end users interact with the icon inserted by the Content Creators next to the specific element.
  3. Under the Positioning section, choose the position of the Smart Tip.
    clm_smart tip_basic positioning

    your title goes here

    The following are the two different positioning modes available:

    • In the Basic Positioning mode, you can choose among four available positions.
      clm_smart tip_basic positioning

    • In the Advanced Positioning mode, you can make micro adjustments to the position of the Smart Tip. You can either use the navigational arrows or enter the value in the Movement on key click(px) dropdown to change the position by pixels.
      clm_smart tip_advanced positioning

  4. In the Tooltip Position section, choose the position of the tooltip.
    Clm_smart tip tool position

    your title goes here

    Display Rules enable you to configure Smart Tips to get displayed only when certain conditions are met. Setting Display Rules for a Smart Tip ensures that the Tip appears on the correct page, based on the conditions set.

    Use the following steps to add Display Rules to a Smart Tip:

    a. Click the ADVANCED OPTIONS tab.

    b. Under the Display Rules section, click + Add Rule to set the desired conditions.

    • For more information on the different conditions that can be used in Display Rules, see Visibility and Display Rule Conditions.

    • You can choose to add multiple Display Rule Conditions using the + Add Rule button.

  5. Click Save Tip.


    To add more Smart Tips, click + Add Help Tip on Studio, and then repeat steps 5 to 10.

  6. After all the Smart Tips are created, on the Studio, click Save Tip.

  7. On the confirmation Pop-up, click Okay.
    Studio_st_save tip


    Once you have created the Smart Tip collection, a segment is automatically created on your Whatfix Dashboard.

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