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Create Smart Tips
  • 27 Feb 2024
  • 3 Minutes To Read
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Create Smart Tips

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Article summary

Creating a Smart Tip is a two-step process:

Step 1: Create the Smart Tip
Step 2: Configure the segment for the Smart Tip

Step 1: Create the Smart Tip

Use the following steps to create a Smart Tip:

  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.
    Studio_editor_enterSTname

    Info
    • 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.
    Studio_ST_help_tip.png

    your title goes here

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

  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.
    Purpose_description.png

    Note

    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.
    config_interactions.png

  3. Under the Positioning section, adjust 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.
    Studio_editor_AdvancedOptions1

    b. Under the Display Rules section, click + Add Rule to set the desired conditions.
    Studio_editor_AdvancedOptions_AddRule1

    • 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.
      Studio_Editor_AdvancedOptions_AddmoreRule

  5. Click Save Tip.
    Studio_editor_saveTip

    Info

    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.
    Studio_editor_saveSTcollection

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

    Note

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

Step 2: Configure the segment for the Smart Tip

Use the following steps to configure the segment for the Smart Tips:

  1. On the Whatfix Guidance dashboard, click Widgets.
    ia_left_nav_widgets

  2. Click Smart-tips.
    ia_widget_smart%20tips

  1. Hover the cursor over the Smart Tip segment you want to configure, and then click the Edit icon.
    CLM_DB_SmartTip_Edit_icon.png

    Note:

    The segment name is the Smart Tip collection name.

  2. Expand the Set Visibility Rules section, select the Window Variable or the Other Elements on Page option using the dropdown, and enter its value.
    2023-02-17_18-38-43.png

    Info:
  3. Add the collection that you created earlier.
    2023-02-17_18-42-47.png

  4. Click Save.

  5. Once you have configured the Smart Tip segment, select the segment using the checkbox, and then click Send to ready.
    clm_db_send_to_ready

  6. Go to the Ready stage, and then click Push to production.
    clm_db_push_to_production

    Info:
    • Position the Smart Tip carefully so that no other important information or element is hidden behind it.
    • To create a sequence of Smart Tips, all the tips must be on the same page. If Smart Tips are to be used for multiple pages, separate segments need to be created for each individual page.

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