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What is Segmentation?
  • 07 Oct 2024
  • 2 Minutes To Read
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Contents

What is Segmentation?

  • Updated On 07 Oct 2024
  • 2 Minutes To Read
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  • Dark
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  • PDF
Article summary

Segmentation helps you display content that is relevant and contextual to users on a particular page. Segmentation, as the name implies, provides a way to target content to display on specific pages. Content is presented in widgets like Self Help and Task List. Segments are defined using a set of 'if-then' rules.

Whatfix Desktop supports page-level manual segmentation. This enables relevant content to be contextually segregated to a specific page.

For example, if your application has two different windows- Calendar and Chat, then using segments, you can display different content depending on which window the user navigates to.

Ways to Segment

The new version of Whatfix Desktop enables you to segment content contextually to your users on a particular page using the following two methods:

Title based segmentation (Recommended)

One way to segment content or widgets is to use window variables in the Visibility Rules. The window variable is the title of the page on the application and can be obtained by hovering the mouse over the application on the taskbar.

Info:
For more information, see Finding the window variable values for Visibility Rules.

CSS Selector based segmentation

There are pages in the application that do not have dependable unique titles that can be used to segment. In such cases, use the CSS selector of a unique element specific to the page to segment.

If a segment needs to be displayed on all pages of your application, an element that is present across the application must be selected in the Visibility Rules.

The following GIF shows how to add Visibility Rules to a widget on your Dashboard.

desktop_segmentation%20(1)

Sample Segmentation on Microsoft Teams

The following is a list of Whatfix Desktop supported segmentations on Microsoft Teams. Copy and paste the relevant CSS code of the segment you want to use.

Segmentation TypeDescriptionCSS Selector
Default SegmentationThe segment is displayed on all pages of the Microsoft Teams application.
CSS
CSS
CSS
CSS
CSS
CSS
CSS
combobox[automation_id="controlbox-input-group"]

Chat Window SegmentationThe Chat window in the Microsoft Teams application is a dynamic page. When a unique title/window variable is not found, use the Chat Window segmentation to segment content to different chat pages.
CSS
CSS
CSS
CSS
CSS
CSS
CSS
Group[name="Chat list"]
with an OR condition

CSS
CSS
CSS
CSS
CSS
CSS
CSS
TabItem[name=”Chat”]

Teams Page SegmentationThe Teams page in the Microsoft Teams application is a dynamic page. When a unique title/window variable is not found, use the Page Segmentation to segment content to Teams/Channel pages.
CSS
CSS
CSS
CSS
CSS
CSS
CSS
Group[name="Teams and Channels list"]
with an OR condition
CSS
CSS
CSS
CSS
CSS
CSS
CSS
TabItem[name=”Posts”]

Info:
  • The CSS Selectors mentioned in the list are only applicable to the MS Teams application. 
  • To find the CSS Selectors for other desktop applications, contact support@whatfix.com.
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