Trigger a Smart Tip using a User action

Updated On 06 Sep 2024
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Whatfix enables you to add Triggers to a Smart Tip. Triggers help you provide contextual nudges to your end users. Select an element and add a User Action as a Trigger to show a Smart Tip to your users.

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As a prerequisite, you need to create a User Action before creating a Trigger.

Use the following steps to add a Trigger to a Smart Tip using a User Action:

Go to the application where you want to create content, and then launch the Whatfix Desktop Studio.
Click Smart-tip.
Enter a name for the Smart tip Collection.
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.
Click + Add Help Tip to create a new Smart Tip.

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In case you want to create a Validation Tip, click the dropdown, and then click + Add validation tip.
Select an element on the application that you would like the Smart Tip to point to.

Enter the purpose of the Smart tip.

Note

A more detailed optional description can be added.
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.
Under the Positioning section, adjust the position of the Smart Tip.
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The following are the two different positioning modes available:
- In the Basic Positioning mode, choose among four available positions.
- In the Advanced Positioning mode, make micro adjustments to the position of the Smart Tip. Either use the navigational arrows or enter the value in the Movement on key click(px) dropdown to change the position by pixels.
In the Tooltip Position section, choose the position of the tooltip.
Go to the ADVANCED OPTIONS and scroll down to the Triggers section.
Using the dropdown select the When user performs an action option as a Trigger.
Click Select User Action.
Select the User Action that needs to be performed to display the Smart Tip.
To add one more scenario click + Add scenario and then add the User Action.
Click Save Tip.