---
title: "Best Practices"
slug: "bestpractices"
status: "update"
updated: 2025-09-18T10:04:11Z
published: 2025-09-18T10:04:11Z
canonical: "support.whatfix.com/bestpractices"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.whatfix.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Best Practices

Following these best practices will help you get the most out of Whatfix.

| **![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Analytics.svg?sv=2026-02-06&spr=https&st=2026-11-12T07%3A20%3A33Z&se=2026-11-12T08%3A20%3A33Z&sr=c&sp=r&sig=boBGOQdkp4toNtHei8t3cc7toBS%2BsZQcykc%2Bg%2Bg2NS4%3D)** [**Guidance Analytics**](/studio/docs/analytics-best-practices) | **![Content repository.svg](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Content Repository.svg?sv=2026-02-06&spr=https&st=2026-11-12T07%3A20%3A33Z&se=2026-11-12T08%3A20%3A33Z&sr=c&sp=r&sig=boBGOQdkp4toNtHei8t3cc7toBS%2BsZQcykc%2Bg%2Bg2NS4%3D)** [**Content Aggregation**](/studio/docs/content-repository-best-practices) | **![Launcher.svg](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Launcher.svg?sv=2026-02-06&spr=https&st=2026-11-12T07%3A20%3A33Z&se=2026-11-12T08%3A20%3A33Z&sr=c&sp=r&sig=boBGOQdkp4toNtHei8t3cc7toBS%2BsZQcykc%2Bg%2Bg2NS4%3D)** [**Launchers**](/studio/docs/launchers-best-practices) | **![TaskList.svg](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Task List.svg?sv=2026-02-06&spr=https&st=2026-11-12T07%3A20%3A33Z&se=2026-11-12T08%3A20%3A33Z&sr=c&sp=r&sig=boBGOQdkp4toNtHei8t3cc7toBS%2BsZQcykc%2Bg%2Bg2NS4%3D)** [**Task List**](/studio/docs/task-lists-best-practices) |
| --- | --- | --- | --- |
| **![Beacons.svg](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Beacon.svg?sv=2026-02-06&spr=https&st=2026-11-12T07%3A20%3A33Z&se=2026-11-12T08%3A20%3A33Z&sr=c&sp=r&sig=boBGOQdkp4toNtHei8t3cc7toBS%2BsZQcykc%2Bg%2Bg2NS4%3D)** [**Beacons**](/studio/docs/beacons-best-practices) | **![Smart-tips.svg](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Start creating a Smart Tip.svg?sv=2026-02-06&spr=https&st=2026-11-12T07%3A20%3A33Z&se=2026-11-12T08%3A20%3A33Z&sr=c&sp=r&sig=boBGOQdkp4toNtHei8t3cc7toBS%2BsZQcykc%2Bg%2Bg2NS4%3D)** [**Smart-tips**](/studio/docs/smart-tips-best-practices) | **![Flows.svg](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Start creating a Flow.svg?sv=2026-02-06&spr=https&st=2026-11-12T07%3A20%3A33Z&se=2026-11-12T08%3A20%3A33Z&sr=c&sp=r&sig=boBGOQdkp4toNtHei8t3cc7toBS%2BsZQcykc%2Bg%2Bg2NS4%3D)** [**Flows**](/studio/docs/flows-best-practices) | **![Tooltips.svg](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Tooltips.svg?sv=2026-02-06&spr=https&st=2026-11-12T07%3A20%3A33Z&se=2026-11-12T08%3A20%3A33Z&sr=c&sp=r&sig=boBGOQdkp4toNtHei8t3cc7toBS%2BsZQcykc%2Bg%2Bg2NS4%3D)** [**Tooltips**](/studio/docs/tooltips-best-practices) |
| **![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Get%20access%20to%20Dashboard.svg?sv=2026-02-06&spr=https&st=2026-11-12T07%3A20%3A33Z&se=2026-11-12T08%3A20%3A33Z&sr=c&sp=r&sig=boBGOQdkp4toNtHei8t3cc7toBS%2BsZQcykc%2Bg%2Bg2NS4%3D)** [**Dashboard**](/studio/docs/common-best-practices) | **![](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Start creating the Pop-up.svg?sv=2026-02-06&spr=https&st=2026-11-12T07%3A20%3A33Z&se=2026-11-12T08%3A20%3A33Z&sr=c&sp=r&sig=boBGOQdkp4toNtHei8t3cc7toBS%2BsZQcykc%2Bg%2Bg2NS4%3D)** [**Pop-ups**](/studio/docs/pop-ups-best-practices) | **![SelfHelp.svg](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Create Self Help Segment.svg?sv=2026-02-06&spr=https&st=2026-11-12T07%3A20%3A33Z&se=2026-11-12T08%3A20%3A33Z&sr=c&sp=r&sig=boBGOQdkp4toNtHei8t3cc7toBS%2BsZQcykc%2Bg%2Bg2NS4%3D)** [**Self Help**](/studio/docs/self-help-best-practices) | **![Visibility rules.svg](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Configure the visibility rules.svg?sv=2026-02-06&spr=https&st=2026-11-12T07%3A20%3A33Z&se=2026-11-12T08%3A20%3A33Z&sr=c&sp=r&sig=boBGOQdkp4toNtHei8t3cc7toBS%2BsZQcykc%2Bg%2Bg2NS4%3D)** [**Visibility Rules**](/studio/docs/visibility-rules-best-practices) |
| **![Contentgovernance.svg](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Content Governance.svg?sv=2026-02-06&spr=https&st=2026-11-12T07%3A20%3A33Z&se=2026-11-12T08%3A20%3A33Z&sr=c&sp=r&sig=boBGOQdkp4toNtHei8t3cc7toBS%2BsZQcykc%2Bg%2Bg2NS4%3D)** [**Content Governance**](/studio/docs/content-governance-best-practices) | **![content publish.svg](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Publish Whatfix content on your application.svg?sv=2026-02-06&spr=https&st=2026-11-12T07%3A20%3A33Z&se=2026-11-12T08%3A20%3A33Z&sr=c&sp=r&sig=boBGOQdkp4toNtHei8t3cc7toBS%2BsZQcykc%2Bg%2Bg2NS4%3D)** [**Content publishing**](/studio/docs/pushing-content-to-production-best-practices) | **![LaunchStudio.svg](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Launch the Whatfix Studio on your application.svg?sv=2026-02-06&spr=https&st=2026-11-12T07%3A20%3A33Z&se=2026-11-12T08%3A20%3A33Z&sr=c&sp=r&sig=boBGOQdkp4toNtHei8t3cc7toBS%2BsZQcykc%2Bg%2Bg2NS4%3D)** [**Studio**](/studio/docs/studio-best-practices) | **![Icon library.svg](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Add content from library or tags.svg?sv=2026-02-06&spr=https&st=2026-11-12T07%3A20%3A33Z&se=2026-11-12T08%3A20%3A33Z&sr=c&sp=r&sig=boBGOQdkp4toNtHei8t3cc7toBS%2BsZQcykc%2Bg%2Bg2NS4%3D)** [**Icon Library**](/studio/docs/svg-best-practices-for-icon-library) |