Note:
Whatfix evaluates only one Smart Tip Collection per page at any given time. To show two or more Smart Tips on the same page, create them as part of a single Collection.
Whatfix also enables you to display multiple Smart Tip Collections on the same page. To enable this feature, contact support@whatfix.com.
Whatfix enables you to configure the appearance of each Smart Tip that appears in an application. You can choose to display the Smart Tip in the following ways:
Smart Hover: Information appears when end users hover their cursor over the selected element, for example, a text field.
Info:
Set the Smart Tip to auto-hover in case you have some information that needs their attention.
Auto-Hover Smart Tips appear as soon as the page loads for the end users.
Smart Icon: Information appears only when end users interact with the icon inserted by the Content Creators next to the specific element.
Info:
By default, the Smart icon is an 'i' icon, but Whatfix enables you to set a custom image for the Smart icon using the customization option. For more information, see Changing the i icon for Smart Tips.
On click of Icon: Information appears when a user clicks the i icon next to the interface.
Configure the Appearance of a Smart Tip
Use the following steps to configure the appearance of a Smart Tip:
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Log in to the application where you want to create content, and then launch the Whatfix Studio.
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Under CONTENT, click Smart-tip.
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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 reference and is not visible to the end user.
- Add a Display Name to keep internal naming conventions, such as region, release, or module codes, out of the labels that appear to your end users. Users then see the Display Name of the Smart Tips in Exports. For more information, see Add a Display Name to Whatfix Content.
- Click Add help tip to create a new Smart Tip.
Select an element on the application that you would like the Smart Tip to point to.
Enter the step description on the tip.
Tip:
Whatfix recommends you to add a more detailed optional description for the step action (For example, to specify the rules of an input field).
In the Display smart-tip section, select the appearance of the tip.
Finish creating the Smart Tip.
To further configure the Visibility Rules for the Smart-tip, see new Visibility Rules for Content.