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Create a copy of a Smart Tip
  • 05 Jun 2024
  • 1 Minute To Read
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Contents

Create a copy of a Smart Tip

  • Updated On 05 Jun 2024
  • 1 Minute To Read
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Article summary

Whatfix enables you to create a copy of a Smart Tip and modify it.

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A copy of a Smart Tip can be created in both the widget and content sections within the dashboard.

  • The content section copy enables you to modify and customize the Smart Tip.

  • The Widget section copy enables you to edit visibility rules, incorporate Smart Tips into a Smart Tip collection, and attach content.

Make a copy of a Smart Tip in Content section on the Dashboard

  1. On the Whatfix Guidance dashboard, click Content.
    ia_left_nav_content

  2. Click Smart-tips.
    ia_left%20nav_smart%20tips

  1. Hover your cursor over the Smart Tip you want to copy, and then click the More icon.
    Click_more_ST

  2. Click Copy.
    db_click_create_copy_flow

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  • Whatfix content and widgets can be copied in the Draft, Ready, and Production stages.
  • The copy of the Whatfix content or widget is created with the title: Copy of <Content/Widget Title>.
    Copy_SmartTip_content

  1. Hover your cursor over the copied Smart Tip, and then click the Edit icon.
    Click_edit_ST

  2. Click Edit on the Smart Tip you want to edit.
    image.png

  3. Make the necessary changes to the Smart Tip, and then click Save Tip.
    image.png

  4. Click Save.
    image.png

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You must push the copied Smart Tip segment from the Draft stage or the Ready stage to the Production stage for it to appear on your application. For more information, see Push Whatfix content and widgets to Production.

Make a copy of a Smart Tip in Widget section on the Dashboard

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

  2. Click Smart-tips.
    ia_widget_smart%20tips

  1. Hover your cursor over the Smart Tip you want to copy, and then click the Copy icon.
    Click_copy_ST_widget
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  • Whatfix content and widgets can be copied in Draft, Ready, and Production stages.
  • The copy of the Whatfix content or widget is created with the title: Copy of <Content/Widget Title>.
    Copy_ST_Widget

  1. Hover your cursor over the copied Smart Tip, and then click the Edit icon.
    Click_edit_ST_Widgets

  2. Expand the Set Visibility Rules section and set up your Visibility Rules that determine the display of the Smart Tip collection.
    image.png

  3. Click Save after configuring the Smart Tip.
    image.png

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You must push the copied Smart Tip segment from the Draft stage or the Ready stage to the Production stage for it to appear on your application. For more information, see Push Whatfix content and widgets to Production.

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