Create Smart Tips
  • 02 Feb 2023
  • 2 Minutes To Read
  • Dark
  • PDF

Create Smart Tips

  • Dark
  • PDF

Smart Tip creation is a two-step process:

Step 1: Create the Smart Tip

Step 2: Configure the segment for the Smart Tip

Step 1: Create the Smart Tip

Use the following steps to create a Smart Tip Collection,

  1. Log in to the application where you want to create content, and then launch the Whatfix Studio.
    CLM_editor plug in2

  2. Click Smart-tip.
    Studio_smart tips

  3. 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 (Creator's) reference and is not visible to the end user.
  1. Click the + Add Help Tip button to create a new Smart Tip.

  1. Click the + Add Help Tip button to create a new Smart Tip.
    Studio_ST_help tip

In case you want to create a Validation Tip, click the dropdown, and then click + Add validation tip.

  1. Select an element on the application to which you would like the Smart Tip to point.
your title goes here

If the default style of your Smart Tips is the "i" icon, then once you start selecting the element to place the Smart Tip, your cursor changes to an "i" icon to help you place the Smart Tip to the desired position.

  1. Enter the purpose of the Smart tip.
  • You can also add a more detailed optional description for the step action (for example, to specify the rules of an input field).
  • You can also change how the Smart Tip gets displayed on your application.
    Studio_st_display smart tip
  1. Using the navigation arrows, adjust the position of the Smart Tip.

  2. Click Save Tip.


To add more Smart Tips, click + Add Help Tip on the Studio , and then repeat steps 5 to 8.

  1. After all the Smart Tips are created, on the Studio , click the Save Tip button.

  2. On the confirmation pop-up, click Okay.
    Studio_st_save tip

  • Once you create the Smart Tip collection, a segment is auto-created on your Whatfix Dashboard.
  • You can choose to preview or edit the Smart Tip Collection using the confirmation pop-up.

You can edit a Smart Tip inside a collection during the Smart Tip creation process. For more information, see Edit Smart Tips.

Step 2: Configure the Segment for the Smart Tip


If your account is Smart Context enabled, then Whatfix auto-configures the Visibility Rules. In this case, you just need to activate the segment, as shown in Step 8.

  1. On the Whatfix Dashboard, hover your cursor on the left panel, and then click Widgets.

  2. Hover the cursor over the Smart Tip segment you want to configure, and then click the Edit icon.


The segment name is the Smart Tip collection name.

  1. Expand the Set Visibility Rules section and set up your visibility rules that determine the display of the Smart Tip collection.
    Studio_st_set visibility rules

For more information on Visibility Rules, see Visibility and Display Rules Conditions.

  1. Add the collection that you created above.
    Studio_st_add to collection

  2. Click Save.

  3. Once you have configured the Smart Tip segment, select the segment using the checkbox, and then click Send to Ready.

  4. Navigate to the Ready stage, and then click the Send to Production button.

  • Position the Smart Tip carefully so that no other important information or element is hidden.
  • Whatfix evaluates only one Smart Tips 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.
  • If Smart Tips are to be used for multiple pages, separate segments need to be created for each individual page.

Was this article helpful?

Changing your password will log you out immediately. Use the new password to log back in.
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.