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Creating Smart Tips
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Creating Smart Tips

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Creating a smart tip 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

  1. On the Whatfix editor, click Smart Tips.

    click_smarttips.png

  2. Enter a name for the Smart Tip Collection. This information is for the creator's reference and is not visible to the end user.

  3. A Smart Tip Collection can include a group of tips on the same page. When there are multiple tips that you want to include on the same page, A collection ensures that you do not have to repeat configurations for each step.

    smarttips_name.png

  4. Click the + Tip button to create a new Smart Tip.

    plus_tip.png

  5. Select an element on the application that you would like the Smart Tip to point to.

    element_on_app.png

  6. Enter the description for the Smart Tip. You can also add a more detailed optional description (for eg. to specify the rules of an input field).
    enter_desc_smarttips.png

    Note
    Click Add Tip and repeat steps 4 and 5 to add more Smart tips.
  7. After all the Smart Tips are created, click Maximize on the editor.

    smarttip_maximize.png

  8. Click the Save button. 
    smarttip_save.png

Step 2: Configure the Segment for the Smart Tip.

  1. Navigate to the Whatfix dashboard.

    gotoDashboard%20%281%29.png

  2. Click Widgets.

    widgets.png

  3. Navigate to Smart Tips.

    hover_smarttips.png

  4. Click New Segment.

    smarttips_new_seg.png

  5. Set up your visibility rules.

    set_visibility_rule.png

  6. Add the collection that you created above.

    add_smarttip_collection.png

  7. Click Save and activate the segment.

    smarttips_save.png

    Note
    • Position the Smart Tip after carefully so that no other important information or element is hidden.
    • To create a sequence of Smart Tips, all the tips must be on the same page. If Smart Tips are to be used for multiple pages, separate Flows need to be created for each individual page.
    • A Smart Tip Collection is a group of tips on the same page.
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