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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. 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

  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

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