Past Release Notes (2022-2023)

Last updated: January 10, 2024

• Group Default and Custom events (Event Grouping)

• Improved Survey creation process

• Change in UI: User Actions is now part of Events

• Whatfix Comments

• Translate content using XLIFF files

• Pop-up Visual Editor

Group Default and Custom events (Event grouping)

What is new?

Currently, if you want to understand the effectiveness of Self Help, you'd have to add all the required events, such as Flow started, Article viewed, and so on, in Trend Insights and view the data in the form of charts. You don't get to see a final result that shows the number of users who performed the combination of events.

To help you analyze a combination of events, Product Analytics introduces Event grouping, which enables you to group two or more Default (Whatfix-related events, such as Flow started, Pop-up shown) or Custom events (User Actions and events captured using API) into a single grouped-event. The events are grouped together with an OR condition, which means that it shows the total number of users who performed any of the events added as part of a group in the last 30 days.

Why does it matter to me?

It's not possible to recreate Guidance analytics metrics such as the effectiveness of Self Help in Trend Insights and analyze data for processes that can be completed either using Whatfix help content or User Actions. With Event grouping, you can now group both Default events and Custom events to analyze the above-mentioned metrics and much more. This reduces the time and effort taken to create an Insight and manually calculate the number of users who performed a combination of events.

How do I do this?

Event grouping does not require any additional configuration and is available for all Product Analytics customers. For more information, see Group Default and Custom events.

Improved Survey creation experience Change in UI: User Actions is now part of Events

What has changed?

The user interface for Survey creation has been improved, and it comes with new functionalities.

• Duplicate a Survey question:
The copy functionality enables you to duplicate the question with a single click.

• Rich text editor:
The Whatfix rich text editor enables you to format Survey questions using multiple options. It also helps link multimedia content.

Why does it matter to me?

There may be instances where you may need minor changes to an existing survey question. Previously, you had to manually create a new question. Now, you can save time by using the copy function.

The Rich text editor functionality during Survey creation enables you to format text and change the way a question is presented to your users, making it more visually appealing.

How do I do this?

No additional configuration is required to enable this functionality. For more information, see Copy a Survey question.

Change in UI: User Actions is now part of Events

What has changed?

User Actions in the navigation panel is now replaced with Events. The Events section contains User Actions and Event groups.

Why does it matter to me?

The change in design aims to unify User Actions (Custom events) and Whatfix-related events (Default events) under one umbrella, Events. When you go to the Events section, you'll find a comprehensive view of both User Actions and Event groups.

How do I do this?

No additional configuration is required. It is available on the Whatfix dashboard for all customers.

Whatfix Comments

What is new?

Whatfix Comments introduces a collaborative edge to your workflow by providing a platform for seamless communication directly on the Whatfix Dashboard and across web applications.

Why does it matter to me?

Whatfix Comments enables you to streamline collaboration. No more scattered communications or switching between applications. You can engage effortlessly with colleagues, share insights, and provide feedback directly on any application, boosting efficiency and team cohesion.

How do I do this?

To install Whatfix Comments, download the extension. For more information, see Whatfix Comments.

Translate content using XLIFF files

What is new?

Whatfix now supports the translation of all Whatfix content using the XLIFF 2.0 standard. XLIFF is a standard format for translation, widely adopted by translation tools and agencies.

Why does it matter to me?

XLIFF files maintain a well-defined structure and consolidate both the original text and its translations into a single file. This simplifies the data processing for translation tools and facilitates collaboration among translators.

How do I do this?

The XLIFF format of translation is available on all accounts by default. For more information, see Use XLIFF files for translation.

Pop-up Visual Editor

What is new?

The Pop-up Visual Editor enables you to design and customize Whatfix Pop-ups easily, eliminating the need for JSX code editing. With the Drag-and-Drop feature, content creators can resize Pop-ups, add or delete components, and add customizations directly in the UI.

Why does it matter to me?

Earlier, content creators faced many challenges while editing Pop-ups as advanced customizations required knowledge of JSX code.   This often led to dependency on Whatfix support or support pages for creating desired content. With the Pop-up Visual Editor, you can customize Pop-ups through a user-friendly Drag and Drop interface, eliminating the need for manual code edits.

How do I do this?

For more information on creating and editing a Pop-up using the Visual Editor, see

• Create a Pop-up

• Edit a Pop-up

• Insert an Image in a Pop-up

• Resize a Pop-up

• Trigger a Flow using a Pop-up

• Create a Carousel Pop-up

• Add Rich Text content inside a Pop-up

• Customize the Pop-up templates

• Remove a module from a Pop-up template

Last updated: October 11, 2023

• Exclude filters in Product Analytics

• Copy Insights

• Conditional Survey branching

• Get Qualitative analysis summary of Surveys

• Enable/Disable the Developer Mode to test Whatfix content

• Content Archival

• Compare Funnels

• Internationalization - Change language of the Whatfix platform

Exclude filters in Product Analytics

What is new?

Whatfix enables you to exclude specific filter values while analyzing data in Trends, Funnels, User Journeys, and Dashboards. Removing or excluding a filter helps you minimize noise from irrelevant information and focus only on the data that is required for analysis.

Why does it matter to me?

Sometimes, you may want to visualize only specific data with certain filter values. For example, you may want to visualize data from all countries except two countries. Without the exclude option, you have to manually select all the filter values and then deselect the values that you don't want to include in your analysis. This can be time-consuming and cumbersome. With the new capability to exclude filters, you can now select the Does not equal to condition and choose the filter values that you don't require for your analysis. This helps you focus only on the required data and fine-tune your results.

How do I do this?

For more information, see How can I exclude values from User Filters?

Copy Insights

What is new?

You can now copy existing Trend and Funnel Insights and User Journey and visualize these Insights with updated parameters.

Why does it matter to me?

You may need to create reports with the same events but for different geographies, departments, etc. Using the copy feature, you can now easily copy existing Insights to include your new changes and also save an existing Insight as a new Insight while editing.

How do I do this?

For more information, see

• Copy Trend Insights

• Copy Funnels

• Copy User Journeys

Conditional Survey branching

What is new?

Whatfix enables users to add conditions to their Survey questions, making Surveys more concise and clear. This means that users can create Surveys that are tailored to the specific needs of their audience and collect more accurate and relevant data.

Conditions can be used to display different follow-up questions based on the user's response. For example, if you ask a user whether they are experiencing difficulty with a specific function of your product and they respond "yes," you can display a follow-up question asking them to describe the problem in further detail.

Why does it matter to me?

Based on your end users' responses to one question, you can now decide which question should appear next using conditions. Depending on your use case, you can have different conditions for different questions.

How do I do this?

For more information, see

Create a Survey

Understand the Question Types and Conditions of Survey

Get Qualitative analysis summary for Surveys

What is new?

Whatfix's Qualitative analysis summary is an AI-generated report for Surveys based on end user responses. The AI generates positive and negative viewpoints after analyzing the Survey data.

Why does it matter to me?

Manually analyzing Survey data could take a long time. Organizations may find it cumbersome to categorize positive and negative feedback from Surveys and group it based on similarities. Using the Qualitative analysis summary feature, you can view a summary report that includes both positive and negative viewpoints based on the responses submitted by your end users.

How do I do this?

For more information, see Get Qualitative analysis summary for Surveys.

Enable/Disable the Developer Mode to test Whatfix content

What is new?

The Whatfix Developer extension can now coexist on the same browser/application as the Production extension and can be enabled or disabled easily.

Why does it matter to me?

Earlier, for content creators who had both extensions installed, previewing content through the Developer extension had to be done through the incognito mode since both extensions could not coexist in the same environment.

Now, however, the Developer Mode can be enabled or disabled easily, creating a more streamlined and user-friendly experience for content creators who want to test their content.

How do I do this?

For more information about the Developer Mode, see Use the Developer Mode to test Whatfix content.

Content Archival

What is new?

You can now move your unused and outdated content and widgets to the Archived section of the Dashboard. Previously, you had to keep such content and widgets in the Draft stage, which made it difficult to track relevant content. When the maximum number of widgets was reached on the Dashboard, you had to delete old content and that made it irretrievable. With Content Archival, you can move extra content and widgets to the Archived section, and restore them from the Archived section to the Draft stage whenever required.

Why does it matter to me?

Archiving content helps declutter the Dashboard and makes it easier for content creators to find relevant and up-to-date information. When you reach the maximum number of widgets on the Dashboard, you can archive your old widgets instead of deleting them. Archiving content and widgets ensures that you can restore them - an option that is not available when you delete them.

How do I do this?

For more information about Content Archival, see Content Archival and the FAQs for Content Archival.

Compare Funnels

What is new?

You can compare a Funnel across different time ranges to understand if product interventions made to improve the end-user experience has been effective.

Why does it matter to me?

Funnels help you understand how end users are progressing through a defined path in your application. This Insight helps you reduce friction in your application and improve the end-user experience. After making changes to improve your end users' flow in the application using this Insight, you may want to understand the ROI of Whatfix Digital Adoption Platform (DAP) or product interventions. With Funnel comparison, you can compare Funnel data before and after the changes are made and find out if the changes you've made are helping your end users complete a process effectively.

How do I do this?

For more information, see Compare Funnels.

Internationalization - Change language of the Whatfix platform

What is new?

As the Whatfix customer base grows globally, we want to provide our non-English speaking customers with a better user experience by enabling them to interact with the Whatfix platform in their preferred language.

Whatfix now supports Internationalization, which enables you to change the language of your Whatfix Dashboard. Content creators can experience content creation and management processes in German and English.

Why does it matter to me?

Improves the user experience for German content creators as they can now understand and navigate Whatfix easily.

How do I do this?

For more information, see Internationalization - change the language of the Dashboard.

Last updated: July 20, 2023

• CLM Support for Analytics

• User Action Verification

• QuickRead - Summarized Answers in Self Help

• Copy from Production

• Embed option in all the stages

• Verify Test Cases in Auto Testing

• New Survey Template- Create Quiz

• Survey Templates under Pop-up - deprecated

CLM Support for Analytics

What has changed?

Previously, it was not possible to filter and determine the specific stage to which content belongs, hindering accurate insights. The impact of content updates in one stage can impact the analysis of content in other stages. This further complicates the analysis process.

With the CLM Support for Analytics feature, Whatfix now enables you with the ability to filter analytics data based on stages so you can effectively examine and analyze data collected from each different stage.

Why does it matter to me?

The CLM-based filtering feature applies to all analytics dashboards, empowering you to gain valuable insights specific to each stage. You can filter data as per your requirements andoptimize your content management strategies accordingly.

How do I do this?

For more information, see Get Analytics Data across CLM Stages.

User Action Verification

What is new?

Have you ever wanted to understand if you've configured User Actions correctly on the application, if they have latched to the correct element or if there is already a User Action on the element? Whatfix's Product Analytics introduces User Action Verification that enables you to view and verify all the User Actions created on a page.

Why does it matter to me?

If User Actions are not created correctly, the data that you collect could be inaccurate. Currently, the only way to check if User Actions are working is by creating an Insight, which can be cumbersome. The Verification experience provides content creators the ability to validate User Actions contextually on the application where they're created and identify and fix any problems in real time. This improves the overall quality of the Analytics data generated for User Actions.

How do I do this?

For more information, see What is User Action Verification?

QuickRead - Summarized Answers in Self Help

What is new?

QuickRead is an AI capability powered by Whatfix that provides summarized answers to users' search queries within the Self Help widget. QuickRead uses Large Language Models (LLMs) on Whatfix content and aggregated content to generate responses to end users' queries. The responses provided by QuickRead include links, called References, that direct you to the source of information, wherever possible. End users can provide feedback by giving a thumbs up or a thumbs down based on the relevance of the response.

Why does it matter to me?

QuickRead provides several benefits for both Whatfix content creators and end users. QuickRead enables users of Whatfix to improve the quality of their content based on end-user feedback. It increases end-user adoption by providing relevant and concise answers to the end users' queries. The end users' search time is significantly reduced, improving their productivity.

How do I use this?

For more information, see QuickRead - Summarized Answers in Self Help.

Copy from Production

What has changed?

Previously, you could not copy content or widgets that are in the Production stage. Whatfix now enables you to copy content and widgets that are in the Production stage without having to move the content or widget out of the Production stage first. The copied content or widget is saved in the Draft stage of your Dashboard.

Why does it matter to me?

With the ability to copy content and widgets from Production, you no longer have the hassle of moving published content out of the Production stage and then moving it back.

How do I use this?

For more information, see Create a copy of Whatfix content or widgets.

Embed option in all the stages

What has changed?

Previously, the Embed option for Flows was only available in the Production stage. Only when you push a Flow to Production, you could embed it as a Slideshow, Live Tour, Video, etc.

With this release, the Embed option is available in all the stages. You can now embed Flows that are in the Draft and Ready stages.

Why does it matter to me?

In some cases, you may want to embed a Flow and test it before it is live. This is now possible with the embed option being available in the Draft and Ready stages. It enables you to add a Flow as a slideshow, article, or video even if the Flow is not in the Production stage.

How do I use this?

For more information, see Embed a Flow as Slideshow.

Verify Test Cases in Auto Testing

What has changed?

Previously, the Verify Test Cases feature replicated the workflow of the Flow as seen by the end user and ensured that the test case ran as expected without any failure or breakage. If the verification failed, you had to return to the test case and implement the necessary changes to successfully run the verification.

With the improved Verify Test Cases feature, Whatfix now gives you a studio view of the test case while verifying test cases. Verify Test cases enables you to check the verification status of each step, pause the verification process if there is a step failure, edit the test case, add input steps, and continue verification from the point at which it was paused.

Why does it matter to me?

The real-time view of this feature saves you time and effort as you can now detect, visualize, and rectify the problem in the test case during the testing phase. You can then re-verify from the first step to check for completion or continue verification from the point at which changes were made.

How do I do this?

For more information, see Verify a Test Case.

New Survey template - Create Quiz

What has changed?

Previously content creators could create NPS and Usability surveys. With this release, Whatfix gives you the ability to create a Quiz where you can ask your end users a list of questions. End users can choose to see the right answers once they have answered all the questions.

Why does it matter to me?

Use the Quiz feature to check the end user's knowledge and identify knowledge gaps. Based on the insights collected from the quiz, content creators can create DAP content to bridge the knowledge gap. Use Quizzes to teach, train, build, and test knowledge.

How do I do this?

For more information, see Create a Quiz.

Survey Templates under Pop-up - deprecated

What has changed?

Survey's are now a stand-alone feature. This means that you no longer need to use the survey templates in Pop-ups. These templates are now being removed.

Why does it matter to me?

You can now create Usability and NPS surveys right from the Studio and don't need to go through additional navigation to get to the templates in Pop ups. You can also view the Analytics for the Survey on the Dashboard.

How do I do this?

Usability and NPS surveys are available by default. For more information on how to use them, see Create a Usability Survey.

Last updated: April 12, 2023

• Summary Metrics for Funnels

• End-user feedback in Self Help

• Triggers for Smart Tips

• Flexible Positioning for Beacons and Smart Tips

• Share a Survey

• Edit Surveys on the Dashboard

• Behavioural Targeting in Product Analytics

• Use excel format for translation

• Download Survey report

• Minimize Survey Pop-up

Summary Metrics for Funnels

Whatfix now enables users to gain valuable insights from Funnels such as the average, and median time to complete the overall funnel, the largest drop-off point, and the slowest step without any additional configuration. This saves users from the manual effort required to calculate overall Funnel completion times.

For more information, see Understand Funnel Data.

End-user feedback in Self Help

Whatfix now enables content creators to enable end-user feedback within Self Help. Content creators can customize the feedback form to encourage end users to provide their feedback on the help content and the underlying application, and also configure email notifications to receive the feedback via email at a set frequency. They can also access the detailed feedback report in Self Help Guidance Analytics.

For more information, see End-user feedback in Self Help.

Triggers for Smart Tips

Whatfix now enables you to add Triggers to Smart Tips. With Triggers you can achieve the same functions as Smart Nudges. Triggers help you provide contextual nudges to your end users by adding User Actions or application attributes as conditions to display a Smart Tip. This means that you can show content based on the value of a user input or a user selection on a form.

For more information, see Trigger a Smart Tip using a User action.

Note:

This is a Beta feature. To enable the feature, contact support@whatfix.com.

Flexible Positioning for Beacons and Smart Tips

Positioning a Beacon and Smart Tip is now easier. The new Flexible Positioning provides you the ability to select between two different positionings depending on your use case.

In Basic Positioning, you can choose between the predefined positions.

In Advanced Positioning, you can adjust the Smart Tip or Beacon by pixel.

For more information, see Create Smart Tips.

Share a Survey

With the new Share a Survey capability, you can now share the Surveys via email to your end users or you can get the Survey URL or embed code, which can then be inserted anywhere as required. This helps you invoke Surveys contextually and get feedback from your users.

For more information, see Share a Survey.

Edit Surveys on the Dashboard

Whatfix now enables you to edit a Survey without having to recreate a new Survey. You can change questions, background color, text, etc. You can edit a Survey in the Draft and Ready stages.

For more information, see Edit a survey.

Behavioural Targeting in Product Analytics

Whatfix's Product Analytics enables you to track end users' actions on the application using User Actions, engagement with content or widgets, or attributes. Group your users into Cohorts based on the data collected, analyze their behavior, and target Whatfix content only to those groups. Using Cohorts as Visibility Rules to show content helps you act on the analysis in a targeted way and nudge your end users along the right path on the application.

Note:

This is a Beta feature. To enable the feature, contact support@whatfix.com.

For more information, see Add Cohorts as Visibility Rules.

Use excel format for translation

Whatfix now enables content creators to translate content using the excel format. You can download the excel format from the dashboard and then translate the content. Once the content is translated, you can upload the excel format back on the dashboard. You can also download select content from your dashboard for translation.

For more information, see

• Download and translate content using the Excel format.

• Download select content for translation using the excel format.

• Use excel format to upload translated content.

Download Survey report

You can now download Survey reports and analyze the responses given by your users. This enables you to share the Survey reports with the other stakeholders. Once the report is ready, you will receive an email that consists of a CSV file.

For more information, see Download Survey report.

Minimize Survey Pop-up

Would you like your end users to have the option of minimizing the Survey and taking it up later at their convenience? With the Minimize Survey Pop-up feature, your end users can minimize the Survey pop-up and defer from taking the Survey immediately.

For more information, see Create a Survey.

Last updated: January 11, 2023

• Flow Failure Insights

• Visualization for Branched Flows

• Multi-level Branch Creation

• Schedule Task Lists

• Display segment name as the title for the Task List

• User Actions based User Journey

• Cohort from Funnels

• Capture User Attributes

• Alternate URLs and Video Link support for content in Translation

• Bulk addition and deletion of content in Self Help

• One-click updates to the Edge Store extension on the Whatfix Dashboard

• Eye icon to verify credentials in Login Flows

• Self Help Widget behavior in Open State

• Publish Themes and Configurations independently

• Customizable Surveys and Survey Analytics

• Content Creation on Firefox Disabled

• Migration to MV3

Flow Failure Insights Visualization for Branched Flows

You can find a consolidated view of the Flow failure information on the Analytics dashboard. A default Trend Insight called Flow Failure Report serves as a one-stop solution to track all Flow failures.

Last updated: October 6, 2022

• New Widget - Launchers

• Best Practices for Self Help

• Always start a Flow from step 1

• Maximize steps in a Test Case

• Adoption Everywhere Discovery

• SCORM Multi-language support

• Cohorts

• Folders

• Audit Log Download on the Dashboard

• Captcha implementation for login

• Improved edit experience for Production content

• Maximize the Self Help Widget

• Content Feedback within Self Help

• Delete steps in a Test Case

• Move steps in a Test Case

• Advanced Filters and Export in Funnels

• Better organization of Events categories in Insights

• Survey Capability for Studio

• New Appearance rule for Smart Tips

New Widget - Launchers

Want to trigger Whatfix content or widget in a single click on a page? With Launchers, you can now create and place customizable buttons on the application through which you can trigger a Flow, Pop-up, Video, and Link. This helps you provide contextualized guidance to your end users.

Last updated: July 13, 2022

• Build custom Dashboards

• Create articles inside Self Help

• Configurable positioning for Smart Tips and Beacons

• Additional slides for Carousel Pop-up

• Carousel animation for Self Help

• PDF File upload capability

• NPS and Survey Capability

• Configure test settings universally for auto testing

• Change the default language for auto-translation

• Manage Extensions on the Whatfix Dashboard

• Flow failure notifications

• New Self Help Configuration options

• Preview mode repositioned

• Edit Smart Tips and Beacons during creation

• Upload Images from your Dashboard repository

Build custom Dashboards Create articles inside Self Help

Have you been wanting to create custom reports and Dashboards using Whatfix Analytics data without using any third-party applications? Whatfix now enables you to create your own custom Dashboards with contextual insights. You can create Dashboards based on your business needs, customize them, visualize your data and make data-driven decisions.

For more information, see Dashboards.

Create articles inside Self Help

You can now make Self Help more engaging by including rich text articles inside the widget. These articles open inside Self Help, saving your end users time as they don't have to browse through other applications to get the relevant info.

Last updated: April 6, 2022

• Insights & Advanced filters

• Upload Videos from your local drive

• Preview Test Cases

• Auto Translate Whatfix Content

• Pop-up Banner

• End-user Authentication

• Add Repository content to Task List

• Instant Feasibility Check for Custom Repositories

• Improve Test Case Creation Efficiency with Auto Recording

Insights & Advanced filters Upload Videos from your local drive

Whatfix provides out-of-the-box Analytics on the Dashboard catering to most of your data requirements. But what if you want to create a custom report to get more granular insights like Flow failure on the Chrome browser and the user for whom the Flow failed?

With Trend Insights in Whatfix, you can now transform all your queries into actionable Insights and create your own custom engagement reports.

For more information, see Trend Insights.

Upload Videos from your local drive

You can now upload videos from your local drive. You can either drag and drop the video or browse through your library and upload it. You can use this Video link in Whatfix content.

For more information, see Creating Video Link.

Preview Test Cases

Ever wished you could run a Test Case before putting them inside a Test Suite? With the new previewing options, you can now run a Test Case and check if it is running properly before putting it inside a Test Suite.

Auto Translate Whatfix Content

Want to translate content instantly without a translator or third-party tool? You can now Auto Translate Whatfix Content instantly in different languages without manual efforts.

For more information, see Auto Translate Whatfix Content.

Pop-up Banner

Make your Pop-ups less intrusive by choosing to display Pop-ups as banners. With Pop-up Banners, you can configure the position of the Pop-up segment on your application.

The feature is available only on the new Studio. For more information, see Whatfix Studio - A New Content Creation Experience.

End-user Authentication

Add an additional layer of security between the Whatfix platform and the end user. The End-user Authentication feature ensures that only after successful authentication, end users start seeing Whatfix content.

For more information, see End-user Authentication for Browser Extensions.

Add Repository content to Task List

Want to show Repository content to your end-users in Task List as well? Now, you can add Repository content to Task List.

For more information, see Adding Repository Content to Self Help or Task List.

Instant Feasibility Check for Custom Repositories

Feasibility check of your Custom Repository taking too much time? You can now instantly check the feasibility of your Custom Repository before integrating.

For more information, see Instant Feasibility Check for Custom Repositories.

Improve Test Case Creation Efficiency with Auto Recording

With Auto Recording Content Creators can now add user inputs and automate the Test Cases. This reduces the time taken to create a Test Case, thereby Resize a Pop-upreduce the time spent on setting up Auto Testing.

For an overview of the feature, see Auto Testing.