Understand widget prioritization based on Advanced Visibility Rules

Consider that you're on the homepage of an e-commerce application. You click the Learn More button, which takes you to another page. On this page, there are two Pop-ups set to appear:

1. Feature Onboarding Pop-up: Introduces a new feature and is linked to an onboarding Flow. It's triggered using the Learn More button.

2. Limited-Time Offer Pop-up: Promotes a special offer. It appears when you visit the page.

Let’s see how Whatfix prioritizes these Pop-ups when you use Advanced Visibility Rules:

• Pop-ups linked to Whatfix content (such as Flows) have the highest priority.

• If both Pop-ups are triggered by Whatfix events, the one triggered by the User action is displayed.

• If both Pop-ups are triggered by User actions, the most recently modified one is displayed.

In this scenario, the Feature Onboarding Pop-up is linked to an onboarding Flow, which gives it the highest priority, and the Pop-up appears on the page.

Note

The same prioritization criteria apply for Surveys.

Consider that you've created two Launchers on your e-commerce website. The Launchers are triggered when users click the Become a Seller button on the homepage:

• Feedback Survey Launcher: Triggers a feedback Survey and is configured with three conditions.

• Onboarding Flow Launcher: Triggers an onboarding Flow and is configured with five conditions.

Let’s see how Whatfix prioritizes these Launchers when you use Advanced Visibility Rules:

• Launchers triggered by User actions have the highest priority.

• If both Launchers are triggered by User actions, the Launcher with more conditions is prioritized (when Multi-Segment Evaluation is disabled).

  Info

  When Multi-segment Evaluation is enabled and the maximum widget limit (50 Beacons, 50 Smart Tips, or 50 Launchers per page) on a page is exceeded, the most recently modified widget is displayed. For more information, see Multi-Segment Evaluation for widgets.

• If the number of conditions is the same, the most recently modified Launcher is prioritized.

In this scenario, both Launchers are triggered by User actions. Since the Onboarding Flow Launcher has more conditions than the Feedback Survey Launcher, it takes priority and is displayed.

Note

The same prioritization criteria apply for Smart Tips and Beacons.

Consider that you’ve configured two Self Help segments to appear on your CRM application. Both are triggered by the same User action, but they have different conditions:

• Self Help Guide: There are five conditions.

• FAQ Self Help: There are three conditions.

Let’s see how Whatfix prioritizes these Self Help segments when you use Advanced Visibility Rules:

• Self Help segments triggered by User actions have the highest priority.

• If both Self Help segments are triggered by User actions, the segment with more conditions is displayed.

• If the number of conditions is the same, the most recently modified segment is displayed.

In this scenario, the Self Help Guide segment takes the highest priority because it is triggered by User action and has more conditions, so it is displayed on the page.

Note

The same prioritization criteria apply to Task Lists.