Understand Advanced Visibility Rules

Aktualisiert am 16 Oct 2024
2 Minuten zu lesen

Drucken
Teilen
Dunkel

Licht
pdf

The content is currently unavailable in German. You are viewing the default English version.

Artikel-Zusammenfassung

Fanden Sie diese Zusammenfassung hilfreich?

Vielen Dank für Ihr Feedback

Your title goes here

The Advanced Visibility Rules are currently available only to selected customers and are supported only on Whatfix Web. For more information, contact support@whatfix.com.

For information about existing Visibility Rules, see Visibility and Display Rule Conditions.

Overview

Advanced Visibility Rules determine where, when, and to whom you display various Whatfix widgets, such as Self Help, Task List, Pop-ups, Launchers, Surveys, Beacons, and Smart Tips. These rules help you target specific user groups or contexts for showing relevant content. For example, configure Visibility Rules based on URL properties, other elements on the page, window variables, or attribute conditions.

Advanced Visibility Rules provides better control over the display of your Whatfix widgets. Compared to the old experience, it provides a more intuitive interface, expanded triggering options, and better support for advanced use cases. This enables you to create highly targeted and dynamic widget experiences. For a detailed comparison between Visibility Rules and Advanced Visibility Rules, see What has changed in Advanced Visibility Rules?

Your title goes here
Advanced Visibility Rules can only be used when configuring widgets at the segment level. Currently, Role Tags, Page Tags, Step display rules, and branching rules are still configured by the previous Visibility Rules, even after migrating to the Advanced Visibility Rules. This means that when configuring widgets at the step level, you still encounter the old rules rather than the new ones.
To know more about Advanced Visibility Rules, contact support@whatfix.com.

List of Advanced Visibility Rule conditions

The following table lists all the conditions used while configuring the Advanced Visibility Rules to segment widgets. These conditions determine when, where, and to whom Whatfix widgets are to be displayed on your application. Click each Advanced Visibility Rule condition for more information.

Advanced Visibility Rule Condition	Corresponding Previous Visibility Rule Condition	Description
Specific date range	Part of the When condition (available only for Popup, Survey, Beacon, and Task List)	Show widget from a specific date and time.
Something on the application	Other Element Is	Show widget based on the presence of a specific element on the page.
Users performing an action	User Action	Show widget based on the completion of a user action.
Events related to Whatfix content	-	Show widget based on callbacks from existing Whatfix content
URL	URL	Show widget on the entire specified URL.
Domain	URL Hostname	Show widget on a specific domain.
URL path	URL Path	Show widget on a specific section of a URL.
URL parameter	URL Parameter	Show widget based on parameters in the URL.
URL hash value	URL Hash	Show widget based on the hash value of the URL.
Page tags	Page Tag	Show widget based on page tags assigned to the page.
Enterprise Attributes	Enterprise Attributes	Segment content based on user roles, departments, geography, accounts, and more.
User Attributes	User Attribute	Segment content based on end-user information from your application.
Roles	Role Tag	Show different content to users with different roles.
Cohorts	Users	Show content to specific user groups based on certain use cases.

Configure a New Widget using Advanced Visibility Rules

Use the following steps to access Advanced Visibility Rules for any widget:

Your title goes here
The following steps show how to configure Advanced Visibility Rules for a Pop-up. This process is similar for all other widgets.

On the Whatfix Guidance dashboard, click Widgets.
Click Pop-ups.
Hover your cursor over the Pop-up segment you want to configure, and then click the Edit icon.