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What has changed in Advanced Visibility Rules?
  • 26 Feb 2025
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What has changed in Advanced Visibility Rules?

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Artikel-Zusammenfassung

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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.

Consider a scenario where you need to trigger a Pop-up during the execution of a Flow or based on the value of an element within the underlying application. Until now, you have achieved such configurations only through Advanced customizations.

With Advanced Visibility Rules, Whatfix enables you to configure the rules for displaying Whatfix content based on content events such as Flow Start, Pop-up closed, and more. Set up rules to display Whatfix widgets based on the data or elements present in the underlying application, as well as specific user roles.

Note

  • Advanced Visibility Rules are currently available for configuring widgets at the segment level. However, Role Tags, Page Tags, Step Display Rules, and Branching Rules are still configured using the existing Visibility Rules, even after upgrading to Advanced Visibility Rules. Eventually, Advanced Visibility Rules will support these configurations as well.

  • To know more about Advanced Visibility Rules, contact support@whatfix.com.

Why switch to Advanced Visibility Rules?

Features

Advanced Visibility Rules

Existing Visibility Rules

Triggers for widget display

Show widgets based on an extensive list of triggers such as:

  • Other Whatfix content.

  • Data or elements present in the base application.

  • Items such as cookies, local storage, and more.

Existing Visibility rules offer limited triggers.

Ease of use

Advanced Visibility Rules have intuitive conditions with easier terminology and descriptions in a dedicated section.

Existing Visibility rules have complex terminology, which is not user friendly.

User segmentation

Separate the Who section to segment content for user groups based on several conditions.

No dedicated section for user segmentation.

Advanced use cases

Advanced use cases are easily achievable using Advanced Visibility Rules. For example, multiple content is linked using the Events related to Whatfix content rule as compared to using AC code earlier.

Limited opportunities to implement advanced use cases. Content creators need to configure AC code to achieve them.

How do the Advanced Visibility Rules differ from the existing Visibility Rules?

Criteria

Advanced Visibility Rules

Existing Visibility Rules

Widget evaluation

Evaluation of widgets is based on immediate conditions (Instant Action) or specific events or user actions (Scheduled Action). For more information, see Understand how content is shown based on Advanced Visibility Rules.

Evaluation happens based on page load or tag change.

Widget prioritization

Widgets are prioritized dynamically based on multiple factors such as widgets linked to Whatfix events, User actions, number of conditions, and the most recent modification time. For more information on widget prioritization, see Understand the Prioritization Criteria in Advanced Visibility Rules.

Widgets are prioritized in a static manner, based on set conditions. The most recently modified widget appears first.

Dynamic widget visibility

Widget visibility is continuously monitored, enabling dynamic display even after the page loads. Widgets automatically appear, disappear, or are replaced based on real-time conditions without page refreshes. For more information, see Understand Widget Behavior with Advanced Visibility Rules.

Widgets are evaluated after the page loads or when page tags change. Only one widget is displayed on the page.

Note

To use Advanced Visibility Rules on existing widgets, you need to upgrade to Advanced Visibility Rules. For more information, see Upgrade your widgets from existing Visibility Rules to Advanced Visibility Rules.


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