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Edit Smart Tips

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Note:

  • Whatfix evaluates only one Smart Tip Collection per page at any given time. To show two or more Smart Tips on the same page, create them as part of a single Collection.

  • Whatfix also enables you to display multiple Smart Tip Collections on the same page. To enable this feature, contact support@whatfix.com.

Whatfix enables you to edit Smart Tips inside a collection both during creation and after creation, and perform the following changes:

  • Change its position

  • Edit its purpose

  • Update the description

  • Delete a Smart Tip from the collection

Expand the following accordions for more details:

During Smart Tip creation

Use the following steps to edit Smart Tips inside a collection during Smart Tip creation:

  1. On Whatfix Studio, click the Smart Tip you want to edit.
    Studio_edit

  2. Make changes to the Smart Tip and then click Save Tip.
    Edit_Smarttip_Studio.png

After Smart Tip creation: Using Whatfix Guidance Dashboard

Use the following steps to edit Smart Tips inside a collection after Smart Tip creation:

  1. On the Whatfix Guidance dashboard, click Content.
    ia_left_nav_content

  2. Click Smart-tips.
    ia_left%20nav_smart%20tips

  3. Hover your cursor over the Smart Tip collection you want to edit, and then click the Edit icon.
    CLM_DB_SmartTip_Edit_icon

  1. Go to the Smart Tip you want to edit and then click anywhere on the card to open edit mode.
    Dashboard_smart_tip_edit

  2. Make changes to the Smart Tip and then click Save.
    DB_Smart_Tip_edit_icon

  3. Click Save to save the Smart Tip collection.
    smart_tip_edit_save_dashboard

After Smart Tip creation: Using Launch live edit

Use the following steps to edit Smart Tips using Launch live edit:

  1. On the Whatfix Guidance dashboard, click Content.
    ia_left_nav_content

  2. Click Smart-tips.
    ia_left%20nav_smart%20tips

  3. Hover your cursor over the Smart Tip collection you want to edit, and then click the Edit icon.
    CLM_DB_SmartTip_Edit_icon

  1. Click Launch live edit.
    DB_SmartTip_edit_icon

  2. Once the Studio launches on the application, click the Smart Tip you want to edit.
    Studio_smart_tips_DB

  3. Make changes to the Smart Tip and then click Save Tip.
    Edit_Smarttip_Studio.png

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