Upgrade your widgets from existing Visibility Rules to the new Visibility Rules experience

The new Visibility Rules experience help you control where, when, and to whom you display Whatfix widgets. These rules provide more flexibility and precision compared to the old Visibility Rules.
For more information, see Understand the New Visibility Rules experience.

When you enable the new Visibility Rules experience for your account, the new rules apply to all new widgets that you create. However, existing widgets still show the old rules. To use the new Visibility Rules on existing widgets, you need to upgrade them to the new Rules.

Note

Upgrade feature is a Beta feature and can be enabled by contacting support@whatfix.com.

Prerequisites for enabling the Upgrade feature:

The new Visibility Rules experience must be enabled for your account to access the Upgrade feature.

Why would you want to switch to the new Visibility Rules experience?

The new Visibility Rules enable you to:

• Display widgets based on a wide range of triggers, such as other Whatfix content, application data, elements, and more.

• Navigate and configure rules easily using an intuitive interface with clear terminology and organized sections.

• Segment content for various user groups through a dedicated Who section.

• Implement advanced use cases without requiring Advanced Customization code.

For more information, see What has changed in the New Visibility Rules experience?

How to upgrade your widgets to the new Visibility Rules experience?

Use the following steps to upgrade your existing widgets to the new Visibility Rules experience :

Note

The following steps show how to upgrade to the new Visibility Rules experience for a Pop-up. The process is similar for all other widgets.

4. Click Set Visibility Rules.
   

5. On the Upgrade available banner, click Upgrade Now.

6. On the Upgrade to New Visibility Rules popup, click Upgrade.

   Note

   When you click Upgrade, all existing visibility rules are copied to the new Visibility Rules.

   

7. After the upgrade, go to Set Visibility Rules and add any additional new Visibility Rules as required.
   

   Info

   After the upgrade, a secondary popup appears to enable continuous evaluation. This enables content creators to use the new Visibility Rules, where widgets dynamically appear, disappear, or change based on real-time conditions after the page loads. For example, a Pop-up might appear when a specific element is present on the page and disappear when that element is removed or hidden.

   
   Only enable Set to continuous evaluation if you need your widget to dynamically appear or disappear based on changes in your application. If you are using AC code for your widget’s visibility rules, it’s recommended to check with the Whatfix team before making this change.

   Note

   Once you switch to continuous evaluation, you cannot undo it unless you revert to a previous version of the segment where the old rules were applied.

   Use the following steps to revert your widget to a previous version:

   1. On the Whatfix Guidance dashboard, click Widgets.
      

   2. Click All widgets.
      

   3. Go to the widget that you want to restore to a previous version, and then click the desired version number.
      

   4. Click Restore.
      
      The older version gets restored.

8. Click Save.
   

9. Save the widget.

   Note

   • If the widget is not saved after the upgrade, you need to repeat the upgrade using the above-mentioned steps.

   • If you edit a widget's title, content, or any existing conditions before an upgrade, the upgrade uses the updated conditions.

10. Preview the widget using Preview mode and then push the widget to Production.

    Note

    • This upgrade applies only to the current widget segment. If you need to upgrade other widget segments, you must do it individually.

    • Before pushing the widget to production, Preview them to ensure it appears correctly.