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Trigger a Smart Tip based on User input
  • 08 Oct 2024
  • 4 Minutes To Read
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Contents

Trigger a Smart Tip based on User input

  • Updated On 08 Oct 2024
  • 4 Minutes To Read
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  • Dark
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Article summary

Whatfix enables you to add Triggers to the Smart Tips. Use Triggers to provide contextual nudges to your end users based on some criteria on the underlying application. Select the element and set the conditions based on the text, number, and date fields that are fetched from the underlying application to show a Smart Tip to your users.
For example, add text as a condition to show a Smart Tip only when that text is present on the application.

Use Cases

Show a Smart Tip only on a Specific day

You might have a Smart Tip with the information that needs to be shown only on a particular day. In this case, set the date as a Trigger condition and add the date on which the Smart tip should appear.

Show a Smart Tip only when a particular text is selected

There might be instances when a user should fill a field in a form based on the options they select from a dropdown. In this case, you might want to show a Smart Tip only when a user selects a particular option from the dropdown. This can be achieved by using text condition as a Trigger, where you add the text and show a Smart Tip based on the text the user selects on the page.

Use the following steps to add a Trigger to a Smart Tip:

  1. Log in to the application where you want to create content, and then launch the Whatfix Studio.
    CLM_editor plug in2
  2. Under WIDGETS, click Smart-tip.
    clm_studio_smart tip1
  3. Enter a name for the Smart tip Collection.
    Smart_tip_Name
Info
  • A Smart Tip Collection is a group of Smart Tips created on the same page of an application.
  • The Smart Tip Collection name is solely for your (Creator's) reference and is not visible to the end user.
  1. Click + Add Help Tip to create a new Smart Tip.
    Click_Addhelptip

  1. Select an element on the application to which you would like the Smart Tip to point.

  2. Enter the purpose of the Smart tip.
    RB_EDT_ST_description

  3. In the CONFIGURATIONS tab, expand the Interaction dropdown, and then in the Display smart-tip on section select when you want to display the Smart Tip.
    Smart_tipinteraction.png

  4. Expand Appearance, under the Tooltip section, make the following configurations:

  • Color: Select a tooltip Color from the existing color picker or enter the hex code of the desired color.
  • Close (X): Choose to show or hide the X icon on the tooltip by enabling or disabling the Close (X) toggle.
  • Close (X) color: Select the Close (X) color from the existing color picker or enter the hex code of the desired color.
  • Title: Select font size, color, and style of the Tool Tip Title.
  • Description: Select font size, color, and style of the Tool Tip text.
    ST_Appearance
  1. Under the Icon section, select the Type, Color, and Size of the icon.
    ST_Iconlib
your title goes here

Whatfix enables you to add custom icons for Smart Tips. To add custom icons, see Use custom icons for Smart Tips.

  1. Under the Positioning section, adjust the position of the Smart Tip.
    clm_smart tip_basic positioning
your title goes here

The following are the two different positioning modes available:

  • In the Basic Positioning mode, choose among the four available positions.
    clm_smart tip_basic positioning

  • In the Advanced Positioning mode, make micro adjustments to the position of the Smart Tip. Either use the navigational arrows or enter the value in the Movement on key click(px) dropdown to change the position by pixels.
    clm_smart tip_advanced positioning

  1. In the Tooltip Position section, choose the position of the tooltip.
    Clm_smart tip tool position

  2. Go to the ADVANCED OPTIONS and then scroll down to the Triggers section.
    image.png

  3. In the Triggers section, select Based on the property.
    clm_smart tip_trigger_based on property

  4. Click Select element to create a condition.
    clm_survey_select element to create a condition

  5. Click the desired element to which you want to add the Trigger.

  6. Once you select the element, use the Element Preview icon to preview the selected element.
    Element_preview_icon.png

your title goes here

Use the Reselect element icon to reselect the element.
Element_reselect_icon.png

  1. Using the dropdown, select the Data type of the trigger.
    clm_smart tip_data type

There are 3 different Data types that can be added as a condition to trigger a Smart Tip,

Add Date condition as a Trigger

  1. Select the Data type as Date.
    clm_smart tip_data type_date

  2. Choose a Date Format.
    clm_st_date format

  3. Under the If date is section, choose the condition you want to set.
    clm_smart tip_operators

  4. Add a date specific to your use case.
    clm_smart tip_set the date

  5. To add additional rules, click + Add Rule, and then add the dates.
    clm_smart tip_data_add rule

  6. Click Save Tip.
    clm_survey_save tip1

Add Text condition as a Trigger

  1. Select the Data type as Text.
    clm_smart tip_trigger_text

  2. Under the If text is section, choose the operator you want to set.
    clm_smart tip_trigger_operators

  3. Enter the Text in the text box.
    clm_smart tip_trigger_enter text

  4. To add additional rules, click + Add Rule, and then repeat steps 15 to 17.
    clm_smart tip_data_add rule

  5. Click Save Tip.
    clm_survey_save tip1

Add Number condition as a Trigger

  1. Select the Data type as Number.
    clm_smart tip_trigger_number

  2. Under the If number is section, choose the operator you want to set.
    clm_smart tip_trigger_number operator

  3. Enter a Number in the text box.
    clm_smart tip_trigger_trigger number

  4. To add additional rules, click + Add Rule, and then repeat steps 15 to 17.
    clm_smart tip_data_add rule

  5. Click Save Tip.
    clm_survey_save tip1

your title goes here

  • To add additional Scenarios, click +Add scenario.
    clm_survey_add scenario1

  • Upto 5 combination of Triggers can be added to a Smart Tip.

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