Read the following article for answers to common questions about the Unified Content Experience, including what has changed, how Visibility Rules work, and what to expect after migration.
What is the Unified Content Experience?
The Unified Content Experience is a foundational update to how Smart Tips, Beacons, Launchers, and Blockers are managed in Whatfix. Previously, content and its associated widget existed as two separate entities—each with its own page and publishing actions. With this update, they are merged into a single entity managed entirely from the Content page.
You can now view, edit, configure visibility rules, publish, archive, and delete your content—all from one place, without switching between the Content and Widgets pages.
For more information, see Unified Content Experience.
Which content types are affected by this change?
The Unified Content Experience affects the following content types:
Smart Tips
Beacons
Launchers
Blockers
Note:
Popups, Surveys, Self Help, and Task Lists remain in the Widgets section and are managed the same way as before.
Do I need to do anything after my account is migrated?
For most content, migration is automatic, and no action is needed. However, some content may require your attention if:
The content and its Visibility Rules are in different stages (for example, content is in Production but Visibility Rules are in Draft)
A single content item has multiple Visibility Rule sets associated with it
In such scenarios, a warning appears in the Collection Visibility tab for the affected content in content edit window. You need to review and resolve these manually.
For more information, see Resolving Content and Visibility Rule Stage Mismatches After Migration.
I see a warning message in the Collection Visibility tab. What do I do?
A warning in the Collection Visibility tab means the content and its Visibility Rules are in different stages or that the content has multiple Visibility Rule sets that need to be merged. This requires a judgment call from you to decide the right stage for your content and which visibility rules to retain.
For more information, see Resolving Content and Visibility Rule Stage Mismatches After Migration.
Where do I manage Visibility Rules now?
This depends on the level of Visibility Rules you are managing:
Collection Visibility: applies to the entire collection (the whole Smart Tip, Beacon, Launcher, or Blocker). This was previously managed from the Widgets section and was called Visibility Rules. It is now on the Content page under the Collection Visibility tab.
Step-level Visibility Rules: applies to individual steps within a collection. These are still configured in Whatfix Studio when you create and select a UI element. Nothing has changed here.
Note:
Popups, Surveys, Self Help, and Task Lists are unaffected; their Visibility Rules remain in the Widgets section.
Did my existing Visibility Rules change after migration?
No. All existing Visibility Rule configurations, including Who, When, and Where conditions are carried over automatically during migration. Nothing is modified, removed, or reset.
What has changed?
Collection-level Visibility Rules (previously in the Widgets section) are now on the Content page under the Collection Visibility tab. Step-level rules in Whatfix Studio remain unchanged.
Do I still need to set Visibility Rules in Whatfix Studio after migration?
Yes. There are two separate levels of Visibility Rules, and both still apply after migration:
Collection Visibility controls whether the entire collection appears on your application.
Step-level rules in Whatfix Studio control whether individual steps within that collection are shown. Both levels of Visibility Rules must be defined for a content to appear to your end users.
Why don’t I see the Widgets section for some content?
The Widgets section exists, but Smart Tips, Beacons, Launchers, and Blockers are no longer managed from this page. They have been moved to the Content page.
The Widgets section enables you to configure Visibility Rules only for Popups, Surveys, Self Help, and Task Lists. These continue to be managed from the Widgets section.
How are Publish, Archive, and Delete actions impacted?
Publish, Archive, and Delete actions are now managed entirely from the Content page. Previously, you needed to publish, archive, or delete the content and the widget separately — often switching between tabs and confirming multiple times.
With the Unified Content Experience, publishing the content also publishes its Collection Visibility rules. There is no longer a separate widget dependency.
Is the Unified Content Experience available to all users?
The Unified Content Experience is currently available as a Beta feature. It is not enabled by default. To enable it, contact support@whatfix.com.
Note:
If your account has already been migrated, Smart Tips, Beacons, Launchers, and Blockers appear only in the Content section on both the Whatfix Dashboard and Studio — not in the Widgets section.