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How to copy a widget segment?

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Whatfix enables you to copy any widget segment in case you want to reuse certain configurations, but for a different segment of users. Segmentation helps you display content that is relevant to users on a particular page. For example, you can segment content in a self-help widget based on user roles and URL visibility rules so that admin users see a set of content that's different from other users. The rules you set determine to whom you want to display content.

Info:

For more information about segmentation, see What is Segmentation?

Use the following steps to copy any widget segment:

  1. On the Whatfix Guidance Dashboard, click Widgets.
    db_widgets

  2. Hover your cursor over the segment you want to copy, and then click the More icon.
    click_more_icon

  3. Click the Copy icon on the widget segment.
    click_copy_widgets

  • A copy of the Widget segment called Copy of {segment name} appears on the Dashboard.

  • Whatfix content and widgets can be copied in Draft, Ready, and Production stages.

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