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What is Segmentation?
  • 08 Sep 2022
  • 2 Minutes To Read
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What is Segmentation?

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  • PDF

Segmentation helps you display Flows that are relevant to users on a particular page. Segmentation, as the name implies,  provides a way of targeting Flows to specific users - using widgets like Self-help and Task list. Segments can be defined through various conditions and rules. For example, a segment can be built to filter your Flows as per user login, URL, elements on the screen, and/or a mix of several criteria.

Using Segments

Segments may be used to display Flows based on any or all of the following:

  • A particular group of users logins
  • Current tab the user is in
  • Visual elements on the page
  • Any variable you define

For example, if your page has two different tabs: Leads and Contacts, using segments, you can display different Flows depending on which tab the user navigates to.

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Creating Segments

Segments can be created through a simple selection of Flows and visibility rules inside your Whatfix editor. To segment Flows, manually select all the necessary Flows to display on a page. Segmentation can be performed using tags as well. Tags can be as simple as a user group or the page/module name. Segmentation of Flows can be using single or multiple tags.

Whatfix performs segmentation on the basis of visual elements on your application. Whatfix displays Flows on elements present (or absent) in the web application.

Perform Segmentation

Use the following steps to segment content,

  1. Navigate to the Whatfix Dashboard.
    Goto_dashboard

  2. In the left panel, click Widgets.
    RB_DB_Click widgets(2)

  3. Select the widget you want to segment.
    RB_DB_clickSH

  4. Click New Segment.
    The visibility rules for Segmentation can be set based on three elements of your application.

Segmentation Based On Description
URL Allows you to organize the Flows as per the contents on your URL.
Elements on the page Lets you provide your own CSS selector identifier for the element.
Window Variable Lets you identify the page using the value of a particular Javascript global variable. Example: If you want to check window.user.role='admin'

For more details on the conditional elements, see Visibility and Display Rule Conditions.


Add Content

Whatfix enables you to choose Flows individually to be added in a Self Help or Task List segment. To add Flows, use the Select option while creating the segment and select the Flows to be displayed.

your title goes here

Display all Flows in that particular segment or you can select them on specific tags you have created. See, Adding content to widgets using tags

your title goes here

You can by default create a maximum of 75 segments in each widget. In case you reach the maximum, you will see Error: Maximum number of segments reached. The link explains how you can increase the maximum


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