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Creating a Self Help segment
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Creating a Self Help segment

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You can filter the Flows that show up inside the Self Help widget by creating different segments.

To create a Self Help segment,

  1. Navigate to the Whatfix Dashboard.
    dashboard.png
  2. Click Widgets.
    widgets1.png
  3. Click the Self Help tile.
    Self help(1)
  4. Click New Segment.
    new_segment1.png
  5. Enter the segment name.
  6. In the Add Content section, click Select.
    click_select.png
  7. Using the checkboxes select the content that you want to add in Self Help.
    select_content_checkbox.png
  8. Or, use the Select By Tags option to add contents using Tags. See, Adding content to Widgets using Tags.
    select-by-tags-option-widget
  9. After adding the content, click Okay.
    click_okay_new_segment.png
  10. In the Set Rules section, using the drop-down menu set the visibility rules.
    set_visibility_rule1.png
Note
  • See Visibility and Display Rule Conditions for more information on the different conditions that can be used in Visibility Rules.
  • Use the Plus icon to add more conditions, if necessary.
  • If you use role tags as a visibility rule in the Self Help, it overrides any role based tags attached to the content added in the Self Help.
  1. Click Save.
    click_save_segmentation.png
  2. Make the segment Active using the drop-down menu. By default, the newly created segment is marked inactive.
    active_segment.png
  3. Click Yes in the pop-up to mark the segment active.
    click_yes_popup_segment_active.png
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