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Self help Segmentation
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Self help Segmentation

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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,

  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. Select the checkboxes next to the content that you want to include in self help.
    select_content_checkbox.png

  8. Click Okay.
    click_okay_new_segment.png

  9. In the Set Rules section, using the drop-down menu set the visibility rules.
    set_visibility_rule1.png

  1. Click Save.
    click_save_segmentation.png
  2. Make the segment Active using the drop-down menu.
    active_segment.png
    Note
    By default, the newly created segment are inactive. You have to make them active for it to appear in the application.
  1. Click Yes in the pop-up to mark the segment active.
    click_yes_popup_segment_active.png
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