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Smart Tips Best Practices
  • 27 Feb 2024
  • 2 Minutes To Read
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Smart Tips Best Practices

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Article Summary

A Smart Tip must always be a part of a Smart Tip Collection

A Smart Tip, once created, must always be a part of a Smart Tip collection to get displayed on the page/application. For more information, see Add a Smart Tip to an existing Smart Tip collection.

Create one Smart Tip Collection per page

Whatfix displays only one Smart Tip collection per page at any given time. To show two or more Smart Tips on the same page, create them as a single collection.

Add Display Rules to individual Smart Tips

To ensure that the Smart Tip appears correctly on your page/application, add Display Rules to each individual Smart Tip within the collection. For more information on Display Rules, see Display Rules for Showing Smart Tips.

Make sure Tooltips don't hide any UI elements on the page

Position the Tooltips, so they don't hide any elements on your page. In certain cases, the Tooltip could inadvertently hide certain important UI.
Do not hide elements.png

Avoid unnecessary Tooltips

Avoid adding Tooltips for fields that are self-explanatory.
Unnecessary smart tip1.png

Add videos for better user engagement

Adding a video to your Tooltip is a great way to engage your newly signed-up users or explain a lengthy process. Videos can also be included within the onboarding pop-up. Add videos using the Rich Text Editor.

For more information, see Add a video to a Smart Tip.

Use Contrast Colors to make the Tooltip Stand-out

Use contrasting colors that make the Tooltip noticeable on your website/application. This is to ensure that the Tooltips are not lost on your interface.

For more information on contrast checking, see this contrast checker website that could help you decide.
Contrast color2

Author clear and concise content

Use simple words and sentences while creating Whatfix content. Keep the description in your Tooltip brief and to the point.
Description simple2

Place images within the Tooltip

Ensure that the images you insert in your content don't exceed the width of the tooltip or pop-up to avoid any distorted images. Exceeding 270 pixels introduces a scroll bar.
distorted image2

Ensure the Tooltips don’t hide any elements on your website/application

Position the Tooltips so that they don't hide any elements on your page. In certain cases, the Tooltip could inadvertently hide certain important UI leading to poor user adoption.
Reposition tooltip2

Choose an appropriate theme for the Tooltip

Choose the best available Tooltip theme to ensure the UI of the Tooltip matches your website/application’s UI.
bestpractices_tooltips

For more information on customizing tooltips, see Smart Tips Customization.


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