--- title: "Trigger a Smart Tip" slug: "trigger-a-smart-tip-1" updated: 2025-06-09T08:14:51Z published: 2025-06-09T08:14:51Z canonical: "support.whatfix.com/trigger-a-smart-tip-1" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.whatfix.com/llms.txt > Use this file to discover all available pages before exploring further. # Trigger a Smart Tip using a User action Whatfix enables you to add Triggers to a Smart Tip. Triggers help you provide contextual nudges to your end users. Select an element and add a User Action as a Trigger to show a Smart Tip to your users. Note: As a prerequisite, you need to [create a User Action](/studio/docs/user-action-condition-rule) before creating a Trigger. [Embedded content](https://player.vimeo.com/video/1090822531) Use the following steps to add a Trigger to a Smart Tip using a User Action: 1. Log in to the application where you want to create content, and then launch the **Whatfix Studio**. ![CLM_editor plug in2](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/CLM_editor%20plug%20in%282%29.png) 2. Under **CONTENT**, click **Smart-tip**. ![image.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/image-6NSSUQLX.png) 3. Enter a name for the **Smart tip Collection**. ![Add a smart-tip collection name ](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Smart-tips_Collection.png) Info: - A Smart Tip Collection is a group of Smart Tips created on the same page of an application. - The Smart Tip Collection name is solely for your reference and is not visible to the end user. 1. Click **Add Help Tip** to create a new Smart Tip. ![Add Help Tip ](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Smart-tips_HelpTip.png) 1. Select an element on the application to which you would like the Smart Tip to attach to. 2. Enter the purpose of the Smart tip. ![RB_EDT_ST_description](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/RB_EDT_ST_description.png) 3. In the **Configurations** tab, expand the **Interaction** dropdown, and under **Display smart-tip on** section, select when you want to display the Smart Tip. ![Smart_tipinteraction.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Smart_tipinteraction.png) 4. Expand **Appearance** and under the **Tooltip** section configure the following: - **Color**: Select a tooltip **Color** from the existing color picker or enter the hex code of the desired color. - **Close (X)**: Choose to show or hide the **X** icon on the tooltip by enabling or disabling the **Close (X)** toggle. - **Close (X) color**: Select the **Close (X) color** from the existing color picker or enter the hex code of the desired color. - **Title**: Select font size, color, and style of the Tool Tip Title. - **Description**: Select font size, color, and style of the Tool Tip text. ![ST_Appearance](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ST_Appearance.png) 1. Under the **Icon** section, select the **Type**, **Color**, and **Size** of the icon. ![ST_Iconlib](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/ST_Iconlib.png) Note: Whatfix enables you to add custom icons for Smart Tips. To add custom icons, see [Use custom icons for Smart Tips](/studio/docs/use-custom-icons-for-smart-tips). 1. Under the **Positioning** section, adjust the position of the Smart Tip. ![clm_smart tip_basic positioning](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_smart%20tip_basic%20positioning.png) 2. In the **Tooltip Position** section, choose the position of the tooltip. ![Clm_smart tip tool position](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Clm_smart%20tip%20tool%20position.png) 3. Go to the **Advanced Options** and then scroll down to the **Triggers** section. ![Select advanced options for smart-tips on Studio](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Smart-tips_AdvancedOptions.png) 4. Use the dropdown to select **Based on user action** option as a Trigger. ![Trigger smart-tips based on user actions ](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Smart-tips_Triggers_Based%20on%20user%20action.png) 5. Click **Select User Action**. ![Select user action for smart-tips](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Smart-tipTriggers_Based%20on%20user%20action_Select%20user%20action.png) 6. Select the User Action that needs to be performed to display the Smart Tip. ![clm_survey_choose user action](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/clm_survey_choose%20user%20action.png) 7. To add one more scenario click **Add scenario** and then add the User Action. ![Add scenario for smart-tip triggers ](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Smart-tipTriggers_AddScenario.png) 8. Click **Save Tip**. ![Save tip for smart-tip triggers ](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Studio_Smart-tipTriggers_SaveTip.png) Info: Upto 5 combination of Triggers can be added to a Smart Tip. ## Related - [How does User Action work on the CLM dashboard?](/does-user-action-go-through-stages-in-clm.md) - [User Actions as a Visibility Rule](/user-action-condition-rule.md) - [Trigger a Smart Tip based on User input](/trigger-a-smart-tip.md)