Note:
Display Rules are now available as New Visibility Rules and Element Precision Rules in Studio.
Advanced Visibility Rules enable you to control where, when, and to whom a content is displayed. Whatfix enables you to configure Visibility Rules using Studio and Dashboard at the content level. When yNew Visibility Rules for content in Studioou configure Visibility Rules at the content level, the rules apply only to that specific content. It enables you to create a more personalized and dynamic experience for each segment.
Expand the following accordions to learn more about New Visibility Rules for each content.
New Visibility Rules for Flow steps in Studio
The following table lists all the conditions used while configuring the Visibility Rules for Flow steps. These conditions determine when, where, and to whom Flow steps are to be displayed on your application.
Clause | Visibility Rule Condition | Corresponding Previous Display Rule Condition | Description |
|---|---|---|---|
When does the step start appearing? | Specific date range | NA | Show the Flow step if the current date and time fall within the specified range. |
Something on the application | Show the Flow step based on the presence of a specific Element, Local storage value, Window variable, Session storage value, Cookie value, or Custom variable on the page. | ||
Where does the step appear? | URL | Show the Flow step when the current page URL matches the specified URL. | |
Domain | Show the Flow step when the domain of the current page matches the configured domain. | ||
URL path | Show the Flow step when the path of the current page URL matches the specified path. | ||
URL parameter | Show the Flow step when the current page URL matches specified parameter(s). | ||
URL hash value |
Show the Flow step if the hash value in the URL matches the specified value. | ||
Page tags | NA | Show the Flow step if the page has matching page tags. | |
Who does the step appear to? | Enterprise Attributes | Segment the Flow step based on user roles, departments, geography, accounts, and more. | |
User Attributes | Segment the Flow step based on end-user information from your application. | ||
Cohorts
| NA | Show the Flow step to specific user groups based on certain use cases. | |
Salesforce Objects
| NA | Salesforce Lightning objects are properties that help Whatfix serve relevant content to Salesforce Lightning users based on existing Salesforce Lightning properties that help identify different users. Using Salesforce Lightning objects helps you to show relevant content to your users. |
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Use the following steps to configure Visibility Rules for Flow steps using Studio:
Step 1: Create a Flow. For more information, see Create a Flow.
Step 2: Configure the Visibility Rules.
On the Whatfix Studio, click Visibility Rules.
On the Visibility Rules page, set the following conditions:
Once you have added all the required Visibility Rules, click Save Step.
New Visibility Rules for Smart Tips in Studio
Note:
Display Rules are now available as New Visibility Rules and Element Precision Rules in Studio.
New Visibility Rules enable you to control where, when, and to whom a Smart Tip is displayed. Whatfix enables you to configure the new Visibility Rules using Studio at the Smart Tip level. When you configure the new Visibility Rules in Studio, the rules apply only to that specific Smart Tip. It enables you to create a more personalized and dynamic experience for each Smart Tip.
The following table lists all the conditions used while configuring the Visibility Rules for Smart Tips. These conditions determine when, where, and to whom Smart Tips are to be displayed on your application.
Clause | Visibility Rule Condition | Corresponding Previous Display Rule Condition | Description |
|---|---|---|---|
When does the smart tip start appearing? | Specific date range | NA | Show the Smart Tip if the current date and time fall within the specified range. |
Something on the application | Other Element on Page | Show the Smart Tip based on the presence of a specific element on the page. | |
User performing an action | Based on user action | Previously available under Smart-tip Triggers, User performing an action rule enables you to show a Smart-tip when end users interact with a specific element on your application. | |
Where does the smart tip appear? | URL | URL | Show the Smart Tip when the current page URL matches the specified URL. |
Domain | URL Hostname | Show the Smart Tip when the domain of the current page matches the configured domain. | |
URL path | URL Path | Show the Smart Tip when the path of the current page URL matches the specified path. | |
URL parameter | URL Parameter | Show the Smart Tip when the current page URL matches specified URL parameter(s). | |
URL hash value | URL Hash | Show the Smart Tip if the hash value in the URL matches the specified value. | |
Page tags | NA | Show the Smart Tip if the page has matching page tags. | |
Who does the smart tip appear to? | Enterprise Attributes | Enterprise Attribute | Segment the Smart Tip based on user roles, departments, geography, accounts, and more. |
User Attributes | User Attribute | Segment the Smart Tip based on end-user information from your application. | |
Cohorts
| NA | Show the Smart Tip to specific user groups based on certain use cases. | |
Salesforce Objects
| NA | Salesforce Lightning objects are properties that help Whatfix serve relevant content to Salesforce Lightning users based on existing Salesforce Lightning properties that help identify different users. Using Salesforce Lightning objects helps you to show relevant content to your users. |
Use the following steps to configure Visibility Rules for Smart Tips using Studio:
On the Whatfix Studio, click Visibility Rules.
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On the Visibility Rules page, set the following conditions:
Where does the smart tip appear?
When does the smart tip start appearing?
Who does the smart tip appear to?
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Once you have added all the required Visibility Rules, click Save Tip.
New Visibility Rules for Beacons in Studio
The following table lists all the conditions used while configuring the new Visibility Rules for Beacons. These conditions determine when, where, and to whom Beacons are to be displayed on your application.
Clause | Visibility Rule Condition | Corresponding Previous Display Rule Condition | Description |
|---|---|---|---|
When does the beacon start appearing? | Specific date range | NA | Show the Beacon if the current date and time fall within the specified range. |
Something on the application | Other Element on Page | Show the Beacon based on the presence of a specific element on the page. | |
Where does the beacon appear? | URL | URL | Show the Beacon when the current page URL matches the specified URL. |
Domain | URL Hostname | Show the Beacon when the domain of the current page matches the configured domain. | |
URL path | URL Path | Show the Beacon when the path of the current page URL matches the specified path. | |
URL parameter | URL Parameter | Show the Beacon when the current page URL matches specified URL parameter(s). | |
URL hash value | URL Hash | Show the Beacon if the hash value in the URL matches the specified value. | |
Page tags | NA | Show the Beacon if the page has matching page tags. | |
Who does the beacon appear to? | Enterprise Attributes | Enterprise Attribute | Segment the Beacon based on user roles, departments, geography, accounts, and more. |
User Attributes | User Attribute | Segment the Beacon based on end-user information from your application. | |
Cohorts
| NA | Show the Beacon to specific user groups based on certain use cases. | |
Salesforce Objects
| NA | Salesforce Lightning objects are properties that help Whatfix serve relevant content to Salesforce Lightning users based on existing Salesforce Lightning properties that help identify different users. Using Salesforce Lightning objects helps you to show relevant content to your users. |
Use the following steps to configure new Visibility Rules for Beacons using Studio:
On the Whatfix Studio, click Visibility Rules.
On the Visibility Rules page, set the following conditions:
Where does the beacon appear?
When does the beacon start appearing?
Who does the beacon appear to?
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Once you have added all the required Visibility Rules, click Save Beacon.
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New Visibility Rules for Launcher in Studio
The following table lists all the conditions used while configuring the Visibility Rules for Launchers. These conditions determine when, where, and to whom Launchers are to be displayed on your application.
Clause | Visibility Rule Condition | Corresponding Previous Display Rule Condition | Description |
|---|---|---|---|
When does the launcher start appearing? | Specific date range | NA | Show the Launcher if the current date and time fall within the specified range. |
Something on the application | Other Element on Page | Show the Launcher based on the presence of a specific element on the page. | |
Where does the launcher appear? | URL | URL | Show the Launcher when the current page URL matches the specified URL. |
Domain | URL Hostname | Show the Launcher when the domain of the current page matches the configured domain. | |
URL path | URL Path | Show the Launcher when the path of the current page URL matches the specified path. | |
URL parameter | URL Parameter | Show the Launcher when the current page URL matches specified parameter(s). | |
URL hash value | URL Hash |
Show the Launcher if the hash value in the URL matches the specified value. | |
Page tags | NA | Show the Launcher if the page has matching page tags. | |
Who does the launcher appear to? | Enterprise Attributes | Enterprise Attribute | Segment the Launcher based on user roles, departments, geography, accounts, and more. |
User Attributes | User Attribute | Segment the Launcher based on end-user information from your application. | |
Cohorts
| NA | Show the Launcher to specific user groups based on certain use cases. | |
Salesforce Objects
| NA | Salesforce Lightning objects are properties that help Whatfix serve relevant content to Salesforce Lightning users based on existing Salesforce Lightning properties that help identify different users. Using Salesforce Lightning objects helps you to show relevant content to your users. |
Use the following steps to configure Visibility Rules for Launchers using Studio:
On the Whatfix Studio, click Visibility Rules.
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On the Visibility Rules page, set the following conditions:
Where does the launcher appear?
When does the launcher start appearing?
Who does the launcher appear to?
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Once you have added all the required Visibility Rules, click Save Launcher.
