Segmentation Attributes

Segmentation attributes organize information into categories, helping you filter and display the right content to users. They enable content to be grouped logically and targeted effectively. Whatfix enables you to segment content by adding Role Tags, Other Tags, User Attributes or Enterprise Attributes in the Visibility Rules while configuring a widget.

• Role Tags

• Other Tags

• User Attributes

• Enterprise Attributes

Note:

To set up Role Tags, User Attributes, or Enterprise Attributes, contact support@whatfix.com.

Role Tags

Role Tags are specific identifiers configured on the Dashboard. They enable you to target specific Whatfix content to defined user groups based on their roles on the underlying application. Once configured, these tags can be used as visibility rules to segment content.

Note:

For more information, see Segmentation using Google Sheets and Role based segmentation using Azure Active Directory.

Use Case

Segment content to target specific user groups effectively. For example, you can deliver content related to translation guidelines, localization updates, or language-specific features exclusively to users with the “Translator” role, while excluding other roles.

Other Tags

Use Other Tags to group content and widgets for easier management. These tags are associated with a particular Whatfix account. They are created by you based on your requirements.

Use Case

Create a centralized grouping system that helps content creators easily manage and track all content related to a specific project or feature. For example, a tag called ‘project-1’ can be used to group all content that is part of the project.

User Attributes

User Attributes provide information about the characteristics of your users. A User Attribute can uniquely identify the user. The attribute could be any alphanumeric ID, Email ID, or a common attribute that is shared amongst various users, such as their department, geography, and more. They enable content segmentation based on these specific properties.

Note:

For more information, see User Attributes.

Use Case

Username or email ID based personalization: New users requiring setup assistance can be targeted using their email ID or username. During onboarding, a custom Task List can guide the user through setting up their profile and other initial settings based on their individual email ID or username.

Enterprise Attributes

Whatfix Enterprise Attributes enables you to fetch your application information and use them in widget visibility rules for easy content segmentation. Enterprise attributes are related to broader organizational units. For example, department, language preference, business unit, and more. Whatfix enables you to segment content to users based on attributes fetched at an application level.

Use Case

Based on Geography: You can configure a Pop-up only to users logging in from the EMEA (Europe, the Middle East and Africa) region.