Understand Advanced Visibility Rules

21 Aug 2025
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Understand Advanced Visibility Rules

Aktualisiert am 21 Aug 2025
2 Minuten zu lesen

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Artikel-Zusammenfassung

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Note:
Advanced Visibility Rules are currently available only to selected customers. For more information, contact support@whatfix.com.

Overview

Advanced Visibility Rules determine where, when, and to whom you display various Whatfix widgets, such as Self Help, Task List, and Pop-ups. These rules help you target specific user groups or contexts for showing relevant content. For example, configure Visibility Rules based on URL properties, other elements on the page, window variables, or attribute conditions.

Advanced Visibility Rules provides better control over the display of your Whatfix widgets. Compared to the old experience, it provides a more intuitive interface, expanded triggering options, and better support for advanced use cases. This enables you to create highly targeted and dynamic widget experiences.

Note:
To know more about Advanced Visibility Rules, contact support@whatfix.com.

List of Advanced Visibility Rule conditions

The following table lists all the conditions used while configuring the Advanced Visibility Rules to segment widgets. These conditions determine when, where, and to whom Whatfix widgets are to be displayed on your application. Click each Advanced Visibility Rule condition for more information.

Advanced Visibility Rule Condition	Corresponding Previous Visibility Rule Condition	Description
Specific date range	Part of the When condition (available only for Popup, Survey, Task List)	Show widget from a specific date and time.
Something on the application	Other Element Is	Show widget based on the presence of a specific element on the page.
Users performing an action	User Action	Show widget based on the completion of a user action.
URL	URL	Show widget on the entire specified URL.
Domain	URL Hostname	Show widget on a specific domain.
URL path	URL Path	Show widget on a specific section of a URL.
URL parameter	URL Parameter	Show widget based on parameters in the URL.
URL hash value	URL Hash	Show widget based on the hash value of the URL.
Page tags	Page Tag	Show widget based on page tags assigned to the page.
Enterprise Attributes	Enterprise Attributes	Segment content based on user roles, departments, geography, accounts, and more.
User Attributes	User Attribute	Segment content based on end-user information from your application.
Roles	Role Tag	Show different content to users with different roles.
Cohorts	Users	Show content to specific user groups based on certain use cases.

Configure a New Widget using Advanced Visibility Rules

Use the following steps to access Advanced Visibility Rules for any widget:

Note:
The following steps show how to configure Advanced Visibility Rules for a Pop-up. This process is similar for all other widgets.

On the Whatfix Guidance dashboard, click Widgets.
Click Pop-ups.
Hover your cursor over the Pop-up segment you want to configure, and then click the Edit icon.
Click Configure.
Click Set Visibility Rules.
On the Visibility rules page, set the following conditions:
- When does the pop up start and stop appearing?
- Who does the pop up appear to?
Once you have added all required Visibility Rules, click Save.
Finish creating the widget and then click Save.

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What's Next

Understand widget prioritization based on Advanced Visibility Rules

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