Set who can see your widget

Enterprise Attributes

Attribute condition rules enable you to fetch specific information based on roles, departments, geography, accounts, etc. and segment content to show to particular users. Once the attributes are integrated with Whatfix, you can see them in the visibility rules of widgets for content segmentation. For more information, see Attributes as Visibility Rules.

If you need to fetch your application information for content segmentation, Enterprise Attributes can enable you to fetch this data for use within Whatfix.

User Attributes

If you need to segment content based on end-user information from your application, User Attributes enable you to fetch this data for use within Whatfix. For more information, see Attributes as Visibility Rules.

Roles

Whatfix enables you to show different content to different users with the use of Role tags. For example, an admin user can be shown different content when compared to a basic user. This helps in targeting information based on what users can do on your application. For more information, see Tags as Visibility Rules.

Cohorts

Create Cohorts for specific users based on certain use cases to show Whatfix content. For example, show a Pop-up to new users who have spent 7 days or less in the system and have completed 3 Tasks about the latest version of the application. For more information, see Add Cohorts as Visibility Rules.

Salesforce Objects

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 help you to show relevant content to your users easily.

Salesforce objects are only applicable for Salesforce app and show up if your app is configured as such. For more information, see Use Salesforce Lightning Objects for Whatfix Content Segmentation.