- 08 Oct 2024
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What is Segmentation?
- Updated On 08 Oct 2024
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Segmentation helps you display content that is relevant to users on a particular page. Segmentation, as the name implies, provides a way of targeting content to specific users - using widgets like Self Help and Task List. Segments can be defined through various conditions and rules.
For example, a segment can be built to filter your content as per user login, elements on the screen, and/or a mix of several criteria.
Use Cases
Segments may be used to display Flows based on any or all of the following:
- A particular group of user logins
- Current tab the user is in
- Visual elements on the page
- Any variable you define
For example, if your page has two different tabs: Leads and Contacts, using segments, you can display different Flows depending on which tab the user navigates to.
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Flows for Leads tab.
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Flows for Contacts tab.
Create a Segment
Segments can be created through a simple selection of Flows and Visibility Rules inside Whatfix Studio. To segment Flows, manually select all the necessary Flows to display on a page. Segmentation can be performed using tags as well. Tags can be as simple as a user group or the page/module name. Segmentation of Flows can be done using single or multiple tags.
Whatfix performs segmentation on the basis of visual elements on your application. Whatfix displays Flows on elements present (or absent) in the web application.
Perform Segmentation
Use the following steps to create a widget segment:
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On the Whatfix Guidance dashboard, click Widgets.
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Click All widgets.
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Click Create widget.
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Select Self Help or Task List.
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Enter the segment name.
Add Content to a Segment
Whatfix enables you to choose content individually to be added in a Self Help or Task List segment. To add content, use the Select option while creating the segment and select the content that is to be displayed.
For more information on creating Self Help and Task List segments, see
Display all content in that particular segment or you can select them on specific tags you have created.