Create a Smart Tip on Mirror

Use the following steps to create a Smart Tip collection:

1. Log in to the application where you want to create content, and then launch Whatfix Studio.

   

2. Under CONTENT, click Smart-tip.

   

3. Enter a name for the Smart Tip Collection.

   

   Info:

   • A Smart Tip collection is a group of Smart Tips and are usually on the same page.

   • The Smart Tip collection name is solely for your (creator's) reference and is not visible to your learners.

   • Visibility Rules are defined at the Smart Tip collection level. Consequently, a Smart Tip must belong to a collection in order to be displayed, even when only a single Smart Tip is present on a page.

4. Click Add help tip to create a new Smart Tip.  

   

   Info:

   Whatfix also enables you to validate learner inputs on form fields with Smart Tips and display an error message when the input does not match the required format. For more information, see Data Validation using Smart Tips.

5. Select an element on the application where the Smart Tip must appear.

   

6. Enter a description for the Smart Tip action.

   

   Info:

   The Smart Tip description is visible to your learner when they hover their cursor over the Smart Tip.

7. In the Configurations tab, expand Interaction, and then, under the Display Smart Tip on section, select the required condition to stop displaying the Smart Tip.

   

8. Under Appearance, select the required theme and color for the Smart Tip. For more information, see Configure Style and Tooltips.

   

    

9. Under Icon, select the Type, Color, and Size of the icon.  

   

   Note:

   Whatfix also enables you to add custom icons for Smart Tips. For more information, see Use custom icons for Smart Tips.

10. Under Positioning, adjust the position of the Smart Tip.

    

    Note:

    There are two different positioning modes,

    • In the Basic positioning mode, you can choose among the 4 available positions.

      

    • In the Advanced positioning mode, you can adjust the position of the Smart Tip by pixel. Either use the navigational arrows or enter the value in the movement on key click (px) dropdown to change the position by pixels.

11. Under Tooltip Position, choose the required position of the tooltip.

    

12. Under Additional Options, choose how you want the Smart Tip to appear. For more information, see Auto Tip Execution and Data entry automation.

    

13. Under Additional Options, enable the Anchor to Page or Anchor to Element toggle based on your requirement. For more information, see Anchor content to a Page and Anchor content to an Element.

    

14. In the Visibility Rules, enter the required visibility rules for the Smart Tip. Visibility Rules enable you to configure Smart Tips to display the tooltip only when pre-determined conditions are met. For more information, see Understand New Visibility Rules for Content and Configure Where DAP Guidance Appears.

    

15. Click Save Tip.

Info:

• To add more Smart Tips, click Add help tip on Whatfix Studio, and then repeat steps 5 to 15.

  

• Edit a Smart Tip inside a collection during the creation process. For more information, see Edit Smart Tips.

  

Note:

Once you have created the Smart Tip collection, it is automatically created on your Whatfix Guidance Dashboard. For more information, see Overview of the Whatfix Guidance Dashboard.

Use the following steps to configure visibility rules for a Smart Tip:

1. On the Whatfix Guidance Dashboard, click Content.

   

2. Click Smart-tips.

   

3. Hover your cursor over the Smart Tip collection you want to configure, and then click Edit.

   

4. Click Collection Visibility.

   

5. Expand the Where does the tips collection Rules appear? section, and configure URL and Page tags. For more information, see Set Where your Content or Widget appears with the New Visibility Rules.

   

6. Expand the When does the tips collection Rules start appearing? section, and configure when you want to start showing the Smart Tip collection. For more information, see Set When your Content or Widget Appears with the new Visibility Rules.

   

7. Expand Who does the beacons collection Rules appear to? section, and configure who you want to show your content to. For more information, see Set Who can see your Content or Widget with the New Visibility Rules.

   

    

8. Click Save.