Create a Project

You can select any one of the following project types based on your use case,

• Onboarding & Training
• Nudges
• In-app messages
• In-app help
• Delight
• NBU Assistant

Each project contains Whatfix Mobile elements like Walkthrough, Tooltip, Highlight, Pop-up, Bottom Sheet, etc. based on the project type you select.

Use the following steps to create a project,

• Step 1: Create a project
• Step 2: Connect your mobile app and capture the app screen
• Step 3: Identify the screen
• Step 4: Design the element

Step 1: Create a project

1. On the Whatfix Mobile Dashboard, select the App in which you want to create a project.
   

2. To create a new project, click New.
   

3. Based on your use case, select your Project Type. For this example, let's consider a Tooltip.
   

4. Enter a name for your project.
   

5. Enter the App version or select the App Version using the dropdown.
   

Step 2: Connect your mobile app and capture the app screen

You need to connect your mobile app to the Whatfix Mobile Studio before you can start creating your in-app experience like Tooltip. This can be done by scanning the QR code available on the Whatfix Mobile Studio using your mobile app integrated with Whatfix Mobile.

1. Open your app integrated with Whatfix Mobile on your mobile phone and then enable the Creator mode.

2. Navigate to the Whatfix Mobile Studio on your browser and scan the QR code using your mobile app.

   

3. To capture the screen on which you want to create your Tooltip, click Capture.
   

Step 3: Identify the screen

After capturing the screen, you need to identify the unique elements on the screen and tag the screen so that the in-app experience you create appears on the right page.

1. To identify the unique elements on the screen to tag the right screen, click Add Identifier.

   

2. Click the desired element on the page.
   

Example: If you want to show a Tooltip on the Home screen, you can choose the title Home, which can uniquely identify the screen and show the Tooltip on the correct screen.

Step 4: Design the element

You need to choose a template for your Tooltip and select the element upon which you want to place the Tooltip. Once the Tooltip is set to appear on the element you want, you can design the Tooltip as per your requirement.

Use the following steps to design your Tooltip,

1. On the Whatfix Mobile Studio, navigate to the left and select Design.

   

2. Choose a template for your Tooltip.
   

3. To target the element on which you want to place your Tooltip, click Identify Screen.

   

4. Select the desired element on the screen.
   

5. Click Confirm.
   

6. Click the Tooltip to configure the following,

   • On the Body of the Tooltip, you can edit the text, add user property, font, font size, font weight, text alignment, text color, and bottom margin

     

   • You can align the Body text to the top or bottom, add any content block, or delete the Body section using the action bar
     

   • You can increase, decrease, or delete the Topspacer using the action bar
     

7. Configure AUTO DISMISS if you want to dismiss an element automatically after an interval. You can also configure the TRIGGER EVENT and ELEMENT TERMINATION events.
   

8. Click Done.
   

The Tooltip you create is automatically saved.