Create a Project
  • 11 Apr 2024
  • 3 Minutes To Read
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Create a Project

  • Dark
  • PDF

Article Summary

An in-app experience or a project is an in-app interactive solution that can provide contextual training, help, and on-screen guidance for your end users to increase activation, adoption, and engagement. Select any one of the following project types based on your use case:

  • Onboarding & Training
  • In-app help
  • Feedback & Survey
  • In-app messages
  • Nudges
  • Delight

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

Use the following steps to create a project:

Step 1: Create a project

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

  2. To create a new project, click New.

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

  1. Enter a name for your project.

  2. Enter the App Version or select the App Version using the dropdown.

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    • Use the latest version of your app to create Whatfix Mobile content. For more information on app version, see What is an App Version?.
    • Ensure that you add the correct app version from the app build that was integrated with the Whatfix Mobile SDK.
  3. Click Create.

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Ensure that you add the correct app version from the app build that was integrated with the Whatfix Mobile SDK. Often developers use the dev/staging build to integrate any third-party SDK.

Step 2: Capture your Mobile app screens

You can capture screens as a one-time step using the Whatfix Creator widget. This widget enables you to capture app screens as screenshots and saves them to your Whatfix Mobile Dashboard to create in-app guidance content. It also enables you to preview your projects and test them before publishing.

For more information on how to capture and add app screens, see Capture Mobile app screens.

Use the following steps to add a screen,

  1. On the Identify Screen window, click + Add screen.

  2. Select the screen where you want to create the content and click Add Screen.

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 and 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, choose the title Home, which can uniquely identify the screen and show the Tooltip on the correct screen.

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Click Add More to select more elements on the page and then repeat step 2.

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, design the Tooltip as per your requirement.

Use the following steps to design your Tooltip,

  1. On the Whatfix Mobile Studio, click 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.

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    • The Tooltip appears on the element you choose.

    • To place your Tooltip elsewhere, click Change.

  6. Click the Tooltip to configure the following:

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

    • Align the Body text to the top or bottom, add any content block, or delete the Body section using the action bar.

    • Increase, decrease, or delete the Top Spacer 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.

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    • Click the Edit icon to enable Overlay, change the Tooltip color, and add Ripple Effect.


  8. Click Done.

The Tooltip you create is automatically saved.

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