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Features available in Whatfix Mobile
  • 27 Feb 2024
  • 7 Minutes To Read
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Features available in Whatfix Mobile

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Article Summary

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To enable any of the following features, contact support@whatfix.com.
Feature TypeFeature nameDescription
Mobile DashboardNew Screen Capture Experience
New Screen Capture Experience enables you to capture app screens as screenshots and save them to your Whatfix Mobile Dashboard to create in-app guidance content.
Element Trigger Conditions
The standalone Whatfix Mobile elements like Tooltip, Highlight, Beacon, Pop-up, etc. can be configured to appear on the app screen based on certain Element Trigger conditions. The element can be configured to appear instantly on the app screen or after a delay.
Element Termination Conditions
The standalone Whatfix Mobile elements like Tooltip, Highlight, Beacon, Pop-up, etc. can be configured to automatically stop appearing on the app screen based on certain Element Termination conditions. The element can be configured to never terminate or terminate after a certain number of times.
Multilingual Audio Support
Whatfix enables you to add Multilingual Audio to your projects that help you engage with your users in a language that they understand better.
InternationalizationWhatfix supports internationalization and enables you to change the language of your Whatfix Mobile Dashboard. This means that content creators can experience the content creation and management processes in German and English.
Setup Whatfix Mobile CallbacksYou can set up Whatfix Mobile Callbacks so that whenever an end user interacts with Walkthroughs or other Whatfix Mobile elements, events are generated to track the Insights. 
Onboarding and Training ProjectsWalkthroughWhatfix Walkthrough contains a series of steps that help users to learn an objective or complete a task. These steps display as a layer over your mobile app.
Walkthrough Checklist
The Walkthrough Checklist enables you to create a list of to-do tasks for your users to help them kick-start their onboarding process. The tasks can only be Walkthroughs.
Dynamic Flow
Dynamic Flows enable you to guide your end users through a series of non-linear steps, or handhold users through several possible options. Thus, if there are multiple paths in an app that an end user can choose from, then use a Dynamic Flow to guide your users irrespective of the option that they select.
CarouselCarousels enable efficient content display and maximize the use of limited screen space by condensing multiple pieces of content into one interactive element. Unlike static elements, a Carousel enables users to navigate through content by swiping horizontally, clicking buttons, or using other interactive controls.
Dismissible Icon
Configure a dismissible icon to appear on the app screen that enables your end users to start Walkthrough, Walkthrough Menu, and Walkthrough Checklist whenever they want.
Step Transition Rules
Step Transition rules in a Walkthrough enable you to define when Whatfix Mobile must stop displaying one step and then show the next step of the Walkthrough. For example, users move to the next step when they click the next button, select the element or after a delay, etc.
Optional Steps
Define specific steps as optional while creating a Walkthrough. By making a step optional, you can enable users to bypass that particular step and proceed directly to the next relevant step in the Walkthrough.
Discovery Triggers 
Define Discovery Trigger rules to start the Walkthrough based on different criteria.
Flow Termination Conditions
Define Flow Termination conditions to dismiss the Walkthrough from the app screen.
In-app Help ProjectWalkthrough Menu
Walkthrough Menu is an in-app collection of Walkthroughs that aid users to complete activities or tasks on your mobile app. Once you have created Walkthroughs, the Walkthrough Menu is one of the ways that your users can access their content.
Feedback and Survey ProjectsFeedback Survey
As content creators, you can get feedback from your end users about your app's features/in-app experiences you create using the Feedback survey template. The survey can be placed either inside a Full Screen, Pop-up, or a Bottom Sheet.
NPS Survey
Whatfix Mobile's native NPS survey template enables you to understand if your customers are satisfied with your app and would recommend it to others. The survey can be placed either inside a Full Screen, Pop-up, or a Bottom Sheet.
In-app Messages ProjectPop-up
Pop-ups are information widgets used to inform your users about events that need their immediate attention. 
Full Screen
Full Screen, as the name suggests, is a Pop-up widget that covers the entire screen in an app and can be used to inform your users about events that require their immediate attention. 
Drawer
A Drawer is a widget that you can use to provide contextual in-app messages similar to a Pop-up or Full Screen. The functionality of a Drawer differs from a Pop-up or Bottom Sheet in such a way that it can slide in from the left or right. It does not cover the whole screen, ensuring that your end users can still see the underlying app screen. 
Bottom SheetA Bottom Sheet is a Pop-up widget that covers the bottom part of a screen in an app. It works like a Full Screen but does not block the entire screen.
Nudges ProjectsTooltip
Tooltips enable you to provide contextual information to end users on your app. These appear when end users go to a specific area or perform a certain action in the app.
HighlightHighlights enable you to grab user attention and get the user to focus on an element while the rest of the screen is blacked out. Using a Highlight, the end user is restricted to clicking only one particular element and cannot interact with other elements on the app screen.
BeaconWhatfix Beacons are intentionally conspicuous and help attract your users' attention to particular elements on your app.
GestureGestures enable your end users to interact with your app to perform a particular action using finger movements.
Save Project Design as TemplateWhatfix Mobile enables you to save your project designs as a template that can be reused whenever needed as a Walkthrough step or a standalone project.
Delight ProjectsSnowfallThe Snowfall effect can be used to your Homepage when your end user logs in to the app for the first time.
ConfettiThe Confetti effect can be used to convey appreciation or congratulations in your restaurant app when your end user places an order.
Fireworks
The Fireworks effect can be added when your end users go to the Homepage of your app for the first time.
AudioA congratulatory audio message can be added to your gaming app when your end users complete a mission in the game.
User SegmentsCustom User Properties
Whatfix Mobile enables you to add Custom Properties to create user segments that are specific to your app. This is helpful when you want to create segments using properties defined by you apart from the default properties.
Deploying and Publishing in-app experiences

Initialize Project ID

You can publish projects using the Project ID generated in the Whatfix Mobile Dashboard and initialize it at any instance through code. This is useful if you want to target the user segments created on any third-party analytics platform or your own data warehouse.
Project Priority
Project priority is useful when you have multiple projects that start on the same app screen. In such cases, setting a priority ensures that after the content is published, they won't start together and launch only as per the set priority.
Whatfix Mobile Offline SupportWhatfix Mobile can display content on your end users' devices without internet if they have been online on your app at least once. The in-app experience is downloaded locally for the end users enabling them to view it even with no internet access.
Self-Hosting Whatfix Content
Whatfix Mobile enables you to download the content you have created and host it on your own servers. With Self Hosting, you can create the in-app experience on the Whatfix cloud, and subsequently, export it as a .zip file that can be hosted on your CDN (Content Distribution Network) or private server.
Insights
Survey Insights
With Whatfix Survey Insights, you can understand how your end users have engaged with your survey projects and analyze their responses as well.
User Level Insights for ChecklistAfter a Walkthrough Checklist is made live to your end users, you can understand how many users have completed the Flows assigned to them using the User Level Insights.
User Identification
User Identification ensures that the end user's usage history is always synced, and they see the guidance content as many times as intended by the content creator, even if they share a device, use multiple devices, uninstall the app, or clear the cache.
OthersSample Mobile App
Whatfix enables you to create and test in-app experiences on the sample app. You can find sample apps for your Android and iOS platforms once you sign up for Whatfix Mobile.
Debugging Tools
With Debugging Tools, you can pre-emptively identify bugs and issues and manage them before they cause a problem.
API TokenThe Whatfix Mobile SDK uses a username and password for validating users. When using Whatfix APIs, the API Key and API token are the equivalents of the username and password required to authenticate a user. Whatfix needs your API token to validate each request. Each user in an enterprise has a different API token. The Whatfix system needs to know who you are connecting with and the actions they do with their account.

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