Smart Tips Best Practices

A Smart Tip, once created, must always be a part of a Smart Tip collection to get displayed on the page or application. For more information, see Add a Smart Tip to an existing Smart Tip collection.

Whatfix displays only one Smart Tip collection per page at a time. To show multiple Smart Tips on the same page, create them as a single collection.  

Add Display Rules to each Smart Tip within a collection to ensure they appear correctly on your page or application. For more information on Display Rules, see Display Rules for Showing Smart Tips.

Position Tooltips carefully so they don't obscure important elements on your page. Improper positioning of Tooltips could lead to a poor user experience.

Avoid adding Smart Tips for fields that are self-explanatory. Keep Smart Tips focused on areas that truly need clarification.

Include videos in the Tooltips to engage users, particularly for complex processes or onboarding new users. Add videos using the Rich Text Editor.

For more information, see Add a video to a Smart Tip.

Choose contrasting colors to make Tooltips stand out on the website or application. This ensures that Tooltips are visible and effective. For more information on contrast checking, see the contrast checker website that could help you decide.

Use simple language and keep the descriptions brief in the Tooltips. Clear, concise content ensures better user comprehension.

Ensure that the images within Tooltips don't exceed 270 pixels in width to avoid distortion or the appearance of a scroll bar.

Select a Tooltip theme that matches your website or application's UI to maintain a cohesive design.

For more information on customizing tooltips, see Smart Tips Customization.