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Enterprise Attributes for content segmentation
  • 30 Jul 2024
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Enterprise Attributes for content segmentation

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Article summary


Overview

Whatfix enables you to segment content to users based on attributes fetched at an application level.

Web applications contain multiple underlying attributes, some of which are associated with a user, whereas others are not.

Enterprise Attributes are the attributes that are part of the application which are not associated with the user. For example, geography, department, account type, and more.


Use cases

Whatfix Enterprise Attributes enables you to fetch your application information and use them in widget visibility rules for easy content segmentation.

For example, configure a Pop-up to display only to users logging from the EMEA region.

Info

Use Enterprise Attributes for use cases where end-user related segmentation is not required.


Create an Enterprise attribute

Use the following steps to create an Enterprise Attribute:

  1. On the Whatfix Guidance dashboard, click Settings.
    ia_left_nav_settings

  2. Click App integrations.
    ia_left%20nav_app%20integrations

  1. Under My Integrations, click Attributes.
    ia_db_integrations_attributes.png

  2. On the Enterprise Attributes tab, click + Enterprise Attribute.
    RB_dashboard_int_ent_attribute_button1

  3. Enter the Enterprise Attribute Name and then select its Variable Type.
    RB_dashboard_int_ent_attribute_popup

  4. Click Save.

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As a best practice, ensure that the EnterpriseID attribute is created for your account. This is to ensure that your integrations do not fail.


Assign values to the Enterprise Attribute

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To assign values to an Enterprise Attribute, contact support@whatfix.com.


Use the Enterprise Attribute as a Visibility Rule

On completion of the first integration run, these attributes are available in the Visibility Rules section of widgets for content segmentation.

Use the following steps to add Enterprise Ettributes as visibility rules:

  1. Go to the Visibility section of any widget.
    RB_dashboard_widgets_VR

  2. Select the Enterprise Attribute condition using the dropdown menu.
    enterprise_attributes

  3. Select the Attribute that you want as part of the visibility rules, and then enter its value.

  4. Finish creating the widget.


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