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Configure Themes and Tooltips
  • 27 Feb 2024
  • 2 Minutes To Read
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Configure Themes and Tooltips

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    Light
  • PDF

Article Summary

A theme is a combination of colors, fonts, and sizes that create the overall look and feel of a product. This includes color schemes and style elements. Whatfix enables Account Managers and Content Managers to customize the look and feel of the Whatfix content.

Use the following steps to access and configure themes:

  1. On the Whatfix Guidance dashboard, click Style.
    ia_left%20nav_style

  1. Choose the content for which you want to configure themes.
    CLM_themes_choose content

  2. The Theme section offers the following customizations that you can enable across all Whatfix content.

  • Tool Tip: Configure tips, select the color, format font and text size, customize tip shape, and buttons.

  • End Message: Enable or disable the end message. You can also select color, font size and more of your end message text for all Flows. For more information, see Requesting feedback at the end of a Flow

  • Automation: Enable or disable the Flow Automation pop-up, show or hide information regarding when the next user input is required, and configure the background opacity. For more information, see Configuring the Flow Automation pop-up
    CLM_Tooltips and themes

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    End messages can be customized at the end while creating the Flow using the Whatfix Studio.

  1. Select a tool tip theme from the available options.
    CLM_themes

Here's how each theme modifies the tooltip appearance


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  1. Expand Tip Configuration.
    You can configure the following:
  • Tip Color: Choose from the existing color palette or pass the hex code of the desired color

  • Tip Text: Choose font size, color and style of the tooltip text

  • Next Button: Choose to show/hide NEXT button and configure button and text color.
    RB_DB_theme_tip config

  1. Expand Other Configuration.
  • Back Button: Choose to show or hide back button

  • Step Number: Choose to show or hide step number

  • Flow Name: Choose to show or hide Flow name

  • Flow Name Text: Choose font size and color for the Flow name

  • Corner Radius: Add rounded corners for your tips
    RB_DB_Theme_other config

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    When you perform a Push to Production action, the theme changes reflect in the Content and Widgets that are in the Production Stage.

    • If there are existing Content and Widgets created using the default Whatfix themes in Draft and Ready Stages, the new theme changes are applicable to them in the Draft and Ready Stages post saving the theme changes.

    • Post new theme changes, the Content and Widgets created in the Draft Stage are created using the new themes configured.

    • Customized Theme changes have to be pushed to the Production Stage with their respective Content and Widgets from the Ready Stage.

  1. Click Save.

    your title goes here

    To enable new themes, contact support@whatfix.com.


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