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Create a copy of a Smart Tip

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Note:

  • Whatfix evaluates only one Smart Tip Collection per page at any given time. To show two or more Smart Tips on the same page, create them as part of a single Collection.

  • Whatfix also enables you to display multiple Smart Tip Collections on the same page. To enable this feature, contact support@whatfix.com.

Whatfix enables you to create a copy of a Smart Tip and modify it. If you want to use the same Smart Tip with minor modifications or display it to different users, create a copy and make it live for your end users. This helps you reuse existing Smart Tips and eliminates the need to recreate them from scratch.

Info:

  • A copy of a Smart Tip can be created in the Content section within the Dashboard.

  • The content section copy enables you to modify and customize the Smart Tip by editing Visibility Rules, incorporating Smart Tips into a Smart Tip collection, and attaching content.

Create a copy of a Smart Tip in the Content section of the Dashboard

  1. On the Whatfix Guidance dashboard, click Content.
    ia_left_nav_content

  2. Click Smart-tips.
    ia_left%20nav_smart%20tips

  1. Hover your cursor over the Smart Tip you want to copy, and then click the More icon.

  2. Click Copy.
    db_click_create_copy_flow

Note:

  • Whatfix content and widgets can be copied in the Draft, Ready, and Production stages.

  • The copy of the Whatfix content or widget is created with the title: Copy of <Content/Widget Title>.
    Copy_SmartTip_content

  1. Hover your cursor over the copied Smart Tip, and then click the Edit icon.
    Click_edit_ST

Proceed with editing the Smart-tips. For more information, see Edit Smart-tips.

Note:

You must publish the copied Smart Tip segment from the Draft stage or the Ready stage to the Production stage for it to appear on your application. For more information, see Publish Whatfix content and widgets.

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