Upgrade your content from existing Display Rules to the new Visibility Rules

The new Visibility Rules on Studio help you decide where, when, and to whom your content should appear. They provide more flexibility and precision compared to the old Display Rules, making it easier to deliver the right guidance at the right time.

Once your account has the new Visibility Rules enabled, add them to any newly created content. To apply them to existing content, upgrade the associated content to use the new experience.

Why switch to the new experience of Visibility Rules?

Note:

Prerequisites for upgrading:

To upgrade your existing content to the new experience of Visibility Rules, ensure that new Visibility Rules are already enabled for your account. For more information, see new Visibility Rules for Content.

Upgrading to the new Visibility Rules enables you to:

• Target elements precisely: Display content exactly where it is needed.

• Observe user behavior dynamically: Continuously track user inputs and update guidance in real time.

• Deliver personalized experiences: Show content based on conditions such as date ranges, user actions, and more.

• Control visibility with multiple triggers: Manage content display based on other Whatfix content, application data, or user interactions.

• Use a simplified and organized UI: Access improved terminology, descriptions, and a dedicated section for each rule type (Where, When, Who).

• Segment users effectively: Define visibility for specific user groups with a separate Who section.

• Achieve advanced use cases: Achieve use cases that previously required Advanced Customization (AC), such as:

  • Displaying content only under specific conditions

  • Linking different Whatfix content to create a guided journey

  • Observing user actions in real time and adapting guidance accordingly

How to upgrade your content to leverage the new experience of Visibility Rules?

Use the following steps to upgrade your existing content to the new Visibility Rules:

Info:

Upgrade your existing content to the new Visibility Rules using either Whatfix Studio or Whatfix Dashboard.

Expand the following accordions for more details.

Limitations to consider before upgrading to the new Visibility Rules experience

While most Display Rules can be upgraded to the new Visibility Rules, certain conditions in the old rules are not supported in the new experience.

To simplify, let’s represent some of the older Display Rules as R1, R2, R3, and R4.

• R1 → URL, URL Hostname, URL Path, URL Parameters, URL Hash

• R2 → Other Element on Page, Window Variable

• R3 → User Attributes, Enterprise Attributes, Salesforce Objects

• R4 → Selected Element Is, Selected Element Text

The following combinations of rules cannot be upgraded, for all types of content:

Note:

• If a Smart Tip is configured with the Trigger condition - Based on property, upgradation of that specific trigger condition is not possible.

• If your content cannot be upgraded due to one of the above limitations, contact support@whatfix.com for assistance.