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Display Rules for Showing Smart Tips
  • 27 Feb 2024
  • 2 Minutes To Read
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Display Rules for Showing Smart Tips

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Article summary

Display Rules enable you to configure Smart Tips to get displayed only when certain conditions are met. Setting Display Rules for a Smart Tip ensures that the Tip appears on the correct page, based on the conditions set.

You can set the Display Rules based on the following conditions:

  • URL
  • URL Hostname
  • URL Path
  • URL Parameter
  • URL Hash
  • Other Element on Page
  • Window variable
  • Element CSS Selector/JQuery
  • Selected Element
  • Element Text
Note

For more information on the Display Rule conditions, see Visibility and Display Rule Conditions.

Adding Display Rules for a Smart Tip Collection

You can add Display Rules to a New Segment or edit an existing collection.

Adding Display Rules to a New Smart Tip Collection

Use the following steps to add display rule conditions to a new Smart Tip Collection:

  1. Log in to the application where you want to create content, and then launch the Whatfix Studio.
    CLM_editor plug in2
  2. Under WIDGETS, click Smart-tip.
    clm_studio_smart tip1
  3. Enter a name for the Smart tip Collection.
    Smart_tip_Name
Info
  • A Smart Tip Collection is a group of Smart Tips created on the same page of an application.
  • The Smart Tip Collection name is solely for your (Creator's) reference and is not visible to the end user.
  1. Click + Add Help Tip to create a new Smart Tip.
    Click_Addhelptip

  1. Select an element on the application that you would like the Smart Tip to point to.

  2. Enter the purpose and describe the action for the Smart Tip.
    Studio_st_purpose

    Info

    You can also add a more detailed optional description (for eg. to specify the rules of an input field).

  3. Click the ADVANCED OPTIONS tab.
    Studio_editor_AdvancedOptions1

  4. Under the Display Rules section, click + Add Rule to set the desired conditions.
    Studio_editor_AdvancedOptions_AddRule1

    Note
  5. Finish creating the Smart Tip.

Adding Display Rules to an Existing Smart Tip Collection

Use the following steps to add display rules to an existing Smart Tips Collection:

  1. On the Whatfix Guidance dashboard, click Widgets.
    ia_left_nav_widgets

  2. Click All widgets.
    ia_dashboard_left_nave_allwidgets

  1. Go to the Smart Tip segment that you want to set the display rules for, and then click the Edit icon.
    CLM_DB_SmartTip_Edit_icon

    Info

    The segment name is the Smart Tip collection name.

  2. Expand the Set Visibility Rules section and set up your visibility rules that determine the display of the Smart Tip collection.
    Smart_tips_VR

    Note

    For more information on Visibility Rules, see Visibility and Display Rules Conditions.

  3. Click Save.
    Studio_dashboard_ClickSave

  4. Once you have configured the Smart Tip segment, select the segment using the checkbox, and then click Send to ready.
    clm_db_send_to_ready

  5. Go to the Ready stage, and then click the Push to production button.
    clm_db_push_to_production


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