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Edit Smart Tips
  • 30 May 2023
  • 1 Minute To Read
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Edit Smart Tips

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    Light
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Article Summary

Whatfix allows you to edit Smart Tips inside a collection during and after creation. To do so, during creation, click the Smart Tip you want to edit and make changes before saving. After creation, go to the Content section on the Whatfix Dashboard, hover over the collection and click Edit icon. Then click Edit button on the Smart Tip you want to edit and save your changes.

Whatfix enables you to edit Smart Tips inside a collection during creation and post creation.
You can make the following changes to a Smart Tip inside a collection:

  • Smart Tip position
  • Purpose
  • Description
  • Delete a Smart Tip inside a collection

You can edit Smart Tips in the following instances:

During Smart Tip creation

Use the following steps to edit Smart Tips inside a collection during the Smart Tip creation:

  1. Click the Smart Tip you want to edit.
    Studio_smart_tips

  2. Make changes to the Smart Tip, and then click Save Tip.
    Studio_soft_editor_save_tip

Here's a GIF on how to edit the Smart Tip during the Smart Tip creation.

Post Smart Tip creation

Use the following steps to edit Smart Tips inside a collection post Smart Tip creation:

  1. On the Whatfix Dashboard, in the navigation panel, click on the Content section.
    CLM_DB_Click_Content

  2. Hover the cursor over the Smart Tip collection you want to edit, and then click the Edit icon.
    CLM_DB_SmartTip_Edit_icon

  3. Click the Edit button on the Smart Tip you want to edit.
    Dashboard_smart_tip_edit

  4. Make the necessary changes.

  5. Click Save.
    Dashboard_smart_tip_edit_save


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