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Edit Smart Tips
  • 30 Jan 2024
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Edit Smart Tips

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Article Summary

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 Smart Tip creation:

  1. On Studio, click the Smart Tip you want to edit.
    Studio_smart_tips

  2. Click Edit step to start editing the Tip.
    Edit_Smarttip_Collection_Db

  3. 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 its creation.

Post Smart Tip creation: Using Dashboard

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

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

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

  3. Hover your cursor over the required Smart Tip collection, and then click the Edit icon.
    CLM_DB_SmartTip_Edit_icon

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

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

  3. Click Save.
    smart_tip_edit_save_dashboard

Post Smart Tip creation: Using Launch live edit

Use the following steps to edit Smart Tips post Smart Tip creation using Launch live edit:

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

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

  3. Hover your cursor over the required Smart Tip collection, and then click the Edit icon.
    CLM_DB_SmartTip_Edit_icon

  1. Click Launch live edit on the Smart Tip you want to edit.
    DB_SmartTip_edit_icon

  2. Once the Studio launches on the application, click the Smart Tip you want to edit.
    Studio_smart_tips_DB

  3. Click Edit step.
    Studio_soft_editor_save

  4. Make the necessary changes to the Smart Tip, and then click Save.
    Edit_Smart tip_Save_Db1

  5. Click Save Tip.
    Edit_Smart_Tip_Save_Db


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