- 18 Oct 2024
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Display Rules for Showing Smart Tips
- Updated On 18 Oct 2024
- 2 Minutes To Read
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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.
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
For more information on the Display Rule conditions, see Visibility and Display Rule Conditions.
Adding Display Rules for a Smart Tip Collection
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:
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Log in to the application where you want to create content, and then launch the Whatfix Studio.
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Under WIDGETS, click Smart-tip.
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Enter a name for the Smart tip Collection.
- 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.
- Click + Add Help Tip to create a new Smart Tip.
- Select an element on the application that you would like the Smart Tip to point to.
- Enter the purpose and describe the action for the Smart Tip.
Whatfix recommends you add a more detailed optional description (for eg. to specify the rules of an input field).
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Click the ADVANCED OPTIONS tab.
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Under the Display Rules section, click + Add Rule to set the desired conditions.
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For more information on Display Rules, see Visibility and Display Rule Conditions.
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Add multiple Display Rule Conditions using the + Add Rule button.
- 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:
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On the Whatfix Guidance dashboard, click Widgets.
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Click All widgets.
- Go to the Smart Tip segment that you want to set the display rules for, and then click the Edit icon.
The segment name is the Smart Tip collection name.
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Expand the Set Visibility Rules section and set up your visibility rules that determine the display of the Smart Tip collection.
NoteFor more information on Visibility Rules, see Visibility and Display Rules Conditions.
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Click Save.
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Once you have configured the Smart Tip segment, select the segment using the checkbox, and then click Send to ready.
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Go to the Ready stage, and then click the Push to production button.