How can I edit Whatfix content and widgets?

Updated On 30 May 2023
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Article Summary

The Whatfix Dashboard allows users to edit their Whatfix content and widgets. To edit content, hover over the left panel and click Content. To edit a widget, click Widgets and then hover over the specific widget to access the Edit icon. Editing options are available for both content and widgets, allowing users to customize their Whatfix experience.

On the Whatfix Dashboard, you can use the Edit option to edit all your Whatfix content and widgets.

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In the Production stage, clicking Edit creates a new version of the Whatfix content and the widget in the Draft Stage.
Your end users still see the current version of the content or the widget.
Once you edit the version in the Draft Stage, and move it to the Production stage, the old version in the Production Stage is overwritten with the new version and your end users see the updated version.

Edit Whatfix Content

Use the following steps to access the editing options available for your Whatfix content:

On the Whatfix Dashboard, hover your cursor on the left panel, and then click Content.
To launch the edit page, hover your cursor over specific content, and then click the Edit icon.

Edit Whatfix Widgets and Segments

Use the following steps to edit your Whatfix widgets and their segments:

On the Whatfix dashboard, click Widgets.

To launch the edit page, hover your cursor over the specific widget, and then click the Edit icon.

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