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Preview Smart Tips

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Note:

  • Whatfix evaluates only one Smart Tip Collection per page at any given time. To show two or more Smart Tips on the same page, create them as part of a single Collection.

  • Whatfix also enables you to display multiple Smart Tip Collections on the same page. To enable this feature, contact support@whatfix.com.

Whatfix offers two ways to preview your Smart Tip content, depending on whether it's already published:

  • Use the See live option to view how specific content appears on the application to end users.

  • Use Preview mode to view content from selected stages.

This helps you test the collection as your users experience it.

Preview a Smart Tips Collection

Preview using the See live option

Use the following steps to preview a Smart Tip Collection using the See live option:

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

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

  1. Hover over the Smart Tip you want to preview, and then click the See live icon.
    CLM_DB_See_live_icon

Info:

Clicking the See live button redirects you to the application you have created the Tip on and displays how the content would appear to the end user.

Preview using the Preview mode icon on Studio

Use the following steps to preview a Smart Tip Collection using the Preview Mode icon on the Whatfix Studio:

  1. Log in to your application and then launch the Whatfix Studio.

  1. Enable the Preview Mode toggle.

  1. Select the Stage you want to Preview from the dropdown.
    Stage selection from the Stage dropdown while entering Preview mode,

  2. Click Continue.


    Click Continue to enter the Preview mode.

Note:

If the content you want to preview is in the Draft stage, then select Draft, Ready, Production from the dropdown.
studio_include_draft_content

  1. Refresh your application tab to start previewing content.

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