Trigger a Smart Tip based on User input
- 09 Feb 2024
- 3 Minutes To Read
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Trigger a Smart Tip based on User input
- Updated On 09 Feb 2024
- 3 Minutes To Read
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Print
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PDF
Article Summary
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Whatfix enables you to add triggers to the Smart Tips. Use Triggers to provide contextual nudges to your end users based on some criteria on the underlying application. You can select the element and set the conditions based on the text, number, and date fields that are fetched from the underlying application to show a Smart Tip to your users.
For example, you can add text as a condition to show a Smart Tip only when that text is present on the application.
Use Cases
Show a Smart Tip only on a Specific day
You may have a Smart Tip with the information that needs to be shown only on a particular day. In such case, you can set the date as a Trigger condition and add the date on which the Smart tip should appear.
Show a Smart Tip only when a particular text is selected
There may be instances when a user should fill a field in a form based on the options they select from a dropdown. In this case, you may want to show a Smart Tip only when a user selects a particular option from the dropdown. This can be achieved by using text condition as a Trigger, where you can add the text and show a Smart Tip based on the text the user selects on the page.
Use the following steps to add a Trigger to a Smart Tip:
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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.
Info
- 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.
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Select an element on the application to which you would like the Smart Tip to point.
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Enter the purpose of the Smart tip.
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In the CONFIGURATIONS tab, expand the Interaction dropdown, and then in the Display smart-tip on section select when you want to display the Smart Tip.
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Under the Positioning section, adjust the position of the Smart Tip.
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In the Tooltip Position section, choose the position of the tooltip.
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Go to the ADVANCED OPTIONS and then scroll down to the Triggers section.
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In the Triggers section, select Based on the property.
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Click Select element to create a condition.
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Click the desired element to which you want to add the Trigger.
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Once you select the element, using the dropdown select the Data type of the trigger.
There are 3 different Data types that can be added as a condition to trigger a Smart Tip,
Add Date condition as a Trigger
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Select the Data type as Date.
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Choose a Date Format.
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Under the If date is section, choose the condition you want to set.
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Add a Date specific to your use case.
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To add additional rules, click + Add Rule, and then add the dates.
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Click Save Tip.
Add Text condition as a Trigger
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Select the Data type as Text.
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Under the If text is section, choose the operator you want to set.
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Enter the Text in the text box.
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To add additional rules, click + Add Rule, and then repeat steps 15 to 17.
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Click Save Tip.
Add Number condition as a Trigger
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Select the Data type as Number.
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Under the If number is section, choose the operator you want to set.
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Enter a Number in the text box.
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To add additional rules, click + Add Rule, and then repeat steps 15 to 17.
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Click Save Tip.
your title goes here
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To add additional Scenarios, click +Add scenario.
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Upto 5 combination of Triggers can be added to a Smart Tip.
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