Trigger a Smart Tip using a User action
- 09 Feb 2024
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Trigger a Smart Tip using a User action
- Updated On 09 Feb 2024
- 1 Minute To Read
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Article Summary
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Whatfix enables you to add Triggers to a Smart Tip. Triggers help you provide contextual nudges to your end users. You can select an element and add a User Action as a Trigger to show a Smart Tip to your users.
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- As a prerequisite, you need to create a User Action before creating a Trigger.
Use the following steps to add a Trigger to a Smart Tip using a User Action:
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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 scroll down to the Triggers section.
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Using the dropdown select the When user performs an action option as a Trigger.
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Click Select User Action.
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Select the User Action that needs to be performed to display the Smart Tip.
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To add one more scenario click + Add scenario and then add the User Action.
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Click Save Tip.
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Upto 5 combination of Triggers can be added to a Smart Tip.
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