What is Segmentation?
- 08 Aug 2023
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What is Segmentation?
- Updated On 08 Aug 2023
- 2 Minutes To Read
- Print
- DarkLight
- PDF
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Segmentation helps you display Flows that are relevant to users on a particular page. Segmentation, as the name implies, provides a way of targeting Flows to specific users - using widgets like Self Help and Task List. Segments can be defined through various conditions and rules.
For example, a segment can be built to filter your Flows as per user login, URL, elements on the screen, and/or a mix of several criteria.
Use Cases
Segments may be used to display Flows based on any or all of the following:
- A particular group of user logins
- Current tab the user is in
- Visual elements on the page
- Any variable you define
For example, if your page has two different tabs: Leads and Contacts, using segments, you can display different Flows depending on which tab the user navigates to.
Create a Segment
Segments can be created through a simple selection of Flows and Visibility Rules inside Whatfix Studio. To segment Flows, manually select all the necessary Flows to display on a page. Segmentation can be performed using tags as well. Tags can be as simple as a user group or the page/module name. Segmentation of Flows can be done using single or multiple tags.
Whatfix performs segmentation on the basis of visual elements on your application. Whatfix displays Flows on elements present (or absent) in the web application.
Perform Segmentation
Use the following steps to create a widget segment:
your title goes here
If you have the enhanced Whatfix dashboard, use the following steps:
On the Whatfix Guidance dashboard, click Widgets.
Click All widgets.
Click Create widget.
On the Whatfix dashboard, click Widgets.
Click Create widget.
Select Self Help or Task List.
Enter the segment name.
The visibility rules for Segmentation can be set based on three elements of your application.
| Segmentation Based On | Description |
|---|---|
| URL | Enables you to organize the Flows as per the content on your URL. |
| Elements on the page | Lets you provide your own CSS selector identifier for the element. |
| Window Variable | Lets you identify the page using the value of a particular Javascript global variable. Example: If you want to check window.user.role='admin' |
For more details on the conditional elements, see Visibility and Display Rule Conditions
Add Content to a Segment
Whatfix enables you to choose Flows individually to be added in a Self Help or Task List segment. To add Flows, use the Select option while creating the segment and select the Flows to be displayed.
Note
For more information on creating Self Help and Task List segments, see
Display all Flows in that particular segment or you can select them on specific tags you have created. See, Add content to widgets using tags.
Note
You can by default create a maximum of 75 segments in each widget. In case you reach the maximum, you will see Error: Maximum number of segments reached.
The link explains how you can increase the maximum number of segments in each widget.
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