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Configuring How Users Interact with Self Help Content
  • 16 Mar 2022
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Configuring How Users Interact with Self Help Content

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Whatfix enables you to customize how your end-users see Flows and Links when they interact with such content in Self Help.

your title goes here

Interaction can only be configured for Flows and Links.

Use the following steps to configure the Interaction,

  1. Navigate to the Whatfix Dashboard.
    Goto_dashboard

  2. Click Widgets.
    RB_DB_Click widgets(2)

  3. Click the Self Help tile.
    RB_DB_clickSH

  4. Click Configuration.
    RB_DB_SHconfig

  5. Click the Interaction tab.
    RB_DB_SHclickinteraction

  6. In the Execute Links section, you can make the following configurations as listed below:

    • On same page- Displays the link in a pop-up on the application page
Info
  • You can configure how the link pop-up appears for your end-user using the following options,
    -Where Self Help is positioned- The pop-up opens where the Self Help widget is placed on your application.
    -Right Align- The pop-up opens on the right side of your application.
    -Left Align- The pop-up opens on the left side of your application.
    -Center Align- The pop-up opens at the center of your application.
    RB_DB_SH_executelinks

  • You can also change the size of the link pop-up using the drop-down.
    RB_DB_SH_position

Limitation:

For Mac machines, if the browser is in full screen/maximized mode, then the link opens in a new tab instead of a pop-up. To avoid this, you can exit from full screen to minimized mode for the link to open in a pop-up.

  • On new page- opens the link on a new tab.

RB_DB_SHexecutrlinks

  1. In the Execute Flows section, you can make the following configurations as listed below:

    • On Same Page - runs the Flow on the same application page
    • On New Page - opens the application on a new tab and runs the Flow
    • As Pop-up - displays the Flow information pop-up and runs the Flow when the user clicks Guide Me.
    • As Slideshow- displays the Flow in a slideshow format.

RB_DB_SH_flowsonsamepage

  1. Click Save.

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