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Creating a Self Help segment
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Creating a Self Help segment

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Segments enable you to show different content to different groups of users on a single page. For example, when an admin user opens Self Help, the content is specific to what an admin user does and can be very different from what a basic user sees on the same page.

To create a Self Help segment,

  1. Navigate to the Whatfix Dashboard.
    dashboard.png

  2. Click Widgets.
    widgets1.png

  3. Click the Self Help tile.
    Self help(1)

  4. Click New Segment.
    new_segment1.png

  5. Enter the segment name.

  6. In the Add Content section, click Select.
    click_select.png

  7. Using the checkboxes, select the content that you want to add in Self Help or use the Select By Tags option to add contents using Tags.
    See, Adding content to Widgets using Tags
    select_content_checkbox.png

  8. After adding the content, click Okay.
    click_okay_new_segment.png

  9. In the Set Rules section, using the drop-down menu, set the visibility rules.
    set_visibility_rule1.png

Note
  • See Visibility and Display Rule Conditions for more information on the different conditions that can be used in Visibility Rules.
  • To insert a new condition in between two existing rules, click the Plus icon next to the condition below which you want to place the new condition.
  • You can also drag and drop certain rules to rearrange them in the desired order.
  • If you use role tags as a visibility rule in the Self Help, it overrides any role based tags attached to the content added in the Self Help.
  1. Click Save.
    click_save_segmentation.png
  2. Make the segment Active using the drop-down menu. By default, the newly created segment is marked inactive.
    active_segment.png
  3. Click Yes in the pop-up to mark the segment active.
    click_yes_popup_segment_active.png
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