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Creating a Self Help segment
  • 30 Mar 2022
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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.

Use the following steps to create a Self Help segment,

  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 New Segment.
    RB_DB_SH_newsegment

  5. Enter the segment name.

  6. In the Add Content section, click Select.
    RB_DB_SH_clickselect

  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.
    RB_DB_SH_selectcontent

See, Adding content to Widgets using Tags

  1. After adding the content, click Okay.
    RB_DB_SH_clickokay
Note
  • Whatfix enables you to add any number of content to Self Help. However, by default, when the content is rendered to your end-users, they will see only the first 20 items in the list.
  • You can configure Self Help to display up to 200 items in the segment by contacting [email protected].
  1. In the Set Rules section, using the drop-down menu, set the visibility rules.
    RB_DB_SH_visibilityrules
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.
    RB_DB_SH_save

  2. Make the segment Active using the drop-down menu. By default, the newly created segment is marked inactive.

  3. Click Yes in the pop-up to mark the segment active.
    RB_DB_SH_Activatesegment


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