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Smart Tips Best Practices
  • 15 Sep 2022
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Smart Tips Best Practices

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A Smart Tip must always be a part of a Smart Tip Collection

A Smart Tip, once created, must always be a part of a Smart Tip collection to get displayed on the page/application.

Create one Smart Tip Collection per page

Whatfix displays only one Smart Tip collection per page at any given time. When creating multiple Tips on a single page, ensure that you add the Tips to the existing collection.

Note

To enable Whatfix to evaluate multiple Smart Tip collections on a page, contact [email protected]. This feature is currently Closed Beta and is available only for selected customers.

Make sure Tooltips don't hide any UI elements on the page

Position the Tooltips, so they don't hide any elements on your page.
Do not hide elements.png

Avoid unnecessary Tooltips

Avoid adding Tooltips for fields that are self-explanatory.
Unnecessary smart tip(1).png

Add videos for better user engagement

Adding a video to your Tooltip is a great way to engage your newly signed-up users or explain a lengthy process. Videos can also be included within the onboarding pop-up. Add videos using the Rich Text Editor.
smart tip video embed gif

To create Smart Tips, see Smart Tips.

Use Contrast Colors to make the Tooltip Stand-out

Use contrasting colors that make the Tooltip noticeable on your website/application. This is to ensure that the Tooltips are not lost on your interface.

For more information on contrast checking, see this contrast checker website that could help you decide.
Contrast color(2)

Author clear and concise content

Use simple words and sentences while creating Whatfix content. Keep the description in your Tooltip brief and to the point.
Description simple(2)

Place images within the Tooltip

Ensure that the images you insert in your content don't exceed the width of the tooltip or pop-up to avoid any distorted images. Exceeding 270 pixels introduces a scroll bar.
distorted image(2)

Ensure the Tooltips don’t hide any elements on your website/application

Position the Tooltips so that they don't hide any elements on your page. In certain cases, the Tooltip could inadvertently hide certain important UI leading to poor user adoption.
Reposition tooltip(2)

Choose an appropriate theme for the Tooltip

Choose the best available Tooltip theme to ensure the UI of the Tooltip matches your website/application’s UI.
Best Practices_tool tip


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