Editing a Tip

Modified on Tue, 23 Apr 2024 at 10:19 AM

In this article, we are explaining how to edit Tips. Below described instructions are valid for both Hints and Bookmarks. 


There are two features you can use to edit a tip content or behavior: inline editing and tip editor.


Inline editing (from 20.1)


This is the most simple and fast method to edit a tip.


When you are viewing a tip, just click on its title (or body content, if present), to start editing it. Also, just after you have created a tip, you'll be automatically able to inline edit it.



While inline editing, you can:


  • Change the text inside the tip title
  • Change the text inside the tip body (only if already present, like in the image above)
  • Change the tip position relative to the page element it is anchored to (or relative to the tip icon, if enabled). To do it, drag the bubble while pressing the button
  • Open the tip editor (click on the button on the black bar)


Changes are automatically applied.


Tip editor


Tip editor can be opened from both the inline editing feature or the editor sidebar, as shown below.





Tabs, selector precision and element selector


As shown on the image below, the upper section of the Tip editor is composed of:



  • Settings tab - from here, you can define the size and position of the tip bubble, and optionally add a tag
  • Content tab - from here, you can define the textual content of the tip and some additional options.
  • Icon tab - from here, you can customize the tip icon.
  • Visibility tab - from here, you can set up visibility rules for a tip (skippable steps).
  • Autoshow tab (only for Hints) - from here, you can define the rules for autoplaying Hints.
  • URL tab - from here, you can change or delete the Hint URL (this action cannot be done for Bookmarks). You could need to delete it with very dynamic URLs or Cross-application Journeys. Also, sharing the tip URL will allow people to access the tip directly. It can be useful for customer service and support situations.
  • Selector precision - With this button, you can access the selector precision.
  • Element selector - This button will enable the element selector. It is present here in case you want to redefine the element you will attach the current tip to.

  • Additional options - Using this button, you will be able to duplicate tip


In this article, we'll focus on the most important  features.


Content editor


In the upper section of the tip editor, you can modify:


  • The tip title
  • The tip body text. You can customize the text format using the tools in the bar shown below. The highlighted element shows the button for placing Journey Links.


Settings editor

  • The tip position relative to the element it is anchored to (corresponding to the tip icon, if enabled)
  • The size of the tip bubble


Tip properties


Here you can set the following parameters:


  • Size - defines the width of the tip bubble. With Auto width enabled, the size will be generated according to the size of the content defined for this tip
  • Z-elevation - defines the depth of the tip.


Tags


Here you can add tags to the tip.


Icon editor

  • The icon toggle. Click on it to show/hide an icon that users will need to hover over in order to see the tip
  • The tip icon position relative to the element the tip is anchored to
  • The icon position offset. The offset direction is defined by the icon position (e.g. top position -> offset to the top; bottom position -> offset to the bottom). Both positive and negative values are allowed.
  • The tip icon's "in page" check. If enabled, the icon moves from the overlay layer to the application layer, therefore it could change the page layout and some elements positions. By enabling this, the offset field gets disabled. In the images below, you can see an icon with "in page" enabled (above image) and disabled (below image).





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