4 New Upgrades to Help You Use Whatfix Better!

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Whatfix Features

This month’s feature release is a mix of a lot of updates. Our tech team has been ironing out minor issues, and alongside have been working on some neat upgrades.

So, following up with last month’s helpful Whatfix features, this month we have four more of those, which could be added to the same list.

1. Support for Whatfix Widgets Within Framesets

Whatfix guides work seamlessly across iframes and framesets. This feature is in continuation to the existing frame support.

In certain cases, like web portals, component applications are embedded as iframe within host application. Since it is embedded, the host application may not have the script control of the component applications and vice versa.

Our latest update simplifies this scenario by supporting Whatfix widgets in applications opened within iframes/framesets.

For example,

Consider X as a component application embedded as iframe on a host application A, which works as a portal. X is a completely different application with its own set of functionalities. The team who is working on component application X may not have control on the source code of application A.

Whatfix iframe in Unbounce

With Whatfix’s support for widgets in iframe/framesets, you can have X display its own interactive Whatfix widgets (Self-help and Task list), even though there is no Whatfix JavaScript present on the host application A.

How is it useful?

This feature makes it easier to get guided Whatfix support on the component applications even when it’s embedded as an iframe on a host application.

For more information about the process of integration, read our detailed documentation, here.

Read Also: Videos Can Now Be Embedded Inside Whatfix Tooltips

2. Whatfix for Offline (Self-hosted) Version in Salesforce

Whatfix now supports bundling of guides and self-hosting them on Salesforce.

Companies can use Whatfix Offline (Self Hosted) version on Salesforce if they have any compliance or firewall related restrictions to access Whatfix cloud.

How is it useful?

Self-hosted Whatfix version on Salesforce enables you to directly launch the guides from within Salesforce.com itself. This helps a lot in reducing the overall deployment time.

Here’s a Whatfix guide that explains how to enable this option on Salesforce.

For more information on Whatfix self-hosted version on Salesforce, read our support article or contact us at support@whatfix.com

3. New Customization Upgrades for Whatfix widgets

We have four new customization upgrades for Whatfix widgets:

1. Customizing the close button
The display of the Whatfix tooltip close button (“X”) is now optional. You can change the default value “show” to “hide” to customize this feature.

You can make use of this feature if you want to restrict your end users from skipping a Whatfix guide by clicking on the close button.

2. Changing opacity of background layer
Our Spotlight feature allows you to get an enhanced control of displaying Whatfix guides. With it, you will be able to control the opacity of the background and define the user path as per your requirements. The opacity upgrade for Spotlight, allows you to customize the opacity values so that you can decide how much of the background is visible to the user.

It is quite useful when you want to drive the user’s attention to the steps in the guide. The opacity values could be defined as 0.1, 0.5, 0.8 etc.

3. Hide the end popup
You can hide the end pop-up on each of the Whatfix guides if needed. To do this change the default value “show” to “hide”

4. Change the font style of step description
Now you can customize the font style of the step description. The default value for the step description is “italics”. You can now change it to “oblique” and “normal” as well.

This is useful when you want to switch off italics in case your Whatfix guide is multilingual. For eg, you can turn off italics when Whatfix guides are used in the Japanese language.

For more information on customization of Whatfix, click here.

4. IE Extension is Now EPM Compatible

Microsoft, with its Windows 8 release, introduced the security feature called Enhanced Protected Mode (EPM). EPM isolates untrusted web content in a restricted environment and limits how much access malware, spyware or other potentially harmful code has to your system.

How is it useful?

The new EPM compatibility is a level up to our existing IE extension. It is in accordance with all the security certifications provided by Microsoft.

To get Whatfix’s EPM IE extension, reach out to success@whatfix.com


Have any Whatfix features in mind that could be useful to you and your team? Tell us in the comments.

Do you have any queries regarding any of our features? if yes, then please reach out to support@whatfix.com

Gokul Suresh

Gokul leads the Content, Inbound and Social Media efforts at Whatfix.

A Techie by education and a Marketer by choice, he loves consuming new ideas and experimenting with new tools. He's an expert in B2B content, who nowadays eats CRMs for breakfast, ITSMs for lunch and leftovers from Product Hunt for dinner!
If you like/dislike his articles, then feel free to tweet out to him. He enjoys constructive criticism.


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