Smart Tip and Beacon Best Practices

  1. Create a Smart tip or Beacon guide from the New Content
    new content menu

    Configuration:

    Guide Type → Select Smart Tip from the drop down

    URL → Based on customer instance

    Display Name → According to requirement

  2. Smart tip: A tip which displays when a user mouses over ? to provide more information about the field.

    Do: All the tool tips within the smart tip guide should be confined to a specific page.

    Don’t: Create tool tips which are related to two different pages in the single smart tip guide.
    example of smart tip

  3. If two or more smart tips need to be created on one page, create all the smart tips in one step as multi tip
    multi tip example

    Display Settings for Smart tip or Beacon guides:

    • Highlight → Disable
    • Hide Next button → Enable
    • Show Back button → Disable
    • Hide steps count/progress bar footer → Disable
      display settings

    Activation Settings: No Changes to the default.
    activation settings

    Advanced Settings:No Changes to the default.
    advanced settings

  4. The page should be defined in the activation condition with Autoload turned on
    activation conditions

    Mandatory: Always have a page URL condition mapped to the smart tip where it should appear.

  5. Remove any other condition under activation other than page URL Condition
    removing extraneous conditions

    Note: We can certainly add role segmentation for smart tips as desired.

    For a Non-Fusion application, we need to manually take the URL and add it as a condition in Activation.

  6. Ensure both Smart tip and Beacon are not set to Sticky Guide by unchecking the option
    location of sticky guide option

    Note: Enabling Sticky Guide for an Auto Load smart tip causes a performance issue.