Add rules to automate visibility
NOTE: Rules are currently in public beta
With rules, streams can automatically be shown or hidden to your user. You might wanna show a form only to certain customers or hide some form when they already successfully submitted one. Rules in Helptail are really versatile while being in easy to set up.
How rules work
When you have no rules set up, which is the default, all streams (both inbound and outbound) are immediately shown to all visitors of the page. They will not be hidden either, except for banner and modal streams. The entries from these streams can be marked as read. Only newer entries, added by you, will then be shown to the user.
When you have “Show” rules set up, that stream will only be shown if the rule matches. Useful to only show a survey to customers on a certain subscription or a new feature modal when on a certain page.
Streams are only hidden if the rule matches. Common usecases are to hide a survey when that user successfully submitted the form.
How to add rules
From your edit stream screen, select Settings & Appearance. Scroll to the bottom and click Setup Rules.
On the following page, you will see a page with two sections Show Stream and Hide Stream. For each you can choose a Trigger, Operator and Value.
The available Triggers depend of the stream type (inbound or outbound) and if you want to show or hide a stream.
The Operator compares the Value you set with “something”. This can be the current URL, the number of successful submissions for the current user or time on the page.
Available triggers for rules
The following triggers are currently available.
Time on Page
Some rules need to store a bit of data in order to check if a rule matches. To look up this data a cookie is stored in your user’s browser. Keep in mind there’s no guarantee this cookie is stored until the next visit. This cookie is only used to check for matches for your rules. No other data is stored.
You can use custom properties as a trigger too. This is a really versatile way to make sure streams are only shown to customers matching certain datapoints from your database.
Each property you pass into the JS snippet can be used as trigger for a rule. Make sure the value for
Property Field matches exactly with the value you add to the JS snippet.