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.

Show rules

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.

Hide rules

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.

Preview of the rules edit screen

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.

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.

Custom properties

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.

Preview of the rules edit screen for custom properties

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.