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Add a Video to Self Help
  • 24 Jul 2025
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Add a Video to Self Help

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Article summary

Whatfix enables you to add videos to Self Help. Create videos within a Self Help Segment or add existing videos to a segment.
When end users click a video content in Self Help, a pop-up appears, and the video plays inside the pop-up, as shown in the following image:
DB_SH_videopopup

Create Videos within a Self Help Segment

Use the following steps to create a video within a Self Help segment:

  1. On the Whatfix Guidance dashboard, click Widgets.
    ia_left_nav_widgets

  2. Click Self Help.
    ia_left_nav_self_help

  3. Go to the required Self Help segment and then click the Edit icon.
    ia_self_help_edit

  1. Click Create and then select Video using the dropdown.
    SH_Click_video.png

  2. Enter the Title and upload the video or insert the Video Link.
    SH_video_url.png

Note:
  • Add search keywords to the link to facilitate easy searching for end users in Self Help.
  • Add tags to your link content.
  1. Click Save Video.
    save_video

Add existing Videos to a Self Help Segment

Use the following steps to add an existing video to a Self Help Segment:

  1. On the Whatfix Guidance dashboard, click Widgets.
    ia_left_nav_widgets

  2. Click Self Help.
    ia_left_nav_self_help

  3. Go to the required Self Help segment and then click the Edit icon.
    ia_self_help_edit

  1. Click Add Content.
    DB_SH_clickaddcontent

  2. Filter the content using the Filter option. From the dropdown, select VIDEO.
    SH_Add_Video.png

  3. Select the required video, and then click Okay.
    RB_DB_SH_Clickokaylinks

  4. Click Save.
    Save_self_help.png

Info:

After pushing the Self Help to Production, analyze the engagement of end users with the videos from different cities, countries, and more using Product Analytics. For more information, see How can I see analytics of video content using Trend Insights?


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