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Add Articles to Self Help
  • 24 Jul 2025
  • 1 Minute zum Lesen
  • Dunkel
    Licht
  • pdf

Add Articles to Self Help

  • Dunkel
    Licht
  • pdf

The content is currently unavailable in German. You are viewing the default English version.
Artikel-Zusammenfassung

Articles enable users to find one-line answers within Self Help without leaving the application.

Info:

Expand the accordion(s) for more details.

Create an article within a Self Help Segment

Use the following steps to create an article 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 select Article using the dropdown.
    RB_DB_TLstaticclickarticle

  2. Add the Title and Description.
    Sh_Article_Title.png

Info:
  • Add search keywords to the Article to make it easy for your end users to search for it in Self Help.
  • Add tags to your Article content.
  1. Click Save Article.
    db_save article

Add an existing Article to a Self Help Segment

Use the following steps to add an existing article 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, click ARTICLE.
    DB_Task List_article

  3. Select the desired article.
    RB_DB_selecttextcontent

  4. Click Okay.
    RB_DB_SH_ClickokayText

  5. Click Save.
    RB_DB_SH_clickSaveSH

Info:

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


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