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Content Grouping in Self Help
  • 07 Feb 2024
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Content Grouping in Self Help

  • Updated On 07 Feb 2024
  • 1 Minute To Read
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Article summary

Whatfix enables you to organize the Self Help segment into groups to manage the content you create. You can choose to create goal-based groups. For example, you can group Flows by proficiency level, or create groups based on the relevance to the page a user is on.

You can group your content in Self Help and make it easier for your users to Go to relevant content.

Create groups within Self Help

Use the following steps to create a group within Self Help:

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

  2. Click All widgets.
    ia_dashboard_left_nave_allwidgets

  1. Hover your cursor over the auto-created segment, and then click the Edit icon.
    clm_db_edit_self_help

  2. Select all the content units that need to be grouped using the checkbox.
    DB_CD_SH_SelectContent.png

your title goes here
  • You can see the type of content you have selected. In this case, it is a link.
    DB_CD_SH_SelcetContent.png
  • You can see the total number of content you have selected.
    DB_CD_SH_SelcetContent.png

  1. Click + Create group.
    DB_SH_Click_CreateGroup.png

  2. In the pop-up, enter a group name.
    DB_SH_Entergroupname.png

Note
  • This group acts as a folder in the Self Help showcased to the end user.
  • When you create a group and don't add any content to it, then the group is not displayed to the end users in the Self Help widgets.
  • You can create up to 20 groups in each segment.
  1. Click Create.
    DB_SH_Clickcreate.png

Add Content to groups within Self Help

Once the group is created, Whatfix enables you to move multiple content from the Self Help segment into the group you have created.

Use the following steps to add multiple content units in a group within the Self Help segment:

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

  2. Click All widgets.
    ia_dashboard_left_nave_allwidgets

  1. Hover your cursor over the Self Help segment that you want to add content to, and then click the Edit icon.
    clm_db_edit_self_help

  2. Select all the content units you want to move into an existing Group.
    2023-02-16_12-42-01.png

your title goes here
  • You can see the type of content you have selected. In this case, it is a link.
    2023-02-16_12-42-01.png
  • You can see the total number of content you have selected.
    2023-02-16_12-42-01.png

  1. Click Move to existing group.
    2023-02-16_12-42-10.png

  2. Select the group you want to move the content to.
    DB_SH_Content_SelectGroup.png

  3. Click Move Content.
    2023-01-11_17-56-34.png

  4. Once you have moved all the content, click Save.
    DB_SH_Clicksave.png

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