Self Help Best Practices
- 31 Jan 2025
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Self Help Best Practices
- Updated On 31 Jan 2025
- 1 Minute To Read
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Animate the Self Help tab to catch the user’s attention
Animating the Self Help tab increases the likelihood of capturing user attention and enabling them to find answers independently.
Deliver specific contents to users using Tags
Segment guides with Role Tags to ensure users receive relevant and focused content.
Link your support articles
Add links to support articles in the Flows steps to deliver additional information. Use this approach wisely to avoid overwhelming users.
Group related content together inside Self Help
Grouping similar content within Self Help enables end-users to understand and navigate the widget easily. Create multiple sub-groups within a group as needed.
For more information, see Nested Grouping in Self Help.
Use keywords to make your content easily available in Search
Adding keywords to content enables end-users to find relevant information, even when the search term does not match the terminology used in the content. Reviewing unsuccessful search terms can serve as a good starting point for this exercise.
For more information, see Why are there unsuccessful search terms in the Analytics even when content is present?.
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