Self Help Best Practices
  • 15 Feb 2024
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Self Help Best Practices

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  • PDF

Article Summary

Animate the Self Help tab to catch the user’s attention

Animating the Self Help tab increases your chances to catch users' attention and help them find answers themselves.


Deliver specific contents to users using Tags

Segment guides using Role Tags so that users receive more relevant and focused content.

your title goes here

Find unsuccessful search terms using Analytics. Fore more information, see Unsuccessful search terms in Analytics.


Link your support articles

Add links to your support articles in the Flows steps to deliver more information. Use this wisely so you don't overwhelm your users.


Group related content together inside Self Help

Grouping similar content inside Self Help aids end-users to understand and navigate through the widget easily. You can also create multiple sub-groups within a group.

For more information, see Nested Grouping in Self Help.

CLM_selfhelp_nested grouping

Use keywords to make your content easily available in Search

Adding keywords to your content helps end-users find relevant content, even when the search term does not match the term used in the content. Looking through the unsuccessful search terms that your users use can be a good start for this exercise.

For more information, see users unsuccessful search terms in the Analytics when content is present.

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