Add a Link to Self Help

Whatfix enables you to add a link to an external source of content in the list of content displayed in Self Help.

Here's a GIF of how a link clicked from Self Help opens as a pop-up inside the same page of your application.

You can create links within a Self Help Segment or add existing links to a segment.

Create Links within a Self Help Segment

Use the following steps to create a link:

4. Click Create and then select Link using the dropdown.
   

5. Enter the Title and the Link URL.
   

   your title goes here

   • You can add search keywords to the link to make it easy for your end user to search for it in Self Help.
   • You can also add tags to your link content.
   your title goes here

   If you have enabled Smart Context, all content created on your application is auto-tagged. However, if static content (articles, videos, and links) is not created on your application using Studio, you must add the global-page tag to display such content in the Self Help widget on your application. To tag content, see Add Tags to content.
   If the tag doesn't work on your account, contact support@whatfix.com.

   your title goes here

   • If you configure Page tags as Visibility Rules for a Self Help segment, then all the static content associated with the Page tag appears in the Self Help widget when the tag is evaluated. In this case, you need not add global-page tag or Auto tags to the static content created using the Dashboard.
   • If your account is Smart Context enabled, and while creating static content you cannot add any tags, then you need to first create a Flow and save it in your Dashboard. Ensure that this Flow is not pushed to the Production stage. Creating a Flow generates Auto tags that can be added to the desired content. These Auto tags are seen in the Tags section. Once the tags are generated, you can delete the flow.

6. Click Save Link.
   

Add existing Links to a Self Help Segment

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

4. Click Add Content.
   

5. Filter the content using the Filter option. From the dropdown, select LINK.
   

6. Click Okay.
   

7. To save the segment, click Save.
   

   your title goes here

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