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Adding a Link to Self Help
  • 14 Mar 2022
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Adding a Link to Self Help

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

Note

You can also integrate your existing Content Repository with Whatfix and display them as contextual links in Self Help.
For more information, see Integrating your Content with Whatfix.

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


Adding a link to Self Help is a two-step process:
Step 1: Creating a link
Step 2: Adding the link to Self Help

Use the following steps to create a link,

  1. Navigate to the Whatfix Dashboard.
    Goto_dashboard

  2. Click Widgets.
    RB_DB_Click widgets(2)

  3. Click the Self Help tile.
    RB_DB_clickSH

  4. Click the segment you want to add the link to.

  5. Under Create, click Link.
    RB_DB_SH_addlink

  6. Enter the purpose of the link in the Display Text field. 
    RB_DB_SH_addlinkpurpose

  7. Enter the link in the Link field.

Note

If you have enabled Smart Context, all content created on your application is auto-tagged. However, static content (text, video, and links) is not created on your application, and you must add the global-page tag to display such content in the Self Help widget on your application. To tag content, see Adding Tags to content
If the tag doesn't work on your account, contact Whatfix Support at [email protected]

  1. Click  Save

    Use the following steps to add a link to Self Help,

    1. Navigate to the Whatfix Dashboard.
      Goto_dashboard

    2. Click Widgets.
      RB_DB_Click widgets(2)

    3. Click the Self Help tile.
      RB_DB_clickSH

    4. Click the segment you want to add the link to
      RB_DB_SH_selectcontentlink

    5. Click Select
      RB_DB_SH_clickselect

    6. Set the filter to LINK.
      RB_DB_SH_selectlink

    7. Hover the cursor over the link(s) you want to add and select using the checkbox and then click click Okay.

    8. Click Save.
      RB_DB_SH_save


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