Top
Content Grouping in Self Help
  • 1 minute to read
  • Print
  • Dark
    Light

Content Grouping in Self Help

  • Print
  • Dark
    Light

To make it easy to manage the content you create, you can now organize it in groups. You can choose to create goal-based groups. For example, you can group walkthroughs by proficiency level. You can also create groups based on the relevance to the page a user is on.

It is possible to create groups in a two-level hierarchy.

You can group your content in Self-help and make it easier for your users to navigate to relevant content. This is done by a drag-and-drop content to add them to relevant groups

Creating a Group

  1. Navigate to the Whatfix Dashboard.
    dashboard.png
  2. In the left panel, click Widgets.
    widgets1.png
  3. Click the Self Help tile.
    Self%20help.png
  4. Click New Segment.
your title goes here
You can also modify an existing Segment.newSegment2.png
  1. Select all the content units that need to be grouped by clicking the checkbox next to the content.
    grouping_select_content.png
  2. Click New Group to group the selection.
    Grouping_newGroup.png
  3. Enter a group name. 
    grouping_groupName.png
Note
  • This group name 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 in the Self Help widgets.
  1. Click OK.

Dragging and Dropping Content

  • Once a folder is created, you can choose to drag and drop content in/out of the folder

  • Use the drag and drop feature to reorder content in

    • The segment
    • The group

Watch a GIF video on how grouping is displayed to your users

Grouping---end-user-Self-help1%20%281%29.gif.png

Note
  • You can create up to 20 groups in each segment
  • Nested grouping (ability to add a group within a group) is currently not supported.
  • Was this article helpful?