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Import Content Template
  • 03 Aug 2022
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Import Content Template

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With Content Templates you can import pre-built and tested content that can be readily used when you login to your Whatfix account. This reduces your effort in creating Whatfix content from scratch and helps you get started with content much faster.

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  • You can only import content templates for a new Whatfix account or any Whatfix account that has no content/Widgets.
  • Currently, Content Templates are available for Salesforce Sales Cloud, SAP Ariba and MS dynamics CRM applications.

Use the following steps to import Content template,

  1. On the Whatfix Dashboard, click the Settings icon.
    RB_DB_Settings

  2. Click Import pre-built and tested content.
    DB_settings_import tested content

  3. Select the Application type.
    DB_settings_application type

  4. Select the Business Use Case.
    DB_Import content use case(1)

  5. Click Import.
    DB_settings_import

  6. In the confirmation Pop-up, click Import.
    DB_Import content_pop-up import

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Once the import is complete, you will receive an email consisting the status of the import action with the Application type and the Business use case type details.
DB_Content template_email

  1. You can view the imported content in the All Content section of the Dashboard.
    Db_import content_all content(1)
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You need to do a Push to Production or Update Extension for your end users to see the content. For more information, see Pushing Whatfix Content to Production.

Enable Content Template

To enable Content Template for your account, contact [email protected].


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