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Create an Article
  • 04 Mar 2024
  • 2 Minutes To Read
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Create an Article

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Article Summary

Whatfix enables you to create rich text articles and place them inside Self Help or Task List segments. The text content can be used to answer simple queries or FAQs using short answers right inside the Self Help and Task List widgets.
Such contextual content saves your end users a lot of time, as they see this content on your application without needing to go outside your application to access relevant information.

Once your article is created, you can add it to Self Help. For more information, see Add an article to Self Help.

Similarly, you can add an article to Task List as well. For more information, see Add an article to Task List.

your title goes here

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

You can create an Article on the Dashboard or by using the Whatfix Studio.

your title goes here

Whatfix recommends using the Studio to create static content as Auto tags are added to the content only when content is created using the Whatfix Studio. Auto tags help in segmenting content so that they appear contextually. If static content is created using the Dashboard, Content creators have to add these tags manually so they appear contextually in widgets like Self Help and Task List.

Create an Article using the Whatfix Studio

Use the following steps to create an Article using the Whatfix Studio:

  1. Log in to your application, and then launch the Whatfix Studio.
    CLM_editor plug in2

  1. On Whatfix Studio, click Article.
    clm_studio_article

  2. Add the Title and Description.
    Studio_Article_Title_Description.png

    your title goes here
    • The maximum character limit for the article description is 3000 characters.
    • You can choose to format the text or add multimedia content to your article using the Rich Text Editor.
      Studio_CreateArticle_Description.png
    • You can also add tags and search keywords to the article as required.
      Studio_createArticle_tagsandkeywords.png
  3. Click Save article.
    Studio_Click_SaveArticle.png

    Note

    Once the article is created, you can find it on the Whatfix Dashboard.  
    clm_db_article_dashboard

Create an Article on the Dashboard

Use the following steps to create an article on the Dashboard:

  1. On the Whatfix Guidance dashboard, click Content.
    ia_left_nav_content

  2. Click All content.
    ia_dashboard_left_nav_all_content

  3. Go to the Draft stage.
    CLM_DB_Draft_stage.png

  4. Click Create content.
    CLM_DB_CreateContent.png

Note

To view the video content that you just created, go to the Draft Stage of the Dashboard.

  1. Click Article.
    clm_db_content_article

    Note

    If you don't see the article segment under the Create section, contact support@whatfix.com.

  2. Add the Title and Description.
    RB_DB_staticcenterarticledetails

    your title goes here
    • The maximum character limit for the article description is 3000 characters.
    • You can choose to format the text or add multimedia content to your article using the Rich Text Editor.
      RB_DB_staticcontentarticle
    • You can also add tags and search keywords to the article as required.
      RB_DB_articlesearchkeywords
  3. Click Save article.
    save1

    Note

    Once the article is created, you can find it on the Whatfix Dashboard.
    clm_db_article_dashboard


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