Add a Link to Self Help
- 05 Feb 2025
- 2 Minutes To Read
-
Print
-
DarkLight
-
PDF
Add a Link to Self Help
- Updated On 05 Feb 2025
- 2 Minutes To Read
-
Print
-
DarkLight
-
PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
Whatfix enables you to add links to external content sources to the list of content displayed in Self Help.
Note
Integrate your existing Content Repository with Whatfix to display contextual links in Self Help.
For more information, see Integrate your Content with Whatfix.
Here's a GIF that demonstrates how a link clicked from Self Help opens as a pop-up within the same page of the application.
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:
-
On the Whatfix Guidance dashboard, click Widgets.
-
Click Self Help.
-
Go to the required Self Help segment and then click the Edit icon.
-
Click Create and select Link from the dropdown.
-
Enter the Title and the Link (URL).
Note
- Add search keywords to the link to make it easy for your end users to search for the link in Self Help.
- Add tags to your link content.
Info
If Smart Context is enabled, all content created on your application is auto-tagged. However, if static content (articles, videos, and more) is not created using Studio, add the global-page tag to display this 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.
Note
- 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. There is no need to add the global-page tag or Auto tags to the static content created using the Dashboard.
- If you cannot add tags while creating content in an account that has Smart Context enabled, 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 appear in the Tags section. Once the tags are generated, you can delete the flow.
- 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:
-
On the Whatfix Guidance dashboard, click Widgets.
-
Click Self Help.
-
Go to the required Self Help segment and then click the Edit icon.
-
Click Add Content.
-
Filter the content using the Filter option. From the dropdown, select LINK.
-
Select the required link, and then click Okay.
-
Click Save.
Info
After pushing the Self Help to Production, analyze the engagement of end users from different cities, countries, and more, using Product Analytics. For more information, see How can I see analytics of link content using Trend Insights?
Was this article helpful?