Create a Self Help Segment

Self Help segments enable the display of different content to various user groups across multiple pages. For example, your segments can be configured to show different content on your application's home page and its FAQs page. Additionally, multiple segments on the same page allow for tailored content for different types of end users. For example, administrators may view different content than basic users. These configurations can be made using a segment's Visibility Rules.

Use the following steps to create a Self Help segment:

On the Whatfix Guidance dashboard, click Widgets.
Click All widgets.
Click Create widget.

Click Self Help.
Enter the segment name.
In the Add Content section, click Add Content.
Select the content that you want to add in Self Help using the checkboxes or use the Select By Tags option to add content using Tags.
After adding the content, click Okay.

Note:

Only the first 20 pieces of content in your segment, known as the default listing, display to end users in the Self Help widget.
To configure the count of content displayed to end users, contact support@whatfix.com.

Note:

Create static content like images, videos, pdfs, etc., and groups within Self Help using the Create button. For more information, see Self Help groups.
Add your existing content repository to display repository content as links in Self Help, using the Integrate Repository link. For more information, see Integrate your Content Repository with Whatfix.
To add all the content created on your account to the Self Help segment, enable the Add all existing and future content items toggle. Enabling this also adds any newly created content to Self Help automatically.

In the Set Rules section, configure the Visibility rules of the segment. Visibility rules determine where and to whom the segment displays. For more information, see Visibility Rules.

Note:

To insert a new condition in between two existing rules, click the plus icon next to the condition below which you want to place the new condition.
Drag and drop certain rules to rearrange them in the desired order.

Combine Visibility Rules using the And and Or conditions. To know how to use AND/OR Conditions inside a Self Help widget, see How to use AND and OR Conditions inside Widget Segments.

Under Set Rules, in the Search Scope tab, set the search scope of the segment. The Search Scope of a segment determines what content shows in its search results. For more information, see Search Scope of a Self Help segment.
Click Save.

Note

For your segment to be visible to end users, you must push it to Production.
To increase user engagement and ensure that your Self Help segment is used efficiently, follow the best practices displayed on your dashboard while creating a segment.
Find the list of best practices under the Best Practices section at the top right of the creation page.

Create a Self Help Segment

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