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How to display specific content in Self Help across all pages?

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Whatfix enables you to display specific content, such as Flows giving an overview of your application, support links, video tutorials, and more, inside Self Help on all pages across your application.

Display content in Self Help across all pages of your application for both Smart Context enabled and disabled accounts. For more information, see Smart Context.

Smart Context Enabled Enterprises

Use the following steps to add the global tag:

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

  2. Click Flows.
    ia_left%20nav_flows

  3. Hover your cursor over the required Flow, and then click the Edit icon.
    image.png

  1. Under the Choose from the existing tags section, click the Plus icon.
    plus_icon_in_choose_from_existing_tags

Note:

If your account has multiple Global tags, select the one with the highest value. For example, if the tags in your account are Global-Page, Global-Page_1, and Global-Page_2, content should be tagged with Global-Page_2. For more information on viewing the Global tags available in your account, see How can I view the Global tags created in my account?

  1. Search for the global tag and then select it.
    select_global_page_tag

  2. Click Save.


Display In-app Created Content across all Pages

To display in-app created content such as Flows, across all pages where Self Help appears, you need to create the content on a global element, that is, on an element that is present across all the pages of your application.

For more information, contact support@whatfix.com.

Non-Smart Context enabled enterprises

Adding the content to the Self Help makes it available across all pages where Self Help appears. For more information on adding content, see Create a Self Help Segment.

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