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Create a Self Help segment
  • 22 Nov 2022
  • 3 Minutes To Read
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Create a Self Help segment

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Creating a Self Help Segment enables you to show different content to different groups of users on a single page. For example, when an admin user opens Self Help, the content is specific to what an admin user does and can be very different from what a basic user sees on the same page.

  • When the end users open the Self Help widget, they see a visual identifier that separates viewed content from the other unconsumed content in the Self Help widget.
  • This means that all the viewed content in a Self Help widget appears on a grey background while the unconsumed content appears over a white background.
  • This helps the end users to differentiate new content added to the Self Help from the already viewed content. It also enables them to locate the content they have not viewed yet.
  • The data gets updated based on the content consumption by the end users.

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  • The visual identifier is visible to the end users until the browser cache is cleared. The same data cannot be retained across devices.

Use the following steps to create a Self Help segment,

  1. Navigate to the Whatfix Dashboard.
    Goto_dashboard

  2. Click Widgets.
    RB_DB_Click widgets2

  3. Click the Self Help tile.
    RB_DB_clickSH

  4. Click New Segment.
    RB_DB_SH_newsegment.png

  5. On the creation page, click Create Self Help.
    DB_clickcreatesh

  6. Enter the segment name.
    DB_SH_entersegmentname

  7. Click Next.
    DB_SH_clicknext

  8. In the Add Content section, click Add Content.
    DB_SH_clickaddcontent

  9. Using the checkboxes, select the content that you want to add in Self Help or use the Select By Tags option to add contents using Tags.
    RB_DB_SH_selectcontent

your title goes here

For more information see, Adding content to Widgets using Tags.

  1. After adding the content, click Okay.
    RB_DB_SH_clickokay
Note
  • Whatfix enables you to add any number of content to Self Help. However, by default, when the content is rendered to your end users, they will see only the first 20 items in the list.
  • You can configure Self Help to display up to 200 items in the segment by contacting [email protected].
your title goes here
  • You can create static content like images, videos, pdfs, etc, and create groups within Self Help using the Create button.
    DB_SHclickcreatebutton
  • Add your existing content repository to show repository content as links in Self Help, using the Integrate Repository link.
    DB_SH_oldclickintegraterepo

For more information, see Integrate your Content Repository with Whatfix.

  • If you want 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.
    DB_SHenableaddcontenttoggle
  1. In the Set Rules section, using the dropdown menu, set the visibility rules.
    RB_DB_SH_visibilityrules
Note
  • See Visibility and Display Rule Conditions for more information on the different conditions that can be used in Visibility Rules.
  • 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.
  • You can also drag and drop certain rules to rearrange them in the desired order.
  • If you use role tags as a visibility rule in the Self Help, it overrides any role based tags attached to the content added in the Self Help.
  1. Click Save.
    RB_DB_SH_save

  2. Using the dropdown, make the segment Active.
    self_help_active

your title goes here

By default, the newly created segment is marked inactive.

  1. To make the segment active, click Yes in the confirmation pop-up.
    RB_DB_SH_Activatesegment
Note
  • To ensure that your Self Help segment is used efficiently and to increase user engagement, follow the best practices displayed on your dashboard while creating a segment.
    DB_SH_bestpractices

  • You can also find the list of best practices under the Best Practices section at the top right of the creation page.


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