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Content Governance Best Practices
  • 30 May 2025
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Content Governance Best Practices

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Article summary

Content Governance ensures systems and processes have a smooth flow of content from the time it is created to the time it is published. Governance is about how content is planned, created, managed, and published.

It is important to keep these guidelines in mind when creating content on Whatfix to ensure that the content and related processes are consistent and quality is maintained.


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Hierarchy of Content Creation

There are different user roles available in Whatfix. Based on the role you are provided, you can perform various functions.

  • Editor creates the content.
  • Content Manager creates, edits, and manages the content.
  • Account Manager does the final review and does Push to Production, which makes the content available to all end users.

For more information, see Whatfix User Roles.

Use the Maker or Checker concept while creating content

The person creating the content (Editor) cannot be the one checking the content. It is ideal to have the content reviewed by another author so that it is free of any mistakes that were overlooked by the content author.

Remove personal dependencies

There needs to be at least two Account Managers for a particular account. It eliminates any personal dependencies and bottlenecks in the absence of any one of them.

Push correct content

The Account Manager makes Whatfix content live for end users. Ensure that the content that was reviewed and tested is the content that is published.

Use Guidance analytics to measure engagement

Once content is pushed to end users, you can use Guidance analytics to understand users' engagement rate with your Whatfix content, such as Pop-ups, and more. Using the data, make changes to your content where it is necessary and guide users to complete their goals.

Use Product analytics to understand end-user behavior on the application

Apart from understanding how end users are using Whatfix content, Whatfix's Product Analytics enables you to understand end-user behavior in the application or product. Track how end users are navigating through an application and identify trends, patterns, and insights. The insights and recommendations from the analysis are used to inform and guide product decisions and improvements.


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