Self Help Best Practices
- 30 May 2025
- 1 Minute To Read
- Print
- DarkLight
- PDF
Self Help Best Practices
- Updated On 30 May 2025
- 1 Minute To Read
- Print
- DarkLight
- PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
Expand the accordions for more details.
Animate the Self Help tab to catch end users' attention
Animating the Self Help tab increases your chances of catching end users' attention and helps them find answers themselves.
Deliver specific content to users using Tags
Segment Self Help using Tags so that end users receive relevant and focused content. Tag content based on the roles for whom you want the content to appear. For example, if you want certain content to be displayed only to account managers, then create a role tag and add the particular tag to your content.
For more information, see Segmentation Attributes.
Link your support articles
Integrate your existing Content Repository with Whatfix and display them as contextual links in Self Help. This enables your end users to get relevant content inside your application rather than switching between applications.
For more information, see Content Aggregation.
Group related content together inside Self Help
Grouping similar content inside Self Help provides context and helps your end users navigate better. Whatfix also enables you to create multiple sub-groups within a group.
For more information, see Groups in Explorer.
Manage content display limits in Self Help
Only the first 20 pieces of content in a Self Help segment, called the default listing, are shown to end users. To configure the number of content displayed to end users, contact support@whatfix.com.
To ensure end users see the most relevant content first, group the content or manually reorder it within the segment.
Use keywords to make your content easily available in Search
Adding keywords to your content helps end users find relevant content, even when the search term does not match the term used in the content.
For more information, see Help Users Find Content in Self Help using Keywords.
Was this article helpful?