Common Best Practices
- 14 Apr 2023
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Common Best Practices
- Updated On 14 Apr 2023
- 1 Minute To Read
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- DarkLight
- PDF
Article Summary
Always test content in your development environment
If you work in multiple environments, it’s a good practice to publish your content on your test/development environment before deploying it in production.
Organize content using Tags
Adding relevant Tags is a great way to keep your guides accessible and easy to find for other content creators.
Use contrasting colors for Whatfix widgets
Use contrasting colors for Whatfix widgets, to make them stand out/noticeable on the website. Make sure that your widgets are not lost on your interface.
Use the contrast checker available on this site to help you decide - https://webaim.org/resources/contrastchecker/
Be clear and concise
Use words and simple sentences. Keep the description in your tooltips simple and to the point.
Use Beacons to catch the attention of your users
Use Beacons to highlight new features and UI changes. Link Flows to beacons in case there is an associated procedure.
Don't exceed the maximum width in a Tooltip or Pop-up
When inserting images in your content, ensure that they don't exceed the width of the tooltip or pop-up to avoid any distorted images.
Monitor the content performance using Whatfix Analytics
Remember to configure Whatfix Analytics to find out how your content is faring. Are your users completing tasks? Which step are they getting stuck at? What search terms do not give any results? You can track this data and use it to improve the performance of your content.
Use Control+Shift+V to copy and paste content while translating
When translating content in the UI, avoid copy-pasting content. The formatting of the content could get copied and may generate sync issues. If you have to copy and paste, use the CTRL+SHIFT+V (Windows) or COMMAND+SHIFT+V (Mac) to paste content. These shortcuts copy only the value.
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