Create a Self Help Segment
- 15 May 2025
- 5 Minutes To Read
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Create a Self Help Segment
- Updated On 15 May 2025
- 5 Minutes To Read
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Print
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DarkLight
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PDF
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Self Help segments enable the display of different content to various user groups across multiple pages. For example, your segments can be configured to show different content on your application's home page and FAQs page. Additionally, multiple segments can appear on the same page to provide tailored content for different types of end users. For example, administrators might view different content than basic users. These configurations can be made using a segment's Visibility Rules.
A Self Help segment contains:
- A list of content shown to end users.
- A set of Visibility Rules that determine where and to whom the segment will show on the application.
- A Search Scope that determines what content shows up in the search results of your segment.
Info:
Expand the accordion(s) for more details.
Create a segment in old Self Help
Note:
The old Self Help experience will be deprecated after June 2025. If you'd like to enable the Improved Self Help experience earlier, contact support@whatfix.com.
Use the following steps to create a Self Help segment:
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On the Whatfix Guidance dashboard, click Widgets.
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Click All widgets.
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Click Create widget.
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Click Self Help.
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Enter the segment name.
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In the Add Content section, click Add Content.
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Select the content that you want to add in Self Help using the checkboxes or use the Select By Tags option to add content using Tags.
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After adding the content, click Okay.
Info:
- Only the first 20 pieces of content in your segment, known as the default listing, are displayed to end users in the Self Help segment.
- To configure the number of content displayed to end users, contact support@whatfix.com.
Note:
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Create static content such as images, videos, pdfs, and more, and group them within Self Help using the Create button. For more information, see Self Help groups.
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Add your existing content repository to display repository content as links in Self Help, using the Integrate Repository link. For more information, see Integrate your Content Repository with Whatfix.
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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.
- In the Set Rules section, configure the Visibility rules of the segment. Visibility rules determine where and to whom the segment displays. For more information, see Visibility Rules.
Note:
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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.
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Drag and drop certain rules to rearrange them in the desired order.
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Combine Visibility Rules using the And and Or conditions. To know how to use AND/OR Conditions inside a Self Help widget, see How to use AND and OR Conditions inside Widget Segments.
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Under Set Rules, in the Search Scope tab, set the search scope of the segment. The Search Scope of a segment determines what content shows in its search results. For more information, see Search Scope of a Self Help segment.
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Click Save.
Note:
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For your segment to be visible to end users, you must push it to Production.
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To increase user engagement and ensure that your Self Help segment is used efficiently, follow the best practices displayed on your dashboard while creating a segment.
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Find the list of best practices under the Best Practices section at the top right of the creation page.
Create a segment in Improved Self Help
Info:
Improved Self Help is a Beta feature. To enable Improved Self Help on your dashboard, contact support@whatfix.com. Improved Self Help provides an enhanced and revamped end-user experience of the Self Help widget. Once enabled, end users see Improved Self Help instead of the Self Help widget.
Improved Self Help appears on the application wherever your Self Help segments are configured to show according to their Visibility Rules. The content listing and search results of the Self Help segments appear in the Explorer component of Improved Self Help.
Default Segment
By default, a Default Segment for Self Help is created in the Draft stage of your Whatfix Guidance dashboard.
- The segment is configured to contain all the content on your dashboard.
- The segment does not have any Visibility Rules, enabling it to show everywhere and for everyone on the application.
Create multiple Self Help segments and show different content in Explorer on different pages or for different users of the application by appropriately configuring each segment's Visibility Rules.
Use the following steps to create and configure an Improved Self Help segment:
Step 1: Create an Improved Self Help segment from the dashboard
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On the Whatfix Guidance dashboard, click Widgets.
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Click All widgets.
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Click Create widget.
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Click Self Help.
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Name your Self Help segment.
Step 2: Add content to your segment
There are several ways to add content to your Self Help segment. For more information, see Add or remove content from Explorer. One way to add content to your segment is to enable the Add all existing and future content items toggle, which ensures all the content on your dashboard is present in the segment at all times.
Info:
This toggle is enabled by default in the Default Segment.
Only the first 20 pieces of content added to your segment are visible to your end users. The list of content visible to end users is called the default listing. To access the remaining content, end users can search for them.
Info:
- To configure the content count in the default listing, contact support@whatfix.com.
- Once you enable Improved Self Help, content from your existing Self Help segments shows in the Explorer component of Improved Self Help instead of the Self Help widget.
Step 3: Set the Visibility Rules for your segment
The Visibility Rules of your segment determine where and for whom the segment is displayed. By default, your segment does not have any Visibility Rules and is shown everywhere and to everyone on your application.
For more information, see Visibility and Display Rule conditions.
Step 4: Set the Search Scope of your segment
The Search Scope of your segment determines what content is shown in the search results of the segment. There are two Search Scope options:
- All Flows: Includes all content on your dashboard. This option is set by default.
- Tags: Restricts what content shows in the search results of the segment using tags.
For more information, see Search Scope.
Step 5: Save and preview your segment
Once you've finished configuring your Self Help segment, click Save. You can preview how your segment will look using Preview mode on Studio. While previewing, ensure that you are on the right page of your application and that you have a role suitable to see the segment, as defined in the segment's Visibility Rules.
Step 6: Push your segment to Production
For your segment to be visible to your end users, it must be in the Production stage of the dashboard. For more information about pushing widgets to production, see Push Whatfix content and widgets to Production.
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