Top
Create a Link
  • 04 Mar 2024
  • 1 Minute To Read
  • Dark
    Light
  • PDF

Create a Link

  • Dark
    Light
  • PDF

Article Summary

You can link your external resources like support articles or content to your Whatfix widgets. Links can be included in Self Help, Task List, and Beacons to provide contextual help about your application.

The following GIF is an example of how a link appears within Self Help when you add it to a Self Help segment. For more information, see Add a Link to Self Help.


You can create Link content on the Dashboard or by using Whatfix Studio.

your title goes here

Whatfix recommends using the Studio to create static content as Auto tags are added to the content only when content is created using Whatfix Studio. Auto tags help in segmenting content so that they appear contextually. If static content is created using the Dashboard, Content creators have to add these tags manually so they appear contextually in widgets like Self Help and Task List.

Create Link content using Whatfix Studio

Use the following steps to create Link content using Whatfix Studio:

  1. Log in to your application, and then launch the Whatfix Studio.
    CLM_editor plug in2

  1. On the Whatfix Studio, click Link.
    clm_studio_link

  2. Enter the Link Display Text, Link URL, Tags, and Search keywords.
    Studio_Enter_fields_for_Link.png

  3. Click Save Link.
    Studio_Link_save_Link.png

    Note

    You can view the Link that you just created in the Draft Stage of the Dashboard.

Create Link content on the Dashboard

Use the following steps to create Link content on the Dashboard:

  1. On the Whatfix Guidance dashboard, click Content.
    ia_left_nav_content

  2. Click All content.
    ia_dashboard_left_nav_all_content

  3. Go to the Draft stage.
    CLM_DB_Draft_stage.png

  4. Click Create content.
    CLM_DB_CreateContent.png

Note

You can view the Create content button only in the Draft stage of the dashboard.

  1. Click Link.
    cm_db_content_link

  2. Enter the Title, the actual Link, any Tag, and Keywords, if needed.
    clm_db_new_link

  3. Click Save Link.
    clm_db_save_link

    Note

    You can view the Link that you just created in the Draft Stage of the Dashboard.

your title goes here

After pushing the Self Help, Task List, and Launcher, along with the links to Production, you can analyze the engagement of end users with the links from different cities, countries, and more, using Product Analytics. For more information, see How can I see analytics of link content using Trend Insights?


Was this article helpful?

Changing your password will log you out immediately. Use the new password to log back in.
First name must have atleast 2 characters. Numbers and special characters are not allowed.
Last name must have atleast 1 characters. Numbers and special characters are not allowed.
Enter a valid email
Enter a valid password
Your profile has been successfully updated.