Add a Link to Self Help
- 26 Aug 2024
- 2 Minutes To Read
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Add a Link to Self Help
- Updated On 26 Aug 2024
- 2 Minutes To Read
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Whatfix enables you to add a link to an external source of content in the list of content displayed in Self Help.
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Integrate your existing Content Repository with Whatfix and display them as contextual links in Self Help.
For more information, see Integrate your Content with Whatfix.
Here's a GIF of how a link clicked from Self Help opens as a pop-up inside the same page of your application.
Create links within a Self Help Segment or add existing links to a segment.
Create Links within a Self Help Segment
Use the following steps to create a link:
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On the Whatfix Guidance dashboard, click Widgets.
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Click Self Help.
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Go to the required Self Help segment and then click the Edit icon.
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Click Create and then select Link using the dropdown.
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Enter the Title and the Link URL.
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- Add search keywords to the link to make it easy for your end user to search for it in Self Help.
- Add tags to your link content.
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If you have enabled Smart Context, all content created on your application is auto-tagged. However, if static content (articles, videos, and links) is not created on your application using Studio, you must add the global-page tag to display such content in the Self Help widget on your application. To tag content, see Add Tags to content.
If the tag doesn't work on your account, contact support@whatfix.com.
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- If you configure Page tags as Visibility Rules for a Self Help segment, then all the static content associated with the Page tag appears in the Self Help widget when the tag is evaluated. In this case, you need not add global-page tag or Auto tags to the static content created using the Dashboard.
- If you cannot add tags while creating content in an account that has Smart Context enabled, you need to first create a Flow and save it in your dashboard. Ensure that this Flow is not pushed to the Production stage. Creating a Flow generates Auto tags that can be added to the desired content. These Auto tags are seen in the Tags section. Once the tags are generated, you can delete the flow.
- Click Save Link.
Add existing Links to a Self Help Segment
Use the following steps to add an existing link to a Self Help Segment:
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On the Whatfix Guidance dashboard, click Widgets.
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Click Self Help.
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Go to the required Self Help segment and then click the Edit icon.
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Click Add Content.
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Filter the content using the Filter option. From the dropdown, select LINK.
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Select the required link, and then click Okay.
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Click Save.
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After pushing the Self Help to Production, 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?
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