Add a Video to Self Help

Whatfix enables you to add videos in Self Help. Create videos within a Self Help Segment or add existing videos to a segment.
When end users click a video content in Self Help, a pop-up appears, and the video is played inside the pop-up as shown in the following image:
DB_SH_videopopup

Create Videos within a Self Help Segment

Use the following steps to create a video within a Self Help segment:

On the Whatfix Guidance dashboard, click Widgets.
Click Self Help.
Go to the required Self Help segment and then click the Edit icon.

Click Create and then select Video using the dropdown.
Enter the Title and upload the video or insert the Video Link.

Note

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.

Info

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.

Note

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 Production. 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 Video.

Add existing Videos to a Self Help Segment

Use the following steps to add an existing video to a Self Help Segment:

On the Whatfix Guidance dashboard, click Widgets.
Click Self Help.
Go to the required Self Help segment and then click the Edit icon.

Click Add Content.
Filter the content using the Filter option. From the dropdown, select VIDEO.
Select the required video, and then click Okay.
Click Save.

your title goes here

After pushing the Self Help to Production, analyze the engagement of end users with the videos from different cities, countries, and more, using Product Analytics. For more information, see How can I see analytics of video content using Trend Insights?

Add a Video to Self Help

Create Videos within a Self Help Segment

Add existing Videos to a Self Help Segment

What's Next