Self Help groups

Whatfix enables you to organize content within your Self Help segment by creating Self Help groups.

Groups are collections of content within the Self Help segment. They function like folders. End users can click the group in the Self Help widget to view the content inside it.

You can create a group inside another group, called a nested group. Create up to 2 levels of groups in a Self Help segment.

The way you group content depends on your requirements. However, the following are some ideas for how you can group content:

• By topic: Group together content related to the same subject. For instance, all content about a specific feature in your application could be in a single group.
• By content type: Create separate groups for Flows, links, articles, and more.
• By difficulty: If your content varies in complexity, consider creating groups such as Beginner, Intermediate, and Advanced to cater to different proficiency levels.

Create and add content to a Self Help group

There are several methods to create a Self Help group and add content to it. Start by going to the segment where you want to include the group.

Create a new empty group

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Empty groups are not shown to end users. Once you create a new empty group, add content to the group for end users to see.

1. Click Create.
   

2. Select Group using the dropdown.
   

3. Enter a name for your group.
   

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Nest your group inside another group by selecting the Nest under an existing group checkbox, and then selecting the group you want to nest it in.

4. Click Create.
   

Add selected content to a new group

1. Select the content you want to add to your new group.
   

2. Click Create group.
   

3. Enter a name for your group.
   

your title goes here

Nest your group inside another group by selecting the Nest under an existing group checkbox, and then selecting the group you want to nest it in.

4. Click Create.
   

Add selected content to an existing group

1. Select the content you want to add to your new group.
   

2. Click Move to existing group.
   

3. Select the group into which you want to move the content.
   

4. Click Move Content.
   

Drag and drop content inside existing groups

Drag content to the top of a group and then drop it to add it to that group.

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There is no limit to the count of content you can add to a Self Help group.