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Adding a video to Self Help
  • 01 Sep 2022
  • 3 Minutes To Read
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Contents

Adding a video to Self Help

  • Updated On 01 Sep 2022
  • 3 Minutes To Read
  • Print
  • Dark
    Light
  • PDF

Whatfix enables you to embed videos in Self Help irrespective of whether they are created by Whatfix using a Flow or were generated using third-party applications.

  • Whatfix videos: Videos created by Whatfix using Flows when the Video Channel is configured in your account.

  • Non-Whatfix videos: Videos created using a video editor and stored in your account in Google Drive, Dropbox, YouTube, Vimeo, etc.

When the end users click a video content in Self Help, a pop-up opens and the video is played inside the pop-up as shown below.
video_play_from_self_help

To embed Whatfix Videos,

Note
  • You need to have your video platform configured before you can proceed with the steps below.
  • When configuring the video channel, if the visibility is set to private then videos won't play after embedding.

  1. Navigate to the Whatfix Dashboard.
    Goto_dashboard

  2. Navigate to the Flow, the video output of which you want to add to Self Help.

  3. Click the Embed option.
    RB_DB_SH_clickEmbed

  4. From the dropdown, click Video.
    RB_DB_SH_clickVideo

  5. Click the Copy iFrame button.
    click_copy_iframe

  6. Paste the copied iFrame code in a text editor.
    paste_iframe_code_text_editor

  7. Delete everything except the video URL as shown below.
    delete_except_url

  8. Add https: before the edited URL.
    before_after_adding_https

  9. On the Whatfix Dashboard, navigate to Widgets.
    Dashboard_leftpane_widgets

  10. Click Self Help.
    RB_DB_clickSH

  11. Select the desired segment.
    RB_DB_SH_selectcontentlink

  12. Under create, select Video Link.
    RB_DB_SH_addvideo

  13. Enter the name of the video and the URL from Step 8, and then click Save.
    RB_DB_SH_Addvideodetails

Note

If you have enabled Smart Context, all content created on your application is auto tagged. However, static content (text, video, and links) is not created on your application and you must add the global-page tag to display such content in the Self Help widget on your application. To tag content, see Adding Tags to content
If the tag doesn't work on your account, contact Whatfix Support at [email protected]

  1. To save the segment, click Save again
    RB_DB_SH_save

To embed Non-Whatfix Videos,

  1. Navigate to the Whatfix Dashboard.
    Goto_dashboard

  2. Click Widgets.
    RB_DB_Click widgets(2)

  3. Click the Self Help tile.
    RB_DB_clickSH

  4. Select the desired segment.
    RB_DB_SH_selectcontentlink

  5. Under create, select Video Link.
    RB_DB_SH_addvideo

  6. Enter the name of the video and the URL and then click Save. If the videos are from Youtube or Vimeo, the URL can be used directly. But if the videos are from Sharepoint, OneDrive or Google Drive, then use the information below to see how the URL can be retrieved for each platform.

    The URL that is entered in the Video Link is a little different depending on where your video is sourced from. Click one of the links below to continue.
    SharePoint

    SharePoint has two ways to upload videos. Using Microsoft Stream or using the local upload feature. SharePoint does not allow you to share videos that have been locally uploaded, outside SharePoint. Only those videos that are uploaded to Microsoft Stream can be inserted as video content on Whatfix.
    To get the URL for the Microsoft Stream video on SharePoint,
    1. Navigate to the Stream video and then click the Play in Stream icon.
    Stream_video_icon.png
    2. Click the Embed tab and then copy and use only the highlighted part of the URL shown below.
    sharepoint_embed_URL.png

    Note
    Microsoft is migrating Office 365 videos to Microsoft Stream. For more information, see Migration to Microsoft Stream.

    OneDrive

    To get the URL of a video that's on OneDrive
    1. Navigate to the OneDrive video and select the video.

    onedrive_selectVideo.png
    2. On the OneDrive menu bar, click the Embed tab.

    OneDrive_Video_embed.png
    3. Copy and use only the highlighted part of the URL as shown below.
    Onedrive_video_embed_URL.png

    Note: OneDrive videos open in a new tab by default. Click the browser back button to go back to the page that you were on.

    Google Drive

    To get the URL of a video that's on Google Drive,
    1. Navigate to the video on Google Drive and open it.
    2. On the top right, click the vertical ellipsis icon and then click Open in new window.

    GoogleDrive_Video_openInNewWindow.png

    1. In the new window, click the vertical ellipsis icon and then click Share.

    Gdrive_share

    1. Set the video permission to Anyone with the link and then click Done.

    Gdrive_permission

    1. Click the vertical ellipsis icon and then click Embed item.

    Gdrive_embed

    1. Copy and use only the highlighted part of the URL as shown below.

    GoogleDrive_embed_URL.png

    RB_DB_SH_Addvideodetails

    1. To save the segment, click Save again.
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