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Adding Articles to Self Help
  • 30 Aug 2022
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Adding Articles to Self Help

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Whatfix enables you to add articles right inside the Self Help widget so the end users don't have to navigate across pages to access relevant content.

Adding Articles
Adding articles to Self Help is a two-step process:
Step 1: Create an article
Step 2: Add the article to Self Help

Step 1: Create an article

Use the following steps to create a article,

  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. Click the segment you want to add the article to.

  5. Under Create, click Article.
    RB_DB_TLstaticclickarticle

  6. Enter the Title, Description, search Keywords and Tag(optional).
    RB_DB_staticcenterarticledetails

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. Click Save article

    Step 2: Add an article to Self Help

    Use the following steps to add an article to Self Help,

    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. Click the segment you want to add the text to.
      RB_DB_SH_selectcontentlink

    5. Click Select
      RB_DB_SH_clickselect

    6. Set the filter to Article.

    7. Hover your cursor over the article(s) you want to add and select using the checkbox, and then click Okay.

    8. Click Save.
      RB_DB_SH_save


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