Adding Articles to Self Help

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.
   

2. Click Widgets.
   

3. Click the Self Help tile.
   

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

5. Under Create, click Article.
   

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

7. 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.
   

2. Click Widgets.
   

3. Click the Self Help tile.
   

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

5. Click Select. 
   

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.