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Adding Text Content to Self Help
  • 14 Mar 2022
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Adding Text Content to Self Help

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Often, the user is looking for a simple answer. It doesn't make sense to take them to a different page just for a one-line answer. Whatfix enables you to add a simple line of text as a short answer, that answers the user's query- right inside the Self Help widget.

Adding Text Content
Adding a text to Self Help is a two-step process:
Step 1: Create a text
Step 2: Add the text to Self Help

Step 1: Create a text

Use the following steps to create a text,

  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.

  5. Under Create, click Text.
    RB_DB_SH_addtext

  6. Enter the purpose of the text in the Display Text field. 
    RB_DB_SH_addtextcontent

  7. Enter the text in the Description field.

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

    Step 2: Add a text to Self Help

    Use the following steps to add a text 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 TEXT.
      RB_DB_SH_Addtextfilter

    7. Hover the cursor over the text(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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