Content Grouping in Self Help
- 01 Sep 2022
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Content Grouping in Self Help
- Updated On 01 Sep 2022
- 1 Minute To Read
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To make it easy to manage the content you create, you can organize it in groups. You can choose to create goal-based groups. For example, you can group Flows by proficiency level. You can also create groups based on the relevance to the page a user is on.
It is possible to create groups in a two-level hierarchy.
You can group your content in Self Help and make it easier for your users to navigate to relevant content. This is done by draging-and-dropping content to add them to relevant groups.
Creating a Group
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Navigate to the Whatfix Dashboard.
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Click Widgets.
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Click the Self Help tile.
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Click New Segment.
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Select all the content units that need to be grouped by clicking the checkbox next to the content.
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To group the selection, click New Group.
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Enter a group name.
Note
- This group name acts as a folder in the Self Help shown to the end user.
- When you create a group and don't add any content to it, then the group is not displayed in the Self Help widget.
- Click Okay.
Dragging and Dropping Content
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Once a folder is created, you can choose to drag and drop content in/out of the folder
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Use the drag and drop feature to reorder content in
- The segment
- The group
Watch a GIF video on how grouping is displayed to your users
Info
- You can create upto 20 groups in each segment.
- To enable Nested Grouping (a group within a group) in Self Help, contact [email protected].
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