Content Grouping in Self Help
  • 01 Sep 2022
  • 1 Minute To Read
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Content Grouping in Self Help

  • Dark
  • PDF

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

  1. Navigate to the Whatfix Dashboard.

  2. Click Widgets.
    RB_DB_Click widgets(2)

  3. Click the Self Help tile.

  4. Click New Segment.

  1. Select all the content units that need to be grouped by clicking the checkbox next to the content.

  2. To group the selection, click New Group.

  3. Enter a group name. 

  • 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.
  1. Click Okay.

Dragging and Dropping Content

  • Once a folder is created, you can choose to drag and drop content in/out of the folder

  • 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

  • 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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