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Content Grouping in Self Help
  • 11 Jan 2023
  • 2 Minutes To Read
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Contents

Content Grouping in Self Help

  • Updated On 11 Jan 2023
  • 2 Minutes To Read
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Whatfix enables you to organize the Self Help segment into groups to manage the content you create. You can choose to create goal-based groups. For example, you can group Flows by proficiency level, or create groups based on the relevance to the page a user is on.

You can group your content in Self Help and make it easier for your users to navigate to relevant content.

Watch a GIF video on how grouping is displayed to your users


It is possible to create groups in a two-level hierarchy.

Create groups within Self Help
Add Content to groups within Self Help

Create groups within Self Help

Use the following steps to create a group within Self Help,

  1. Navigate to the Whatfix Dashboard.
    Goto_dashboard

  2. Click Widgets.
    RB_DB_Click widgets2

  3. Click the Self Help tile.
    RB_DB_clickSH

  4. Hover your cursor over the auto-created segment, and then click the Edit icon.
    DB_SH_OLDDB_Edit.png

  5. Select all the content units that need to be grouped using the checkbox.
    DB_SH_Selectcontent_Grouping.png

  6. Click + Create group.
    DB_SH_Clickcreategroup.png

  7. In the pop-up, enter a group name.
    DB_SH_Entergroupname.png

Note
  • This group 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.
  • You can create up to 20 groups in each segment.
  1. Click Create
    DB_SH_Clickcreate.png

Add Content to groups within Self Help

Once the group is created, Whatfix enables you to move multiple content from the Self Help segment into the group you have created.

Use any of the following ways to group your content,

Add Content using the checkbox selection

Use the following steps to add multiple content units in a group within the Self Help segment,

  1. Once the group is created in Self Help, on the Whatfix dashboard, click Widgets.
    RB_DB_Click widgets2

  2. Hover your cursor over the Self Help segment that you want to add content to, and then click the Edit icon.

    DB_SH_OLDDB_Edit.png

  3. Select all the content units you want to move into an existing group.
    DB_SH_selectcontent.png

your title goes here
  • You can see the type of content you have selected next to the checkbox. In this case, it is an image.
    DB_SH_contenttype.png

  1. Click Move to existing group .
    DB_SH_Clickmovetogroup.png

  2. Select the group you want to move the content to.
    DB_SH_Content_SelectGroup.png

  3. Click Move Content.
    2023-01-11_17-56-34.png

  4. Once you have moved all the content, click Save.
    DB_SH_Clicksave.png

Add Content using the Add Contents to Group icon

Use the following steps to add multiple content units in a group within the Self Help segment.

  1. Once the group is created in Self Help, on the Whatfix dashboard, click Widgets.
    RB_DB_Click widgets2

  2. Hover your cursor over the Self Help segment you want to add content to, and then click the Edit icon.
    DB_SH_OLDDB_Edit.png

  3. Hover your cursor over the group, and click the Add Contents to Group icon.
    2023-01-02_17-23-42.png

  4. Select the content you want to add to the group.
    RB_DB_SHselectcontentlinks

Note

You can search for content using the Search bar.

  1. Click Okay.
    RB_DB_SH_ClickokayText

  2. Once you have moved all the content, click Save.
    DB_SH_Clicksave.png

your title goes here
  • You can choose to drag and drop content in/out of the group
  • You can also use the drag and drop feature to reorder content in

    • The Self Help segment

    • The group within the Self Help segment

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