Content Grouping in Self Help

To make it easy to manage the content you create, you can now 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.
   

3. Click the Self Help tile.
   

4. Click New Segment.
   

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

6. Click New Group to group the selection.
   

7. Enter a group name. 
   

8. Click OK.

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