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Self Help Best Practices
  • 04 Jan 2022
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Self Help Best Practices

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Animate the Self Help tab to catch the user’s attention

Animating the Self Help tab increases your chances to catch users' attention and help them find answers themselves.

Animate

Deliver specific content to users using Tags

Segment Self Help using Tags so that end-users receive more relevant and focused content. You can tag content based on the pages you want them to appear or the roles to whom you want them to appear. For example, if you want certain content to be displayed only to account managers, then you can create a role tag and add that tag to your content.

For more information, see Adding Tags to content.

segment guides self help

Link your support articles

Integrate your existing Content Repository with Whatfix and display them as contextual links in Self Help. This enables your end-users to get relevant content inside your application, rather than switching between applications.

For more information, see Integrating your Content Repository with Whatfix.

use link wisely

Group related content together inside Self Help

Grouping similar content inside Self Help aids end-users to understand and navigate through the widget easily. You can also create multiple sub-groups within a group.

For more information, see Nested Grouping in Self Help.

Use keywords to make your content easily available in Search

Adding keywords to your content helps end-users find relevant content, even when the search term does not match the term used in the content.

For more information, see Using keywords to help users find content.

Configure link content in Self Help to appear on the same page

Help end-users get to the content faster by making link content appear on the same page.

For more information, see Configuring How Users Interact with Self Help Content.


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