At this stage, you’ll have signed up for Helpshift, created your app, and invited Agents to your Helpshift Dashboard. The next step to optimizing your support offerings is to complete your Web Support Portal. If you haven’t completed these steps yet, please review our guide to Setting Up Your Dashboard In 5 Steps first.

This guide will walk you through the steps to jumpstart your Web Support Portal by adding FAQ articles & Sections, writing compelling and organized article content, rendering FAQs for different platforms, and making your FAQs live for users. Additional information on each of these features can be found in the FAQ article links provided within each Section.

For more detailed steps and best practices, please see our Knowledge Base.

1. Initial Setup
2. Creating Sections & FAQs
3. Writing FAQs
4. Publishing FAQs
5. Reordering FAQs
6. Rendering FAQs for Different Platforms

To learn about additional features, please see our Getting Started page.


1. Initial Setup

The first step to creating FAQs is to add your app in Helpshift. If you haven’t done so already, navigate to Settings > App Settings > then click ‘Add App’. Once you’ve added your app, it will appear under Account Settings.

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2. Creating Sections & FAQs

Once your app is set up, you can create FAQ Sections. Sections are used to organize all of your FAQs under common categories so visitors can easily find what they are looking for.

You can create a new Section as follows:

1. Click the FAQ icon in the left navigation bar from the Dashboard

2. From here, click the ‘Add Section’ button to the right of the ‘Sections’ header

faqs_add_section

A pop-up will appear where you can add the Section title. You can also add FAQs from this area by clicking the ‘New FAQ’ button, then in that pop-up, adding the FAQ Question, Answer, Search Keywords, and indicating the default languages.

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To learn how to translate your FAQs into different languages, see How Do I Translate My FAQs?

Below is what a Section loaded with FAQs looks like from within the Dashboard. You can click on each FAQ in the Section in your Admin Dashboard to see a quick preview of the FAQ.

screen-shot-2016-11-16-at-12-40-43-pm

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3. Writing FAQs

When writing FAQs, you can utilize an array of formatting options within our built-in Text Editor, including:

  • Formatted text (bold, italics, underline)
  • Bulleted points
  • Hyperlinks
  • Embedded images (GIFs, PNGs, JPGs)
  • Embedded videos (Youtube, Vimeo URLs)

The simplicity of the text editor allows FAQs to maintain consistent formatting across all browsers and mobile devices.

With regard to content, we recommend the following guidelines when drafting questions and answers:

  • Use positive language – let the user know what your app can do, not what it can’t do. This is best done by avoiding negative verbs such as “can’t”, “won’t”, and “aren’t”
  • Be concise – provide useful content that is easy for users to digest. Be conscious of the fact that they are on a mobile device, so remove unnecessary words and phrases
  • Use images and videos – many users learn visually, so images, videos and GIFs can aid their comprehension
  • Optimize your search – while Helpshift’s search is semantic-based to automatically render relevant results, it always helps to incorporate the right terms and keywords users are more likely to search for, as they often use this function first. To learn how to add keywords, see How Do I Add Keywords To An FAQ?

Please note: Thanks to our Linked FAQ feature, you do not need to write duplicate FAQs for each of your apps – you can write one FAQ and share it across multiple applications, as well as any translated versions of those FAQs you have. This is great for FAQ content that applies to multiple applications, such as your refund policy. To learn how to link FAQs across apps, see What Is The Linked FAQ Feature, And How Do I Use It?

If you encounter issues with text formatting, see How Do I Format My FAQs? For help with image rendering, see How Do I Optimize Images To Ensure They Do Not Appear Blurry? We also have tips on formatting URLs to avoid duplicate numbering in Why Are There Numbers At The End Of My FAQ URL?

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4. Publishing FAQs

To publish your FAQ, simply toggle the switch next to ‘Published’ to ‘On’. Your FAQ will immediately become live, so make sure that your content and language settings are set correctly prior to publication.

Please note: this toggle won’t work unless you already have a language toggled on. Directly below the ‘Published’ toggle will be a list of the languages you’ve added to your app. Use the toggles there to turn at least one default language on.

To learn how to add FAQs in multiple languages, see How Do I Set Up My Web Support Portal In Different Languages?

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To learn how Agents see the most recent changes to an FAQ, see How Do Agents See The Most Recent Changes Made To FAQs?

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5. Reordering FAQs

To reorder your FAQ articles and Sections, navigate back to the FAQ section on the Dashboard, click the Settings dropdown button next to the New FAQ button, then click ‘Enable Reordering’.

settings_enable_reordering

Once enabled, you’ll see the drag_drop_marks drag drop handles/marks next to articles and Sections. You can click and drag articles and Sections with your mouse to reorder them now.

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6. Rendering FAQs for Different Platforms

To ensure that users only see FAQ articles for their platform, we recommend creating unique FAQs for each of your apps platforms. For instance, if an FAQ requires a unique answer for iOS, you can create an iOS-specific FAQ and have it only be visible to iOS users.

To render an article visible only to one or more platforms, navigate to the FAQ Section, open each FAQ in your Dashboard, and navigate to the Visibility section in the right-hand sidebar. In this area you can deselect all but the Android platform for the Android version, and all but the iOS platform for the iOS version.

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To learn how to hide an entire platform from your Web Portal, see How Do I Hide My FAQs Entirely?

To set up additional features and learn more about Helpshift best practices, please review our Knowledge Base.

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