MobiFirst WL Training Session Help Articles_720p.mp4

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00:00:00

Hello everyone
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Scotty here
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Welcome to this white label training on how to upload managed help section
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So you're going to be putting in some help articles
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If you're a white label user, which is you will be viewing this video if you are, white label now gives you the control of adding in your own help articles, videos, importing hours
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You have the control to do what you want with your platform
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So if I wanted to make a new help article, I can manage help sections here, go to a search log, I can hit the plus button over here and add one or I can go right
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down the bottom and create a new help article
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So I'm going to go ahead and create a new help article
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So over in here, obviously you're going to put the title
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So just you in a demo, I'm not going to make this live or it'd be in everybody's platform category
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We're going to have general onboarding sites and apps or you'll have the CRM will not have chatbot
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Minimum role will be user module
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This will be the module that the plan is set up for this person to have or this plan that you want to use mobile and desktop sites is a good one
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Now article body, this is like your content block
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So if you want to just put in some text, you put in text in here
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If you actually want to put in a video like what we do, you go over here to the source code, click on that
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Now we use Vimeo
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So I'm going over to Vimeo and I'm going to get the embed code
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So I'm going to copy it, but let me show you where I got it
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So I pull up my video, I go into the settings and I just look for the embed code
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That's it
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So I get the embed code, click on that, come back over to my help article and watch what happens when I just simply copy and paste it in there
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There it is
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I'm going to go ahead and center it
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And now this is the training video
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You can add an abstract
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So this is just a brief set of words that are going to describe what the video is
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You can have some keywords to it right over in here
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You can have a label
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So if you create a new label over here, it will now show up over in here
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You can create a new label
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I think it would do whatever you wanted to do
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Again, just demonstration purposes
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I'm boarding order
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When do you want this video to show? What's what's step? What sequence?
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I'm boarding role
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You'll have the user
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I'm boarding module
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An automatic pop up
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This is as you guys have seen
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This will be the video that would pop up
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They have to watch the video in order for it to go away
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That is how you set up a help article
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Very, very simple
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Very easy
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That way you are giving out the message that you want, the training that you want
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Okay
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So now let's go over into the platform
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Again, white label
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We're going over into your platform
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Let's go over here
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Okay
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So in general and domains
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And as I scroll down, you'll start to see help section
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So right in here, only show my help articles
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Don't show any over here
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More features
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You can let me manage emails from my own platform
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You can import them
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Again, if this, now this is the header section
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So this is going to be your help transactional email
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So this is what you want to do
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I'm sorry
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No, that's the transactional emails
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Let me see here
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No
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And that's the help articles too as well that will go up
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So that is pretty much it for importing, for doing new help articles, everything like that
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If there's any more questions,
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please do not hesitate to ask
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And thank you so much