Create an HTML Help Item

TOP

We all love watching a cat video or two.

Get your users inspired with video content!

Do your users respond better to videos than pages of text? Perhaps there is a promotional video your Institution wants to circulate.

Here are some scenarios for which this message type would be useful:

  • Exciting Content for your Support Center
  • Training videos on functionality
  • Webinars & conference footage
  • YouTube videos

Follow the steps below to create and save your HTML Help Item.

1.

TIP! It’s a good idea to do a practice run in your staging environment first.

Log into your Eesysoft web application and navigate to the Help Item Overview by clicking on the Management box on the dashboard or using the menu bar on the left of the screen.

2.

Click on the ‘Create’ drop-down menu on the top left and select HTML Help Item.

3.

TIP! The name you enter will be the heading of the message box so it’s a good idea to make it catchy.

Fill in a name and description for your Help Item.

Next, you need to enter the embedded HTML for the video you wish to display. To do this, navigate to your video in a new tab, right-click and select ‘Copy embed code’.

Here is an example from You-tube.

Paste this code into the main box of your message setup window.

You will notice that the embed code has defined the size of the video already. The part of the code related to dimensions is highlighted in the below image.

Change these dimensions to read “100%”. This will ensure that your video displays correctly within the message box.

The dimensions of your HTML Help Item will be automatically set by the system to fit the content of your message and the size of the user’s window.

You can check your message using the Preview option in the View menu. A new window will open containing your message content and formatting for review.

4.

Now click on ‘Ok’ to save.

You will see that your HTML Help Item has now appeared in the Help Item Overview list. When selected, you can view and edit the HTML Help Item properties on the right.

5.

Now you need to set some properties for your Help Item.

Required

Assigned to: The message must be assigned to the relevant users. In the Targeting section, you can use the drop-down or start typing to find a User Group, Role Category, Filter, Segment or Campaign for your audience.

Optional

Proactive Voting: If you want to see feedback from your users on whether your message was helpful, you can switch this ‘On’. The results can be found in the Proactive Support Report.

Icon: Relevant for Support Center Help Items, the icon is automatically set to one which suits your message type. However, you can change it if you wish.
Why not use your Institution logo! Just get in touch!

Validity: If your message is only relevant for a certain period of time, you can set a first and last active day for your message.

Keywords: Relevant for Support Center Help Items, these are words that a user might search on to find this Content. The entries in your Help Item Title and Description fields are automatically assigned as Keywords by the system.

Labels: Used for grouping Content types, these Labels can also be used to filter Support Center topics. New Labels can be created through the EesyProducer.

Translations: If you wish to enter your message in more than one language, additional translations can be added here.

Congratulations! You have now created your HTML Help Item.
All you need to do now is connect it to your Context.