Published Apr 06, 2023

How to Create a New Support Guide

Creating a support guide in Freshdesk is really easy.

  1. Click on the solutions Icon in the lefthand sidebar

     

  2. Click on New Article in the top right-hand corner

     

  3. The shiftie template will load automatically. A pop up will appear in the top middle of the screen. Click on the hyper link for “Clear” to remove this template.

     

  4. Now create your content. Please note that copying and pasting content from another application will add additional HTML content. Think of this like creating a website page on Wordpress or similar. It is recommended you free type the content you wish to add. You can use the toolbar at the top for formatting the article.

     

  5. On the right-hand side, choose the folder in which this article will fall under.

     

  6. Add in the tags for this article. The tags are the search definitions that are used when clients will be searching for this guide. You should add in as many variations as possible using spelling mistakes and more.

     

  7. Once you are happy with your content, and the tags and the folder, click on Save at the top.

     

  8. Now that the article is saved, it can be peer-reviewed. You will see “Preview Draft” as an option which will show you the article in it’s draft state on the support portal.

     

  9. Once it has been signed off, and approved, then you can click on Publish.