ARTICLE FRESHNESS | 2022.05.05 |
AUDIENCE | We prepared this material for well qualified Helpshift administrators. |
FOUNDATIONAL KNOWLEDGE
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ARTICLE SCOPE | Help Center 2.0 includes many features to personalize the customer support experience for your users and prospects.
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BEFORE YOU BEGIN |
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Help Center 2.0 – Getting Started
Most of your work to customize the look-and-feel of your individual Help Centers and/or the look-and-feel of your centralized app level web support portal takes place on the Branding and Customization page.
Follow the steps given below to get started:
- On the Helpshift toolbar, click Settings.
- Then, in the navigation pane, scroll to the SUPPORT SETTINGS area and click Branding and Customizations.
The Branding and Customization page opens.
- On its page banner, the App level Brand tab is selected by default.
You can select the app from the drop down list for which you would like to make the changes.
Define a visual brand settings
- Configure brand identity settings for app
- Configure brand color settings for app
- Configure brand font settings for app
Configure brand identity settings for app
TIP We recommend that, each time you change any app level brand identity setting, you click SAVE DRAFT on the page banner. Otherwise, you might have to repeat your work. |
SUBTASK |
EFFECT |
HOW YOU DO IT |
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(Required) Set the brand name for your company, division, or product line |
After you enter it, your brand name appears before the word “Support” in the main navigation bar over your knowledge base articles and FAQs. |
Under the Brand Identity heading in the options pane, enter your public brand in the Brand Name field.
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(Optional) Upload the logo for your company, division, or product line |
After you upload it, your logo image appears before your brand name in the main navigation bar over your knowledge base articles and FAQs. |
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(Optional) Set the favicon |
The favicon loads on web browser window tabs and bookmarks. |
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Help Center 2.0 – Configure color settings for app
TIP
We recommend that, each time you change any app level brand color setting or value, you click SAVE DRAFT on the page banner. Otherwise, you might have to repeat your work. |
SUBTASK | EFFECT | HOW YOU DO IT |
(Optional) Choose color template for your app | ![]() Choosing a template overwrites any prior selections that you may have made for these values:
TIP Table rows after this one describe the specific effects of each color setting. |
Create a new color template
Edit an existing color template
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(Conditional) Set the accent color for your app | Help Center 2.0 applies your chosen “accent color” uniformly to all of the following elements:
NOTE It is necessary to set an accent color manually only when you have not applied any color presets. Otherwise, presets populate this color setting automatically. |
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(Conditional) Set the action color for your app | Help Center 2.0 applies your chosen “action color” uniformly to all of the following elements:
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(Conditional) Set the background color for your app | Help Center 2.0 applies your chosen “background color” uniformly to the following elements:
NOTE It is necessary to set a background color manually only when you have not applied any color presets. Otherwise, presets populate this color setting automatically. |
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(Conditional) Set the secondary background color for your app | Help Center 2.0 applies your chosen “secondary background color” exclusively to the contact footer background.
NOTE It is necessary to set a secondary background color manually only when you have not applied any color presets. Otherwise, presets populate this color setting automatically. |
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(Conditional) Set the foreground color for your app | Help Center 2.0 applies your chosen “foreground color” uniformly to all of the following elements:
NOTE It is necessary to set a foreground color manually only when you have not applied any color presets. Otherwise, presets populate this color setting automatically. |
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(Conditional) Set the content color for your app | Help Center 2.0 applies your chosen “content color” uniformly to all of the following elements:
NOTE It is necessary to set a content color manually only when you have not applied any color presets. Otherwise, presets populate this color setting automatically. |
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Help Center 2.0 – Configure font settings for app
TIP
We recommend that, each time you change any brand font setting or value, you click SAVE DRAFT on the page banner. Otherwise, you might have to repeat your work. |
SUBTASK | EFFECT | HOW YOU DO IT |
(Required) Configure font settings for your app |
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(Optional) Configure font settings template for your app | Choosing custom fonts causes the appearance of a Help Center to be at least somewhat consistent regardless of the platform, device, software, or user. Your Helpshift instance (“tenant”) hosts these fonts for rendering in every supported user case. |
Create a new font template
Edit an existing font template
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Help Center 2.0 – Configure app header, web header, and sub header section
Help Center 2.0 – Configure app header section
On the Branding and Customizations page banner, click the Header tab.
SUBTASK | EFFECT | HOW YOU DO IT |
(Optional) Set a site title for your app header section |
TIP Your app header section title can be multilingual, in whole or in part, representing itself to your users in a language that they already know. To achieve this effect, use text templates for which you have entered and saved the correct translations. To choose a text template after clicking Insert Text Template (), you must know and enter its name. |
Under the App Header Section heading, in the In App Title text box, do either of the following.
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(Optional) Reset your app header section title to the Helpshift system default setting | Under the App Header Section heading in the options pane, next to the In App Title field label, click Reset to default. |
Help Center 2.0 – Configure web header section
On the Branding and Customizations page banner, click the Header tab.
SUBTASK | EFFECT | HOW YOU DO IT |
Toggle for web header section to On or Off. | Choose whether you want to add the web header sections in your Help Center.
When toggle is ON ![]() When toggle is OFF ![]() |
Under the Header heading in the options pane, toggle the web header section On or Off.
![]() TIP The toggle is colored green while the feature is turned On and colored gray while the feature is turned Off. |
(Optional) Choose color template for your web header section | Choosing a template overwrites any prior selections that you may have made for these values:
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Create a template
Edit existing template
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(Optional) Set a web support title for your web header section | TIP
Your web header section title can be multilingual, in whole or in part, representing itself to your users in a language that they already know. To achieve this effect, use text templates for which you have entered and saved the correct translations. To choose a text template after clicking Insert Text Template (), you must know and enter its name. |
Under the Web Header Section heading, in the In App Title text box, do either of the following.
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(Optional) Reset your web header section title to the Helpshift system default setting | Under the Web Header Section heading in the options pane, next to the Web Support Title field label, click Reset to default. | |
(Optional) Set the brand home page link for your company, division, or product line |
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(Optional) Configure your web support portal’s page headers to show as many as four links |
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NOTE You can also select the header link template from the available list or create a new template by clicking + ADD and set as a default template. |
Help Center 2.0 – Configure the web subheader section
On the Branding and Customizations page banner, click the Header tab.
SUBTASK | EFFECT | HOW YOU DO IT |
(Optional) Configure your web sub-headers section |
![]() TIP Language dropdown will not be shown as there is just one language enabled. |
Under the Web Subheader Section heading in the options pane, check the checkbox next to the sub-header section label to add the section.
![]() The available subheader sections are:
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Help Center 2.0 – Configure the body section
Web View | Mobile View |
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Help Center 2.0 – Configure the banner
On the Branding and Customizations page banner, click the Body tab.
TIP
We recommend that, each time you change any banner setting for your web support portal, you click SAVE DRAFT on the page banner. Otherwise, you might have to repeat your work. |
SUBTASK | EFFECT | HOW YOU DO IT |
Select the banner options from dropdown list |
The available platforms combinations in dropdown list as below:
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(Optional) Set the banner image for Help Center | The banner image loads on selected platform in your Help Center.
The available banner image options in dropdown list as below:
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Repeat the above steps for selecting other banners. |
Enter the greeting text for use on one Help Center | The greeting text loads on every page in your Help Center.
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Help Center 2.0 – Configure section image settings for Help Center
On the Branding and Customizations page banner, click the Body tab.
TIP
We recommend that, each time you change any section images setting or value for a Help Center, you click SAVE DRAFT on the page banner. Otherwise, you might have to repeat your work. |
SUBTASK | EFFECT | HOW YOU DO IT |
Toggle section images On or Off for one Help Center | Choose whether the sections in your Help Center — being the organizational structure for your knowledge base articles, FAQs, and any other support resources — show section-defining images.
When toggle is ON ![]() When toggle is OFF ![]() |
Under the Section Images heading in the options pane, toggle the use of section images On or Off.
![]() TIP The toggle is colored green while the feature is turned On and colored gray while the feature is turned Off. |
Use emoji characters as section images on one Help Center | When no uploadable files are available for use as section images, you can choose to use emojis, instead. |
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Use previously uploaded pictures as section images on one Help Center | When you have already uploaded image files to your Helpshift instance, for use as Help Center section images, you can choose among them and assign them to sections. |
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Upload a picture for use as a section image on one Help Center | TIP
The supported file types and filename extensions are PNG, JPG, JPEG, and SVG. Of these, SVG files render in high definition at any scale and are uniquely well suited to responsive design. We recommend image dimensions of 120 x 120px for any non-SVG section image file that you use this form to upload. |
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Help Center 2.0 – Configure the footer
The Footer section is available only in web Help Center.
Help Center 2.0 – Configure colors
On the Branding and Customizations page banner, click the Footer tab.
SUBTASK | EFFECT | HOW YOU DO IT |
Toggle for footer section to On or Off. | Choose whether you want to add the footer sections in your Help Center. | Under the Footer heading in the options pane, toggle the use of section images On or Off.
TIP The toggle is colored green while the feature is turned On and colored gray while the feature is turned Off. |
(Optional) Set your web support portal’s page header and page footer to share their background color in common |
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Help Center 2.0 – Configure footer links and footer social links
On the Branding and Customizations page banner, click the Footer tab.
SUBTASK | EFFECT | HOW YOU DO IT |
(Optional) Configure your web support portal’s page footers to show as many as eight links |
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(Optional) Configure your web support portal’s page footers to show any number of social links |
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Help Center 2.0 – Configure special footer note and copyright note
On the Branding and Customizations page banner, click the Footer tab.
SUBTASK | EFFECT | HOW YOU DO IT |
(Optional) Enter a slogan, motto, or other text that should appear in all page footers | Under the Notes area in the options pane, locate the text-entry form in the Footer Notes area.
![]() Then:
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(Optional) Enter a copyright statement for your web support portal to render in all page footers | Under the Notes area in the options pane, locate the Copyright Note field in the Notes area.
![]() Then:
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Note: Any changes from the dashboard will take at most 30 minutes to reflect on the Help Center.