Getting started with self-service - Part 5: Launching your help center

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<p id="docs-hc-snippet" style="display: none;">Articles in the series</p>
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<a href="https://support.zendesk.com/hc/en-us/articles/5411234991258-plan" rel="noopener" target="_blank">What's my plan?</a>
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<p class="sidenav-heading">Articles in the series</p>
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<li class="li"><a class="nav-link" href="https://support.zendesk.com/hc/en-us/articles/4408885576346">Introduction: Elements of a self-service channel</a></li>
<li class="li"><a class="nav-link" href="https://support.zendesk.com/hc/en-us/articles/4408886455578">Part 1: Planning your self-service content project</a></li>
<li class="li"><a class="nav-link" href="https://support.zendesk.com/hc/en-us/articles/4408883389338">Part 2: Planning your self-service content structure</a></li>
<li class="li"><a class="nav-link" href="https://support.zendesk.com/hc/en-us/articles/4408894140826">Part 3: Determining what articles you need to create</a></li>
<li class="li"><a class="nav-link" href="https://support.zendesk.com/hc/en-us/articles/4408887322522">Part 4: Writing your knowledge base articles</a></li>
<li class="li"><a class="nav-link" href="https://support.zendesk.com/hc/en-us/articles/4408885574298">Part 5: Launching your help center</a></li>
<li class="li"><a class="nav-link" href="https://support.zendesk.com/hc/en-us/articles/4408894139930">Part 6: Tracking essential self-service metrics</a></li>
<li class="li"><a class="nav-link" href="https://support.zendesk.com/hc/en-us/articles/4408882663194">Part 7: Maintaining and improving your knowledge base</a></li>
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<p class="p">In the build-up to launching your help center and all the new knowledge base articles you’ve
created (<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408887322522" target="_blank">Getting started with self-service – Part 4: Writing your
knowledge base articles</a>) you need to set a launch date and put a process in place for
receiving feedback about your content. Another essential part of launching your help center is
to ensure that your customers are aware that it’s available and that they use the articles
you’ve written.</p>
<p class="p">This article covers the following topics:</p>
<ul class="ul" id="topic-1__ul_kxc_w53_x4b">
<li class="li"><a class="xref" href="#topic_hz2_nhd_jmb">Setting a launch date and preparing your help center</a></li>
<li class="li"><a class="xref" href="#topic_zqy_ypj_x4b">Setting up to collect feedback about your knowledge base content</a></li>
<li class="li"><a class="xref" href="#topic_prj_srj_x4b">Promoting your help center to drive self-service adoption</a></li>
</ul>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_hz2_nhd_jmb">
<h2 class="title topictitle2" id="ariaid-title2">Setting a launch date and preparing your help center</h2>
<div class="body">
<p class="p">If you have project management processes already in place, by all means use those to help
you manage your knowledge base writing work to completion. You and the other people helping
to launch your self-service channel (the essential team we described in <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408886455578-Getting-started-with-self-service-Part-2-Planning-your-self-service-content-project#topic_gdf_gz3_x4b" target="_blank">Defining roles and the self-service team</a>), should
set a help center launch date.</p>
<p class="p">You don’t necessarily need to have created, by your launch date, all the knowledge base
articles that you determined you needed. Focus on your top customer issues and highest
priority articles. Complete those first and launch your help center as soon as possible. </p>
<p class="p">How you schedule and manage the release of additional new articles depends on the usual
factors: the writing and reviewing resources you have available, workload priorities, new
product launches, emergent support issues that need to be documented, and so on. </p>
<p class="p">Your launch date of course will need to align with the completion of the other work that’s
needed to prepare your help center to go live to customers. Here are the primary tasks that
need to happen for launch.</p>
<ul class="ul" id="topic_hz2_nhd_jmb__ul_hj4_qpj_x4b">
<li class="li">Completed help center structure with the sections and categories you need to contain
your articles. </li>
<li class="li">Help center design and branding complete. </li>
<li class="li">All the articles that you want to launch along with your help center are written,
reviewed, and ready to be published. </li>
<li class="li">Roles have been defined and assigned to people in your organization (who the admins are
and what access and publishing permissions agents have in your help center). </li>
<li class="li">Other admin tasks are complete (see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408846795674#topic_bbn_vc4_qy" target="_blank">Preparing the help center for release</a>). </li>
</ul>
<p class="p">To do all of that, your help center must be in setup mode. In this mode, it is hidden from
customers and is visible to administrators and agents only. When it’s ready and it’s time to
go live, the admin will activate it (see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408846795674-Getting-started-with-Guide-Setting-up#topic_ckn_wc4_qy" target="_blank">Activating your help center</a>).</p>
<div class="p">
<div class="note tip">
<span class="tiptitle">Tip:</span>
<ul class="ul" id="topic_hz2_nhd_jmb__ul_xzr_htq_cpb">
<li class="li">Set a help center launch date that is aligned with the completion of the various
other non-writing launch tasks.</li>
<li class="li">Launch your help center as soon as possible; no need to wait until all the content
you want is ready to go, publish your top customer issues and highest priority
articles.
</li>
</ul>
</div>
</div>
</div>
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<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_zqy_ypj_x4b">
<h2 class="title topictitle2" id="ariaid-title3">Setting up to collect feedback about your knowledge base content</h2>
<div class="body">
<p class="p">Before you go live with your help center, while it’s in setup mode, you can set yourself up
to receive and process content feedback. You want ongoing feedback from your customers as
well as internal sources such as members of your support team.</p>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested2" id="topic_wvl_1qj_x4b">
<h3 class="title topictitle3" id="ariaid-title4">Collecting feedback from customers</h3>
<div class="body">
<p class="p">Commenting provides your customers with the ability to give you direct feedback about
your article. Commenting is enabled by default (it can be turned off for individual
articles, see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408846908698" target="_blank">Disabling comments for an article</a>). </p>
<p class="p"><img class="image img-screenshot" id="topic_wvl_1qj_x4b__image_dgp_fqj_x4b" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/zug_ss-comment-feedback.png" width="600"></p>
<p class="p">Customers often ask follow up questions, point out where you have gaps in your content,
and help other users with advice and best practices. You can create a trackable feedback
loop for comments that you think should be incorporated into an article (for example, a
customer asks a question that prompts you to add a new section to the article). From an
article comment you can create a ticket. See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408834867610" target="_blank">Creating a ticket from a comment on a knowledge base article</a>. </p>
<p class="p"><img class="image img-screenshot" id="topic_wvl_1qj_x4b__image_jx3_4qj_x4b" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/zug_ss-ticket-comment.png" width="600"></p>
<p class="p">If you set up a community using Zendesk Gather, you can also create tickets from the
comments in community posts. See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408823846170-Managing-community-posts#topic_4c4_ydn_c5" target="_blank">Creating a ticket from a community post or
comment</a>. </p>
<p class="p">You can also monitor the up and down votes on your articles.</p>
<p class="p"><img class="image img-screenshot" id="topic_wvl_1qj_x4b__image_dsl_grj_x4b" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/zug_ss-article-up-vote.png" width="800"></p>
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<div aria-labelledby="ariaid-title5" class="topic nested2" id="topic_btm_lrj_x4b">
<h3 class="title topictitle3" id="ariaid-title5">Collecting feedback from your support team and other internal sources</h3>
<div class="body">
<p class="p">At Zendesk, most of the published content feedback we get comes to us in support tickets.
For example, we can create a ticket from a comment as mentioned above, or when a support
agent notices an issue (a user interface element with the wrong name, a content gap, a
needed clarification, a misspelling, and so on), they create a ticket and assign it to the
Documentation team (a group in Zendesk’s own instance of Zendesk Support).</p>
<p class="p">All of the documentation tickets can then be assigned to individual writers and tracked
through to closure.</p>
<p class="p">Agents can also add inline feedback to existing articles that need updates using the
knowledge section in the context panel. See <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408826160922" target="_blank">Flagging articles for updates</a>.</p>
<div class="p">
<div class="note tip">
<span class="tiptitle">Tip:</span>
<ul class="ul" id="topic_btm_lrj_x4b__ul_i54_4tq_cpb">
<li class="li">Allow your customers to comment on your knowledge base articles.</li>
<li class="li">Create support tickets from customer comments when they prompt a change to the
content.</li>
<li class="li">Set up a content group in your instance of Zendesk Support so that the support
team and others can open and assign tickets for content-related issues. </li>
<li class="li">Maintain a close relationship with product experts and the people who are in
direct contact with your customers to gather as much ongoing feedback as
possible. </li>
</ul>
</div>
</div>
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<div aria-labelledby="ariaid-title6" class="topic nested1" id="topic_prj_srj_x4b">
<h2 class="title topictitle2" id="ariaid-title6">Promoting your help center to drive self-service adoption</h2>
<div class="body">
<p class="p">After you’ve launched your help center, you’ll want to promote it to your customers so that
they are aware of it and use it. You do this by pushing the content directly to your
customers, in various ways, and by promoting it via your social media channels and your
community. </p>
<p class="p">Best practices for helping to drive traffic to your new help center are described in detail
in <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408828362522" target="_blank">Best practices for driving traffic to your knowledge base and
community</a>. We summarize those details here, but you should also review that
article. </p>
<p class="p">Aside from directly accessing your help center, your customers can be made aware of your
knowledge base by pushing it to them in the following ways.</p>
<ul class="ul" id="topic_prj_srj_x4b__ul_nf1_5rj_x4b">
<li class="li">
<strong class="ph b">As a support request reply</strong> - Your agents can insert links to your articles when
they reply to support requests. They can do that manually or using the knowledge section
in the context panel, which allows them to search for and insert article links into their
tickets directly in Support (see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/5581313653530" target="_blank">Using help center content in tickets</a>). </li>
<li class="li">
<strong class="ph b">Include article links in macros and triggers</strong> - Links to knowledge base articles
can and should be added to your macros and triggers.
</li>
<li class="li">
<strong class="ph b">Include a link to your help center in agent signatures</strong> - It’s a common practice
to add a link to the help center in agent signatures.
</li>
<li class="li">
<strong class="ph b">Using AI agents</strong> - You can use AI agents to automatically answer support requests
based on your knowledge base articles (see <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408821281818" target="_blank">Understanding everywhere you can use AI agents</a>). </li>
<li class="li">
<strong class="ph b">Integrate with your website</strong> - Add links to your help center in your company’s
website. As discussed in <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4408883389338#topic_n4t_sdj_x4b" target="_blank">B2C (business to consumer) help center example</a>,
your help center can be seamlessly integrated into your website and easily accessed via
global navigation. </li>
<li class="li">
<strong class="ph b">Add links in your online products and apps</strong> - If you provide web-hosted software,
you can add links to your knowledge base articles in the user interface. For example, if
you have an Accounts setting page, you can add a link to the knowledge base article that
describes the settings in more detail. Your knowledge base can also be embedded into
mobile apps.
</li>
<li class="li">
<strong class="ph b">Promote via social media and customer outreach</strong> - Working with your Marketing
team, you can promote your help center via tweets and other social media posts. You can
also include links to knowledge base articles in email messages, newsletters, and
campaigns. </li>
</ul>
<div class="p">
<div class="note tip">
<span class="tiptitle">Tip:</span>
<ul class="ul" id="topic_prj_srj_x4b__ul_evw_5tq_cpb">
<li class="li">There are many ways to drive traffic to and promote your self-service channel.</li>
<li class="li">Your Support team should make linking to knowledge base articles part of their
support processes using the knowledge section in the context panel.</li>
<li class="li">Your help center and knowledge base articles should be integrated into your
company’s website and any other online products and apps.</li>
<li class="li">Use your marketing channels to raise awareness of your content.</li>
</ul>
</div>
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