Tagging Articles to Control Suggestions
What is it?
Tagging Articles is an extremely useful feature within elevio. By tagging an article with keywords and matching those keywords to different pages on your site, you can control which suggestions show on your pages, providing the most relevant help possible..
When you tag an article to a certain page, anyone opening the sidebar while on that page will be shown the article you have tagged first. This means your users won’t need to go looking for the most pertinent information.
How to do it.
To tag an article, log in to elevio and select 'Pages in the Deliver menu. Click the little pencil icon next to the article to want to tag and this will open the article editor.
Hit ‘Add page’ and paste in the exact URL of the page you want to tag. If you want to tag a group of pages, you can modify the dynamic part of the URL to (.*) as a wildcard, so the tag will apply to any URL’s which have the rest of the address in common. For example https://www.mysite.com/users/(.*)/view will work when any user number is substituted in for the wildcard.
Scroll down to the ‘keywords’ field and enter any keywords you want to use to tag the article with. Once this is saved, head to your Content Management page.
Add the same keywords to any article you want to show as a suggestion. Your tagged articles will now show up first to any users who are on the page you have specified.
If you want to use regular expressions, use this tool to help crafting your regular expression.
Suggestions without tagging
You'll notice that elevio shows "Suggestions" for relevant articles even if you don't tag any articles. Until the algorithm learns which articles to suggest, it will just choose articles that match keywords in the URL. As it learns which articles users need, it will put those into suggestions.