Knowledge Base

Resource Center

The Resource Center is an embeddable help widget for your online shop. It brings together guides, articles, videos, and links in one place so your customers can find answers themselves without having to contact support.

What can I do here?

  • Create one or more resource centers and set their look (position, icon, color)
  • Create and reorder sections inside a resource center
  • Add and reorder items (guides, articles, videos, links, announcements) within a section
  • See what customers are searching for inside the Resource Center (search analytics)
Screenshot of the Resource Center pageScreenshot of the Resource Center page
View: /crm/adoption/resource-center

Step by step

Set up a resource center

  1. Click New resource center.
  2. Give it a name, and choose the widget's position, icon, and primary color.
  3. Turn on the "Enabled" toggle and save.

Fill in sections and items

  1. Click a resource center in the list to expand it.
  2. Click Add section, give it a title, and save.
  3. Expand the section and click Add item.
  4. Choose the item type (e.g. article or video), fill in the title and content or URL, and save.
  5. Reorder sections and items as needed using the arrow icons.
Rebuilt excerpt of the view: /crm/adoption/resource-center

View search analytics

  1. Select a resource center from the list.
  2. Switch to the Search analytics tab.
  3. Choose the period (7, 30, or 90 days) to see the most common search terms as well as searches with no results.

Fields explained

Resource center

Field Meaning Notes/Effect
Name The resource center's name Required
Description Short description Optional
Widget position Where the widget appears in the shop See Values & status below
Icon The widget's icon Chosen from a preset list
Primary color The widget's color Freely selectable via color picker or hex code
Enabled Whether the resource center is visible in the shop Disabled resource centers are not shown

Section

Field Meaning Notes/Effect
Section title The section's heading Required
Description Short description Optional
Icon The section's icon Optional
Visible Whether the section is shown in the shop Hidden sections are kept but not shown

Item

Field Meaning Notes/Effect
Item type The kind of item (see values below) Determines which further fields are shown
Title The item's title Required
Description Short description Optional
Content Full text content Article and guide only
URL Target link Video and link only
Tags Comma-separated keywords Make the item easier to find via search
Views Number of times this item has been viewed Counted automatically

Values & status

Widget position

Value Meaning
Bottom right Widget appears in the bottom right of the shop
Bottom left Widget appears in the bottom left of the shop
Right side Widget appears anchored to the right edge of the screen

Item type

Value Meaning
Guide Reference to an adoption guide
Article Text content with its own body
Video A linked video
Link An external or internal reference
Announcement Reference to an announcement

Common questions

Why don't my customers see the resource center?
Check whether the resource center is enabled and whether the setup snippet has been added to the shop.

What are the search analytics for?
They show what customers are searching for inside the Resource Center — searches with no results in particular point to missing content.

Can I create more than one resource center?
Yes, you can create as many resource centers as you like, for example for different areas of your shop.

What happens if I hide a section instead of deleting it?
The section and its items are kept but are no longer visible to customers. You can show it again at any time.