How to Set Up a Help Center in MessageHub

  • Updated on Jan 23, 2025
  • Published on Jan 22, 2025
  • 3 minute(s) read

A Help Center provides your customers with an organized and easy way to find answers and resources independently. By creating a dedicated space for articles, guides, and FAQs, you can reduce the need for repetitive support requests while empowering customers to resolve common queries on their own. This article will guide you through setting up your Help Center in MessageHub, including creating a portal, adding categories, and publishing helpful articles to ensure your customers have the information they need at their fingertips.

  1. Navigate to the MessageHub app in the left-side menu in your ClickFunnels Workspace.

  2. Click the Help Center icon in the left sidebar of the MessageHub dashboard.

  3. Click the New Portal button at the top-right corner of the Portals page.

  4. In the portal creation form, fill in the following fields:

    • Logo: Upload your organization’s logo.

    • Name: Enter a name for your portal. This will help you identify it internally.

    • Slug: This is automatically generated but can be edited for clarity.

    • Custom Domain (optional): Add a custom domain where the Help Center will be accessible (e.g., docs.yourdomain.com).

  5. Click the Create Portal button to save your changes and set up the portal. You will be directed to the Help Center customization page.

  6. Select your preferred portal theme color. This color will define the portal's visual theme.

  7. Fill in the following fields:

    • Page Title: Enter the title to display on the public-facing portal page.

    • Header Text: Add a header message or tagline to appear prominently in the portal.

    • Home Page Link: Provide the URL where users can return to your main site or dashboard.

  8. Click Update Portal Settings to save your changes.

  1. In the Help Center, click the "+" icon next to "Category" in the left-hand menu.

  2. In the "Create a category" pop-up, fill in the following fields:

    1. Name: Enter a name for the category, such as "Fitness Tips" or "Meal Plans."

    2. Slug: This will auto-generate, but you can edit it for clarity (e.g., fitness-tips).

    3. Description: Write a short summary about what articles this category will cover.

  3. Click Create Category to save your changes.

  1. In the Help Center, click the New Article button in the top-right corner.

  2. Enter a title for your article in the "Article title goes here" field.

  3. Use the text editor to write the content of your article. Format it using the available tools for headings, lists, links, and more.

  4. On the right-hand side, set the Category for the article. Select an appropriate category from the dropdown list.

  5. Choose the Author for the article from the dropdown list.

  6. Add Meta details for SEO optimization:

    • Enter a Meta title to summarize the article's content.

    • Write a Meta description to improve search engine visibility.

    • Include relevant Meta tags to help categorize the article further.

  7. Use the Preview button to see how the article will appear in the Help Center.

  8. Once you're satisfied, click Publish to make the article live.

Follow these steps to access and modify an existing portal’s settings:

  1. In the Help Center, select the Settings option from the left menu.

  2. Make the necessary updates to the Basic Information, Portal customization, Categories, or Locales tabs as needed.

  3. Save your changes by selecting the respective update button within each tab.

  1. Navigate to the Categories tab in the portal settings.

  2. Click the pencil icon next to the category you wish to edit.

  3. Update the name, slug, or description fields as required.

  4. Save the changes.

  1. Open the All Articles section from the Help Center.

  2. Locate the article you want to modify and click on it to open the editor.

  3. Update the content, title, or metadata (author, category, SEO details).

  4. Preview and save the changes, or publish the updated article.

Archiving or Deleting Content

  • For categories: Select the trash icon next to the category in the Categories tab. Confirm the action in the dialog box.

  • For articles: Use the archive or delete options in the article editor or from the article list view.

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