Basic Article Template
Quick note on the content templates: each document template can be used to set up a knowledge base category.
Applies to:
[List the types of customers this article applies to, like “Monthly Users,” or “Pro Account Holders.”]
APPLIES TO: All products and plans
Common Causes/Issues:
[What would cause someone to read this article? For example: “When you need to build a new custom report,” or “This often happens when you forget to input all of a contact’s information.”]
Solution Overview:
[Provide a quick rundown on how to solve the problem. I.e. “To solve this issue, first do Step A, then Step B, and finally Step C.]
Video Walkthrough (optional):
[If you produced a training video on this topic, embed it here.]
Tactical Rundown:
[This section should go more in depth on how exactly to alleviate the issue your customer has come here to solve. Each step should have its own section header and contain images or GIFs to aid when appropriate.]
Step 1
[Input instructions for step one. Remember to use visuals where appropriate.]
Step 2
[Add more details.]
Step 3
[Add screenshots]
Related Article(s):
[Include the links and titles for any knowledge base articles related to this one.]
Use @ and link to another page
Use @ and link to another page
Use @ and link to another page
Still Need Help?
[Provide a way for customers to get in touch with you if they still have questions. This can be a link to your support form, a chat popup, or the email address for the best person to reach out to.]
