Customizing Help Center Home Page

Customizing Help Center Home Page

Customize the way your Help Center content is organized using the simple drag-drop method in Zoho Desk. You can add custom sections and widgets to keep your customers engaged with the right content at the right place.

Anatomy of the Help Center Home Page
The Help Center home page will consist of three prominent sections. The sections and their contents are as structured below:
  1. Content Area [Section]
    • Search Help Center [Content]
    • Help Center Essentials
    • Categories
    • Most Recent Activities
    • Announcements
    • Call-to-action Links
  2. Right Panel
    • Customer Happiness
    • Contact Info
    • Embed Chat Float Button
  3. Trash
You can add, edit, delete, and re-order the contents in the Content Area and the Right Panel.

Note:
  • The Customer Happiness content is displayed when you've enabled the happiness ratings for your Zoho Desk.
  • The Embed Chat Float Button is displayed when you've enabled the live chat channel.

Adding New Content
You can add new content to the Content Area and the Right Panel sections of your home page.
To add new content:
  1. Click the Setup icon (  ) in the top bar.
  2. In the Setup Landing page, click Help Center under Channels.
  3. In the Access Settings page, click Help Center Customization from the left panel.
  4. In the Help Center Customization page, click Customize.
  5. Under the Content Area section, click Add New Content.
    You can also add new content under the Right Panel section.
  6. In the New Content page, do the following:
    • Specify a Name and Description for the new content.
    • Specify the Display Preference for the content. You can choose between All Users and Only to Registered Users.
    • Click Save.
  7. Click Publish for your changes to take effect.
You can click the Edit icon (  ) to make any changes to the content. When contents are no longer needed, you can click the Delete icon (  ) to move them to Trash.

Note:
  • You can delete both the standard and the custom contents. The deleted contents will be moved to the Trash section.
  • On deleting content, the widgets associated with it will not be displayed in the Help Center.
  • You can at any time restore the deleted contents from the Trash section.

Widgets
Widgets are the additional components that are associated with the Help Center Essentials content. You can rename, re-order and set the visibility preferences of the widgets. The standard widgets are:
  • Help Center Essentials [Content]
    • My Tickets [Widget]
    • Add Ticket
    • Knowledge base
    • Community

Note:
  • You cannot add custom widgets to the Help Center Essentials content.
  • You cannot delete the standard widgets. However, you could hide them from the Help Center.
  • You can drag-drop widgets to re-order them within the Help Center Essentials content.

Customizing Tabs
The home page comprises of tabs that are displayed at the top of the page. You can customize the tabs that appear and the order that they appear in. Here are the standard tabs that are available in your Help Center:
  • Home
  • My Area
  • Submit a Ticket
  • Knowledge base
  • Community


You can display only the relevant tabs and hide the unwanted ones. For instance, a small business that is yet to win customers might not require the Community in Zoho Desk. Hence, the tab can be hidden. 
To customize the tabs:
  1. Click the Setup icon (  ) in the top bar.
  2. In the Setup Landing page, click Help Center under Channels.
  3. In the Access Settings page, click Help Center Customization from the left panel.
  4. In the Help Center Customization page, click Customize.
  5. On the Widgets page, click Tabs from the left panel.
  6. In the Customize Tabs section, hover your mouse pointer and then click the Edit icon (  ) corresponding to the tab.
  7. In the Edit Tab window, do the following:
    • Enter the Display Name for the tab.
      The tabs default name will be displayed over the display name.
    • Enable the Set as Default option if you want this tab to be the default tab in your Help Center.
      You can set any one of the tabs as default.
    • Enable the Visibility option, to display the tab in the Help Center.
    • Click Save within the window.
  8. Click Publish for your changes to take effect.
You can also drag-and-drop the tabs to move them up or down on the list. Remember to click Publish when you complete re-ordering the tabs.

Note:
  • You must have at least one tab visible in the Help Center.

Customizing Colors
You can quickly customize the colors of elements that appear throughout your Help Center. This way, you can ensure that your Help Center is in sync with your company's color scheme. Zoho Desk allows you to choose between:
  • Pre-defined Color Themes
  • Custom Color Theme


The pre-defines color themes offer four color options for you to get started. They are:  Grey, Green, Blue, andMaroon. 
To select a pre-defined color theme:
  1. Click the Setup icon (  ) in the top bar.
  2. In the Setup Landing page, click Help Center under Channels.
  3. In the Access Settings page, click Help Center Customization from the left panel.
  4. In the Help Center Customization page, click Customize.
  5. On the Widgets page, click Colors from the left panel.
  6. Under the Pre-defined Color Themes section, select one amongst the four colors.
  7. Click Publish for your changes to take effect.
Apart from the pre-defined color themes, you can customize the Help Center by choosing custom colors. Click theCustom menu to pick the required colors for the header, background, font, tabs and bottom border of the tabs panel. Remember to click Publish when you complete picking custom colors.