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Help Page
The Ultimate Guide to
Building A Truly Helpful
Get your Help Page up and Running in a Snap
Published by
2
Table of Contents
  3. 	 Your Helpful Help Page
  6. 	 A Word About Screenshots
11. 	 Frequently Asked Questions
19. 	 Search
21.		 Contact Us
25.		 Conclusion
CHAPTER ONE
Your Helpful
Help Page
4
So you have a product. And you want to
sell it to people. Maybe you already are!
The first thing you need is a help page.
Why? Well, because you want people
to give you their money. And if you find
people who want to do that, you need
to help them out.
Because people need help. They need
help with your website. With their
account. With purchasing, with billing,
with returns, with logging in, with
making your product work once they
have it. If you’ve sold anything, ever,
you know this is true.
Help the people.
The Basics
What should a good help site look like?
1
2
3 5
A clean, minimalist design is best.
Include screenshots to illustrate what a
customer should do. A complicated help
page just makes things worse for a
confused customer.
Clean & Simple
Lengthy answers should be broken up in
easy-to-read sections. Making something
more clear does not mean adding more
text to the page. Bullet points and
numbered lists are nice; aren’t you
enjoying this one?
Short & Sweet
Use headers and text formatting to make
your copy easier to read. Bolding the right
word helps the customer find the answer
faster.
Headers & Formatting
When customers are on your help site, they’re
already confused and in need of help.
Don’t make it worse with a complicated page.
Focus on three things:
CHAPTER TWO
A Word About
Screenshots
7
Every good help page features plenty of
clear, instructive screenshots. After all,
a picture is worth a thousand words, and
most of us learn better when we’re shown
what to do, rather than just told.
So what’s to discuss? A good
screenshot seems like a no-brainer.
Step 1: Take a screenshot.
Step 2: Stick it on your website.
There. You’re done. Right?
Well, no, not really.
Your screenshots should be as polished
and professional as everything else on
your help page. Read on for 3 tips to
achieve that:
Screenshots
What’s so hard about screenshots?
8
1. Frame and context
Try to give the reader plenty of context, and
frame the feature you’re discussing in its natural
habitat:
9
2. Use arrows and callouts
When you’re including plenty of context, sometimes
it becomes necessary to point out the little corner
of the screen that’s relevant. Arrows and callouts
help guide the eye to the right area:
10
3. Don’t forget the alt text tag
Alt text exists as an “alternative” to viewing
your image.
It’s used by readers who are vision-impaired
or have disabled images in their browsers
for any number of reasons.
Screen-reading software needs the alt text
to describe the image in these cases, and
it’s your job to provide that description in the
form of alt text.
You should have the option to input alt text
when you upload your image, or in the image
settings. It’ll take a few moments to describe
the screenshot, but don’t even think about
skipping this vital step.
For more details on alt text best practices,
check out this article by Matt Polsky.
polished, well-planned screenshots
help, rather than hinder, your help
page. So get snapping!
CHAPTER THREE
Frequently Asked
Questions
?
?
12
One of the most important elements
of any site is the FAQ, or Frequently
Asked Questions.
Do I really need to make an argument
here for improving a customer’s access
to self-support?
Customer support is a neverending
task. Answering the flow of support
requests can be a full-time job. So
every question a customer answers for
themselves, without contacting you at
all, is saved time, money, and labor for
your company.
Here are some tips for getting the most
out of your FAQ.
FAQs and You
Frequently Asked Questions
13
“Wait! I’m just starting out! Nobody has
asked me any questions, let alone frequently.”
That’s ok. We can anticipate plenty of
questions even before they’re asked, and get
ahead of the game.
Start with the basics.
What are the day-to-day administrative tasks
your customers can and should do themselves?
These may include updating credit card info,
changing a password, or updating personal
information such as email or mailing
address.
Also consider the setup process of getting
started with your product. What are the steps
needed to get going?
Outline these processes simply and clearly, in
question and answer format.
?
14
This FAQ from Snappy customer
SlideRoom.com walks users through the
basics of setting up and using their product:
?
source
1
15
Poll your support team.
If you’re already in business and
doing customer support, you and
your team should have a good
idea of the kinds of questions that
get asked a lot. Get input from
everybody who talks with
customers. Make a habit of writing
down the questions that come in
repeatedly, so you can add them
over time.
Next Steps...
?
2
?
16
Cannibalize your canned responses.
If you’re using a support software like
Snappy, chances are you have the ability to
create “canned responses” (in Snappy we call
these “Phrases”). These are pre-written
answers to common questions. You and your
team may create them on the fly, as you find
yourself answering a particular question for the
third time in a day; if a question is asked often
enough to merit a canned response, it should
also appear on your FAQ page.
3
17
Enlist help.
Especially if your product is brand
new, you’ll want to get a few outside
opinions. Ask friends and family to
navigate your website and/or product.
Where do they get tripped up? What
questions and problems arise? In
some cases you may find areas where
small improvements to your site or
process will eliminate the need for
questions all together; you’ll also no
doubt discover FAQ topics you hadn’t
thought of before.
?
18
Formatting the FAQ
Keep it Simple.
A confusing help page is no help at all. Your
FAQ in particular should be intuitive and easy
to use. You may choose to organize it by
topic, alphabetically, or some other way that
makes sense to your product and questions.
Make it Searchable.
People generally know exactly what they’re
looking for when they come to the FAQ page,
and they don’t want to browse. Make it easy
to search by keyword so the information they
need is always at their fingertips.
?
CHAPTER FOUR
Search
20
You must have a solid search tool.
No matter how organized things are or how
clear cut your FAQs are, customers search for
things first. Today’s users are accustomed to the
ease of a Google search.
Make it easy to find.
Customers should find the search tool as soon
as they land on the help site. If it’s not readily
there, they’ll go ahead and send you a support
case so you can do the heavy lifting and answer
their question. If they find the search box first,
they’ll use it and find their answer without ever
emailing you.
It’s really as easy as that.
Of course, a truly useful search tool depends
upon truly useful content to search. So be sure
you’ve built up your FAQs, and then add that
search box right up top. Don’t neglect it, don’t
forget it, and you’ve already solved half your
customer support woes!
CHAPTER FIVE
Contact Us
22
Give your customers an easy way to get in touch
with you. Don’t make them work for it. These are
your people. Be there for them.
Some of the channels you may want to include
on your Contact page:
Email
Phone
Physical Address
Social Media profiles
Live Chat
Support Request form
Contact Us
23
Phone
Number
Email Live Chat
FAQ Page Request Call
Back
Customer
Forums
Short Video
Tutorials
Live Video
Chat
None of the
Above
61% 60% 57%
51% 34% 17%
12% 7% 16%
support channels customers say they
would like to find on a Contact page.
Customer Expectations
source:
Econsultancy
24
How many sales are you losing while customers fail
to get in touch with you?
But don’t make promises you can’t keep.
If you don’t have the staff or resources to handle
24-hour phone support, be up front about that.
Be creative and find ways to support your
customers within your means.
Why does it matter?
of online shoppers need some form of
support while making a purchase.
expect help within 5 minutes.
will abandon their purchase if they don’t
receive help the first time they try
83%
71%
51%
source:
Econsultancy
Set reasonable expectations for the support
channels you can handle, then make it easy for
customers to access those channels. Work to
exceed the expectations you’ve set.
The Snappy Blog is
full of these ideas!
CHAPTER SIX
Conclusion
26
Your help page matters. It’s your first line of
contact with customers and prospects, and
statistics show they’re looking, and they have
expectations.
We hope by following these tips you’ll find
yourself better equipped to start supporting
your customers and closing more sales!
A great help page includes:
•  A complete, well-organized FAQ.
•  Clear, high-quality screenshots.
•  A highly visible search tool.
•  A Contact page that makes it
  easy for your customers to find
  you when they need you.
An extraordinary customer
experience starts here.
We hope you’ll consider using Snappy to
implement these steps and take your
support to the next level!
27
SIGN UP FOR A FREE TRIAL TODAY
Ready to kick your customer support into
overdrive? Snappy makes it easy to set up your
FAQ and support your customers in style. Why
not try it out? no credit card required!
Try it Free

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The Ultimate Guide to Building a Truly Helpful Help Page

  • 1. Help Page The Ultimate Guide to Building A Truly Helpful Get your Help Page up and Running in a Snap Published by
  • 2. 2 Table of Contents   3. Your Helpful Help Page   6. A Word About Screenshots 11. Frequently Asked Questions 19. Search 21. Contact Us 25. Conclusion
  • 4. 4 So you have a product. And you want to sell it to people. Maybe you already are! The first thing you need is a help page. Why? Well, because you want people to give you their money. And if you find people who want to do that, you need to help them out. Because people need help. They need help with your website. With their account. With purchasing, with billing, with returns, with logging in, with making your product work once they have it. If you’ve sold anything, ever, you know this is true. Help the people. The Basics What should a good help site look like?
  • 5. 1 2 3 5 A clean, minimalist design is best. Include screenshots to illustrate what a customer should do. A complicated help page just makes things worse for a confused customer. Clean & Simple Lengthy answers should be broken up in easy-to-read sections. Making something more clear does not mean adding more text to the page. Bullet points and numbered lists are nice; aren’t you enjoying this one? Short & Sweet Use headers and text formatting to make your copy easier to read. Bolding the right word helps the customer find the answer faster. Headers & Formatting When customers are on your help site, they’re already confused and in need of help. Don’t make it worse with a complicated page. Focus on three things:
  • 6. CHAPTER TWO A Word About Screenshots
  • 7. 7 Every good help page features plenty of clear, instructive screenshots. After all, a picture is worth a thousand words, and most of us learn better when we’re shown what to do, rather than just told. So what’s to discuss? A good screenshot seems like a no-brainer. Step 1: Take a screenshot. Step 2: Stick it on your website. There. You’re done. Right? Well, no, not really. Your screenshots should be as polished and professional as everything else on your help page. Read on for 3 tips to achieve that: Screenshots What’s so hard about screenshots?
  • 8. 8 1. Frame and context Try to give the reader plenty of context, and frame the feature you’re discussing in its natural habitat:
  • 9. 9 2. Use arrows and callouts When you’re including plenty of context, sometimes it becomes necessary to point out the little corner of the screen that’s relevant. Arrows and callouts help guide the eye to the right area:
  • 10. 10 3. Don’t forget the alt text tag Alt text exists as an “alternative” to viewing your image. It’s used by readers who are vision-impaired or have disabled images in their browsers for any number of reasons. Screen-reading software needs the alt text to describe the image in these cases, and it’s your job to provide that description in the form of alt text. You should have the option to input alt text when you upload your image, or in the image settings. It’ll take a few moments to describe the screenshot, but don’t even think about skipping this vital step. For more details on alt text best practices, check out this article by Matt Polsky. polished, well-planned screenshots help, rather than hinder, your help page. So get snapping!
  • 12. ? 12 One of the most important elements of any site is the FAQ, or Frequently Asked Questions. Do I really need to make an argument here for improving a customer’s access to self-support? Customer support is a neverending task. Answering the flow of support requests can be a full-time job. So every question a customer answers for themselves, without contacting you at all, is saved time, money, and labor for your company. Here are some tips for getting the most out of your FAQ. FAQs and You Frequently Asked Questions
  • 13. 13 “Wait! I’m just starting out! Nobody has asked me any questions, let alone frequently.” That’s ok. We can anticipate plenty of questions even before they’re asked, and get ahead of the game. Start with the basics. What are the day-to-day administrative tasks your customers can and should do themselves? These may include updating credit card info, changing a password, or updating personal information such as email or mailing address. Also consider the setup process of getting started with your product. What are the steps needed to get going? Outline these processes simply and clearly, in question and answer format. ?
  • 14. 14 This FAQ from Snappy customer SlideRoom.com walks users through the basics of setting up and using their product: ? source
  • 15. 1 15 Poll your support team. If you’re already in business and doing customer support, you and your team should have a good idea of the kinds of questions that get asked a lot. Get input from everybody who talks with customers. Make a habit of writing down the questions that come in repeatedly, so you can add them over time. Next Steps... ?
  • 16. 2 ? 16 Cannibalize your canned responses. If you’re using a support software like Snappy, chances are you have the ability to create “canned responses” (in Snappy we call these “Phrases”). These are pre-written answers to common questions. You and your team may create them on the fly, as you find yourself answering a particular question for the third time in a day; if a question is asked often enough to merit a canned response, it should also appear on your FAQ page.
  • 17. 3 17 Enlist help. Especially if your product is brand new, you’ll want to get a few outside opinions. Ask friends and family to navigate your website and/or product. Where do they get tripped up? What questions and problems arise? In some cases you may find areas where small improvements to your site or process will eliminate the need for questions all together; you’ll also no doubt discover FAQ topics you hadn’t thought of before. ?
  • 18. 18 Formatting the FAQ Keep it Simple. A confusing help page is no help at all. Your FAQ in particular should be intuitive and easy to use. You may choose to organize it by topic, alphabetically, or some other way that makes sense to your product and questions. Make it Searchable. People generally know exactly what they’re looking for when they come to the FAQ page, and they don’t want to browse. Make it easy to search by keyword so the information they need is always at their fingertips. ?
  • 20. 20 You must have a solid search tool. No matter how organized things are or how clear cut your FAQs are, customers search for things first. Today’s users are accustomed to the ease of a Google search. Make it easy to find. Customers should find the search tool as soon as they land on the help site. If it’s not readily there, they’ll go ahead and send you a support case so you can do the heavy lifting and answer their question. If they find the search box first, they’ll use it and find their answer without ever emailing you. It’s really as easy as that. Of course, a truly useful search tool depends upon truly useful content to search. So be sure you’ve built up your FAQs, and then add that search box right up top. Don’t neglect it, don’t forget it, and you’ve already solved half your customer support woes!
  • 22. 22 Give your customers an easy way to get in touch with you. Don’t make them work for it. These are your people. Be there for them. Some of the channels you may want to include on your Contact page: Email Phone Physical Address Social Media profiles Live Chat Support Request form Contact Us
  • 23. 23 Phone Number Email Live Chat FAQ Page Request Call Back Customer Forums Short Video Tutorials Live Video Chat None of the Above 61% 60% 57% 51% 34% 17% 12% 7% 16% support channels customers say they would like to find on a Contact page. Customer Expectations source: Econsultancy
  • 24. 24 How many sales are you losing while customers fail to get in touch with you? But don’t make promises you can’t keep. If you don’t have the staff or resources to handle 24-hour phone support, be up front about that. Be creative and find ways to support your customers within your means. Why does it matter? of online shoppers need some form of support while making a purchase. expect help within 5 minutes. will abandon their purchase if they don’t receive help the first time they try 83% 71% 51% source: Econsultancy Set reasonable expectations for the support channels you can handle, then make it easy for customers to access those channels. Work to exceed the expectations you’ve set. The Snappy Blog is full of these ideas!
  • 26. 26 Your help page matters. It’s your first line of contact with customers and prospects, and statistics show they’re looking, and they have expectations. We hope by following these tips you’ll find yourself better equipped to start supporting your customers and closing more sales! A great help page includes: •  A complete, well-organized FAQ. •  Clear, high-quality screenshots. •  A highly visible search tool. •  A Contact page that makes it   easy for your customers to find   you when they need you. An extraordinary customer experience starts here. We hope you’ll consider using Snappy to implement these steps and take your support to the next level!
  • 27. 27 SIGN UP FOR A FREE TRIAL TODAY Ready to kick your customer support into overdrive? Snappy makes it easy to set up your FAQ and support your customers in style. Why not try it out? no credit card required! Try it Free