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How to manage the Support website?

This step-by-step guide goes through how to create and update Knowledge Base articles

Table of Contents: 

Accessing the Knowledge Base

  1. From the left navigation bar, click Service

  2. In the dropdown, select Knowledge Base.


2. Creating a New Article

  1. In the Knowledge Base dashboard, click the Create article button.

  2. Enter the following:

    • Title: A clear, descriptive name.

    • Subtitle

    • Answer: Write the body of the article using the text editor. You can format text, add images, videos, or links.

  3. Then select Settings. Here, you can set:
    • URL
    • Knowledge Base
    • Language
    • Category
    • Subcategory
  4. When ready, click Publish.  

  5. You don't have to worry about saving a draft. Once you start to put information into the article, it will automatically save as a draft. 

3. Updating an Existing Article

  1. From the Knowledge Base dashboard, use the search bar or browse the list to find the article you want to update.

  2. Hover over the article and click edit to open it.

  3. Make changes in the editor:

  4. If you want to see what those changes look like when published, select the preview button. This will give you a preview in a new window.

     

  5. Click Update to save your changes.


4. Important Note

  • Please let Michelle know of any changes to the document. This is so the chat can be tested and ensure that it will give the correct answers to our customers

  • Here is the link to the HubSpot support doc: Create and customize knowledge base articles