What Is Email Piping, and How to Set It Up on WordPress?

Have you ever thought about making your support emails more efficient? Imagine if these emails could find their way to the right person automatically! What if emails could be sorted and sent to the right support agent or even grouped based on what your customers need help with? That would be neat. This whole email automation process is known as email piping.

In this post, we’ll explain what email piping is and, more importantly, show you how to set it up on your WordPress site. And guess what? We’ll do it using one powerful native WordPress plugin called KB Support. So, grab a coffee, and let’s get started!

What Is Email Piping?

Email piping, or email-to-ticket conversion, is setting up an automated system where incoming customer emails are automatically routed, categorized, and assigned to specific support agents or teams based on predefined rules or criteria.

Let’s say you run a customer support team for a gadget company. You could set up email piping, so whenever customers email support@gadgetco.com, their messages get automatically categorized. For instance, emails with “Technical Issue” in the subject line could be directed to your tech experts, while those with “Billing Question” might go to your finance team.

Benefits of Email Piping for Customer Support

When it comes to email piping, you’ll find that various tools come with their own set of cool features. And the cooler the features, the more awesome stuff you can do with them. So, it’s like picking the perfect tool for your task. If you go for a top-notch one, you can unlock even more advantages and get the most out of it.

Here are some major benefits of email piping:

✅ Efficient Ticketing: The key benefit of email piping is that it automatically converts customer emails into support tickets. This ensures all support requests are neatly organized in one place, making tracking and managing them more manageable for your support agent.

✅ Categorization: Email piping also ensures that each query reaches the right person who can help the customer best. It classifies emails into different categories or departments. For instance, sales inquiries go to the sales team, while technical issues go to the tech experts.

✅ Priority Handling: Some emails are more urgent than others. With email piping, you can set rules to prioritize certain types of emails, ensuring that high-priority issues get immediate attention.

✅ Faster Response Times: With email piping, your support request doesn’t get lost in the ether. It’s prioritized and assigned, leading to quicker responses.

✅ Centralized Communication: All your interactions with the company are neatly organized within your support ticket. No more searching through a cluttered inbox.

✅ Improved Customer Experiences: Support agents can provide more personalized and efficient assistance because they have all the info in one place.

Now that we’ve discussed how email piping can be a game-changer for your customer support, let’s dive into how you can set it up on your WordPress website.

The best tool you can use for the process is KB Support.

Introducing KB Support: Best Plugin to Set Up Email Piping on WordPress

kb support

KB Support is the ultimate helpdesk and support plugin for WordPress.

Think of any web-based helpdesk tool and its features like a fancy ticketing system. With built-in knowledge base support, the power to customize things the way you like, a user-friendly interface that’s a breeze to use, the ability to connect with other apps seamlessly, top-notch ticket management, robust security and privacy controls, and excellent email support. Well, you’ll find all of that in KB Support.

The best thing about KB Support is that the base plugin is FREE. You get all the essential features to kickstart and create a solid support system on your WordPress website.

If you’re looking for more advanced features, you might want to think about investing in KB Support’s premium extensions. The best part? They come at really budget-friendly prices, too!

Consider investing in KB Support’s premium extensions for more advanced features. The best part? They come at really budget-friendly prices, too!

To top it all off, KB Support is a super user-friendly and beginner-friendly plugin. You won’t have to break a sweat or write a single line of code to make the most of KB Support and its extensions.

Now, as we focus on the Email Support Extension, let’s explore some of its main features before diving into how it operates.

Features of Email Support Extension

  • Effortless Ticket Management: Say goodbye to the hassle of logging into a website whenever you need to manage a ticket. With Email Support extensions enabled, you can easily manage tickets by responding to them through email.
  • Email-Based Ticketing: Your customers can open new tickets or respond to existing ones simply by sending or replying to an email.
  • Automatic Notifications: KB Support’s automation features help you stay in the loop with instant email notifications. Your customers and support agents receive notifications about ticket events directly via email, simplifying the response process.
  • Mailbox Monitoring: Email Support monitors multiple mailboxes, quickly identifying replies and creating new tickets when needed.
  • Customizable Settings: You can choose whether to allow new tickets via email and specify if they should only come from known customer email addresses.
  • Content Trimming: Email Support helps you eliminate lengthy email threads. You can intelligently remove irrelevant email content and focus on the latest message for a cleaner ticketing experience.
  • Unassigned Emails Management: Emails that can’t be processed are organized in an “Unassigned Emails” list, and senders are notified of the issue. You can review, attach them to tickets, or delete them.
  • Automation: Send specific commands in your emails, and watch Email Support make things happen, such as assigning tickets or changing their status, with verification to ensure authorized action.
  • Attachment Support: Need to send or receive files? No problem! Email Support handles attachments seamlessly, considering your file type preferences.
  • Compatibility: Email Support extension works seamlessly with any email provider.

How to Set Up Email Piping on WordPress?

Now that you know what features you get with the Email Support extension, let’s quickly move to its setup process.

Installing KB Support and setting up the Email Support extension is as simple as a b c.

1. Install and Activate KB Support

You first need to install and activate KB Support on your WordPress site. Because KB Support is a free WordPress plugin, you can:

  1. Get a zip file of KB Support from its WordPress directory.
  2. Install KB Support from your admin dashboard.

At this point, it’s safe to assume you already have a website running on WordPress. So, let’s install and activate KB Support directly from your admin dashboard.

Log in to your website and head to your admin dashboard. Then, click on “Plugins” and select “Add New.” On the following page, type “kb support” into the search bar, and as soon as you enter the name, the plugin will pop up on your screen.

install and activate kb support

WPChill develops KB Support, so ensure you get the correct plugin.

Once the plugin appears, click on the Install Now button. Once the installation process completes, you’ll notice an Activate button. Click the button to complete the process.

As soon you activate the plugin, new Ticket menu options will display on your WordPress dashboard. This will also help you ensure that KB Support is successfully enabled.

2. Get the Email Support Extension

Once you install KB Support, the next step is to complete the purchase of the Email Supporting extension.

You can buy bundle packs including all KB Extensions, such as Advanced Ticketing System, Custom Ticket Status, and Knowledge Base Integrations, or you can get an individual extension. The choice is yours.

If you want to buy a bundle pack, go to the pricing page of KB Support, choose your preferred premium package, and complete the payment process.

kb support pricing

To get the individual extension, go to the Individual Extension page on KB Support’s site, click the Add to Basket button, and complete the necessary payment details.

email support extension


Once you complete your purchase, you’ll get the extension’s Zip file. Check this tutorial to install and activate KB Support’s premium extensions.

3. Configure Email Piping Settings

As soon as you upload the Email Support’s zip file and add its license key, you can configure the email piping settings of KB Support.

To do that, head to your WordPress dashboard and click Tickets >> Settings.

tickets settings

The page will take you to the main Settings page of KB Support. Click the Email Piping tab.

email piping for wordpress

When you click on the tab, it’ll take you to a page where you can configure email piping settings. On this page, you’ll see different choices to adjust these settings. Let’s go through each option to determine what each does.

General Settings

The first sub-tab is General Settings. Just like the name suggests, it’s where you can handle all sorts of basic email stuff, like dealing with incoming emails and making new support tickets.

general settings of kb support
  • Custom Reply Addresses: This option lets you decide whether your agents can use their custom email addresses when replying to tickets.
  • Open New Tickets: If you enable this option, incoming emails that don’t match any existing ticket will automatically generate a new one. For instance, a customer emails you about an entirely new issue with your product. With this option enabled, the system creates a fresh support ticket for this unique problem.
  • Must be Registered: This setting works with the “Open New Tickets” feature. Only people already registered as support customers can create a new ticket via email if you enable it. If not, it’s open for all, and new customers will be added automatically.
    This feature works great if you offer premium support to customers who have bought your product. Enabling this setting means only those registered customers can send support requests via email. Others will need to sign up first.
  • Anonymous Replies: When this is on, anyone can add a response to a ticket via email, even if they’re not the ticket owner or an existing participant. The system will make them a participant so they get updates on the ticket. But remember, you need to have the “Ticket Participants” feature turned on for this to work.

I’ll show you how to activate Ticket Participants, but ensure you’ve set up and saved your Email Piping Settings first.

To enable ticket participants, go to the main Tickets tab, check the option Enable Participants? and click the Save Changes button.

enable participants
  • Ticket ID Wrap: KB uses a specific method to identify tickets based on how you format the ticket ID within the subject line of emails. The characters you choose here play a key role in how our Email Support extension recognizes a ticket number. You can set characters that wrap around the ticket ID in the email subject.
    When you include “##” in the subject line, it’ll look out for tickets with a setup like “##300##. If you add prefixes or suffixes for tickets, they’ll also be part of the search.
  • Trim Previous Content?: If you enable this option, your Email Support will automatically delete everything in the reply emails except for the most recent one.
  • Poll Mailboxes Every: This option is like setting a timer for when your email inbox checks for new messages. By default, it is set to check your inbox every 15 minutes, but you can adjust it as you prefer.
    This setting is based on a built-in WordPress cron feature & requires activity on your website to execute the polling tasks. If there are visitors for a while, it may be checked less often.
  • When Processed: This setting lets you decide what to do with emails after you’ve handled them. You can delete them forever, mark them as “read,” and keep them in your inbox.

Once you are done setting up General Settings, hit the Save Changes button, scroll the page up, and go to the next sub-tab, i.e., Server Connections.

Server Connections

The Server Connection page is the main page where you can see a list of all your email accounts that you’ve set up. It displays a list of your configured email connections and some valuable stats. These stats include when your email was last checked, how many new messages were found during the last check, and the total number of messages in your mailbox.

add new server connection for email piping

Here you can:

  • Add a New Connection: If you want to add a new email account, click the Add Server Connection button, and you can input all the necessary information for the new mailbox you wish to connect to.
  • HTML and Plain Text: Choose how you view your emails – either as HTML text with all the fancy formatting, like pictures and links, or as Plain Text, which keeps things simple.
  • Edit or Delete: Either Edit or Delete your email connections right here. It’s just like editing or deleting a contact from your phone.
  • Test Connection: Tests your email account’s health–it’ll ensure everything’s running smoothly and give you the lowdown.

Once you add your Server Connection, Save Changes and move to the Notifications sub-tab.

Notifications

In this sub-tab, you’ll find setting options for emails that can’t be processed for one reason or another.

notification settings of email piping
  • Notify Sender?: This option lets you notify the sender when their email isn’t processed.
  • Notify Admin?: If you enable the above Notify Sender option, you can also check this box to include admins in the notifications sent to the email sender when their emails can’t be processed.
  • Unassigned Reply Subject: Here, you need to define the subject line for the email sent to the person who sent an email that we couldn’t process.
  • Unassigned Reply Content: Here, you can add the message sent to the person who sent an email that we couldn’t process. You can provide all the necessary information, including text and multimedia content, explaining why their support email couldn’t be processed in detail.

Once done, click the Save Changes button and move to the Email Error Log sub-tab.

Email Error Log

email error log

Email Error Log logs errors related to email sending or receiving. You’ll find error messages, codes, timestamps, recipient and sender details, and descriptions of issues.
This log helps you diagnose and resolve email problems by providing a clear record of what went wrong and aiding in troubleshooting and improving email communication.

Wrapping up!

So, here’s how you can get email piping up and running on your WordPress site using KB Support and its Email Support extension. KB Support simplifies the whole email piping process without burning a hole in your pocket.

You don’t need to be a coding whiz to set up KB Support – it’s user-friendly. Plus, it’s incredibly cost-effective compared to other web-based helpdesk tools.

Even more incredible is that since KB Support is a native WordPress plugin, you won’t have to stress about integrations and messing around with APIs. So, why wait? Grab KB Support now to streamline your support system.

What are your thoughts on this article? Feel free to share them in the comments section below!

Email Support 12/10/2023
ticket assignment software

The Top 6 Ticket Assignment Software For Customer Support

Are you seeking the best ticket assignment software to boost customer support? Well, hello, we’re here to lend you a helping hand.

In the article, we have handpicked the best ticketing assignment software, breaking down their features & functionalities. And yes, you can trust us because we’ve extensively researched the market, read tons of user reviews, and now we’re ready to spill the beans.

So, let’s get started and find the perfect ticketing software to take your customer support to the next level!

The Best Ticket Assignment Software on the Market: Compared

In a hurry? Let’s look at our comparison chart of the best ticket assignment software.

Software

Ticket Assignment Features

Free Version Available

1. KB Support✅ Advanced Ticket Assignment
✅ Role-Based Permissions
✅ Custom Ticket Status
✅ Canned Replies
✅ Rule-Based Ticket Assignment
✅ Agent-Based Ticket Assignment
✅ Department-Based Ticket Assignment		Yes, with standard ticket assignment features 
2. Zendesk✅ Ticket Conversion and Reporting
✅ Mobile Ticketing System
✅ Custom Ticket Assignment Rules
✅ CSAT Rating
✅ Predefined Responses (macros)
✅ Skills-Based Routing
✅ Custom Agent Roles		 14 Day Free Trial
3. Freshdesk✅ Automatic Ticket Assignment
✅ Round-Robin Assignment
✅ Load Balanced Ticket Assignment
✅ Skill-Based Ticket Assignment
✅ Canned Responses
✅ AI-Powered Automation		Yes, with unlimited agents and basic help desk features 
4. Kayako✅ Smart Ticket Routing
✅ Automated Workflows
✅ Experts Collaboration
✅ Macros and Canned Responses
✅ Active Conversations		14 Day Free Trial 
5. HappyFox✅ Automatic Ticket Assignment
✅ Round-Robin Assignment
✅ Load Balanced Distribution
✅ Smart Assignment
✅ Skills-Based Assignment
✅ Custom Ticket Assignment Rules
✅ Ticket-Load Based Assignment		 14 Day Free Trial
6. Zoho Desk✅ Custom Assignment Rules
✅ Round-Robin Assignment
✅ Rule-Based Ticket Assignment
✅ Monitoring and Tracking
✅ Ticket Sharing & Ownership
✅ Direct Assignment to Agents		15 Day Free trial 

Top 6 Ticket Assignment Software For Customer Support

Before we start, I want to mention that these tools aren’t dedicated ticket assignment software; they’re full-blown help desk solutions with many cool features like live support, knowledge base integration, canned replies, and more. But today, our spotlight is on the ticket assignment feature these tools bring.

1. KB Support: Optimizing Ticket Assignment in WordPress

KB Support: Optimizing Ticket Assignment in WordPress

KB Support is the ultimate help desk and support plugin for WordPress. It offers all the advanced features & functionalities that you can expect in any top-tier web-based help desk tool.

Speaking of the ticket assignment features, the free version of KB Support provides handy automatic assignment choices, like random assignment or assigning tickets to agents with the fewest current tickets.

KB Support’s Advanced Ticket Assignment extension is a real game changer. It takes your ticket assignment process to a whole new level. With this extension, you can set your own rules for ticket assignment. You can customize these rules based on various factors: Customer, Company, Category, Email Server Connection, and more.

For example, let’s say you’ve created different categories for the support tickets. With KB Support, you can categorize tickets based on the problem and assign them to agents or departments with expertise in that specific category.

Moreover, for each level, you can decide whether a ticket should be assigned to a specific agent, a whole department of agents, or even randomly to any agent within a department.

You can do it all and more using KB Support without writing a single-line code. Yay! If you have a WordPress-powered website, consider using KB Support to build a smoothly working support system for your services.

KB Support Pricing

The lite version of KB Support, in which you get basic ticket assignment features, is FREE forever. However, if you’re looking for more advanced ticket assignment options, you can grab the Advanced Ticket Assignment extension for just $59.00 for one website.

2. Zendesk: Intelligent Ticket Assignment and Beyond

Zendesk: Intelligent Ticket Assignment and Beyond

Zendesk is another popular choice for help desk software. Its advanced ticketing assignment features allow you to seamlessly manage customer inquiries from various channels like web, email, phone, SMS, and social media, all in one place.

With productivity-boosting tools such as Routing, CSAT ratings, and Time Tracking, Zendesk ensures your support agents stay on top of their game.

Zendesk’s Shared Ticketing System promotes collaboration among agents & makes sure everyone can exchange crucial customer information effortlessly.

As a customer support manager, you’ll love Zendesk for its ability to analyze team performance metrics. It tracks resolution time, response time, first-reply time, and even the frequency of customer issues.

Moreover, Zendesk offers an impressive array of integrations, making it adaptable to your existing workflow. It empowers agents with personalized service tools and automates ticket assignments based on rules and triggers.

If you’re worried about ticket allocation, Zendesk’s round-robin ticket assignment feature is your solution. This feature evenly distributes tickets among your team members—no more stale tickets.

Suppose you receive a complex support ticket requiring the appropriate person’s urgent attention. In that case, Zendesk’s ticket escalation process allows you to transfer it seamlessly while at the same time notifying the customer, all from within the system.

Zendesk also allows you to create custom triggers for auto-assigning tickets to power up your ticketing assignment game. These triggers can be based on common text in customer queries, ensuring tickets land in the right hands effortlessly.

Zendesk Pricing

Zendesk offers three premium packages of their service:

  • Suite Team costs $55 per agent/month
  • Suite Growth costs $89 per agent/month
  • Suite Professional costs $115 per agent/month

3. Freshdesk: Smart Ticket Assignment with AI Integration

Freshdesk: Smart Ticket Assignment with AI Integration

The following tool on our list of ticket assignment software is Freshdesk. Suppose you’re handling customer inquiries from different places – email, Facebook, Twitter, your website, and more. In that case, Freshdesk makes it simple by bringing all these messages into one handy window.

Freshdesk isn’t just about the basics; it’s got your back with a shared inbox, support for social media, automatic ticket assignments, a knowledge base, and more. They’ve got all the essentials covered.

Here’s what gives Freshdesk a unique position: It uses the power of AI to make customer support smoother. It can automatically assign tickets to the right agent based on their skills and expertise. No more manual shuffling!

When a customer reaches out, Freshdesk automatically turns their request into a ticket and sends it to the right team or agent. But wait, there’s more automation! Freshdesk can handle tasks like sending out ticket updates, sorting through tickets, and scanning for urgent issues every hour.

Freshdesk also offers advanced sorting features. It automatically tags customer problems, making categorizing and solving them more manageable. You can also export and merge tickets, making everything move faster.

For the bosses out there, Freshdesk serves up some excellent metrics. You can check out ticket volume trends over time on easy-to-read dashboards. With its real-time updates, you can keep tabs on how many tickets are coming in, how many are getting resolved, and if any may be causing trouble by reopening.

Freshdesk’s advanced ticketing features help you manage your resources by diving deep into daily, monthly, or quarterly ticket volume trends. To make work more manageable and smoother, Freshdesk lets you spot when your agents are super productive or the ticket load goes through the roof, whether during the week or a single day.

Freshdesk Pricing

Freshdesk comes with a free plan with some basic help desk features. For more advanced features, you can consider investing in its paid plan that starts with the following:

  • Growth Plan costs $18 per agent/month
  • Pro Plan costs $59 per agent/month
  • Enterprise Plan costs $95 per agent/month

4. Kayako: Personalized Ticket Assignment for Enhanced Support

Kayako: Personalized Ticket Assignment for Enhanced Support

Kayako is a cloud-based customer support platform with a centralized hub for customer interactions. You can provide customer support across many channels, including email, live chat, and phone calls.

With Kayako, you can access various helpful tools, such as canned replies, expert collaborators, and notes. One standout feature of Kayako is its ability to connect your agents with internal experts, external vendors, and suppliers, ensuring they can quickly access the right resources to resolve customer challenges.

Kayako also saves time through automated workflows, one-click replies for common queries, and automatically merging customer inquiries from multiple channels. Your support team can respond faster and prevent multiple agents from jumping on the same ticket.

In addition, Kayako offers customers transparency by allowing them to check the status of their help desk tickets, view activity updates, and even add pictures and videos to provide more context.

Kayako Pricing

Kayako offers two paid plans for their services: Kayako Cloud and Classic on-Prem, but unfortunately, the specific pricing information is no longer available on their website. You must request a demo on their pricing page to better understand Kayako’s pricing.

5. HappyFox: Automated Ticketing for Effortless Support

HappyFox: Automated Ticketing for Effortless Support

HappyFox is a cloud-based CRM (customer relationship management) system with nifty ticketing features.

First, talking about the standard help desk features, HappyFox lets you create custom ticket queues to organize and prioritize tasks easily. You can also tag and categorize tickets, making it a breeze to sort through them.

Here are the ticket assignment features: HappyFox ensures that only one agent can work on a ticket simultaneously, so you don’t have agents tripping over each other. Also, it’s got some advanced features like applying actions to multiple related tickets and super-fast search and filter options.

HappyFox uses different assignment algorithms – like round-robin or load balancing based on agent availability – so you can choose what works best for your support team. You can even have different routing rules for each team, all running smoothly.

Now, let’s talk about efficiency. HappyFox’s innovative assignment feature improves response times by automatically assigning tickets to active agents. With a super-smart load-balancing algorithm, you can quickly ensure your customers get a response.

No more stressing out your agents with overflowing queues, either – HappyFox’s routing algorithms are smart enough to stop assigning tickets if an agent’s plate is full.

And if you’ve got some VIP customers who need dedicated attention, HappyFox has rule-based routing. It’ll make sure their tickets go straight to the right agent.

HappyFox Pricing

HappyFox bundles four premium packages for its users:

  • Mighty Costs $39 per agent/month
  • Fantastic Costs $59 per agent/month
  • Enterprise Costs $79 per agent/month
  • Enterprise Plus Costs $99 per agent/month

6. Zoho Desk: Unmatchable Ticket Assignment Features

Zoho Desk: Unmatchable Ticket Assignment Features

Another ticket assignment software you can use is Zoho Desk. It is a part of the Zoho Suite that offers popular tools such as Zoho Forms, Zoho CRM, Zoho People, and more.

With Zoho Desk, you get a fantastic ticket management system that allows your customer service team to connect with customers through various channels.

Even more remarkable is that they offer a mobile app with their free plan! This free plan covers an email-based IT ticket system and private knowledge management, and it even supports multiple languages.

Now, let’s talk about the ticket assignment features. No one wants to spend time manually assigning tickets to agents every time they come in, right? With Zoho Desk, you can set up customizable ticket assignment rules based on language, priority, or type of issue.

And yes, Zoho Desk also has this fantastic feature called Round Robin automatic ticket assignment. You can ensure tickets are distributed evenly among the available agents based on the limits you set. No one feels left out, and customers get the attention they deserve.

Now, here’s where things get smart. Zoho’s automation comes into play. You can ensure that specific types of tickets go to the right agents on your team. For example, if you have a dedicated account team, you can create a rule that sends all accounts-related tickets straight to them.

Zoho Desk understands that tracking is crucial. You can keep tabs on your support agents’ progress. Want to know if your customers are happy? You got it. Want to see how much time your team spends on each ticket? Easy. And you can even collaborate with your colleagues within the company.

Zoho Desk Pricing

Zoho Desk comes with three premium packages:

  • Standard Package Costs $20 per user/month
  • Professional Package Costs $35 per user/month
  • Enterprise Package Costs $50 per user/month

Wrapping Up!

In wrapping up, efficient customer support is vital for any business today. And when it comes to providing efficient service, having the right ticket assignment software can make all the difference. We’ve explored a few top options, each with unique strengths.

I am confident that this guide will assist you in narrowing down choices and making an informed decision for your customer support requirements. If you ask which ticket assignment software is best, we, being a little partial, choose KB Support over all the tools because it offers all the advanced helpdesk features without breaking our users’ bank.

Before investing, remember your chosen ticket assignment tool should align with your specific needs, budget, and team size. So, pick the one that suits you best and your support team members.

Tips 05/10/2023
The Ultimate How-To Guide for Creating a Comprehensive Policy and Procedure Manual

The Ultimate How-To Guide for Creating a Comprehensive Policy and Procedure Manual

Howdy, welcome to our ultimate guide for creating a fantastic policy and procedure manual! If you’re ready to take your organization to the next level with a comprehensive and rock-solid manual, this article is for you!

In this guide, we’ll walk you through every step, from laying the groundwork to designing an eye-catching manual that your team will love.

So let’s get started!

What Is a Policy & Procedure Manual?

I’m sure you’ve come across the phrase “policy and procedure manual” numerous times, but what does it actually mean?

Let me explain with a typical example: When anyone joins your organization, there are specific rules and ways of doing things that everyone needs to follow. A policy and procedure manual is like an extensive guidebook or employee handbook that includes all those rules and steps in one place.

This manual guides your team, clarifying how tasks should be completed, setting expectations, and offering guidance on handling various situations. All relevant information, from tool usage to conflict resolution and emergency procedures, is included.

And sometimes, it’s not just about rules; through the P&P Manual (policy and procedure manual), you can also reflect your company’s culture. You can include details on how you encourage collaboration, communicate with each other, the company’s mission and values, and a step-by-step process for requesting time off or submitting an expense report.

The policy & procedure manual is a detailed guide where you can include anything (& everything) related to your organization.

Why Having a Comprehensive Policy and Procedure Manual Is Crucial for Any Organization?

Policy and Procedure Manual

Now that you know what policy & procedure manual is, here are a few reasons why having this manual is crucial:

  • Establish Standardization: Imagine if every department in your company followed its own procedures. Chaos would ensue! A comprehensive manual ensures that everyone in your team is on the same page, following consistent processes and protocols.
  • Makes Training and Onboarding Easier: Consider the manual a friendly guide for your new employees. It helps them quickly learn the ropes, understand their roles, and become productive team members faster.
  • Works as a Reference Guide: Just like a helpful friend who always has answers, the manual is a go-to source when your employees have questions. It offers step-by-step instructions and troubleshooting tips to tackle common challenges.
  • Ensuring Compliance and Regulations: Many industries are subject to specific regulations and compliance requirements. The policy and procedure manual acts as your guardian, making sure both your organization & its employees abide by laws and regulations to avoid legal troubles.
  • Deals with Crisis Management: When unexpected things happen, like emergencies or crises, the manual is like a superhero’s playbook. It outlines what to do, helping employees respond effectively and minimize damage.
  • Increases Efficiency and Productivity: Imagine having all the information you need in one place without hunting around. The manual saves time, reduces frustration, and boosts efficiency by making important info readily accessible.

We have learned why having a comprehensive policy and procedure manual is essential. Let’s look at how you create a WOW and rock-solid policy and procedure manual for your organization.

The Ultimate How-To Guide for Creating a Kickass Policy and Procedure Manual

At this point, you might think that writing an effective policy and procedure manual is challenging, but worry not; I’m here to break down the complex process into manageable steps for you. Let’s go!

Step 1: Define Your Purpose

First things first, understand why you need this manual. Is it for compliance, employee guidelines, or something else? Define your goal so you can tailor your content accordingly.

Step 2: Identifying Your Organization’s Needs

The next step is to assess your organization’s unique needs. Identify areas that require policies and procedures, such as HR, finance, operations, and safety. Consider your organization’s pain points and challenges and how a manual can address them.

Step 3: Organize and Outline

Once you list your organization’s needs, jump to the next step, i.e., create a structure. Divide your manual into logical sections. You might have sections like Introduction, Code of Conduct, HR Policies, IT Procedures, etc. This makes it easier for your readers to navigate the policies and find what they want.

Step 4: Plain Language is Your BFF

Whatever you’re writing, keep one thing in mind: you’re writing for humans and not for an English literature exam. So avoid the temptation to use fancy jargon. Write like you’re explaining things to a friend. Straightforward language makes your manual user-friendly.

Step 5: Craft Clear Policies

Each policy should have a clear purpose, scope, and who it applies to. Explain why the policy & procedure manual is essential and its motive. Use bullet points for lists and examples to clarify concepts.

Step 6: Detailed Procedures

Procedures are like the how-to guides. Break them down into easy-to-follow steps. Use flowcharts, diagrams, or tables if they help convey the process better.

Step 7: Consistency is Key

Use a consistent format, fonts, and headings throughout. This makes your manual look professional and easy on the eyes.

Step 8: Visuals Speak Volumes

Don’t shy away from visuals. Pictures, infographics, and tables can help explain complex ideas quickly. The power of visuals is undeniable, and they can reinforce important points.

Step 9: Keep it Engaging

Nobody likes reading a wall of text. Keep things interesting by breaking up the content with subheadings, bullet points, and a touch of humor to keep things interesting.

Step 10: Legal Review and Approval

Policies and procedures often have legal implications. So, have your legal team or experts review the content to ensure you’re ready.

Step 11: Gather Feedback

Before finalizing, get input from relevant teams or individuals. An extra eye for a review helps you catch any weak spots and ensures everyone’s on the same page.

Step 12: Rollout and Training

When your manual is polished and ready, plan a rollout strategy. Consider providing training sessions to help your team understand and adapt to the new policies.

Step 13: Regular Updates

Policies and procedures are not set in stone. Keep your manual alive by scheduling regular reviews and updates. Stay adaptable to changes in laws, industry trends, and internal needs.

Curating and developing a comprehensive policy and procedure manual that works effectively is time-consuming. Still, if you’ve followed all the steps correctly, you need a powerful tool that helps you streamline the process, improve the quality of documentation, and enhance accessibility for users.

You can leverage web-based knowledge base tools and use their features to smoothen the process of creating the manual policy. And if you have a website powered by WordPress, we have got you an ultimate FREE plugin: KB Support.

Meet KB Support: The Best Knowledge Base Tool To Create Policy and Procedure Manual in WordPress

kb support wordpess helpdesk plugin

KB Support, a powerful helpdesk plugin for WordPress, offers an intuitive interface & user-friendly features that empower you to create, manage, and maintain comprehensive policy and procedure manuals seamlessly within your WordPress environment.

One of the best features of KB Support is that it gives you the flexibility to organize content into Categories, and you can even add relevant Tags. You can create categories to organize your content within the newly created knowledge base.

For example, you could have categories like “Policies,” “Procedures,” “Guidelines,” etc. You’ll add articles corresponding to each policy or procedure in each category. Further, you can define tags, such as “hr policy” and “leave policy,” for better navigation.

KB Support offers the same interface as the native WordPress Posts, so you get the built-in formatting tools to structure your content with headings, lists, and multimedia elements like images and videos, ensuring that your manuals are informative and visually engaging.

To facilitate easy navigation, KB Support provides search functionality. You can add a search form or the search bar, so your team members can effortlessly find the information they need.

As policies and procedures evolve, KB Support simplifies the update process. You can edit and revise articles with a few clicks, ensuring your manuals remain current and accurate.

If you’re looking for a tool to create a policy and procedure manual using WordPress, KB Support is undoubtedly the best tool you can use.

And if you’re looking for alternatives to WordPress, consider your organization’s specific needs, complex policies, and level of customization when choosing a tool.

Various knowledge-base software tools are available, ranging from basic document editors to dedicated policy management systems, so selecting the one that best aligns with your requirements is essential.

Wrapping Up!

We’ve covered a lot of ground to help you become the policy and procedure superstar! Now that you understand the key components, the step-by-step creation process, and the invaluable advantages of having a well-organized manual, you can start creating your own.

This manual-making process might be challenging, but consider it an investment in your organization’s future. Be ready to check those policies occasionally, especially as rules, tech, and the business game change.

And don’t go solo on this – getting everyone on board, from the top dogs to the team members, and with the features of a good tool, you will make it stick. Cheers to your journey in creating the ultimate policy and procedure manual!

Tips 07/09/2023
Searchable Knowledge Base in WordPress

How To Make a Searchable Knowledge Base in WordPress (The Easy Way)

Are you looking to empower your website with an incredible feature that enhances user experience and saves them and you precious time? Today, we’re delving into creating a “Searchable Knowledge Base,” The best part is that the only cost to you is a little time. Yes, you heard it right.

In this guide, we’ll explore the art of building a seamless and user-friendly searchable knowledge base on your WordPress site the easy way. Whether you’re a pro or just starting your digital journey, we’ve got your back.

Let’s get started!

What Is a Searchable Knowledge Base?

A Searchable Knowledge Base is the type of knowledge base that provides advanced search and browsing options. It includes robust search functionality, allowing users to enter keywords, phrases, or questions to find relevant information.

Think of a searchable knowledge base as a mini Google hosted on a particular website. It’s like having your spot to search and discover answers to all kinds of questions you might have about the products they offer. Just type in your query, and you’ll find the info you’re looking for!

Why Should You Make Your Knowledge Base Searchable?

Make Your Knowledge Base Searchable

Adding search functionality to your knowledge base saves your users tons of time. But that’s not only the prominent benefit! Below, I have listed some other advantages that help you understand why you should make your knowledge base searchable:

☑️ Enhanced Customer Experience: A searchable knowledge base makes it easier for your customers to find answers and resolve issues on their terms without waiting for support, leading to fewer frustrations and a smoother experience.

☑️ Time and Cost Efficiency for Businesses: A Searchable Knowledge Base reduces the need for repetitive inquiries, freeing the support teams to focus on more complex issues. As fewer resources are required to handle routine queries, businesses can save money and time.

☑️ Reduced Support Load & Increasing Support Team Efficiency: You get the power to decrease incoming support requests by providing self-service options through a searchable knowledge base. This enables your support teams to provide more customized assistance and focus on intricate problems, ultimately increasing their effectiveness.

How to Make a Searchable Knowledge Base in WordPress?

We have learned what a searchable knowledge base is and how it can benefit your support team and customers.

Now we are coming to the main question: how to make searchable knowledge in WordPress. We will take help from a WordPress plugin, but choosing one plugin from hundreds of options is always challenging! Uggh…

Well, we’ve done the research & work for you; say hello to the best solution available in the market: KB Support! 🙌🏻

KB Support: One-Stop Solution for Creating a Searchable Knowledge Base in WordPress

KB Support is an effective helpdesk and support plugin for WordPress. Including all the incredible help desk features; KB Support comes with a built-in KB Article feature that lets you create a fully functional knowledge base on your website.

kb support wordpess helpdesk plugin

Imagine all features combined into one plugin, help desk features, + knowledge base functionality! Great deal!

And the best part is you get all the essential features in the FREE version of KB Support. For advanced functionalities like 3rd party email integration, WooCommerce integration, and integration with your existing knowledge base solution, you need to shop for additional extensions.

Speaking of KB Support’s built-in KB Articles feature, you get all the options that you would expect in a web-based knowledge base tool. You can create custom kb articles, add FAQ pages, add access restrictions to articles, or assign custom tags & categories.

Further, you can add a search form for KB articles on any page of your WordPress website, making it easy for users to search through the help docs/articles you’ve published.

Installing and Activating the KB Support Plugin

Now that you’ve learned about the KB Support plugin, let’s see how to create a searchable knowledge base in WordPress.

If you’re an experienced WordPress user, you know what our first step will be.

You’re right; we’ll start by installing and activating the KB Support on your WordPress website.

You can install and activate the WordPress plugin through 2 methods:

Let’s install and activate KB Support directly from your WordPress site. Head over to your admin dashboard and click Plugins >> Add New.

This will redirect you to the plugin’s page. Search for the “kb support” in the search bar, and as soon as the plugin appears, hit the Install and then Activate button.

add kb support plugin

The complete plugin installation process will hardly take 60 seconds, and just the moment the process completes, new menu options, Tickets, and KB Articles appear on your dashboard.

These options help you ensure that KB Support is successfully activated on your website.

options of kb support

Understanding KB Support’s Settings and Configurations

Before you dive into the exciting world of creating searchable knowledge-base articles, let’s get familiar with the essential Settings and Configurations of KB Support.

The new options, Tickets, and KB Articles are self-explanatory.

“Tickets” is your go-to for managing all things ticket-related, including all other additional settings, and the option “KB Articles” is your toolkit for creating and handling knowledge-based articles.

Head to the Tickets section and click Settings to configure the search-related features.

kb support settings

On the Settings page, you’ll see many tab options. Go to the tab named KB Articles.

kb articles interface

You’ll see a new page with a list of options. We love to call it the General KB Article Settings page.

kb supports general setting options

These options might seem overwhelming, but there is no need to stress! I’ll walk you through each option. We’ll dive deep into what they do and how they help you build a fantastic searchable knowledge base.

  • Disable KB Articles and Categories: This option lets you turn off the functionality related to KB Articles and Categories within the plugin.
  • Restrict KB Articles: When enabled, this option restricts access to KB Articles, requiring your users to meet specific criteria (e.g., logged-in status) before they can view the content of the knowledge base articles. You can also change the restriction option on a per-article basis.
  • Show Register / Login Form?: If any site visitor tries to access a restricted KB Article, this option lets you decide whether to display login and registration forms and ask them, “Hey, you’re not on the guest list. Wanna join?” If you turn this on, it shows a login or registration form to non-logged-in users.
  • Hide Restricted KB Articles: Enabling this option hides restricted articles from the archives when users who haven’t logged in visit a particular page (like a kb articles archive); it prevents the display of any restricted articles.
  • Restricted Ajax Search: This option puts an extra layer of invisibility for search results. When users search for something, this option ensures that any restricted articles won’t appear in the search results for non-logged-in users.
  • Number of Results from Ajax: This option lets you decide how many KB Articles are displayed in the search results to users.
  • Search Excerpt Length: When users search and receive results, this option controls the extent to which the article is revealed. It’s like showing a preview of the article—short and sweet or a bit longer!
  • Count Agent Views?: Enabling this option allows the system to track how often support agents view a KB Article. It keeps track of how many times the agents look at these articles.
  • Show Views on Dashboard: When you enable this option, it displays how many times each KB Article has been viewed. It’s like a badge of honor for the most popular articles.

Remember to click the Save Changes button once you go through all the settings options and choose your preferences.

Before tweaking these settings, create your knowledge base, including all the necessary articles and documentation guides.

Let’s start with creating categories and relevant tags for your knowledge base.

Creating Categories and Tags for Your Searchable Knowledge Base

Categories is the general term that I am sure you’ve already heard of.

Grouping of similar items in a particular format is known as categorization. The same way, in WordPress, we can create categories for our blog posts and pages.

Adding separate categories for the knowledge base is also essential. Imagine visiting a site and discovering hundreds of documents published on a page without organization. And then, you spend hours navigating through docs to find the answer to your query. Time-consuming and frustrating for users.

Organizing articles into categories makes things much easier to find.

Tags, on the other hand, are like little sticky notes. They highlight specific details within an article. Let’s say you have an article about “Google reCAPTCHA.” You could tag it with “google,” “recaptcha,” “captcha,” “field,” and more.

When you assign categories and tags correctly, you ensure the correct info gets to the right people.

Say, for instance, you’re looking for “How to add a Google reCAPTCHA field.” If the article is present under the “Google reCAPTCHA” category and tagged with ”captcha” or “google,” the system knows exactly which article to fetch in the search results.

Using the KB Support plugin, let’s add categories and tags to your knowledge base.

To add Categories, head to your admin dashboard and click KB Articles >> Categories. This will redirect you to a page where you can add your categories.

On the page, you’ll need to define:

add new categories for searchable knowledge base
  • Name: You need to add the kb article’s category name here. Let’s say you plan to put up articles or docs related to shortcodes and make a category called “Shortcodes.”
  • Slug: I suggest you leave this option blank, as the system will make a slug based on the category name. But if you want a custom slug different from the category name, you can add one, too!
  • Parent KB Article Category: This option helps you properly organize your articles. You can make a family tree or hierarchy of your kb articles using the Parent Category option.
  • Description: This is where you give a quick intro about what your article’s all about. Keep it short and sweet!

Once you’ve sorted everything, hit the “Add New KB Article Category” button, and your fresh category will pop up on the right side of the page!

Next, we need to add Tags for your knowledge base.

Clicking on the Tags option on the left under KB Articles will take you to the tag creation page.

Add a Tag Name, a Slug (or let it auto-generate from the name), and toss in a quick Short Description.

Once done, hit that “Add New KB Article Tag” button.

add new tags

Perfect! The exact process you need to follow to create other categories and tags for your knowledge base.

Once you add all the categories and tags, it’s time to build those awesome knowledge-base articles.

Add New KB Articles

To create a new KB article, in your WordPress Dashboard, under the KB Articles option, press “New KB Article.”

add new kb article

Next, you’ll be directed to the KB article creation page. You’ll see a similar interface to the WordPress Posts creation page.

Adding KB Title and Description

The first step in creating an educative, informative, and helpful knowledge-base article is to add a well-defined Title and detailed query Description.

Define your article title in the “Enter KB Article title here” section, then add content about the query.

add new knowledge base article

A detailed and well-written help guide is the building block of your support system. Here are some quick tips that will help you curate comprehensive knowledge-base articles for your users:

  1. Keep your help articles clear, concise, and to the point. Avoid heavy technical terms and use plain language to make content understandable.
  2. Refrain from throwing information in front of your users. Organize your articles with a clear structure. Use headings, subheadings, bullets, and points to break down complex topics into manageable sections.
  3. Include relevant keywords in your articles to make them easily searchable.
  4. Add screenshots, pictures, GIFS, etc. Make your articles more interactive by adding multimedia content.
  5. Include internal links to other relevant articles within your knowledge base. This helps users navigate between related topics and find additional information that could be valuable to them.
  6. Look for common questions and issues that users might encounter. Create a FAQ page/section or a troubleshooting guide to address these concerns.

Assigning Categories and Tags to Your Knowledge Base

Once you add content, jump to the page’s right side and scroll down until you see the Categories section.

Check the appropriate category and add a tag.

assigning categories and tags to knowledge base

Publishing Your KB Articles

After adding content, double-check all the settings, and if everything seems good, click the “Publish” button at the top right corner of the page.

publishing your kb articles

You can also view your recently published KB Article by clicking the View KB Article button.

view kb article

This is how you can create your help docs/knowledge base articles/support articles using KB Support.

Embedding All the KB Articles on a Single Web Page

We have created single help articles. Now, we need to display all the articles on a single web page for easy navigation.

KB Support offers a simple shortcode that embeds all your KB Articles on a single page. To do that, first, create a new page on your WordPress website.

On your dashboard, click Pages >> Add new.

After creating a new page, define its name, add the Shortcode block, and paste this shortcode: 

[kbs_articles]
searchable knowledge base

Publish your page, click the View Page button, and it’ll display a list of all your published KB articles.

preview of knowledge base articles

As you can see in the above image, all the articles are presented in a straightforward list format. There’s no search bar at the top.

Imagine your users or support engineers looking for one particular article; they must navigate the options list. This, indeed, is a time-consuming process.

The best way to save time and enhance navigation is to make your knowledge base searchable.

Making the Knowledge Base Searchable

To make your knowledge base searchable, KB Support provides an exclusive shortcode. You can add this search shortcode to any page and let your visitors or support executives effortlessly search through all the KB Articles you’ve got!

Open the page where you want to display the search form. Add the shortcode block and paste this shortcode: 

[kbs_search]
make your knowledge base searchable

And this is how KB Support’s search function works:

As you can see, creating a searchable knowledge base in WordPress using KB Support is as easy as a b c….

It’s a 4 step process; let me give you a quick revision:

  • Step 1: Install and activate KB Support
  • Step 2: Create categories & tags
  • Step 3: Add Your KB Article
  • Step 4: Add the shortcode

And you get everything worked without spending a single penny! Isn’t it awesome? All the powerful features are FREE of cost.

Yet, if you want more advanced features and integration options, you can check KB Support’s Paid extensions list.

Wrapping Up…

We hope you’ve enjoyed our tutorial on creating a WordPress-searchable knowledge base using KB Support.

With this step-by-step guide we’ve walked through, you’ve learned how to structure your content, add tags and categories, and even implement powerful search functionality. Also, remember, the keys to a thriving knowledge base are organization, user-friendliness, and, of course, making it easy for your readers to find what they need.

Tips 31/08/2023

The Ultimate Guide to Creating an Effective FAQ Page on Your WordPress Website

Hey there! Are you thinking about adding a FAQ page to your WordPress website? You’re in for a treat! 🌟

Imagine cutting down on support work and giving your potential customers a fantastic experience all in one go. That’s what a killer FAQ section/page can do for your online business.

So, if you’re ready to rock your site and take your online presence to a new level, get excited, as this ultimate guide got you covered. We’ll show you how to create an effective FAQ page on your WordPress website with our incredible KB Support plugin.

Buckle up, and let’s dive in!

What is a FAQ Page?

A FAQ page (Frequently Asked Questions) is an individual page on a website that gathers and answers the most common questions people have about a particular topic related to your product or services. It’s like having a cheat sheet that saves you time and energy by giving answers to the most common queries people usually have.

Instead of repeatedly answering common questions or searching everywhere for answers, you can neatly organize all your FAQs on a single page and quickly find them as needed.

The Superpowers of FAQ Page: Why Your Website Needs One 🤔

Having a Frequently Asked Questions page (FAQ) can work wonders! Want to know why? Well, let me tell you some key points about why having a separate FAQ page is such a great idea:

what is a faq page
  • Enhancing customer satisfaction: Picture this – your customers have questions, and you have answers right at your fingertips! With an FAQ page, you’ll be sprinkling some customer satisfaction stardust. They’ll be thrilled to find quick and easy solutions, which will surely put a big smile on their faces. Who doesn’t love happy customers?
  • Streamlining support workload: Are you tired of dealing with tons of repetitive support requests? By having a well-crafted FAQ section, you can address common questions and concerns upfront. As customers find answers independently, the number of support requests decreases, freeing up your support team’s time to handle more complex issues and provide personalized assistance when needed.
  • Boosting website engagement: An engaging FAQ page can keep visitors on your website longer. When customers see that you have addressed their questions and provided helpful information, they feel valued and are more likely to explore other parts of your website. This increased engagement can lead to more clicks, longer visit durations, and a better chance of converting visitors into customers.
  • Enhancing SEO (Search Engine Optimization): A Boost for Your Website! Want your website to rank high in the search engine rankings like a phoenix? An FAQ page can be your secret potion! Including carefully chosen keywords and meta descriptions in your FAQ page can positively impact your website’s SEO.
  • Providing valuable insights: The questions on your FAQ page can provide valuable insights into your customers’ needs, pain points, and interests. By analyzing these common queries, you can better understand your target audience.

How to Create an Effective FAQ Page?

Now that you know the perks of adding a separate page for frequently asked questions, how about some tips on an FAQ page that will improve user experience and benefit your support team?

Here are some tips for creating an effective FAQ page:

✅ The first step in creating a FAQ page is to make it visually appealing. Plain text and long answers are a thing of the past. Ensure to add eye-catching images, videos, and interactive elements that bring your FAQ content to life.

✅ The last thing your visitors want is to sift through a sea of information to find the answer they need. Organize your FAQs into categories and define tags that are easy to navigate. With clear and intuitive categories & tags, you can help users find information without sifting through a long list of FAQs.

✅ Adding personality to your FAQ page is the key to making it stand out! Feel free to showcase your brand’s unique voice; people connect with authenticity.

✅ Keep your FAQ page updated and relevant. As your business grows and evolves, so should your FAQs. Take the time to regularly review and update your content to ensure it remains accurate and helpful to your visitors.

✅ Leverage the magic of social media! Connect with your audience on social media platforms like Facebook, Twitter, and online communities. Keep an eye out for questions and discussions about your website or products. You may discover a list of frequently asked unanswered questions in these interactions!

✅ The secret to powerful FAQs lies in adding questions and answers that are crystal clear. Avoid jargon or technical language that confuses your users. Keep it simple, and your FAQs will work their magic!

✅ Optimize your FAQs with relevant keywords. This will help search engines discover your FAQs and lead users to your website. But also don’t flood your FAQ page with keywords to rank high in SERPs (Search Engine Result Pages). Keep the subtle balance of content to make it friendly for both – your users and search engines.

Besides including all the pointers mentioned above, selecting the right plugin is crucial in creating an effective FAQ page. Going with a poorly coded WordPress FAQ plugin might slow your website loading speed, cause vulnerability issues, or, worst case, affect your SEO rankings.

If you plan to invest in premium options, ensure the plugin offers the necessary features and functionality to build a good FAQ page.

Or if you’re tight on budget or looking for a pocket-friendly plugin with advanced features, KB Support is the best plugin to create a simple but effective FAQ page on your WordPress website.

So, let’s learn the process of creating a FAQ page using KB Support.

Building a Powerful FAQ Page on Your WordPress Website Using KB Support 💪

Before we proceed, let me clarify that KB Support is not a dedicated WordPress FAQ plugin but a helpdesk and knowledge base plugin that allows you to build a fully-fledged support system within your WordPress dashboard.

What makes KB Support special is its built-in KB Articles functionality. With this, you can add & manage a variety of knowledge base articles, ranging from FAQ pages to how-to guides to official documentation.

Additionally, KB Support allows you to define separate Categories and Tags. By organizing your articles into specific categories and assigning relevant tags, you can ensure smooth navigation and efficient management.

KB Support offers a Shortcode that allows you to embed your FAQ page in any position on your web pages – without any fuss.

Now that you have learned about KB Support’s features let’s create an outstanding FAQ page on WordPress.

1. Install and Activate KB Support

To get started, install and activate KB Support on your WordPress website. And because it’s a FREE plugin, you can directly get it from your website’s plugin area or download a zip file from the wordpress.org profile.

If you’re reading this guide, it’s safe to assume you have a website running on WordPress, so let’s install KB Support from the dashboard.

Login to your website, head to your admin dashboard, and click Plugin >> Add New.

On the plugin’s page, search for “kb support,” hit the Install and then Activate button.

install and activate kb support

Once KB Support is activated, you’ll see new options: Tickets and KB Articles on your dashboard.

activated kb support plugin on wordpress

Fantastic! Now, let’s define categories and add tags for your FAQ pages.

2. Create Categories and Tags

Categories and tags help you keep everything organized and allow your users to navigate smoothly and quickly to understand a FAQ page. Let me guide you on how you can create specific categories and add tags for your FAQs using KB Support.

To create Categories, click KB Articles >> Categories on your dashboard. Doing so, you’ll end up on a page where you can add your categories.

create faq categories in wordpress

You can assign:

  • Category Name: If you’re adding FAQs related to purchases, you can create a category About Purchase, or if you’re making a specific page including a single FAQ associated with the coding-related query, you can name it like Developer Doc.
  • Slug: You can leave this option blank because it’ll automatically create a slug based on your added category name. And if you want to define a custom slug other than the category name, you can do that, too.
  • Parent KB Article Category: This is an essential option because you can create a hierarchy of FAQ pages using the Parent Category option.
  • Description: Here, add a short description related to your FAQ page.

When you’re all set, click the “Add New KB Article Category” button. And ta-da, your new category will appear on the page.

add new category for faq page

Now, let’s create Tags for your FAQ page.

Look for the “Tags” tab on your left under KB Articles. Upon clicking the tab, you will be redirected to the page where you can create your tags.

Add a Tag Name, Slug, and a Short Description. Once done, click “Add New KB Article Tag.”

add faq tag

If you’ve completed all the steps correctly (that I am sure you’ve done), your added Tag Name appears on the page.

Once you’ve completed the process of adding Categories and Tags, proceed to create your FAQ page.

3. Add Your FAQs

To create a FAQ page, under the KB Articles option, click “New KB Article.”

add new faq page

Upon clicking this, you”ll be taken to the page where you can add a single FAQ or multiple FAQs per your preference.

First, define your FAQ title in the “Enter KB Article title here” section and add the content.

add faq page in wordpress

4. Assign Categories and Tags to your FAQ Page

Next, on the right side of the page, you’ll find additional options under the Kb Article tab. Scroll down the page till you see the Categories section.

Choose the relevant Category, and select the Tag for your FAQ page.

choose fag category and tag in wordpress

5. Publish Your FAQ Page

Once you have done everything, check all the options and hit the Publish button present on the top right of the page.

publish the wordpress faq page

You can also view your published page by clicking the View KB Article Button.

view faq page on live site


And that’s how simple creating a FAQ page with KB Support is.

6. Embed all FAQs on a single web page (optional).

If you’ve published multiple FAQ pages, KB Support allows you to embed all the pages on a single web page using a simple shortcode.

Let’s create a new page on your WordPress website to do that. On your dashboard, click Pages >> Add New.

Once in the editor, name your Page, add the Shortcode block, and paste this shortcode 👇

[kbs_articles]
kb shortcode for faq page

Once you add the shortcode, Publish your page and click the View Page button.

And this is how all your FAQ pages look live on a single page.

wordpress faq page

You can even add a search form to your FAQ pages using this simple shortcode 👇

[kbs_search]
kb support's search form for faq


Wrapping Up!

And this is how you can create an effective FAQ page on your WordPress website. This guide has given you the know-how and inspiration to create an FAQ page that stands out, resonates with your audience, and elevates your online website.

With KB Support’s features and functionalities, you can create an engaging and user-friendly FAQ page, and that too, without spending a single penny. Woohoo!

Also, remember to keep your FAQ page up-to-date by regularly analyzing user feedback and tracking emerging trends in customer inquiries. Happy crafting! 🖍️

Tips 17/08/2023

How To Create a New Support Ticket in KB Support Manually

Efficient customer support is crucial for a successful business. It builds trust and loyalty and keeps customers satisfied. Nowadays, support ticketing systems make their customer service smoother and solve issues. These systems can automatically log customer requests from website forms.

Yet, not all customer inquiries come through automated channels. Some customers may contact the business through phone calls, social media, chat, or forums. This can be challenging to integrate with the ticketing system. In these cases, support agents must manually enter the data to start a support ticket. Sometimes, support agents may even identify issues without the customer’s inquiry.

KB Support is a complete solution for handling customer inquiries. This article will focus on creating a new support ticket in KB Support.

So grab your coffee or beverage of your choice, and let’s do this! ☕

Read More
Tips 10/08/2023

The Best Incident Management Software for WordPress to Laugh Through the Chaos

Hello there, fellow problem solvers! If you’re searching for the best WordPress incident management plugin that fits your budget, you’ve landed on the right page! In this article, we will explore the best plugin options available in the market, helping you effectively minimize the impact of incidents.

If you’ve ever experienced the whirlwind of incidents on your website, you know it feels like being stuck in a storm, wondering what to do next. This is where the incident management plugin comes into play. It helps you navigate through the storm & allows you to turn those pesky problems into opportunities for learning, laughter, and little fun. 🚀

So buckle up and get ready to explore the best incident management plugins for WordPress.

Read More
Tips 27/07/2023
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