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Best practices for organizing your collections
Best practices for organizing your collections
Beth-Ann Sher avatar
Written by Beth-Ann Sher
Updated over a week ago

The first step for organizing your Help Center collections is to sit down and think carefully about the topics that matter most to your customers. Then re-organize your articles into distinct collections to guide them. For example, you could organize your content by:

1. Product area

If you offer a broad range of products or services, you might want to organize your articles into collections for each of those product areas. For example, if you have a platform with online bookings, you could have a collection called 'Bookings'.

Pro tip: This is how we organize our collections at Intercom 😉

2. Jobs customers need to do

If your Help Center is mostly made up of best practice articles, try organizing your articles into collections of jobs customers can do. For example, if you have a product that helps customers create projects, you could have one collection called ‘Collaborating on projects’, another called ‘Reaching deadlines’ - and so on.

3. Questions customers ask

If you have lots of FAQs, you should organize your articles into collections of questions customers ask. Just identify the theme they have in common. For example, if you’ve created FAQs like, ‘How do I create an account’ and ‘How do I delete my account?’ group these into a collection called something like, ‘Managing your account.’

4. Steps customers need to take (sequential tasks)

If you have lots of how-to articles you should organize your articles into collections of tasks customers need to complete. These should be organized in order of the sequence your customers need to complete them. For example, if your first collection is centered around ‘Installation’, the next could be based on ‘Configuration’ and so on.

Or if your product has different user levels, it’s a good idea to create a collection for beginners, another for experienced users and one for advanced users, for example.


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