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Beginner training

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Once you have kicked off your MindTouch project, we want to make sure you have everything you need to be successful. Your next step is to coordinate and attend beginner training. The beginner training seminar is one hour long and is recorded to share with those who may not be able to attend. It will cover a high-level introduction to the MindTouch application. Most of the features highlighted in the training are accessible to users with a community member role and above. This article is most valuable for site owners, support agents, engineers, technical writers and designers.

Beginner training agenda

What is MindTouch?

  1.  What is MindTouch?
    1. Unify silos
    2. Faster sales
    3. Smarter customers

Understand the customer journey

Public vs. private site
  1. Best Practice: Public site with private content
Registration and sign-in
  1. Sign-in
  2. Enabling registration
  3. User welcome screen
Community engagement
  1. Rating articles
  2. User feedback
  1. Breadcrumbs
  2. Folder navigation

Get started with your site

Understand users & groups
  1. User types
  2. Create groups
  3. Create users
Structure content
  1. Understand structure
    1. Category​​
      1. Lists categories, guides and first-level articles
      2. Simple vs. detailed
    2. Guides
      1. Review Guide tabs
    3. Create documentation with product versioning​ in mind
Create content
  1. Create your first content
    1. Add thumbnails
      1. Category
      2. Guide
      3. Standardize thumbnail sizes across site: 200px
    2. Create guide
    3. Add tag directory tab to show all articles
    4. Create articles
      1. Topic vs. how-to vs. reference
      2. Create a subpage (classified; topic)
      3. Create a subpage (unclassified)
      4. Create a sibling page (classified; topic)
    5. Add topic hierarchy tab
      1. Shows topics and second-level articles
      2. Page summary in guide and search results
    6. Add and customize tabs
      1. Classification
      2. Featured articles
      3. Article directory
    7. Example use cases for guides
      1. User guide
        1. Narrative experience
          1. Topic hierarchy
          2. Classification
          3. Tag directory
          4. Article directory
      2. Knowledge base
        1. FAQ / Troubleshooting / Break/fix articles
          1. Featured articles
          2. Tag directory
          3. Article directory
    8. Table of contents
    9. Pagination
      1. Reorder articles in guides
Bite-size content
  1. Don't create content; create the right kind of content
Understand search
  1. Structure is king; Search is a last-ditch effort
  2. Search
    1. Faceted search
    2. Search results
      1. Search result format
      2. Search page contents, file attachments, tags and page title
    3. Search learning: higher rated articles and most viewed
Best practices: SEO
  1. Public content
    1. Set your site to public
    2. Understand the benefits of public content
  2. Human-readable URLs
    1. Disassociate the page title from the URL
    2. Establish a clear page title
    3. Reorder content via page URLs using human-readable format
  3. Recommended articles
    1. Build page relationships by adding custom tags for search engine optimization
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