You can find the Knowledge Base Settings in the Knowledge Base menu under categories.
Activate Help Center
You can turn the Knowledge Base on or off by toggling the "ActivateKnowledge Base" switch.
When the Knowledge Base is deactivated, visitors won't be able to see it. If activated, it will be accessible via the Default Knowledge Base URL found in the settings. Although you can modify the Default Knowledge Base URL, setting up a custom help domain under your own domain is recommended to make it more recognizable to your visitors.
Google Analytics Tracking
Monitor your Knowledge Base visitors by adding your Google Analytics tracking ID to your account. Please note that we only accept Measurement IDs from Google Analytics 4, as support for Universal Analytics has been discontinued by Google.
Set Up a Custom Knowledge Base Domain
Give your Knowledge Base a familiar look for your visitors by setting up a custom subdomain, such as help.yourdomain.com. By default, your Knowledge Base is displayed on https://saasfirsthelp.com/, followed by your workspace name. To maintain brand consistency, you may prefer to show your Knowledge Base on a custom domain like help.yourdomain.com.
To setup a custom help center domain, you need to setup a CNAME and enter your domain name in your settings.
Setup CNAME
In your domain's DNS provider, you need to set up a CNAME directing your visitors to SAAS First to this target: helppages.saasfirst.com
- host: e.g., help
- value: helppages.saasfirst.com
Here are a few examples of how to set up CNAME:
- Add a DNS record in Cloudflare: https://developers.cloudflare.com/dns/manage-dns-records/how-to/create-dns-records/
- Add CNAME in GoDaddy: https://uk.godaddy.com/help/add-a-cname-record-19236
- Add CNAME in Fasthosts: https://help.fasthosts.co.uk/app/answers/detail/a_id/1546/~/dns-cname-records
- Add CNAME in Namecheap: https://www.namecheap.com/support/knowledgebase/article.aspx/9646/2237/how-to-create-a-cname-record-for-your-domain/
Bear in mind, in some cases, it can take up to 72 hours for DNS changes to take effect.
Save your help center URL in the settings.
Once you set up CNAME, please let us know your Knowledge Base URL. You can enter your URL in your settings on this page: https://app.saasfirst.com/knowledge-base/settings
When you set up CNAME correctly and save your URL in SAAS First's settings, your Knowledge Base will appear in your custom domain, e.g., help.yourdomain.com.
