Create Contextual Help Channels

Updated May 06, 2021

Once you get the Chrome extension installed, you will need to create Channels so that the Chrome extension knows which articles should be readily available on specific web applications.

Navigate to web app where you need contextual help > click extension

  1. Navigate to any web application where you need contextual help. In the example below, I'm in Mailchimp > Campaigns.
  2. Click the ScreenSteps extension

Click Settings

The extension will open up. Click Settings at the bottom of the extension.

Click + Create Channel

Campaigns | Mailchimp

Enter Information > Create a channel

  1. Enter a name for the channel (e.g. Mailchimp Campaigns)
  2. Check the box to Go to the channel after creation
  3. Click Create a channel

Add articles

Employee Help Site | ScreenSteps

Refresh channel

Now that you have your channel set up and you've added/created articles specifically for it, navigate back to the Chrome Extension and click Settings.

Call | Salesforce

Then click Refresh Channels.

Call | Salesforce


Sharon Fass

I do not have Channels available under admin. Is there a newer version that I need to load? Or is this feature still in the works?

Jonathan DeVore

@sharon––Channels are fully functional, and are available on the Employee Training Plan.

Mark Hackett

we can't see Channels, we're on the Growing Business plan $199 per month however it's not appearing?

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