A Dozen Techniques to Improve Your Software Online Help
Many software vendors, from large companies to independent
developers, clearly understand these reasons. They made their
help systems a part of their web sites by aiming to attract more
prospects and to generate more sales. But even a sketchy
analysis of a dozen manuals available online discloses a bunch
of common mistakes which may reduce the effect of this very
powerful tool. The main reason of the mistakes is incorrectly
considering an online manual as a standalone document that user
can download or read on the web site. The right approach is to
make your help a part of your web site. This is a pretty simple
task if you follow these rules:
Make pages! Not a file
The most common mistake I noticed on many software vendors' web
sites is that they offer their manual in a single file: PDF,
CHM, RTF, etc. Certainly it may be very convenient for users to
download a product manual file and use it on the desktop,
especially if the manual is too large to be included in the
software setup package. But having an online manual is not the
same as having a manual online. Feel the difference!
It's very smart to allow users to download a complete manual as
a single file. However a file may attract just a few new
visitors from search engines, even if their crawlers are able to
index your PDF or RTF. Also the file is almost useless for your
technical support needs. For instance, you may not point users
to certain sections of your help system by simply giving them
direct URL links. Hence to get the maximum effect out of your
help system you should make it a part of your web site. Split
the manual into many pages and convert them into HTML. Almost
all serious help authoring software allows exporting your help
file into HTML format. Each page must contain a certain section
or a chapter of your manual. Many pages which are relatively
small are easier for reading, navigation, and bookmarking. You
nevertheless must keep the balance. Don't make a lot of little
dinky pages that people must roam through to make up a required
solution. Each page should completely cover a certain topic
enough to solve a certain task. Furthermore, a page with topical
content is perfect bait for search engine crawlers.
Follow common style
Well, you have exported your help file into a set of HTML pages
and are ready to upload them to your server. Stop! Check the
look of the pages. The set must follow the common style
identified by the corporate identity.
The modern help authoring tools allow customizing appearance of
pages by means of CSS or visual template collections. The online
manual must correspond to your web site style. Use the same
color themes, fonts, and corporate graphics. Otherwise, the
whole project will look like a patchwork quilt. This is not
good; it's far better to look steady, well-managed, and
consistent.
"Where am I?" or don't ignore navigation
Following common style is not just using the same colors and
fonts. To plug manual's pages into the web site structure you
must add the top level navigation into them. Use the same top
level menu that you use on all pages of the site.
There are two key benefits of this technique. First, this also
makes your web site appear solid, consistent, and
well-thought-out and therefore works for your business
credibility. Secondly, the top level navigation menu will bring
new targeted leads from your manual pages to your product main
pages. The prospects that have come from search engines are
likely looking for specific task solutions that probably are
described in your online help. Then they will want to know more
about the product that offers that solution. Put under their
nose direct links to the software description page, to the trial
download area, to the pricing and ordering info, and to the main
page of your web site. Let them know more about your company.
Let them know about your software. Let them download it. Let
them buy it.
Besides offering prospects a toplevel menu, you must provide
them with an easy way to navigate among sections of the manual
itself. People feel more secure if they see the table of
contents along with the page content. Through this internal menu
they may easily realize where they are and what related topics
exist, and easily jump there.
Avoid frames
At first glance, using frames seems the perfect way to organize
the internal menu of the help. Certainly frames are convenient
for web site programming and maintenance because you may keep
your menu in a single file and show it in a separate frame.
Nevertheless, there are several disadvantages to using frames in
your online help. When a visitor comes from a search engine to
one of your help pages, they will see only that page's content
but will see neither top-level navigation nor online manual
menus because they were intended to be shown in other frame
windows. So the people who come from external pages will fail to
easily jump to other sections of your web site and to read about
your products and related services.
If you still prefer to use frames then you must use a
workaround. One of the approaches is to plug a special
JavaScript code into every page of your web site. The script
will determine if the page is showing in the frame or in the
browser's main window. If there is no frame detected then the
script will build the frame structure, will load the menu pages
in the corresponding frames and will finally reload the current
page in the appropriate frame. So the user will see the target
page along with other elements of the web site. Such dynamic
redirection works for real visitors but doesn't work for web
spiders that will crawl your online help pages. Most of them
cannot parse JavaScript code and therefore cannot access menus
to jump to other pages of your manual. For search engines your
online manual's pages will look like separate files that are not
linked to each other, or to the corporate web site. As a result,
your help pages will receive lowest page rank and will be shown
in the end of the list when someone is looking for related info
on a search engine. Almost all SEO and web design gurus
recommend avoiding frames and put both menu and content into a
single HTML file.
Use direct links, not redirect scripts
Like frames, using JavaScript in menu is another no-no for
creating an online manual for your software. Using regular URLs
in menu links instead of JavaScript redirecting helps web
crawlers properly index your online manual and rank its pages
higher.
Assign unique addresses to help pages
And the third important technical aspect of online help
authoring is page address format. One of key rules of search
engine optimization (SEO) implies to use static pages with
unique permanent addresses without parameters in them. A page
with address installation.htm is usually ranked higher than the
same page with address page.php?id=348. Take this fact into
account.
Give screenshots
Although one of your aims is to attract search engine's web
robots that like words you should not forget about real visitors
who like pictures. A picture is worth a thousand words. Give as
many juicy screenshots of your software as possible. This will
help current users understand better how your software works and
will help prospects to see how it looks before downloading a
trial or demo copy. Make your screenshots clear. Explain what
each window does and how its controls and elements work. Use
callouts, balloons, and special marks. Try to stuff as much info
into the screenshots as possible. A reader must look at them and
say "Great! Now I know how it works."
Make pages printable
Most likely users would like to print out a certain part of your
online help. Sometimes design that looks great on the display is
awful when printed even on a good printer. Make sure that your
manual's pages are printable in black and white at least on the
two most popular paper sizes: A4 and Letter. Check if there are
no big pictures, no color background, the fonts are easy to
read, all the content fits the page width, and so on.
Make your help easily reachable
So you have your help pages completed and even uploaded to the
web server. How to make them visible to web spiders and to live
visitors of your web site? Most of the software vendors make the
same mistake. They thought that the manual is something
unimportant that nobody needs. They hide the help section so
deep in the website that a visitor has to make a dozen clicks to
reach the help index page. This is wrong! Your manual is
important and must be reachable in two to three clicks. The best
approach is to place several links to your manual in different
sections of your web site: on product description page, on
support page, and on download page. These are the pages where
users expect to find an online help most of all. Show them your
help-authoring masterpiece.
Make your online manual searchable
If your software is complicated and its help includes hundreds
or even thousands of pages then you must add search capabilities
to your online manual. From a user's point of view it's more
convenient to search a required topic by keywords rather than to
look through the endless list of topics in menu. The easiest way
is adding a third-party search script to your online manual. For
instance, Google offers Free WebSearch script that you can
copy-paste into your HTML code to allow people searching within
your site. However you won't have full control over the
third-party scripts and their search results may confuse you and
your users. It's better to write your own search script on which
you will have total control. You can customize it according to
your needs at any moment. This top-notch technique requires
significant efforts and may cost some money if you decide to
outsource it. But the result is that you will have a powerful
information resource that will effectively work for you and for
your business.
Create a word map of your help
Make a special Index page that contains all the significant
words with direct links to the pages where these words are
encountered. The Index page has two main functions. Firstly, it
simplifies the topic search by keyword for users. Secondly, the
Index page will serve as a map of your online help for web
spiders and will assist them to crawl all the pages of your
manual.
Make your help extendable
You may be surprised but the online help may be live. You can
make it a center of an online community. Just allow your
software users to extend your help pages themselves. A good
example is PHP online documentation. It allows users to post
their comments, code samples, and recommendations. Each page
contains tons of valuable information contributed by users. This
is a perfect example of how boring documentation may form a live
community and promote the product accordingly.
To summarize the above tips: You must consider your manual as an
important part of your business model. This is just a set of
general recommendations how to get the maximum effect out of
your online help. Most of the techniques are pretty easy to
implement if you use good help authoring software. Apply this
advice and make your customers feel happy, increase your web
site visibility, attract new prospects, and generate new sales.
About the author:
Dennis Crane, the author of Dr. Explain software, specializes in
vertical markets software development. He enjoys bass and ice
fishing and is online at http://www.drexplain.com