{"id":48293,"date":"2022-02-17T13:36:00","date_gmt":"2022-02-17T12:36:00","guid":{"rendered":"https:\/\/wplift.com\/?p=48293"},"modified":"2025-02-11T05:39:15","modified_gmt":"2025-02-11T10:39:15","slug":"create-knowledge-base","status":"publish","type":"post","link":"https:\/\/wplift.com\/create-knowledge-base\/","title":{"rendered":"8 Easy Steps for Creating a Knowledge Base in WordPress in 2025"},"content":{"rendered":"\n<p>Suppose you run a business with a comprehensive product range. In that case, chances are you may be battling at times to manage all the FAQs, product information, and other data demanded by potential and existing customers. Mercifully, your life will become so much easier if you create a knowledge base website.<\/p>\n\n\n\n<p>This article will show you how easy it is to create a knowledge base website in WordPress using an excellent plugin. Your website will go beyond a generic FAQ page and offer your customers an easily accessible, detailed knowledge base that will give them all the information they need about your company, industry, and products.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-what-is-a-knowledge-base\"><span class=\"ez-toc-section\" id=\"What_is_a_Knowledge_Base\"><\/span>What is a Knowledge Base?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>In the simplest terms, a knowledge base is a collection of documents aimed at providing information such as:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Answers to common questions.<\/li>\n\n\n\n<li>Instructions and how-to guides.<\/li>\n\n\n\n<li>Help with troubleshooting.<\/li>\n\n\n\n<li>Company policies, legal terms, conditions of sale, privacy and cookie policies, etc.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-should-you-have-a-knowledge-base\"><span class=\"ez-toc-section\" id=\"Why_Should_You_Have_a_Knowledge_Base\"><\/span>Why Should You Have a Knowledge Base?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>Giving your existing and potential customers the facility to quickly find the information and answers they need from your website will free up significant time for you and your staff. No longer will it be necessary to deal with customer queries individually.<\/p>\n\n\n\n<p>Furthermore, nowadays, people increasingly prefer to find answers online rather than over the telephone. Therefore, having a robust knowledge base that is readily accessible will significantly enhance the user experience on your website. And as you probably already know, happy customers bring repeat business, write good reviews, and tell others about your company.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-create-a-knowledge-base-for-your-website\"><span class=\"ez-toc-section\" id=\"How_To_Create_a_Knowledge_Base_for_Your_Website\"><\/span>How To Create a Knowledge Base for Your Website<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>I\u2019m now going to show you how quick and easy it is to create and manage a knowledge base for your WordPress website.<\/p>\n\n\n\n<p>I will be using the&nbsp;<a href=\"https:\/\/wplift.com\/go\/herothemes-knowall-plugin\" target=\"_blank\" rel=\"noreferrer noopener\">Heroic Knowledge Base<\/a>&nbsp;plugin developed by <a href=\"https:\/\/wplift.com\/go\/herothemes\">HeroThemes<\/a>. This plugin allows you to add a user-friendly knowledge base to any WordPress existing or new site. Of course, there are other knowledge base plugins available, but in my opinion, Heroic Knowledge Base is one of the easiest to use and most versatile.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"522\" src=\"https:\/\/wplift.com\/wp-content\/uploads\/2022\/02\/Heroic-Knowledge-Base-1024x522.png\" alt=\"\" class=\"wp-image-120709\" srcset=\"https:\/\/wplift.com\/app\/uploads\/2022\/02\/Heroic-Knowledge-Base-1024x522.png 1024w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/Heroic-Knowledge-Base-300x153.png 300w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/Heroic-Knowledge-Base-768x391.png 768w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/Heroic-Knowledge-Base-1536x783.png 1536w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/Heroic-Knowledge-Base-2048x1043.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-key-features-of-the-heroic-knowledge-base-wordpress-plugin\"><span class=\"ez-toc-section\" id=\"Key_Features_of_the_Heroic_Knowledge_Base_WordPress_Plugin\"><\/span>Key Features of the Heroic Knowledge Base WordPress Plugin<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Heroic Knowledge Base is a tool specifically for creating a user-friendly, searchable web-based knowledge base that provides your customers answers to common questions. The plugin boasts the following key features:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Add and edit articles, including attaching images and files<\/li>\n\n\n\n<li>Custom article categories, tags, slugs, and permalinks<\/li>\n\n\n\n<li>Article versioning with revisions<\/li>\n\n\n\n<li>Order and rearrange categories and articles using drag &amp; drop<\/li>\n\n\n\n<li>Ability to collect feedback on articles from users*<\/li>\n\n\n\n<li>Search analytics*<\/li>\n\n\n\n<li>Responsive (works on all device types)<\/li>\n\n\n\n<li>Articles can be password protected or hidden. That allows you, for example, to block access to certain information from people who have not purchased your products or services<\/li>\n\n\n\n<li>AJAX live search gives users suggested answers as they type the search query<\/li>\n\n\n\n<li>WPML compatibility (for translations)<\/li>\n<\/ul>\n\n\n\n<p>Three Heroic Knowledge Base plans are available:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Heroic KB Essential: $129 per year for one site. That price includes everything on the above list except items marked *.<\/li>\n\n\n\n<li>Heroic KB Plus &#8211; $159 per year for up to three websites, which includes everything on the above list.<\/li>\n\n\n\n<li>Heroic KB Pro &#8211; $379 per year for up to five domains. That includes everything on the above list plus Slack, HelpScout, and Gravity Forms integrations.<\/li>\n<\/ul>\n\n\n\n<p>All plans include one year of updates and support. Furthermore, all have a 30-day money-back guarantee.<\/p>\n\n\n\n<p><a class=\"visitbutton\" href=\"https:\/\/wplift.com\/go\/herothemes-knowall-plugin\" target=\"_blank\" rel=\"noreferrer noopener\">Get Heroic Knowledge Base Here<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-1-install-the-heroic-knowledge-base-wordpress-plugin\"><span class=\"ez-toc-section\" id=\"Step_1_%E2%80%93_Install_the_Heroic_Knowledge_Base_WordPress_Plugin\"><\/span>Step 1 &#8211; Install the Heroic Knowledge Base WordPress Plugin<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Once you have purchased and downloaded the Heroic Knowledge Base plugin, log in to your WordPress.<\/p>\n\n\n\n<p>Next, go to the menu to the left and click on \u201cAdd New\u201d under \u201cPlugins,\u201d and then click the \u201cUpload Plugin\u201d button that should appear at the top of the screen:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"619\" src=\"https:\/\/wplift.com\/wp-content\/uploads\/2022\/02\/2-1-1024x619.png\" alt=\"create knowledge base website - Adding plugins to WordPress \" class=\"wp-image-120675\" srcset=\"https:\/\/wplift.com\/app\/uploads\/2022\/02\/2-1-1024x619.png 1024w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/2-1-300x181.png 300w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/2-1-768x464.png 768w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/2-1.png 1384w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Press the \u201cChoose file\u201d button and select the zip file you downloaded containing the plugin. You don\u2019t need to unzip this file first. Then, hit \u201cInstall Now\u201d and wait for the installation to complete:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"619\" src=\"https:\/\/wplift.com\/wp-content\/uploads\/2022\/02\/3-1-1024x619.png\" alt=\"Choosing the plugin file to upload when creating a knowledge base website\" class=\"wp-image-120676\" srcset=\"https:\/\/wplift.com\/app\/uploads\/2022\/02\/3-1-1024x619.png 1024w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/3-1-300x181.png 300w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/3-1-768x464.png 768w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/3-1.png 1384w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Once you see the \u201cPlugin installed successfully\u201d message, hit \u201cActivate Plugin\u201d \u2013 you should then be asked to enter your product license key. Once you have done that, the Heroic KB submenu should appear in your WordPress admin menu:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"641\" src=\"https:\/\/wplift.com\/wp-content\/uploads\/2022\/02\/4-1024x641.png\" alt=\"Entering the licence key and location of the Heroic KB submenu in WordPress\" class=\"wp-image-120677\" srcset=\"https:\/\/wplift.com\/app\/uploads\/2022\/02\/4-1024x641.png 1024w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/4-300x188.png 300w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/4-768x481.png 768w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/4.png 1384w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>If you have purchased the Pro plan, when clicking on \u201cSections\u201d in the submenu, a warning may appear at the top of the page notifying you that specific plugins need to be installed and activated. In my case, Gravity Forms required activating.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-2-configuring-the-heroic-knowledge-base-wordpress-plugin\"><span class=\"ez-toc-section\" id=\"Step_2_%E2%80%93_Configuring_the_Heroic_Knowledge_Base_WordPress_Plugin\"><\/span>Step 2 &#8211; Configuring the Heroic Knowledge Base WordPress Plugin<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>The settings area is where you configure how your knowledge base looks.<\/p>\n\n\n\n<p>For example, under \u201cHome &amp; General,\u201d you can configure the homepage of the knowledge base \u2013 how it looks, the header text, the number of articles each category can have, whether it is visible to everyone or logged in users only, etc.:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"624\" src=\"https:\/\/wplift.com\/wp-content\/uploads\/2022\/02\/5-1-1024x624.png\" alt=\"create knowledge base website - Heroic KB's Home &amp; General options\" class=\"wp-image-120678\" srcset=\"https:\/\/wplift.com\/app\/uploads\/2022\/02\/5-1-1024x624.png 1024w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/5-1-300x183.png 300w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/5-1-768x468.png 768w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/5-1.png 1384w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Once you have configured your knowledge base home page, go through each of the other tabs to see what general settings options are available and select\/amend the ones that are appropriate to you:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"689\" src=\"https:\/\/wplift.com\/wp-content\/uploads\/2022\/02\/6-2-1024x689.png\" alt=\"Other options in the Heroic KB settings menu\" class=\"wp-image-120679\" srcset=\"https:\/\/wplift.com\/app\/uploads\/2022\/02\/6-2-1024x689.png 1024w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/6-2-300x202.png 300w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/6-2-768x517.png 768w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/6-2.png 1384w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>You probably won\u2019t need to do much in the settings area until you have some knowledge base categories and articles to display, so let\u2019s look at how to do that.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-3-creating-knowledge-base-categories\"><span class=\"ez-toc-section\" id=\"Step_3_%E2%80%93_Creating_Knowledge_Base_Categories\"><\/span>Step 3 &#8211; Creating Knowledge Base Categories<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>In a knowledge base, you have categories and articles.<\/p>\n\n\n\n<p>All knowledge base content is contained in the articles, with the categories just being a means of grouping those articles.<\/p>\n\n\n\n<p>Before you do anything else, you need to map out the structure of your knowledge base \u2013 what categories you will have and the articles in each. How your knowledge base structure ultimately looks will be specific to your business.<\/p>\n\n\n\n<p>For example, say you run an eCommerce clothing store, a typical structure might be:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>CATEGORY<\/strong><\/td><td><strong>ARTICLES<\/strong><\/td><\/tr><tr><td>Clothing Sizes<\/td><td>Men\u2019s ClothingWomen\u2019s ClothingChildren\u2019s Clothing<\/td><\/tr><tr><td>Laundry Instructions<\/td><td>Wool itemsCotton itemsSynthetics<\/td><\/tr><tr><td>Shipping and Returns<\/td><td>Shipping OptionsReturning Goods<\/td><\/tr><tr><td>Payments and Refunds<\/td><td>Forms of PaymentRefund Policy<\/td><\/tr><tr><td>Legal<\/td><td>Cookie PolicyPrivacy PolicyConditions of Sale<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>If necessary, you can subdivide categories into subcategories (and even sub-sub-categories). For example, the \u201cClothing Sizes\u201d category could be further split into subcategories as follows:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table><tbody><tr><td><strong>SUBCATEGORY<\/strong><\/td><td><strong>ARTICLES<\/strong><\/td><\/tr><tr><td>Men\u2019s Formal Wear<\/td><td>ShirtsSuitsJacketsPants<\/td><\/tr><tr><td>Men\u2019s Casual Wear<\/td><td>T-ShirtsSweatshirts and HoodiesShirtsPants<\/td><\/tr><tr><td>Men\u2019s Shoes and Accessories<\/td><td>BeltsShoesHats<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p>It is also possible to allocate a subcategory (or article) under more than one parent category or subcategory. For example, in the above example, shirts and pants appear in both the men\u2019s formal and casual wear categories, as the sizing of those will be the same in each.<\/p>\n\n\n\n<p>The structure of categories and articles follows the same principles as WordPress categories and posts. Think in terms of a tree, where the whole knowledge base is the tree trunk, the categories are the branches, subcategories are the twigs, and the articles are the leaves.<\/p>\n\n\n\n<p>Once you are ready to start creating the structure of your knowledge base in WordPress, choose \u201cArticle Categories\u201d in the Heroic KB menu. You will see the following screen:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"635\" src=\"https:\/\/wplift.com\/wp-content\/uploads\/2022\/02\/7-3-1024x635.png\" alt=\"Location of the Article Categories in the Heroic KB submenu\" class=\"wp-image-120702\" srcset=\"https:\/\/wplift.com\/app\/uploads\/2022\/02\/7-3-1024x635.png 1024w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/7-3-300x186.png 300w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/7-3-768x476.png 768w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/7-3.png 1384w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Use this form to start creating your categories. As you add and save them (by pressing the \u201cAdd New Article Category\u201d button,) they will appear in the list to the right of the screen:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"634\" src=\"https:\/\/wplift.com\/wp-content\/uploads\/2022\/02\/8-3-1024x634.png\" alt=\"create knowledge base website - The Article Categories list\" class=\"wp-image-120681\" srcset=\"https:\/\/wplift.com\/app\/uploads\/2022\/02\/8-3-1024x634.png 1024w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/8-3-300x186.png 300w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/8-3-768x475.png 768w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/8-3.png 1381w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Please note that if left blank, the \u201cSlug\u201d field populates automatically when you hit the \u201cAdd New Article Category\u201d button.<\/p>\n\n\n\n<p>The \u201cParent Article Category\u201d should be left as \u201cNone\u201d for the main categories.<\/p>\n\n\n\n<p>However, suppose you are creating a subcategory. In that case, the process is the same, except you must choose the appropriate \u201cParent Article Category\u201d from the dropdown list, so it is important to have your parent categories entered and saved before adding subcategories:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"633\" src=\"https:\/\/wplift.com\/wp-content\/uploads\/2022\/02\/9-1-1024x633.png\" alt=\"The Parent Article Category dropdown list in the Article Category editor\" class=\"wp-image-120682\" srcset=\"https:\/\/wplift.com\/app\/uploads\/2022\/02\/9-1-1024x633.png 1024w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/9-1-300x185.png 300w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/9-1-768x474.png 768w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/9-1.png 1384w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>If you need to edit or delete a (sub)category, simply hover over the one you wish to change in the list, and appropriate options will appear:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"904\" height=\"540\" src=\"https:\/\/wplift.com\/wp-content\/uploads\/2022\/02\/10.png\" alt=\"Location of the edit and delete options in the category list\" class=\"wp-image-120683\" srcset=\"https:\/\/wplift.com\/app\/uploads\/2022\/02\/10.png 904w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/10-300x179.png 300w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/10-768x459.png 768w\" sizes=\"auto, (max-width: 904px) 100vw, 904px\" \/><\/figure>\n\n\n\n<p>Once you have added all your categories (and subcategories if you are using them), you have the framework of your knowledge base. You can now start adding the crucial knowledge base content \u2013 the articles.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-4-adding-knowledge-base-articles\"><span class=\"ez-toc-section\" id=\"Step_4_%E2%80%93_Adding_Knowledge_Base_Articles\"><\/span>Step 4 &#8211; Adding Knowledge Base Articles<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Adding articles is very much like adding regular WordPress posts. The main difference is you do them under \u201cAdd New Article\u201d under the Heroic KB submenu:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"192\" height=\"940\" src=\"https:\/\/wplift.com\/wp-content\/uploads\/2022\/02\/11.png\" alt=\"create knowledge base website Step 4 - Location of the Add New Article option in the Heroic KB submenu\" class=\"wp-image-120684\" srcset=\"https:\/\/wplift.com\/app\/uploads\/2022\/02\/11.png 192w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/11-61x300.png 61w\" sizes=\"auto, (max-width: 192px) 100vw, 192px\" \/><\/figure>\n\n\n\n<p>Clicking that will take you to a blank article page:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"641\" src=\"https:\/\/wplift.com\/wp-content\/uploads\/2022\/02\/12-1024x641.png\" alt=\"The new Article form\" class=\"wp-image-120685\" srcset=\"https:\/\/wplift.com\/app\/uploads\/2022\/02\/12-1024x641.png 1024w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/12-300x188.png 300w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/12-768x481.png 768w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/12.png 1384w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Here, you can enter a title for the article and add whatever content you need. As this is just a modified version of the standard WordPress post form, you have all the usual WordPress post editor features available, including blocks. What\u2019s more, you can even attach files, for example, tutorial videos, technical drawings, datasheets, price lists, etc.<\/p>\n\n\n\n<p>Each article can be assigned to the appropriate category or subcategory using the \u201cArticle Categories\u201d checkboxes on the right-hand side.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"643\" src=\"https:\/\/wplift.com\/wp-content\/uploads\/2022\/02\/13-1024x643.png\" alt=\"The Article Category selector\" class=\"wp-image-120686\" srcset=\"https:\/\/wplift.com\/app\/uploads\/2022\/02\/13-1024x643.png 1024w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/13-300x188.png 300w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/13-768x482.png 768w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/13.png 1381w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Furthermore, if you have not yet created a category that you need, there is a facility to add it right from within the article form:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"300\" height=\"1024\" src=\"https:\/\/wplift.com\/wp-content\/uploads\/2022\/02\/14-300x1024.png\" alt=\"Option to add an Article Category n the article editor\" class=\"wp-image-120687\" srcset=\"https:\/\/wplift.com\/app\/uploads\/2022\/02\/14-300x1024.png 300w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/14-88x300.png 88w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/figure>\n\n\n\n<p>If users are to be allowed to comment on the article, ensure the \u201cAllow Comments\u201d checkbox under \u201cDiscussion\u201d is checked:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"311\" height=\"962\" src=\"https:\/\/wplift.com\/wp-content\/uploads\/2022\/02\/15.png\" alt=\"Option for allowing comments in the article editor\" class=\"wp-image-120688\" srcset=\"https:\/\/wplift.com\/app\/uploads\/2022\/02\/15.png 311w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/15-97x300.png 97w\" sizes=\"auto, (max-width: 311px) 100vw, 311px\" \/><\/figure>\n\n\n\n<p>Finally, you will notice a few fields relating to voting and statistics at the bottom of the form.<\/p>\n\n\n\n<p>Like commenting, voting can be enabled or disabled using the \u201cDisable Voting\u201d checkbox. When enabled, users can vote whether they found the article helpful or not. That is a handy feature, as it allows you to refine your content to serve your customers\u2019 needs more precisely.<\/p>\n\n\n\n<p>Please note that the \u201cVotes and Feedback\u201d table and the \u201cArticle Stats\u201d sections will remain empty until the article is live and someone has cast a vote or made a comment.<\/p>\n\n\n\n<p>All posts appear in a list accessed by clicking on \u201cAll Articles.\u201d It will look something like this:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"630\" src=\"https:\/\/wplift.com\/wp-content\/uploads\/2022\/02\/16-1024x630.png\" alt=\"The &quot;All Articles&quot; list\" class=\"wp-image-120689\" srcset=\"https:\/\/wplift.com\/app\/uploads\/2022\/02\/16-1024x630.png 1024w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/16-300x185.png 300w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/16-768x473.png 768w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/16.png 1384w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-5-viewing-and-editing-the-knowledge-base\"><span class=\"ez-toc-section\" id=\"Step_5_%E2%80%93_Viewing_and_Editing_the_Knowledge_Base\"><\/span>Step 5 &#8211; Viewing and Editing the Knowledge Base<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>If you now view your site, you&#8217;ll see the knowledge base appears as a new item in the main menu. Clicking on that will display the knowledge base as your site users will see it. Please ignore the reference to Best Camp Stove \u2013 it is just one of the URLs I use for testing things!:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"626\" src=\"https:\/\/wplift.com\/wp-content\/uploads\/2022\/02\/17-1024x626.png\" alt=\"Preview of the Knowledge Base\" class=\"wp-image-120690\" srcset=\"https:\/\/wplift.com\/app\/uploads\/2022\/02\/17-1024x626.png 1024w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/17-300x183.png 300w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/17-768x469.png 768w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/17.png 1384w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>You can click on any of the categories to see the articles and\/or subcategories within them. Furthermore, when typing a search query in the search bar, you will notice that suggestions automatically appear as you type:<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-video\"><video autoplay loop muted src=\"https:\/\/wplift.com\/wp-content\/uploads\/2023\/01\/18.webm\"><\/video><\/figure>\n\n\n\n<p>Of course, you can edit and customize the look and layout of the knowledge base page as you wish. If you are viewing the page using the \u201cVisit Site\u201d option from your WordPress backend, you can use the \u201cCustomize\u201d and \u201cEdit Page\u201d options just as you would on any other WordPress page:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"646\" src=\"https:\/\/wplift.com\/wp-content\/uploads\/2022\/02\/19-1024x646.png\" alt=\"Location of the &quot;Edit Page&quot; and &quot;Customize&quot; options on the preview page\" class=\"wp-image-120692\" srcset=\"https:\/\/wplift.com\/app\/uploads\/2022\/02\/19-1024x646.png 1024w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/19-300x189.png 300w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/19-768x484.png 768w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/19.png 1384w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>\u201cEdit Page\u201d essentially allows you to edit the page content, while \u201cCustomize\u201d enables you to change the appearance. It is also possible to amend articles in the same way.<\/p>\n\n\n\n<p>You can also access the homepage editor from the \u201cSettings\u201d section of the Heroic KB menu \u2013 just choose \u201cEdit this page\u201d under the \u201cKB Home Page\u201d of the \u201cHome &amp; General\u201d section:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"628\" src=\"https:\/\/wplift.com\/wp-content\/uploads\/2022\/02\/20-1024x628.png\" alt=\"Location of the &quot;Edit this page&quot; feature on the Home &amp; General tab of the settings submenu\" class=\"wp-image-120693\" srcset=\"https:\/\/wplift.com\/app\/uploads\/2022\/02\/20-1024x628.png 1024w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/20-300x184.png 300w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/20-768x471.png 768w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/20.png 1384w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-6-adding-and-using-tags\"><span class=\"ez-toc-section\" id=\"Step_6_%E2%80%93_Adding_and_Using_Tags\"><\/span>Step 6 &#8211; Adding and Using Tags<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>As with WordPress posts, you are free to add tags to your knowledge base articles.<\/p>\n\n\n\n<p>Tags are optional, but they are helpful for adding extra detail and grouping things together. Not only does this help inform readers what the content is about, but it also helps searches find the most appropriate content to display.<\/p>\n\n\n\n<p>You can add tags when you are creating a category or article using the \u201cArticle Tags\u201d field:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"639\" src=\"https:\/\/wplift.com\/wp-content\/uploads\/2022\/02\/21-1024x639.png\" alt=\"The &quot;Add New Tag&quot; field in the article editor\" class=\"wp-image-120694\" srcset=\"https:\/\/wplift.com\/app\/uploads\/2022\/02\/21-1024x639.png 1024w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/21-300x187.png 300w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/21-768x479.png 768w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/21.png 1384w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>All you need to do is enter the new tag into the \u201cAdd New Tag\u201d field. If you have previously created tags, they may appear as suggestions as you type. That helps avoid duplication and saves time.<\/p>\n\n\n\n<p>Alternatively, tags can be added using the \u201cArticle Tags\u201d option in the Heroic KB menu and entering the details into the form, much like when you created the categories:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"376\" src=\"https:\/\/wplift.com\/wp-content\/uploads\/2022\/02\/22-1024x376.png\" alt=\"Location of the &quot;Article Tags&quot; option in the Heroic KB submenu\" class=\"wp-image-120695\" srcset=\"https:\/\/wplift.com\/app\/uploads\/2022\/02\/22-1024x376.png 1024w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/22-300x110.png 300w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/22-768x282.png 768w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/22.png 1298w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>The \u201cArticle Tags\u201d option is useful as it will show you a list of all existing tags. From there, you can easily edit or delete them in the same way you can with the categories.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-7-rearranging-categories-and-articles\"><span class=\"ez-toc-section\" id=\"Step_7_%E2%80%93_Rearranging_Categories_and_Articles\"><\/span>Step 7 &#8211; Rearranging Categories and Articles<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Categories and articles are displayed in the knowledge base in the order they are entered. Of course, that is not ideal. However, rearranging them is easy using drag and drop.<\/p>\n\n\n\n<p>Select either \u201cArticle Ordering\u201d or \u201cCategory Ordering\u201d as appropriate from the Heroic KB menu. Then, simply drag articles and categories and drop them into the order you require:<\/p>\n\n\n\n<div style=\"height:15px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<figure class=\"wp-block-video\"><video autoplay loop muted src=\"https:\/\/wplift.com\/wp-content\/uploads\/2023\/01\/23.webm\"><\/video><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-step-8-restricting-access-to-logged-in-users\"><span class=\"ez-toc-section\" id=\"Step_8_%E2%80%93_Restricting_Access_to_Logged_In_Users\"><\/span>Step 8 \u2013 Restricting Access to Logged In Users<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>There may be times when you want to restrict content to registered users only. For example, you may want to limit access to operating manuals to customers who have purchased your products. Or you may wish to restrict access to the entire knowledge base to registered users only so that you know they are seriously interested.<\/p>\n\n\n\n<p>With Heroic KB, access to the entire knowledge base or individual categories can be restricted:<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"restricting-access-to-the-entire-knowledge-base\"><span class=\"ez-toc-section\" id=\"Restricting_Access_to_the_Entire_Knowledge_Base\"><\/span>Restricting Access to the Entire Knowledge Base:<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>From the Heroic KB menu in WordPress, select \u201cSettings\u201d and choose \u201cHome &amp; General.\u201d<\/p>\n\n\n\n<p>Next, scroll down the screen to \u201cRestrict Access.\u201d This field has a dropdown box. Select \u201cPublic\u201d if the knowledge base is to be visible to everyone or \u201cLogged In\u201d if only registered users will have access:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"615\" src=\"https:\/\/wplift.com\/wp-content\/uploads\/2022\/02\/24-1024x615.png\" alt=\"Location of the global access restriction option\" class=\"wp-image-120697\" srcset=\"https:\/\/wplift.com\/app\/uploads\/2022\/02\/24-1024x615.png 1024w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/24-300x180.png 300w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/24-768x461.png 768w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/24.png 1384w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"restricting-access-to-individual-categories\"><span class=\"ez-toc-section\" id=\"Restricting_Access_to_Individual_Categories\"><\/span>Restricting Access to Individual Categories:<span class=\"ez-toc-section-end\"><\/span><\/h4>\n\n\n\n<p>To restrict access to specific categories, you need to go into the category editor for each one you wish to restrict.<\/p>\n\n\n\n<p>In the editor, set the \u201cCategory Access\u201d field to \u201cLogged In\u201d \u2013 that will make that category accessible only to logged in users:<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"662\" height=\"700\" src=\"https:\/\/wplift.com\/wp-content\/uploads\/2022\/02\/25.png\" alt=\"create knowledge base website - Location of the category restriction option\" class=\"wp-image-120698\" srcset=\"https:\/\/wplift.com\/app\/uploads\/2022\/02\/25.png 662w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/25-284x300.png 284w\" sizes=\"auto, (max-width: 662px) 100vw, 662px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-that-s-it-your-knowledge-base-is-up-and-running\"><span class=\"ez-toc-section\" id=\"Thats_It_%E2%80%93_Your_Knowledge_Base_is_Up_and_Running\"><\/span>That\u2019s It \u2013 Your Knowledge Base is Up and Running!<span class=\"ez-toc-section-end\"><\/span><\/h3>\n\n\n\n<p>Congratulations on creating your first knowledge base! As you will have seen, it is straightforward using the Heroic Knowledge Base plugin.<\/p>\n\n\n\n<p>Of course, I have only covered the basics in this article, and the plugin is capable of much more. However, you&#8217;ll learn the other features, such as the analytics and how to customize the appearance of the knowledge base, as you become more familiar with the plugin.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-wordpress-knowledge-base-themes\"><span class=\"ez-toc-section\" id=\"WordPress_Knowledge_Base_Themes\"><\/span>WordPress Knowledge Base Themes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>If you are building a new website from scratch that will feature a knowledge base, you may want to consider using a theme such as HeroThemes&#8217; <a href=\"https:\/\/wplift.com\/go\/herothemes-knowall\" target=\"_blank\" rel=\"noreferrer noopener\">KnowAll<\/a>.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/wplift.com\/wp-content\/uploads\/2022\/02\/26-1024x576.png\" alt=\"HeroThemes' KnowAll theme for creating a knowledge base website using WordPress\" class=\"wp-image-120699\" srcset=\"https:\/\/wplift.com\/app\/uploads\/2022\/02\/26-1024x576.png 1024w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/26-300x169.png 300w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/26-768x432.png 768w, https:\/\/wplift.com\/app\/uploads\/2022\/02\/26.png 1057w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p><a href=\"https:\/\/herothemes.com\/themes\/knowall-wordpress-knowledge-base\">KnowAll<\/a> is a WordPress theme for creating a robust knowledge base website. It will help provide ongoing self-service support to existing and potential customers.<\/p>\n\n\n\n<p>The theme includes all the functions of the Heroic Knowledge Base plugin but integrated into a theme. That means it is more customizable, with extra features such as dedicated widgets and shortcodes.<\/p>\n\n\n\n<p>With the KnowAll theme on your website, your customers will get answers to their questions and concerns by browsing your knowledge base. What\u2019s more, content suggestions based on their searches will offer them instant solutions, too.<\/p>\n\n\n\n<p>Like the Heroic Knowledge Base plugin, three plans are available for the KnowAll theme:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>KnowAll Essential: $149 per year for one site. That does not include search analytics or article feedback.<\/li>\n\n\n\n<li>KnowAll Plus &#8211; $199 per year for up to three domains, which includes search analytics and article feedback.<\/li>\n\n\n\n<li>KnowAll Pro &#8211; $399 per year for up to five websites. That includes search analytics, article feedback, and Slack, HelpScout, and Gravity Forms integrations.<\/li>\n<\/ul>\n\n\n\n<p>All plans include one year of updates and support, plus all come with a 30-day money-back guarantee.<\/p>\n\n\n\n<p><a class=\"visitbutton\" href=\"https:\/\/wplift.com\/go\/herothemes-knowall\">Get KnowAll Here<\/a><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-final-thoughts\"><span class=\"ez-toc-section\" id=\"Final_Thoughts\"><\/span>Final Thoughts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n\n\n\n<p>A decent knowledge base can drastically cut the resources and time a business needs to deal with customer queries. It goes several steps beyond answering basic frequently asked questions (FAQs) as it can include so much more. For example, tutorials, instructional videos, product datasheets, operating manuals, and much more, can be made available on a self-serve basis.<\/p>\n\n\n\n<p>Furthermore, a creating a knowledge base for your website will ensure an excellent experience for site visitors. That will keep them on the site for longer, plus it may attract them back time and time again. Those happen to be factors Google\u2019s algorithm considers when ranking sites.<\/p>\n\n\n\n<p>If you need a knowledge base solution for your company\u2019s WordPress site, the Heroic Knowledge Base plugin will help you achieve that quickly and easily. And if you are building a website from scratch, HeroThemes\u2019 KnowAll theme would be an excellent starting point, too.<\/p>\n\n\n\n<p>Have you already created a knowledge base on your website? If so, have you used either the KnowAll theme or Heroic Knowledge Base plugin? And if you don\u2019t yet have a knowledge base on your site, hopefully this article inspires you and helps you create one.<\/p>\n\n\n\n<p>Are you still looking for more customer service-related additions for your website? If so, please do check out the WPLift article on <a href=\"https:\/\/wplift.com\/best-wordpress-helpdesk-plugins\" target=\"_blank\" rel=\"noreferrer noopener\">WordPress help desk plugins<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Operating a company that offers many products can be difficult to manage at times. After all, customers will always have questions regarding your products and services. And, as a reliable and established business, it is your job to answer said questions in a timely fashion. <span class=\"more-dots\">[&#8230;]<\/span><\/p>\n<p><a class=\"btn btn-secondary understrap-read-more-link\" href=\"https:\/\/wplift.com\/create-knowledge-base\/\">Read More&#8230;<\/a><\/p>\n","protected":false},"author":55,"featured_media":120718,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_mo_disable_npp":"","footnotes":""},"categories":[28250],"tags":[22195,30591,32348,34792],"class_list":["post-48293","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-customer-service","tag-support","tag-help-desk","tag-knowledge-base","tag-heroic"],"acf":[],"featured_image_src":"https:\/\/wplift.com\/app\/uploads\/2022\/02\/8-Easy-Steps-for-Creating-a-Knowledge-Base-in-WordPress-in-2022.png","author_info":{"display_name":"Team WPLift","author_link":"https:\/\/wplift.com\/author\/wplift\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>8 Simple Steps to Create a Knowledge Base in WordPress<\/title>\n<meta name=\"description\" content=\"Want to create a knowledge base in WordPress? Here is an 8-step guide to creating a knowledge base that allows your customers to find answers to their questions\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/wplift.com\/create-knowledge-base\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"8 Simple Steps to Create a Knowledge Base in WordPress\" \/>\n<meta property=\"og:description\" content=\"Want to create a knowledge base in WordPress? 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