{"id":714,"date":"2025-04-10T11:00:00","date_gmt":"2025-04-10T11:00:00","guid":{"rendered":"https:\/\/web-stil.info\/?p=714"},"modified":"2025-05-02T22:04:20","modified_gmt":"2025-05-02T22:04:20","slug":"how-i-write-effective-knowledge-base-articles-templates","status":"publish","type":"post","link":"https:\/\/web-stil.info\/index.php\/2025\/04\/10\/how-i-write-effective-knowledge-base-articles-templates\/","title":{"rendered":"How I Write Effective Knowledge Base Articles [+Templates]"},"content":{"rendered":"
My early days as a customer support agent really drove home the importance of having clear, accessible knowledge base articles that let customers solve problems on their own, and this became a consistent part of my support ethos.<\/span><\/p>\n My journey in customer support has taken me through startups and larger corporate organizations where I\u2019ve implemented knowledge bases that cut support tickets by as much as 70%, boosted customer satisfaction scores, and even improved organic search for terms like \u201cknowledge base articles.\u201d<\/p>\n Now, as a seasoned customer experience (CX) professional writing this guide for HubSpot, I\u2019m excited to share the lessons I\u2019ve learned about creating and using a knowledge base<\/a> effectively. Whether you\u2019re a business owner, a support team lead, or someone passionate about CX, this guide will walk you through everything you need to know to leverage knowledge bases for customer success.<\/p>\n Table of Contents<\/strong><\/p>\n <\/a> <\/p>\n <\/strong><\/p>\n From my years of working in CX, I\u2019ve come to see these articles as the backbone for effective customer support. Depending on the audience, they can take various forms:<\/p>\n I\u2019ve used text-based articles most often, but do love incorporating screenshots, videos, and infographics to make complex topics easier to understand. This is especially important considering people have different learning styles.<\/p>\n What makes a knowledge base article unique, in my experience, is its focus on practicality<\/strong> and clarity<\/strong>. Unlike blog posts, which might aim to entertain or inform, these articles prioritize delivering solutions in a straightforward way.<\/p>\n For example, I\u2019ve written an article about how to reset your API key that included numbered steps and a screenshot of the dashboard. Within weeks, support requests for that particular issue dropped.<\/p>\n Knowledge base articles also differ from other types of content<\/a> because they\u2019re highly targeted. Each one addresses a single problem or question, and they are organized for easy access and searchability, often under categories like Account Management, Billing, or Troubleshooting.<\/p>\n Next, I\u2019ll explain why knowledge base articles are so valuable and how you can create them effectively.<\/p>\n <\/a> <\/p>\n I\u2019ve seen how knowledge base articles deliver tangible results for both customers and businesses. They\u2019re necessary for any organization serious about customer success.<\/p>\n Below, I\u2019ve outlined six key benefits, each backed by recent data and my own experiences in Silicon Valley\u2019s fast-paced tech environment. These advantages extend beyond support \u2013\u2013 they affect productivity, consistency, and even aspects of marketing.<\/p>\n One of the core benefits of introducing knowledge base articles is their ability to lighten the load on support teams. When a self-service resource is able to handle the inquiry alone and does not need to escalate a ticket, we refer to this as a deflection<\/strong>.<\/p>\n For example, at Skybound, I analyze ticket data weekly and look for any repeating patterns in customer inquiries. If I notice there\u2019s a consistently higher volume around a particular question or issue, I\u2019ll create a knowledge base article and add it to the knowledge base.<\/p>\n Typically what\u2019ll find is that tickets around that subject slowly become deflected, as customers learn to navigate your knowledge base. In fact, according to 2024 data, businesses with well-crafted knowledge base articles can see a 23% reduction<\/a> in customer support ticket volume.<\/p>\n When customers can solve problems on their own, they feel empowered, and that significantly boosts their satisfaction. This empowerment comes from several things.<\/p>\n Historically, whenever I\u2019ve introduced a robust knowledge base, the business has seen increased CSAT scores and a rise in NPS.<\/p>\n Knowledge base articles don\u2019t just help customers \u2014 they make life easier for employees, too.<\/p>\n At a company I worked with in 2022, our sales team used articles like \u201cUnderstanding Subscription Tiers\u201d to answer prospect questions during live demos, saving them time as they prepared for each new opportunity. Similarly, our technical support team relied on internal knowledge base articles to document bug fixes and feature requests.<\/p>\n Similarly, at Skybound, my current support team was able to cut their average handle time by 40% as of Q4 of 2024, simply by using centralized troubleshooting guides.<\/p>\n In other words, your knowledge base ends up serving your customers <\/strong>and<\/em><\/strong> becoming a training resource for your team.<\/strong> Research has found that your average worker spends about 30% of their workday<\/a> searching for information. So, this not only helps drive efficiency but reduces the potential for lower morale.<\/p>\n Consistency matters, especially as teams grow. Early in my career, I quickly noticed how there would often be a knowledge gap as customers moved down various funnels in their customer journey. By the time they reached customer support, everyone involved had conflicting information. This not only leads to confusion but also a spike in support tickets.<\/p>\n In contrast, when everyone delivers the same message, customers feel more confident in your brand.<\/p>\n In a global and digital market, customers don\u2019t stick to your time zone. Knowledge base articles provide around-the-clock support without extra staffing costs. I love waking up to check our knowledge base queries from the previous night, typically from Asia-Pacific customers, to see that many of them deflected and did not escalate into a ticket.<\/p>\n There\u2019s also a growing demand for self-service that complements this. A 2024 study found that 67% of customers<\/a> prefer using some form of self-service over talking to a live agent.<\/p>\n In my view, a well-crafted knowledge base article is a strategic asset for streamlining support operations.<\/p>\n One benefit I didn\u2019t anticipate early on was the SEO power of knowledge base articles, as 52% of keywords<\/a> people search for have informational intent.<\/p>\n By optimizing titles and content for long-tail keywords like \u201cHow to fix integration sync errors,\u201d you can actually end up ranking in Google search results, thus driving more traffic to your website because of people finding your knowledge base \u2013\u2013 and ultimately driving new leads. By creating content that addresses specific user inquiries, you can improve your search engine rankings and establish yourself as an industry authority.<\/p>\n The benefits are convincing, as they not only enhance customer satisfaction and operational efficiency but also contribute to long-term business growth through improved SEO and reduced support costs.<\/p>\n For more ideas, check out this HubSpot article on knowledge base examples<\/a>.<\/p>\n <\/a> <\/p>\n Creating effective knowledge base articles is a process I\u2019ve honed over years of trial and error. You really need to focus on solving problems efficiently.<\/p>\n Below, I\u2019ve detailed a nine-step approach, complete with tools and tips from my experience. This method ensures your articles are clear, actionable, and results-oriented.<\/p>\n You can\u2019t solve problems you don\u2019t understand, so I start by digging into support ticket data to find recurring issues and general common questions.<\/p>\n Try to pinpoint as many frequent topics as you can and then mentally bundle them into categories \u2014 topics like \u201cHow do I update my account information?\u201d and \u201cWhy did my payment fail?\u201d Then, create a diagram chart mapping out the categories and the associated topics.<\/p>\n Pro tip:<\/strong> Use tools like HubSpot\u2019s Service Analytics<\/a> to spot trends. You can also run keyword searches in your ticketing system for phrases like \u201chow do I\u201d or \u201cerror.\u201d If available to you, don\u2019t stop at just tickets \u2013\u2013 survey customers or use AI tools like Gong.io<\/a> to analyze call transcripts for unlogged pain points.<\/p>\n A logical structure makes articles easy to follow. I like to promote doing this early on and taking it seriously because your ability to scale knowledge management depends on it. Otherwise, you\u2019ll have to come back and make changes that might take time to overhaul.<\/p>\n My go-to format includes:<\/p>\n Pro tip:<\/strong> Test your structure with a small user group. You might learn some things that need adjusting to improve comprehension. I recommend keeping sections short, aiming for around 75-100 words each. This helps avoid overwhelming the readers. Consistency is key to scalability.<\/p>\n Your audience dictates your tone and depth. For developers and product managers, I use technical terms; for the average user, I stick to plain language.<\/p>\n A Statista study shows that 60 to 65% of website traffic<\/a> comes from mobile devices, suggesting people are more likely to access knowledge base articles on mobile.<\/p>\n Source<\/em><\/a><\/p>\n Pro tip:<\/strong> Use tools like Hemingway App<\/a> to target a particular grade level of reading for broad accessibility. I think grade 6 through 8 reading level is good in that it does not assume a high level of literacy. Also, define any unavoidable jargon in a sidebar or tooltip \u2013\u2013 don\u2019t assume prior knowledge.<\/p>\n Sometimes, words alone are not enough to describe complex tasks. How difficult would it be to put together your newly purchased IKEA furniture if it only included written instructions instead of images? Knowledge base articles are no different. I always add screenshots, annotated diagrams, or 30-60 second videos to clarify steps.<\/p>\n Research shows that 36% of people<\/a> have struggled to process information without visuals since elementary school \u2013\u2013 and 50% are actively looking for visual aids when reading informational content to improve their understanding. Adding screenshots, diagrams, or short videos to your knowledge base articles can make complex steps clearer and more digestible.<\/p>\n Pro tip:<\/strong> Use tools like TechSmith Capture<\/a> or Loom<\/a> for screenshots and videos \u2014 and remember to optimize your content for mobile and add alt text for accessibility and SEO.<\/p>\n Search engines can lead users to your knowledge base articles, so I like to include primary keywords in titles and headings, and long-tail phrases in the body.<\/p>\n HubSpot\u2019s Knowledge Base Software<\/a> has AI-driven keyword suggestions, which are very powerful for boosting search rankings.<\/p>\n Pro tip:<\/strong> Research your competitors with Ahrefs<\/a> or Semrush<\/a> to find high-volume, low-competition terms. Write your meta descriptions between 150 to 160 characters, summarizing the article and including your keyword.<\/p>\n A well-organized knowledge base<\/a> is important for both customers and employees. I group content into clear categories like \u201cGetting Started,\u201d \u201cBilling,\u201d or \u201cTroubleshooting,\u201d and use tags like \u201clogin error\u201d or \u201crefund request\u201d to make searching easy.<\/p>\n Keep your categories and tags straightforward. This helps everyone find answers quickly, reducing customer frustration and agent handling time.<\/p>\n Pro tip:<\/strong> I\u2019ve always found that a simple navigation menu with 3 to 6 core categories is a good starting point. Too many options can overwhelm users, while too few can make finding specific information harder.<\/p>\n Outdated content loses trust. It\u2019s important to manage your knowledge base<\/a> and optimize your content for accuracy, freshness, or even new media formats depending on what you\u2019re seeing in the visitor traffic data. I personally review knowledge base data weekly and make small adjustments as needed. For larger overhauls, I\u2019ll take notes and go back to step 2 if required.<\/p>\n Source<\/em><\/a><\/p>\n Pro tip:<\/strong> Try applying the Pareto principle<\/a>, also known as the 80\/20 rule. It talks about how roughly 80% of outcomes come from 20% of causes. Using this in a knowledge base context, start with the top 20% of viewed knowledge base articles \u2013\u2013 this typically addresses 80% of user issues.<\/p>\n While you can see a lot in the data, sometimes it\u2019s helpful to turn directly to your audience. Sending a quarterly survey can help gauge how much your customers value your self-service resources and identify any gaps that need to be filled.<\/p>\n One way to do this directly in the knowledge base article is by using those little \u201cWas this helpful?\u201d buttons. This will give you a general overview of which articles are working and which are not. Then, review the feedback and prioritize the most high-value opportunities while addressing the low-rated articles for updates.<\/p>\n Pro tip:<\/strong> Add a free-form comment field alongside the \u201cWas this helpful?\u201d buttons so you can capture specific improvement suggestions. This makes the binary feedback a bit more actionable.<\/p>\n AI can really help speed up this entire process without completely sacrificing quality. Don\u2019t get me wrong, it requires your effort and guidance, but by using large language models to help you create drafts and get started, you can get moving more quickly than ever before.<\/p>\n For example, you can feed the LLM various customer issues or how-tos and then have it start compiling a foundation that you can build upon. Support teams are finding a lot of success leveraging AI for knowledge base management.<\/p>\n Source<\/em><\/a><\/p>\n Pro tip:<\/strong> Use AI to suggest related articles or keywords to enhance user navigation and SEO, but always edit AI output for accuracy and brand voice \u2013\u2013 don\u2019t just publish \u201ccopypasta<\/a>.\u201d<\/p>\n This approach consistently transforms overwhelming support backlogs into efficient self-service resources that delight customers and reduce operational cost.<\/p>\n <\/a> <\/p>\n Let\u2019s look at a few examples of knowledge bases<\/a> that implement these principles. Knowledge bases come in many forms, but the best ones have common characteristics that make them useful.<\/p>\n My alma mater Greenhouse Software<\/a> has a support center that shows many knowledge base best practices. Notice that the homepage has multiple entry points, with a search bar, popular searches, and visual categories.<\/p>\n This recognizes that different users have different preferences for finding information \u2013\u2013 some want to search directly, while others like to browse categories.<\/p>\n Source<\/em><\/a><\/p>\n I think this homepage’s effectiveness lies in its clean and minimal design, which puts the most used information front and center. The \u201cMost popular subjects\u201d section has visual thumbnails with straightforward article titles, so users can find what they are looking for easily.<\/p>\n This follows the 80\/20 rule I mentioned earlier \u2014 tackling the 20% subjects that solve 80% of user problems directly on the homepage.<\/p>\n Looking at a specific knowledge base article, this jobs manual from Greenhouse shows how to organize step-by-step instructions efficiently. The article breaks down what could be a complex process into manageable parts with easy navigation, highlighted notes,and visual elements that enhance the written instructions.<\/p>\n Source<\/em><\/a><\/p>\n I really like how this article uses green info boxes to highlight important exceptions or edge cases. And the table that compares different job creation options allows users to see their choices.<\/p>\n These visual cues reduce the mental load on the user, making it easier for them to understand the choices and make a decision. In my experience, this kind of thoughtful formatting can reduce tickets and enhance customer experience.<\/p>\n When you\u2019re building your knowledge base, these are some elements I think you should consider:<\/p>\n Remember, the best knowledge base articles are discoverable, clear, and solution-focused.<\/p>\n The Slack help center is a great example of a well-organized knowledge base. The site feels friendly right away thanks to a conversational header that says, \u201cHi. How can we help?\u201d and gives you a number of ways to get information.<\/p>\n There\u2019s a big search bar, quick links to popular topics, and categories that are easy to see. It\u2019s great that they incorporate different learning styles.<\/p>\n Source<\/em><\/a><\/p>\n I like that the layout is simple but still very useful, and the common questions and categories are easy to see right away. It\u2019s clear that when designing this, Slack wanted to make it easier for people to quickly find and solve their own problems.<\/p>\n Diving into one of their knowledge base articles, I took a look at their piece on \u201cManaging your organization\u2019s connections.\u201d First thing that I tested was whether it appeared in search engine results. We talked earlier about the importance of optimizing for SEO, and it looks like Slack took this into consideration.<\/p>\n As you can see, the knowledge base article appears at the top of the SERPS, even recognized by the native Google Gemini search labs AI overview. This means customers don\u2019t even need to visit your knowledge base directly to find their answers \u2014 they\u2019ll be led there by the search engine, thanks to your knowledge base articles focusing on primary and keyword structure.<\/p>\n What I like most about this knowledge base article is that it tells you what to expect right away. It also lets users know which roles can use the tool, so they don\u2019t waste time if they don\u2019t have the right permissions.<\/p>\n The process doesn\u2019t feel too difficult as each step is short, clear, and shown visually. I also like the quick feedback buttons at the end. As I mentioned earlier, that\u2019s a smart way to get feedback from real users to improve the material.<\/p>\n The way Slack does things is a great example for anyone who wants to build or improve a knowledge base. Some great takeaways to remember are:<\/p>\n Answers should be simple to find, simple to understand, and simple to improve over time.<\/p>\n Okay, I know I\u2019m writing this for HubSpot \u2013\u2013 so of course I have to plug the HubSpot Knowledge Base. But honestly, even if I wasn\u2019t, it would still make the list (I promise they didn\u2019t make me say that). Here\u2019s why.<\/p>\n Right from the homepage, it\u2019s clear HubSpot wants to make things easy. Much like Slack\u2019s, there\u2019s a prominent search bar, quick links to popular topics, and organized categories covering everything from marketing and sales to CRM setup and beyond.<\/p>\n Plus, there\u2019s a little chat widget in the bottom-right corner, which I love. I like these widgets because they\u2019re like a safety net \u2014 they\u2019re great to use when you\u2019re convinced you\u2019ve looked everywhere but still can\u2019t find what you need.<\/p>\n What stands out to me most is how HubSpot balances practical guidance with education. It\u2019s not just a bunch of questions and answers, their knowledge base is packed with actionable marketing, sales, and service strategies. It feels less like a support resource and more like a learning hub that happens to solve your problems along the way.<\/p>\n One article I keep coming back to is the guide on setting up automation workflows<\/a>. This could easily be a complicated mess, but the article breaks it down into consumable sections that are action-oriented. It makes everything feel less overwhelming.<\/p>\n What I really like about this article is that it doesn\u2019t just tell you how<\/em> to build a workflow \u2013\u2013 it explains why<\/em> certain steps matter. It\u2019s part tutorial, and part strategy guide, which makes it more useful than a basic troubleshooting page. You walk away knowing not only how to set things up, but how to make them work better for your business.<\/p>\n The biggest takeaways for me are:<\/p>\n A truly great knowledge base article helps people get smarter.<\/p>\n<\/a><\/p>\n
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What makes knowledge base articles different from other content?<\/h3>\n
Benefits of Knowledge Base Articles<\/strong><\/h2>\n
Reduces Support Ticket Volume<\/strong><\/h3>\n
Improves Customer Satisfaction<\/strong><\/h3>\n
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Enhances Employee Productivity<\/strong><\/h3>\n
Standardizes Information<\/strong><\/h3>\n
Supports 24\/7 Availability<\/strong><\/h3>\n
Boosts SEO and Organic Traffic<\/strong><\/h3>\n
How to Create Knowledge Base Articles<\/strong><\/h2>\n
Step 1: Identify common customer queries.<\/strong><\/h3>\n
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Step 2: Define a clear structure.<\/strong><\/h3>\n
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Step 3: Write for your audience.<\/strong><\/h3>\n
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Step 4: Incorporate visuals.<\/strong><\/h3>\n
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Step 5: Optimize for SEO.<\/strong><\/h3>\n
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Step 6: Categorize and tag.<\/strong><\/h3>\n
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Step 7: Review and update regularly.<\/strong><\/h3>\n
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Step 8: Gather feedback.<\/strong><\/h3>\n
Step 9: Leverage AI tools.<\/strong><\/h3>\n
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Examples of Knowledge Base Articles<\/strong><\/h2>\n
Greenhouse Support Center<\/strong><\/h3>\n
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Slack Help Center<\/strong><\/h3>\n
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HubSpot Knowledge Base<\/strong><\/h3>\n
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