This Article Will Help You:
- Decide when to use Autoplay
- Configure a Walk-Thru, ShoutOut, or Survey to play automatically
- Use the Rule Engine to determine under which circumstances the item will play
The Short Version
Let's Talk A Bit More
Autoplay may be used for:
SUPPORT AND GUIDANCE
Anticipate user pain points by setting a Walk-Thru to automatically play on a confusing page.
PROMOTION AND PRODUCT ADOPTION
Target free users to upgrade to premium service by playing a message about how many days are left in their trial.
TRAINING AND ONBOARDING
Quickly onboard new employees or push out a new feature with an introductory Walk-Thru that will play the first time someone visits a page.
To enable Auto Play, create a rule in the Rule Engine to determine when the Auto Play will activate. WalkMe will constantly check for the conditions identified in the rule and once true, Walk-Thru/ShoutOut/Survey will automatically play without any active prompt from user action. All the standard Rules can be used to determine under which conditions Auto Play will activate (i.e. URL, On Screen Element, jQuery, etc).
In addition to Auto Play rules to determine when the item should play, set frequency options to determine how often the item should play. The engagement frequency options include: once, once a day, or always. (Note: If an item is configured to only play once and the user would like to see it again, they will have to delete their cookies and cache).
Example Auto Play ShoutOut
In the example below, we created a ShoutOut to promote a subscription service to customers with an action button that will activate a Shuttle, transporting the user to the sign-up page.
This ShoutOut is configured to play when the customer lands on the homepage once a day until the customer clicks the Action button (i.e. activates the Shuttle and goes to the sign-up page)
Because WalkMe constantly checks for the conditions of Auto Play to be true, it can be a drag on performance. Using jQuery as the Auto Rule Type can mitigate the burden.
Is your Auto Play not working?
If your Auto Play is playing when it shouldn't or not playing when it should, first check to see that the rule is written correctly. If you have configured more than one Walk-Thru to play automatically with similar rules, only one of the Walk-Thrus will play. The Walk-Thru that will play will be the first one in the list of Walk-Thrus in the Player Menu.
Next, check that some sort of Unique User tracking is enabled. If None is selected, WalkMe will not be able to track user activity to play items automatically.
Auto Play rules are checked upon the page load. Therefore, if your rule is based on an element that is not visible upon page load and a refresh page does not happen at this point, please turn to firstname.lastname@example.org. We can add a special feature that will resolve this for you. Try adding a Wait for Condition or a Delay Walk-Thru Super Step of a few seconds as the first step of your Walk-Thru.