In some cases, Desktop will not be able to capture certain elements on certain apps, in these cases, we can use popup steps in order to guide the user.
A popup step will appear above all other elements on the screen, as it is not attached to anything.
When building a Smart Walk-Thru on an environment where elements cannot be captured, use a Popup Step Walk-Thru to provide additional information to your user. Similar to ShoutOuts, Popup Steps are not associated with an element; Popups can be placed anywhere on the screen. They can be also be added to continue and existing Smart Walk-Thrus.
Popup steps are commonly used to enhance the user experience by communicating a message about your process, or to provide guidance to help users complete a task.
Popups can also be used for promotional purposes.
- Guide users through a process where elements are unable to be captured.
- Use a success Popup at the end of a Smart Walk-Thru.
- Place a welcome Popup at the beginning of an AutoPlayed Walk-Thru when users first open a new Desktop Platform.
Creating a Popup Step
- Create a new Smart Walk-Thru.
- Give your Smart Walk-Thru a name. It is recommended to name your content relevant to the process.
- Hover over the orange + button, and select Popup step:
- Define your Popup step in the Interactions tab. (See note below for trigger details)
- Add as many Popup steps as are relevant to complete your process.
- Don’t forget to save your work!
- Use position and fine tuning to place the element in the correct location on the screen.Note: Because of different screen resolutions, it is best to not to fine-tune the Popup step position to definitely, but rather place in a strategic position where it will be clearly visible and relevant to the process.
- Add videos and images to the Popup step balloon to show the user where to click:
This is done by clicking on the image icon in the Interactions tab then, you are given the option to either drag your chosen image or paste your image URL:
The final result guidance bubble will look like this: