In the Customize Player tab in Customize, you can make changes to the tab (widget) that sits on the edge of the page and opens the Player Menu when clicked.
We recommend the following best practices when customizing your Player Menu:
- Add an attention grabber to the widget to increase the probability of user engagement
- Change the color of the widget to match the color palette of your site
- Recommended when your site is external as opposed to an internal platform
- Change the location of the widget on the screen
- Make sure to locate it where a user will notice it but that it doesn’t block anything (this would be frustrating, as a user cannot close it)
- We recommend using the Docked (as opposed to Splash) option since it allows users to search in the menu without blocking the screen
- Be sure to order the deployables in the Menu in a way that will make sense to your users.
- E.g, group deployables by content categories, “Creating”, “Editing”, “Reporting”, etc, or different areas of your website/application
The image below is an example of how not to organize your menu. The topics seem random and disorganized:
The image below is an example of how to organize your menu. The topics seem ordered in a logical chronological order:
How It Works
The Player Menu is the default mechanism by which users access your WalkMe items. Use the Customize Player tab to change the default appearance, style, and behavior of the widget. Before loading on your site, WalkMe will check all customization options and display accordingly. Read more about how the player will appear to your users in the Publishing article.
In the Main window of the Customize Player tab, find the following features:
- Preview: View a preview image of the widget
- Change placement on screen: The widget can be placed around the edge.
- Splash or Dock: Choose the type of display when the widget is clicked and the Player Menu opens. A Splash menu will appear in the middle of the page and dim the screen around it. A Docked Menu will open on the perimeter of the screen with no additional effects.
In the tabs below the main window, you can make changes to the widget, menu, attention grabber, text or settings.
In the widget tab of the Customize Player tab, find the following features:
- Style and Color of the Widget: Note that if you select None, the widget will not be visible on your site. You can also use CSS to further customize the widget.
In the menu tab of the Customize Player tab, select the style of the menu. If you select “none” the widget will not open anything when clicked.
Attention Grabber tab
Attention Grabbers are designed to increase awareness and user engagement with WalkMe.
Attention Grabber Settings: Use settings to display a different Attention Grabber on alternate days or in different situations. Use the Menu Overview style and then a week later you can use another Attention Grabber to remind users where to find help. You can even use settings to only show Attention Grabbers when new items have been published.
- Display for the first time on day ___, then every ___sessions (0 – no repetition): Set the number of days before Attention Grabber appears for the first time. To repeat Attention Grabber, set number of days a user visits a website before displaying the Attention Grabber again (If set to 0 the Attention Grabber will not display again). Days are counted when a user visits your website. For example, if a Ticker is set to Display for the first time on day 1, and every 3 days, then the first day someone visits the website the Ticker will appear and then the 3rd day they visit your website it will appear again. It does not display exactly 3 days later, unless the user visits the website each day for the next 3 days.
- Wait to display for_ seconds: Set the number of seconds to delay your Attention Grabber
- For a duration of __seconds: Set number of seconds Attention Grabber displays
- Show only when new content (Walk-Thrus, Launchers, etc) are made available: Checkbox to display Attention Grabber only when new items have been added to the WalkMe Player Menu or published.
- Create a Display Segment: Create a rule to determine if Attention Grabber plays.
- Using Multiple Attention Grabbers: Only one Attention Grabber displays on a given day, per user. If two Attention Grabbers are set to play on the same day, only 1 will appear.
- Reset History: Resetting History removes display history for ALL USERS. For example, after Resetting History all users will see Attention Grabbers set to display on the first day the next time they visit your website, regardless of previous Attention Grabbers they may have seen or the number of times they have visited your website.
In the text tab, change the text that appears in the widget, menu, search bar, and the font size of the text in the widget.
In the Settings tab, find the following features:
- Text direction: this is the alignment of the text in the search bar and widget
- Display Conditions: Create Rules for when the widget will display
Try it Out
Customize the Player with an Attention Grabber to draw your user’s attention to the support available to them. Change the colors and location of the Player. Check WalkMe Analytics and gather engagement numbers with the Player Menu before this change and check again after a month of the new changes. Has there been any change in user engagement with the widget following the changes?