How to Create a Notification

Last Updated April 5, 2022 Download as PDF
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Brief Overview

Now that you are familiar with the WalkMe Communication Center, it is time to learn how to create a Notification. This article will guide you through the process. 

How to Create a Notification

STEP 1 – Select the Template

1. Click New Notification on the left navigation bar, or the New Notification button on the CommCenter homepage

2. Select one of the notification templates

Note:

  • You can change the base template at any point
  • All text changes will be saved
  • Custom Templates can be copied from the Workstation Notification Center to the Communication Center

STEP 2 – Edit the Notification

3. Use Replace Image to replace the image with another from the gallery or Upload Image to upload an image of your own

4. Call to Action options are the same for all buttons:

  • None/Close – close Notification (same action for both)
  • URL – add a link using a URL
  • Open Menu – open Workstation (WS) menu to the last active tab
  • Remind Me Next Time – remind next time employee opens WS menu
  • Remind Me Next Day – remind next day in local time zone
  • Smart Walk-Thru – link any Smart Walk-Thru from the WS Editor
  • Resource – link any Resource from the WS Editor
  • Shuttle – link any Shuttle from the WS Editor

STEP 3 – Select Notification Type, Add Audience, Schedule

5. Notification Type – select how the notification will display to employees:

  • Popup – notification appears on the users screen, used for critical updates
  • Push– a banner notification will appear in the bottom right corner of the employee’s screen, letting them know there is a new notification in the Workstation Notification List menu

Please note:

  • Push Notifications are an enabled feature – Please request access from your Customer Success Manager or WalkMe contact
  • They require Mac desktop version 2.0.0 or above or Windows desktop version 8.1 or above

6. Target Audience – select the group of employees to receive this Notification

  • Search through all available Audiences and select and many as needed
  • example: US Offices only OR Marketing teams only

Note: Editor Segments with no rules, will not be visible in the Audiences list.

Check out how to easily create audiences from the ComCenter.

7. Schedule – set exact Start Date/Time and End Date/Time for the notification

  • Option to Send in local time zone (checkbox selected) or play for everyone at a single specified time (checkbox unselected)

8. Recurrence – select how often this notification will re-play

  • Custom recurrence enables you to determine how often the notification repeats, how many times it plays, and when it should stop recurring

Note: The notification End Date and Recurrence End are different.

  • Example: You can have a notification repeating daily for the next 2 weeks, but keep the Notification active until the end of next month

STEP 4 – Save, Preview, and Publish

9. Save & Publish options

Save Draft – save notification for later, it will appear under Drafts tab on the CommCenter homepage

Note: This option is not available when Editing a notification that is already Active or Scheduled.

Preview – play a notification to see exactly how it will appear to employees

  • Version requirements
    • Mac desktop version 1.9 or above
    • Windows desktop version 8,1 or above

Note: When using Preview, all button actions will function as expected (aka, opening the Menu) but will not show up in analytics.

Send Now / Schedule

  • Send Now – publish the notification immediately
  • Schedule – will show if notification was Scheduled (#7) 

Note: Only one of these options will appear.

STEP 5 – What does the employee see?

10. The Instant Notification itself will appear to the employee exactly how it appears in Preview 

11. Title will show up as the first line in Workstation’s Notifications list

12. Notification’s subtext will be previewed under the Title in Workstation’s Notifications list

13. Notification’s main text line, will not appear in any previews, only in the notification itself & it can be different from the title

14. Notification Name appears only in the Communication Center and will never be seen by end users

Creating Notifications with the Visual Designer

The Visual Designer can now be used in the Communication Center to create Notifications.

Please note:

  • This is an enabled feature – Please request access from your Customer Success Manager or WalkMe contact if you wish to use the Visual Designer
  • Mac desktop version 2.0.0 or above or Windows desktop version 7.0 or above is required to use the Visual Designer

Add Objects

  • Drag any item to the notification canvas to add a new text box, image, button, shape, or video
  • You can select an object (like a button or the canvas) from the list on the right and edit its Styling and Layout
  • Note: The Main Call to Action button cannot be deleted and engagement data is tied to it

Organize and Resize 

  • Resize the canvas by dragging the edges, or go to Layout and enter the dimensions in pixels (px) or percentage (%) of the screen width and height

Anchoring

  • Drag and drop an object on the highlighted pink lines to anchor an object to a one of the edges of the notification, or the the center lines
  • After you anchor it, the object will remain in its relative position after the canvas is resize
  • You can use it to align elements to the center lines or to always have the action button in the same position for multiple notifications of different sizes

Upload Images

  • Add an image, select one of the default options, or upload your own

Customize Styling

  • Edit the font, alignment, and change colors in Text boxes
  • Change corner radius, border width and color on Images, Buttons, and Shapes
  • Add a video URL when using Web-view

Add Action

Button Actions

  • None/Close – close Notification (same action for both)
  • URL – add a link using a URL
  • Open Menu – open Workstation (WS) menu to the last active tab
  • Remind Me Next Time – next time employee opens WS menu
  • Remind Me Next Day – next day in local time zone
  • Smart Walk-Thru – link any SWT from the WS Editor
  • Resource – link any Resource from the WS Editor
  • Shuttle – link any Shuttle from the WS Editor

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