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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. You can Replace Image with another from the gallery OR Upload 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 – 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
STEP 3 – Select Notification Type, Add Audience, Schedule
5. Notification Type – select how 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.
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
