Launchers

Updated on November 22, 2017
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Launchers are quickstart buttons you can place on your site that start another WalkMe action when clicked, such as play a Walk-Thru, Resource, Shuttle, or a Set of Validation Smart Tips. Launchers are highly effective at increasing user engagement with your site and solving common interface problems.Use Launchers to give users help when they need it, where they need it.

The Short Version

For users who may not be aware of the existence of support resources in the Player Menu, you can anticipate their challenge and put a Launcher directly where additional guidance may be needed. The actions that Launcher start are guaranteed to get higher usage and have a greater impact. Learn more about other engagement tools.

Launchers have a variety of functions, which lends itself to many varied use cases

  • Play a Walk-Thru: Give users the option to start a Walk-Thru immediately from an FAQ page
  • Open an article or video Resource: Create a tooltip providing information about an element on screen
  • Activate a Shuttle: Place links to important resources or other websites at the user’s fingertips
  • Launch a Survey: Prompt users to complete a satisfaction Survey
  • Run a Validation SmartTip Set (Check My Form): Place a Launcher on a form that will run a field input check and indicate mistakes
  • Open the Player Menu: Remind a new employee of remaining Onboarding tasks
  • Run a SmartTip Set: Help users enter correct data with a SmartTip Set
  • None: Place an image on the page without needing help from your developers

How It Works

When a page is loaded, WalkMe will first check segmentation rules to see what items may be relevant on that page. Then WalkMe will search for the relevant element. If the element is present on the page. WalkMe will not check for a Launcher’s element; this will maximize the efficiency of WalkMe on your site. Use the Segmentation Center to display Launchers only to certain target audiences, on specific pages, or under particular conditions.

Creating A Launcher

Creating a Launcher is done from the Launcher App or directly from a Smart Walk-Thru

Creating a Launcher from the App

  1. Go to page where you wish to place Launcher
  2. From Launchers App, Click Add New button
  3. Type name. The name of the Launcher will only appear within the Editor.
  4. Click Continue button. The Editor will minimize
  5. Select on screen element to position Launcher. Capture Balloon appears
  6. Click Save. Interaction Menu appears
  7. Type Tooltip to describe what Launcher does
  8. If you want to change the Launcher design, click Change Launcher
  9. Select Action type to determine what happens when user clicks Launcher
  10. Click Save

Creating a Launcher from Smart Walk-Thru

There three convenient ways to start creating a Launcher from a Smart Walk-Thru

  1. Click Add Launcher icon from Initiator Panel
  2. Open the Initiator Panel and then click + Add Launcher
  3. Hover over first Add New Button on the Smart Walk-Thru Map and select Launcher

Launcher Options Menu

Interaction

Name: The name of the Launcher will only appear within the Editor. The name will not appear to your end-user.

Tooltip: The text that appears when a user hovers over the Launcher. Tooltips can be promotional (“Click Me to learn more!”) or informational (“In this field define your max budget”).

Change Launcher: Change the Launcher design and text (Read more below)

Action: Determines the action taken when a Launcher is clicked. Actions include:

  • Play a Walk-Thru: Plays a selected Walk-Thru
  • Open Menu: Opens WalkMe Player Menu
  • Play Resource: Plays a selected Resource video or article
  • Play Survey: Plays a selected Survey
  • Play ShoutOut: Plays a selected ShoutOut
  • Play Multiple SmarTip Validations: Run a Validation SmartTip Set on a form
  • None: Does not play a WalkMe item when clicked (can be used just with Tooltip)

Display Style: Determine when the Launcher will appear on screen. Display styles include:

  • Always: Displays the Launcher whenever the selected element is visible on the page
  • On Hover: Displays the Launcher when the selected element is hovered over

Display Segment: Add a Launcher to a Segment or create a Segment to determine if the Launcher appears. For example, you can show a Launcher to only a specific Segment of users, such as admins.

The Change Launchers tab contains a full suite of options for customizing the Launcher Icon:

Gallery: Select image from stock Launcher images

 

My Gallery: Select images you have already created to use as your Launcher button by inserting the image URL

Customize: Customize the text and design of the Launcher from the WalkMe Editor in the The following can be configured here in the Launcher Design Editor:Text: Customize the text that appears in the Launcher. Add up to 70 characters.

  • Font: Select the font of your text (fonts include Open Sans, Times New Roman, and Arial)
  • Size: Select the size of your text
  • Colors: Change or remove color of text, background, or border

Appearance

The Appearance menu offers further options to modify the manner in which the appearance of the Launcher is placed in relation to the element on screen:

  • Highlighter: Distinguish the Launcher from the rest of the page with a Highlighter
  • Position: Select whether the Launcher position be defined around the perimeter or inside the perimeter of the element and select which direction for the Launcher to expand
  • Timing Options: Display the Launcher immediately upon page load or delay it for a number of seconds. You may want to delay a Launcher if it is for guidance that you only want to provide to the user after they have been on the page for a certain amount of time or if the Launcher is based on an element such as a success or error message that sometimes takes more time to load than the page
  • Z-Index: Specify the stack order of an element compared to other existing elements on the same webpage. Raise the stack order of an element to determine the order in which it is layered on the screen with other elements.
  • Refine Position: Refine the Launcher’s position in relation to the selected element
  • Positioning: Turn on Lock to Element

 

Behavior

Behavior Options control the way the page is scanned by WalkMe. Modify how WalkMe scans the page to decide when to display the Launcher in the Launcher Options Menu.

 

  • Pinned Launcher: After displaying the Launcher for the first time, WalkMe will stop running the check. For example, if the page loads and WalkMe plays the Launcher on the selected element and then the element disappears off the page and reappears again, the Launcher will not be played a second time (until page refresh when WalkMe scans the page all over again)
  • Strong Pin: The Strong Pin will display the Launcher even if its selected element disappears from the page and reappears again, (even without a page refresh) such as a hover menu. Strong Pin is similar to the Sticky setting for a step.
  • Segmentation evaluation frequency: Typically, WalkMe checks the Segmentation rules of a Launcher one time before deciding whether to display it or not. If you turn the segmentation evaluation frequency on, WalkMe will constantly check with the Segmentation rules to decide whether or not to display the Launcher.
Tip

If you are experiencing a problem with a Launcher displaying, try enabling the Strong Pin in the Behavior Menu. (Note: if you are pinning a Launcher, it is recommended to use jQuery).

Precision

Change the default way the WalkMe algorithm works to identify the element to which the Launcher is attached. Element Grade: First take a look at the Element Grade to see how easily WalkMe can identify the Launcher on the page. If you have selected an element that appears on many pages, you may see a low element grade. If you want the Launcher to appear on all the pages on which the element appears, it is fine to have a low element grade. If you would like it to only appear on one page, consider using a Segmentation rule or setting the precision level to high.

  • Type: The default element identification is done by the WalkMe algorithm which takes into account the URL where the element is captured, the position on the page, the page that an element links to, the text in the selected element. Sometimes you may have intended ot select a particular element but WalkMe detects you as having selected a different element. For example, you may have intended to select a Login link, but WalkMe identifies the element you captured as the box in which either Login or Logout may display. To specify that you only want the Launcher to apply to the element when it says Login, select identify by text and write in the text “logout” (not case sensitive). For performance considerations, you can use a jQuery selector for a high level of precision in choosing an element.
  • Bypass: Select to ignore the Text, ID, or Position in the algorithm when WalkMe determines which element you selected in capture mode
  • Precision Level: By selecting the Precision level to high, WalkMe will use stricter assessments in its algorithm and will be more discerning between elements.

Notes

Share notes about the Launcher with team members in the Editor. These notes will not be visible to your end-user in production. Find Launcher ID in Notes as well.

Tip

To see full functionality of your Launcher in the Editor, enter Preview mode. By playing from the Launcher App, you will see the Launcher  with limited functionality: with out its Appearance, Interaction, or Behavior. 


Tip

Create a Segment using the Segmentation Center and a Rule that identifies the page. Add the Launchers on that page to this segment This will optimize how elements are checked each time a new page loads.

Multi-Language

Text based Launchers created with the Customize tool do support Multi-Language. If you use a Launcher from the Gallery or if you add your own using the Upload tab, it will not support Multi-Language.

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