Create a Launcher
- 05 Jun 2025
- 5 Minutes To Read
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Create a Launcher
- Updated On 05 Jun 2025
- 5 Minutes To Read
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Launchers enable you to create and place customized buttons anywhere on the application.
Use a Launcher to trigger the following content:
Flow
Pop-up
Link
Video
Survey
No Action
Launcher actions and their use cases
Here are the various Launcher actions such as launch a Pop-up, Video, Survey, or Link through a Launcher. You can also choose to have a Launcher without any supporting action.
Attach a Flow to a Launcher to guide users through a series of steps or actions in the application.
Use case: Onboarding a new user by guiding them through the initial setup process and training.
Attach a Pop-up to a Launcher to convey important information, ask for inputs, or prompt an action.
Use case: Notify a user about a new feature release or a limited-time offer that is relevant to their current activity.
Add hyperlinks that direct users to another part of the application, an external website, or a specific document.
Use case: Provide quick access to a help center article or a detailed product documentation page related to the feature the user is currently interacting with.
Embed video content in a Launcher that plays within the application, typically for tutorials, explanations, or promotional purposes.
Use case: Demonstrate how to use a complex feature or a new capability with a concise video tutorial.
Add a survey to a Launcher to trigger a set of questions designed to gather feedback, opinions, or data from users.
Use case: Collecting user satisfaction feedback after they complete a key task or to understand their needs for future product improvements.
The No Action Launcher enables you to display static text directly on your application's UI, essentially acting as a visual label or an informative note. It's a way to insert a piece of content without it triggering any interactive response like a flow, pop-up, or link.
Use case: You've just released a new feature, and you want to briefly highlight a specific improvement or temporary status within the relevant section of your application. For example, you could use No Action text to say “Now supports bulk uploads” next to an upload button, making users immediately aware of the enhancement without requiring a click.
Creating a Launcher is a two-step process.
Expand the respective accordions for more details.
Create a Launcher
Use the following steps to create a Launcher:
Log in to the application where you want to create content, and then launch Whatfix Studio.
Click Launcher.
Enter a name for the Launcher Collection.
To create a Launcher, click Add Launcher.
Info:
A Launcher Collection is a group of Launchers that are usually on the same page.
The Launcher Collection name is solely for your reference and is not visible to your end users.
Visibility rules are defined for the Launcher Collection. So even if you have only one Launcher on the page, it needs to be part of a collection.
Select an element on the application where the Launcher should appear.
Under the Configurations section, expand the Interaction dropdown.
In the Launcher Text box, enter the text for the button.
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Note:
Make the following changes to the Launcher text:
a. Bold the text
b. Change the font size of the text
c. Make the text italic
d. Underline the text
The Launcher text can have up to 50 characters.
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In the Launcher Actions section, using the dropdown, select the content you want to trigger through a Launcher.
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Note:
To attach content to a Launcher, if you do not find it in the dropdown menu, it means that there is no draft or ready version of the content. Content that is in production will not display. Create a version of the content and then attach it to the Launcher. When you publish the Launcher, the content linked to the Launcher is also pushed to the Production stage.
For instance, to trigger a Flow from the Launcher, click Attach Flow and select the content.
Note:
The button changes as per the Launcher Actions you have selected.
Expand the Appearance dropdown and select the Launcher Type appearance using the dropdown menu.
Select Label Only
Select the Label Only option if you want your Launcher to appear as a button.
Use different button styles to suit the underlying application. Select between (Primary) button, (Secondary) button, and button styles based on your use case.
Configure the Color, Corner radius, Height, and Width for the Launcher.
Select Icon Only
Select the Icon Only option if you want your Launcher to appear as an icon.
Select an Icon for the Launcher, and then configure the Color and Size for the Launcher.
Note:
By default, Whatfix provides three types of icons for a Launcher.
Whatfix enables you to add your custom icons for your Launchers. For more information, see Use custom icons for Launcher.
Expand the Position dropdown, and then click the Lock icon to unlock and set the position of the Launcher.
Click Save Launcher.
Info:
To add more number of Launchers, click Add Launcher, and then repeat steps 5 to 12.
Edit a Launcher inside a collection during the Launcher creation process. For more information, see Edit a Launcher.
Click Save.
Configure a Launcher
Use the following steps to configure a Launcher segment:
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On the Whatfix Guidance dashboard, click Widgets.
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Click All widgets.
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Click Create widget.
4. Click Launcher.
5. Enter a name for your Launcher segment.
6. Expand the Set Visibility Rules section, and set up Visibility Rules that determine the display of the Launcher collection.
Info:
For more information on the different conditions that can be used in Visibility Rules, see Visibility and Display Rule Conditions.
7. Expand the Add Launcher Collection dropdown, and then add the collection that you have created.
8. Click Okay.
9. Click Save.
Note:
If Launchers are to be used for multiple pages, separate collections need to be created for individual page.
10. Once you have configured the Launcher segment, in the Draft stage, select the segment using the checkbox, and then click Send to ready.
11. Go to the Ready stage, and then click Publish.
Info:
When you create a Launcher, a Launcher collection is created in the Content section of the dashboard and a Launcher segment is auto-created in the Widget section of the dashboard. You need to push the Launcher segment in the Widget section to the Production stage for the Launcher to appear on the page.
When you push the Launcher segment to the Production stage, the Launcher collection is also pushed to the Production stage automatically.
Once the Launcher is pushed to Production, view the analytics data for the Launcher using Trend Insights. For more information, see Get Launcher analytics using Product Analytics.
Note:
If you're using the JS Embed method to test or publish Whatfix content, add the relevant conditions in Map Stages. This ensures that the content appears in the correct instance. For more information, see How to add conditions in Map Stages? (Log in to see the article)
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