Create a Launcher

Launchers enable you to create and place customized buttons anywhere on the application.
Use a Launcher to trigger the following content or action:

Flow
Pop-up
Link
Video
Survey
No Action

Launcher actions and their use cases

Here are the various Launcher actions, such as trigger a Pop-up, Video, Survey, or Link through a Launcher. You can also choose to have a Launcher without any supporting action.

Open Flow

Open Pop-up

Open Link

Open Video

Open Survey

No 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.

Expand the follwoing section to learn how to create and configure a Launcher:

Create and customize 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.
Info:
Add a Display Name to keep internal naming conventions, such as region, release, or module codes, out of the labels that appear to your end users.

Users then see the Display Name of the Launcher in shared PDFs and Exports. For more information, see Add a Display Name to Whatfix Content.
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.

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.

In the Launcher Actions section, using the dropdown, select the content you want to trigger through a Launcher.
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.
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.

Configure Visibility Rules for a Launcher

On the Whatfix Guidance dashboard, click Content.
Click Launchers.

Hover your cursor over the Launcher, and then click the Edit icon.
Click Collection Visibility.
Expand Where does the launchers collection Rules appear? section, and configure URL and Page tags. For more information, see Set Where your Content or Widget appears with the New Visibility Rules.
Expand When does the launchers collection Rules start and stop appearing? section, and configure configure when you want to start showing your content. For more information, see Set When your Content or Widget Appears with the new Visibility Rules.
Expand Who does the tips collection Rules appear to? section, and configure who you want to show your content to. For more information, see Set Who can see your Content or Widget with the New Visibility Rules.
Click Save.