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Create a Launcher

18 Oct 2024
4 Minutes To Read

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Create a Launcher

Updated On 18 Oct 2024
4 Minutes To Read

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Launchers enable you to create and place customized buttons anywhere on the application. Trigger the following content using a Launcher:

Flow
Pop-up
Link
Video
Survey

Use the following two-step process to create a Launcher.

Step 1: Create a Launcher
Step 2: Configure the Launcher segment

Step 1: 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.
On the Studio, click Launcher.
Enter a name for the Launcher Collection.

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A Launcher Collection is a group of Launchers that are usually on the same page.
The Launcher Collection name is solely for your (Content Creator's) 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.

To create a Launcher, click +Add Launcher.
Select an element on the application where the Launcher must appear.
Under the CONFIGURATIONS section, expand the Interaction dropdown.
In the Launcher Text box, enter the text for the button.

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Make the following changes to the Launcher text using the Rich Text Editor:

Bold the text
Make the text italic
Underline the text
Change the font size of 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.
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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 push the Launcher to the Production stage, the content linked to the Launcher is also pushed to the Production stage.
To attach the content, click + Attach Flow and select the content.

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The button changes as per the Launcher Action you have selected.

Expand the Appearance dropdown, under the Type section, select the Launcher 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 Filled (Primary) button, Outline (Secondary) button, and Text 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.
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  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, click the Lock icon to unlock and set the position of the Launcher.
Click Save Launcher.
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To add more Launchers, click + Add Launcher, and then repeat steps 5 to 12.
Click Save.

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Edit a Launcher inside a collection during the Launcher creation process. For more information, see Edit a Launcher.

Configure the Launcher segment

Use the following steps to configure a Launcher segment:

On the Whatfix Guidance dashboard, click Widgets.
Click All widgets.
Click Create widget.

4. Click Launcher.

clm_db_create_launcher

5. Enter a name for your segment.
clm_launchers_name

6. Expand the Set Visibility Rules section, and set up your Visibility Rules that determine the display of the Launcher collection.
clm_launchers_set VR

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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.
clm_launcher_add launcher collection1

8. Click Okay.
clm_launchers_okay

9. Click Save.
clm_launcher_save

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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.
clm_db_send_to_ready

11. Go to the Ready stage, and then click Push to production.
clm_db_p2p

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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.

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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)