Creating Dynamic Layout ShoutOuts

Objective

After completing this lesson, you will be able to create ShoutOuts without CSS using the new Dynamic Layout Design.

How to Create a Dynamic Layout ShoutOut

Let's try it out!

Scenario

Eddie's Pet Depot is ready to switch out the Bird's Page ShoutOut we created for them in Builder I for something new.

They'd instead like to call attention to their Subscription Treats Feature and direct the user to the Subscriptions area on the home page when the user clicks a button on the ShoutOut.

They don't want to block the users' ability to engage with the site; they just want to display a notification telling users about the Subscription Treats Feature.

The image shows three subscription treats with their prices.
Step 1: First, make sure you have the Subscription Treats Feature Tour Smart Walk-Thru

You should have created this Smart Walk-Thru in Builder I.

If you don't have the Smart Walk-Thru, you can create a dummy Smart Walk-Thru with a single step that points to the Subscription Treats section on the home page. Keep in mind that you will only be able to test the ShoutOut on the home page if you do not have the fully built out Smart Walk-Thru.

We will connect to this Smart Walk-Thru from the ShoutOut's Action button later on.

The image shows Smart Walk-Thru with a single step that points to the Subscription Treats section on the home page
Step 2: Click the plus icon and choose ShoutOut

There are two options in the App Menu, ShoutOut, which uses the new Visual Editor, and ShoutOut (Classic). This guide will focus on the new ShoutOut Dynamic Layout interface, so we'll choose ShoutOut.

Then add a name for your ShoutOut, for this example, we'll call it Subscription Treats.

In this image ShoutOut is selected from the App menu .
Step 3: Select a Dynamic theme from the ShoutOut Theme Gallery

We'll choose the Privacy Dynamic theme for this example.

In this image the Privacy Dynamic theme is selected from the theme gallery.
Step 4: Choose one of the corners of the screen for the position

The Eddie's Depot team does not want the ShoutOut to prevent the user from navigating the site, so in the Canvas > Layout section we'll choose one of the corners of the screen for the position.

ShoutOuts in the corner of the screen are also less likely to be immediately closed by the user.

From the Canvas > Styling section, we will also disable the Overlay so the user can still navigate the site while the ShoutOut is displaying.

In this image the ShoutOut, Your Privacy and it's details, is displayed on the corner of the screen.
Step 5: Adjust the ShoutOut text and Action button text

Double click into each area to adjust the text. The menu on the right will allow you to customize the style of the text. The button's hover and clicked states will copy the default state's style when you adjust the default state.

You can also replace any images to fit your design. If you'd like to replace the image for practice you can use this image link.

The orange color from Eddie's site uses the hex code: #FF5F42

Try to use the skills you've learned in the lesson to match our example in the image.

In the image on the left is a ShoutOut with text and image and on the right is the menu to customize the style of the text.
Step 6: Assign an Action to the Action Button

Select the ShoutOut Action button on the ShoutOut itself, then in the menu on the right, open the Action section and choose an Action from the Button Action dropdown.

For this example, we'll choose Smart Walk-Thru and select the Subscription Treats Feature Tour Smart Walk-Thru we created in Builder I.

In this image Smart Walk-Thru and the Subscription Treats Feature Tour Smart Walk-Thru we created in Builder I is selected.
Step 7: Once your ShoutOut looks good and Actions are assigned, click Next to add Engagement rules

Here you can set Auto Play frequency and when you want the ShoutOut to stop playing for users.

Eddies Depot wants to promote the new Subscription Treats feature via the ShoutOut, so we will set it to play Once a Day.

Considering that they also want to ensure users complete the Action, we'll set it to Cancel only when the user clicks the Action button.

We'll also select Prevent this ShoutOut from appearing while Walk-Thrus or other ShoutOuts are in progress so we don't overload the user.

Click Done and Save.

In this image Auto Play frequency is set and when you want the ShoutOut to stop playing for users.
Congrats! You've created a ShoutOut!
When you create a ShoutOut for your actual site and you're ready to deploy, make sure to publish your ShoutOut to your environment(s) in order for it to display to your users.

Hands-on Practice: Designing a ShoutOut using Dynamic Layout

Disclaimer

Instructions

In this activity you'll be designing a ShoutOut using Dynamic Layout given a building request from the KLAW team.

Introduction

The KLAW team would like to implement a new ShoutOut to alert users that they have an important document to sign.

It's vital and urgent that all employees sign this so they want to have it front and center and ensure that users complete the action. It should play once a day for all of next week and should only stop showing once the user completes the action of signing the document.

The link to sign the document is located on the Notifications page, so they want a link from the ShoutOut to quickly take the user to the Notifications page.

Watch the video to know more. Note that the video does not support audio.

Step 1: Style & Text

The KLAW team does not have any specific style in mind, but it should match with their site colors and include a nice graphic.

The title should be:

Mandatory Document Signing Required.

And the body text of the ShoutOut should be:

Click the button below to navigate to the Notifications page to sign the required document by [INSERT NEXT FRIDAY'S DATE, ex: June 16th, 2023].

Failure to sign by the above date will result in a delay of expense reimbursements. This is mandatory for ALL employees.

Step 2: Additional Information

If there are no notifications available on the Notifications page, follow the steps below to add one:

  1. Navigate to and open a Document.
  2. Click the More dropdown, then select Request Sign.
  3. In the message field, add a short message.
  4. In the email field, enter training@walkme.com and press Enter/Return.
  5. Click Send Request if the request did not automatically send after pressing Enter/Return in step 4.

Watch the video to know more. Note that the video does not support audio.

Start building!
Now that you have all the resources and guidance needed for building, go ahead and open up your Editor and the KLAW site to start building!
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This answer guide will review how to implement the Dynamic Layout ShoutOut on the KLAW site as described in the above building task. Be sure to try it out on your own before looking at the answers!

Implementing the Dynamic Layout ShoutOut on the KLAW site

Watch the answer guide video.

Summary

You learned a lot about the new Dynamic Layout Design and now, you can create even more beautiful and engaging ShoutOuts for your builds.

Specifically, we covered:

  • ShoutOut engagement strategies and how to create ShoutOuts based on those strategies.
  • What the new Dynamic Layout Design feature is.
  • How to create beautiful ShoutOuts without CSS using the new Dynamic Layout Design.

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