Creating Invisible Launchers

Invisible Launchers will proactively bring value to your WalkMe Solutions.

In the following section, learn how to design an Invisible Launcher to address a use case similar to those listed above.

Please note, the steps do not cover how to create a Launcher as this was covered previously in Builder I, but how to design and test a Launcher that looks invisible to the user.

1. Navigate to the Launcher Design
   • For existing Launchers, select the Launcher in the Editor, then click Change Launcher or click the Launcher itself.
     • Select the Customize tab.
     • Hover over a previously made design and click the pencil icon to Edit the design, or create a new design by clicking Add New.
   • For a newly created Launcher, the colors can be adjusted in the Design section in the Setup tab.

   Watch the video to know more. Note that the video doesn't support audio.
2. Customize the Launcher
   • Make sure to adjust the size of your Launcher to fully cover the element you wish to block - otherwise the user will still be able to click the element.
   • Click the small ghost icon to the right of the colors to automatically make all colors transparent (it will even adjust the hover and click states)! You'll want to add a color back in for the border as this will help greatly with testing - it's hard to test something you cannot see!

   Watch the video to know more. Note that the video doesn't support audio.
3. Attach the Launcher to a WalkMe Solution

   Regardless of whether you will attach a ShoutOut, Smart Walk-Thru, Resource, or Shuttle to your Launcher - don't forget to link it!

   In the Interaction tab for the Launcher, select your desired solution from the Action drop-down.

   The video shows attaching of a Smart Walk-Thru to the Launcher.

   Watch the video to know more. Note that the video doesn't support audio.
4. Add a Display Condition
   • Use the Rule Engine to determine under what conditions your Launcher will appear.
   • Enable the toggle Constantly check the condition to decide whether to remove the item so that WalkMe will stop displaying the Launcher as soon as the user satisfies the condition.
   

Let's take a look at two examples as follows.

Smart Walk-Thru

Most frequently, a Smart Walk-Thru is attached to an Invisible Launcher. This approach is the most flexible for different use cases. See two Smart Walk-Thru solutions as follows.

Redirect and Guide Users
Use Page Action, Auto Steps, and regular Smart Walk-Thru Steps to continue moving the user through a process.

Check My Form
Run a series of checks to determine if the user should be able to proceed of not. Use Split Steps to check that each field in a form is filled out correctly. If everything looks good, the last step is an Auto Step to click Save/Next for the user, and they will never know this additional check happened!

Of course you can also attach a ShoutOut to stop the user's action completely!

When the user clicks on the Invisible Launcher element, the user will not be able to proceed and will always encounter the ShoutOut.

Watch the video to know more. Note that the video doesn't support audio.

If you do not want the user to always receive the ShoutOut when clicking the Invisible Launcher, you have two options:

1. Add Display Condition rules to your Launcher so only certain users/scenarios will encounter the ShoutOut.

   You will need to make sure these rules are always being checked.

2. Add links to your ShoutOut to allow the user to progress with either a Shuttle or an Auto Step.

Use Preview Mode or publish the solutions to a Test environment to test your Invisible Launcher.

If you are using Selective Preview Mode, make sure you select all elements associated with the solution, including the Launcher, ShoutOut, and any linked WalkMe Solutions.

Once you are satisfied with the look and feel of your solution, don't forget to make the border transparent before publishing to your live environment!

In this activity, you'll be designing an Invisible Launcher given a building request from the KLAW team.

Introduction

The KLAW team would like to use WalkMe to block the Create Account button on the Create Team Account form to prevent the user from creating a new team account unless they have filled in the phone number field. The other fields on the page are already mandatory by default, but the phone number field is not. They want to display a message to the user to complete the phone number field if they try to create a team account without one. Bonus: Add mandatory asterisks to the right of First name *, Last name *, Email address *, and Phone number * using Launchers. Have them blend in seamlessly with the site so they look like they are part of the site rather than WalkMe.

Watch the video to understand a solution to the Invisible Launcher Activity.