Customizing SmartTips

Objective

After completing this lesson, you will be able to customize the look and feel of SmartTips.

Customizing SmartTips & Element Behavior

Now that we have learned about the different SmartTip types, we can discuss some additional things we can do to refine and improve our SmartTips. The two areas we'll look at in this lesson are:

  1. Customization
  2. Element Behavior
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There are times where the color of the SmartTip feels like it doesn't match company branding, or we simply want to have a slightly different visual for the tooltip.

We can easily update the color scheme or change the icon type with a few easy out-of-the-box options which we will explore here.

Customizing a SmartTip

In this section we will go over how to customize the design of a SmartTip.

Step 1: Click on the SmartTip

In the Editor, open up an existing SmartTip.

Existing SmartTip opened in the Editor
Step 2: Edit Design

Click Edit Design to open up all the available options for the SmartTip.

All the available options for the SmartTip are opened.
Step 3: Edit SmartTip Message Box Options

You will see 3 colored boxes after clicking on Edit Design. These refer to the message box that pops up when the user hovers over the icon.

Text: Changes the color of the text font. The default set to black.

Background: Changes the color behind the text. Default set to white as seen in the image.

Border: Changes trim around the message box. Default set to blue.

You'll see how the changes work with the GIF example, we've used hex code ff5f42 to change the border color.

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

Step 4: Change Icon

Next, we'll change the Icon by clicking on Change Icon.

Change icon is clicked.
Step 5: Edit SmartTip icon

When editing the SmartTip Icon, you have two sections to choose from:

Shape: Allows you to choose images other than the "?", such as an "i" icon, "!" icon, etc.

Color: Upon selecting a shape, you'll be given a selection of colors and sizes

For the purpose of this guide, we'll make the following edits:

  1. Leave the style
  2. Under Colors, select the gray medium sized option
  3. Click Done

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

Summary

This is the result of the changes we made! While these customizations are limited, as you advance in your building skills we'll talk about more techniques to really make the SmartTip look and feel like part of the site.

Result of the changes is displayed.
Adjusting Element Behavior
Getting Started with Element Behavior

By default, SmartTips Set conditions are evaluated upon page load, and they will only play on a user’s screen if the element they are attached to is visible. This is done to optimize performance and user experience by keeping WalkMe from constantly checking for an element on the screen.

Step 1: Selected Element Tab

However, there are instances when an element does not load at the same time as the page, or where the element on the page may disappear and then reappear.

If a SmartTip is attached to one of these types of elements, then one or more of the following settings may need to be toggled ON. To toggle these functions, we'll look at the Selected Element tab.

Element tab selected.
Step 2: Element Behavior Options

There are three element behavior options:

  • Appears on Page Load: Appears on page load
  • Appears after page load and then stays visible: This setting will display the SmartTip even if its selected element disappears from the page and reappears again, like on a hover menu.
  • Appears and disappears as a result of user action: WalkMe will constantly look for the element. This works best for popup menus*.

* Popup menus, or modals, are windows that display on top of the main page and appear/disappear as a result of user action.

Some examples could be:

  • When we visit a site and click the 'login' option, a window will pop up for us to enter our credentials.
  • When we attempt to delete a file, a window may pop up asking for us to confirm if we want to delete.
Element Behavior Options
Great Job!

You know all about element behavior tab and its settings. SmartTips use these settings often especially when building inside of hover menus or popup modules.

Note

While SmartTip conditions are evaluated upon page load, in the settings for individual SmartTip we can set conditions so it will be constantly checked by WalkMe.

Watch the video to see how adjusting the element behavior settings can improve your SmartTip performance.

Need a reminder of how WalkMe works?

In the Condition Builder course of the Builder 1 curriculum we talked about page load evaluation and continuous evaluation.

Watch the video for a quick refresher.

Okay, so we have now covered what SmartTips are, why they're useful, and how to create them. The next section will take you to an activity.

Hands-on Practice: Create Team Account Permissions SmartTips

Disclaimer

Instructions

In this section we will give you a scenario for the fictional organization KLAW. Watch the discovery call video to understand the business challenge they would like to address, then using what you've learned in this course build a solution using your own Editor.

There is a guide on how to get to the relevant fields and more specifics on what the KLAW team wants on the three permission fields.

Create Team Account Permissions Workbook

In this quick guide you'll learn more about where to find the create team accounts, permissions, and specific asks that they would like to implement for the solution.

Create Team Account Permissions Workbook.
Step 1: The Process

Watch the discovery call to understand where this permission setting is in the KLAW system and the specifics that they are asking for.

Step 2: Resources

The text they want to show for each item is listed below:

Next to word Permission: Need a more in-depth explanation on the permissions? Hover over each of the choices below to read more.

Upload Files Toggle: By default, all user types have this permission. You will not be able to change it.

Edit & Sign Toggle: Users can edit both documents and templates, and can also sign documents uploaded into the system; it is recommended that this permission is turned on for those requesting signatures and signers.

Delete Files & Folders Toggle: Users can delete files and folders that they or others have uploaded; it is recommended that this level of permission is reserved for Admins and Team Leaders.

Summary

Now that you have all the resources and guides that you need for building, go ahead and log into your Editor and the KLAW site to start building!

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This answer guide will review how to implement the SmartTips 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!

Navigating and Implementing Smart Tips for Update Team Account Features

Watch the answer guide video.

Summary

SmartTips
  1. SmartTips are all about on screen guidance, giving users information they can use to better understand and interact with a webpage or application.
  2. The two primary types of SmartTips are Guidance and Validation.
  3. We can customize the look and feel of the SmartTips, as well as use element behavior settings to ensure they play as expected.

Related Resources

SmartTips: Getting Started Guide

This article from our Knowledge Base covers how to get started with using SmartTips.

View Article

Build a Better SmartTip: Community Article

This link contains a helpful article from the WalkMe Community on how to build better SmartTips.

View Article

AI Validation SmartTips

This link will take you to the AI Validation SmartTips course in the Digital Adoption Institute.

View Course

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