Now that you have learned about the different SmartTip types, you can discuss some additional things you can do to refine and improve your SmartTips. The two areas you'll look at in this lesson are:
- Customization
- Element Behavior
There are times where the color of the SmartTip feels like it doesn't match company branding, or you simply want to have a slightly different visual for the tooltip.
You can easily update the color scheme or change the icon type with a few easy out-of-the-box options which you will explore here.
| Customizing a SmartTip |
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In this section, you will go over how to customize the design of a SmartTip. |
| Step 1: Click on the SmartTip |
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In the Editor, open up an existing SmartTip. Hover over the SmartTip and click the pencil icon, or simply click anywhere on the SmartTip to open it up.  |
| Step 2: Edit Design |
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In the Design tab, open up all available template options via the Change template button.  |
| Step 3: Edit SmartTip Message Box Options |
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First, select the icon and shape to use. Next, select the size and color, and click Apply.  |
| Summary |
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This is the result of the changes you made! While these customizations are limited, as you advance in your building skills you'll talk about more techniques to really make the SmartTip look and feel like part of the site.  |
| Getting Started with Element Behavior |
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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. |
| Additional Considerations |
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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 you may need to adjust your item's loading behavior settings. *This setting is also applicable to Launchers. The element the item is attached to only shows up when the user navigates to and away from the Signature tab. |
Getting Started with Element Behavior
Let's see how to tell WalkMe when to look for your element and show the SmartTip(s) on the screen.
| Step 1: Advanced Settings Tab |
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Open up the relevant SmartTip, and navigate to the Advanced Settings tab. The Element loading behavior section is the first section at the top of this tab.  |
| Step 2: Element Behavior Options |
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There are three element behavior options:
Some users may also see the "Automatic" option, which is WalkMe auto-selecting the behavior method. * 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:
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| Great Job! |
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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 you 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, you mentioned how by default, WalkMe content loads upon page load.
SmartTips are a great way to help decrease end user confusion and improve data quality.