Create Tooltips to communicate additional information to your users about the elements in your application using the following steps.
1. Login to the Apty Studio after loading it on your web browser.
2. Click Select Application.
3. Choose SFL from the list of applications to launch Salesforce in your browser.
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4. Once the application opens, select Tooltips on your Apty Studio.
Note: You can create Apty Content only if the application is connected with the Apty Studio. A well connected application is indicated by a green color icon. |
5. Select a Frame to start creating Tooltips on your application page.
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6. Click the + icon or Create New Tooltip button to start creating a Tooltip.
7. Click Select Element on your Apty Studio and then hover you cursor over the element you want to select on your application.
Note: Element Selection is a default selector when the user creates a new Tooltip. However, you can choose one of the following advanced selectors from the drop-down:
For additional information on how advanced selectors work, see Advanced Element Selectors. |
8. Enter the Tooltip description and name in the input fields in your Apty Studio.
Note: You can also combine hyperlinks, images, and videos with the Toltip text to enhance user experience on your application by capturing user's attention, presenting information in a more digestible way, and helping them navigate to the page they are interested in. To learn more, see Add a Link, Image, or Video to the Tooltip. |
9. Under ICON POSITION, choose the desired Tooltip position.
Info: You can use the Icon Offset bar to set up the display proximity of a balloon on the application page. |
10. Select the THEME for your Tooltip from the drop-down.
Info: To learn how to create new themes, see Themes (Version 4.x). |
11. Under AUTO PLAY, check the trigger notification box to auto display the Tooltip after a specific time of user inactivity.
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12. Select a segment to display your Tooltip for a specific user group in that segment.
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13. Check the Display between dates box to schedule the display of your Tooltip in the specified time zone between the specified dates.
14. Click Save.
Once you create a Tooltip, you can make it accessible for your end users by publishing it either through the Admin Portal or the Apty Studio.
For more information, see Publishing Apty Content(version 4.x or above).
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