Launch a Workflow, Video, or Link using Announcements – Apty Support

You can link Apty Content like Workflows, videos, and links to an Announcement to provide additional guidance to your end users in their flow of work. For example, you've created a new Workflow to assist users on learning how to create a New Lead in Salesforce. You can attach the Workflow to an Announcement while creating or editing one in order to play the Workflow using it. Announcements aid in drawing the user's attention as soon as they land on the appropriate page, allowing them to access the content associated with it.

Launching the Apty Content through an Announcement is a two-step process:

Step 1: Create Apty Content

Step 2: Attach the Apty Content to the Announcement

Create Apty Content

Workflows: You must create the Workflow before attaching it to the Announcement. For more information, see Create Workflows.

Note:

The only Workflows that can be attached are those that were created on the page where the Announcement is to be created. For example, you cannot play a Workflow created in the Opportunities page through the Announcement created for the Leads page in Salesforce.
To play the Workflow using the Announcement on the appropriate page, one of the Workflow steps must be connected to the Frame of the same page during the Workflow creation or update process. To learn more, see Mark a Workflow Step as the Entry Point.

Knowledge Center Content: Any third-party content such as videos, links, images, and texts must first be stored in your Admin Portal's Knowledge Centre. When creating Apty content like Workflows, Validations, Launchers, Tooltips, and Announcements, you may subsequently be able to access the Knowledge Centre content through the Apty Studio. For more information, see Add Videos, Links, Images, and Texts to your Knowledge Center.

Attach the Apty Content to the Announcement

Follow the steps below to attach a Workflow and Knowledge Center Content to the Announcement:

Prerequisites:

You have opened your application on your web browser, loaded the Apty Studio and initiated creating or editing your Announcement. To learn more on when can you attach the Apty Content to Announcements, see Create Announcements.

1. Scroll down to the CTAS section in the Apty Studio and then click the ADD CTA button.

add CTA.png

Note:

A call to action(CTA) is typically written as a command or action phrase, such as 'Sign Up', 'Buy Now', 'Learn More', 'Subscribe', 'Ok, Got it', or 'Close' and generally takes the form of a button or hyperlink that prompts the user to perform the specified action.

Just like Launchers, Announcements also helps in launching Workflows, starting videos, accessing a new webpage for additional information through links, and accepting or dismissing the Announcement using the CTA buttons.

2. Click the Launch an Action tab.

launch an action tab.png

Apty enables you to launch the following Apty Content using Announcements:

Workflow

To create an Announcement that starts a Workflow from a specific step,

1. Enter the label for the the CTA button.

play the workflow CTA.png

2. Click the Select dropdown and then select Launch a Workflow.

select launch a workflow.gif

3. Select a Workflow from the Select Workflow dropdown.

select workflow.png

Note:

Only the Workflows that are created and connected to the Frame of the page you're present in are displayed in the dropdown.

4. Click the Select Step drop-down and then select the step from which the Workflow should start playing.

Note:

To play the Workflow through an Announcement on the appropriate page, one of the Workflow steps must be marked as an entry point by connecting it to the Frame of the page where the Announcement is to be created. To learn more, see Mark a Workflow Step as the Entry Point.

Video

To create an Announcement that starts a video,

1. Enter the label for the the CTA button.

label text to launch Workflow.png

2. Click the Select dropdown and then select Launch a Video.

select laun a video.gif

3. Click the Select Video dropdown and then select a video from the Knowledge Center.

select video.png

Link

To create an Announcement that contains a link enabling users to navigate to the page they are interested in,

1. Enter the label for the the CTA button.

CTA label to start a video.png

2. Click the Select dropdown and then select Launch an URL.

select launch an URL.gif

3. Click the Select URL dropdown and then select the required link from the Knowledge Center.

click select URL dropdown.png

3. Select a BUTTON STYLE from the dropdown, and then under the ALIGNMENT section, select a position for the CTA button.

customize Ok button.gif

Info:

You can customize the button color and size in the Admin Portal. To learn more, see Themes(Version 4.x).

4. Check the Accept when clicked on box to ensure that the Announcement will perform it's specified action only when the user has clicked and triggered the CTA button that holds the specified action.

accept when clicked on box.png

Note:

You can add multiple CTAs together for multiple options.
The Announcement is Mandatory feature has a checkbox and a label message that ensures users will only advance to the next stage after checking the box, indicating that they have read and understood the content of the Announcement.

5. Click Save on your Apty Studio to start using the Announcement.

Once you create or update an Announcement, 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).

Create Apty Content

Attach the Apty Content to the Announcement

Related articles