You can add CTA buttons to a Workflow balloon, to launch a new Workflow from an existing one, jump from one Workflow step to another, start a video, or open a new webpage for more information that helps end users in their flow of work. For example, you have two Workflows named Create a New Lead and Overview of the Homepage Section in Salesforce. You may want to give the user additional information on the Leads section or assist them in creating a New Lead while guiding them through the Workflow Overview of the Homepage Section. In such a scenario, you can add a call-to-action (CTA) button to the required step in the Workflow Overview of the Homepage Section, which when clicked, initiates the Workflow Create a New Lead on your application.
Launching the Apty Content through CTAs in a Workflow is a two-step process:
Step 1: Create Apty Content
- Workflows: You must create the Workflow before attaching it to a CTA button. For more information, see Create Workflows.
Note:
- The CTA in Workflow A can initiate Workflow B if Workflow B is on the same page as Workflow A.
- On the other hand, launching Workflow B present on a different page, requires that its first step be on the same page as Workflow A. The first step acts as a portal to Workflow B, which is located on a different page and prompts the user to access the necessary page in order to begin Workflow B.
- 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.
Step 2: Attach the Apty Content to a CTA button in a Workflow Step
Follow the steps below to attach the Apty Content to a CTA button in a Workflow step:
Prerequisites:
You have opened your application on your web browser, loaded the Apty Studio and initiated creating or editing your Workflow. To learn more on when can you add CTAs to a Workflow step, see Create Workflows.
1. Scroll down to the CUSTOM CTA section of the required Workflow step in the Apty Studio and then click the Add CTA button.
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 and Announcements, existing Workflows also helps in launching new Workflows, starting videos, accessing a new webpage for additional information through links using the CTA buttons.
Workflows enable you to launch the following Content using CTAs:
Workflow
To launch a new Workflow from an existing one:
1. Select a new Workflow from the Select Workflow dropdown.
2. Click the Select Step drop-down and then select the step from which the new Workflow should start playing.
Note:
To play a new Workflow on a different page, the first step of the new Workflow must be present in the same page as the existing Workflow.
3. Enter the label for the CTA button.
4. Select a BUTTON STYLE from the dropdown.
Info:
You can customize the button color and size in the Admin Portal. To learn more, see Themes(Version 4.x).
Video
To play a video using CTA in a Workflow step:
1. Click the video tab.
2. Click the Select Video dropdown and then select a video from the Knowledge Center.
3. Enter the label for the the CTA button.
4. Select a BUTTON STYLE from the dropdown, and then under the ALIGNMENT section, select a position for the CTA button.
Info:
You can customize the button color and size in the Admin Portal. To learn more, see Themes(Version 4.x).
Link
To create a Workflow CTA that contains a link enabling users to navigate to the required page:
1. Click the link tab.
2. Click the Select URL dropdown and then select the required link from the Knowledge Center.
3. Enter the label for the the CTA button.
4. Select a BUTTON STYLE from the dropdown, and then under the ALIGNMENT section, select a position for the CTA button.
Info:
You can customize the button color and size in the Admin Portal. To learn more, see Themes(Version 4.x).
2. Click Save on your Apty Studio to start using CTAs in Workflows.
Note:
You can add a maximum of two CTAs in a Workflow balloon.
Once you create or update a Workflow, 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.