Version 4.5 March 2021

What's New in the Apty Admin Portal?

Add a new application

PATH: Admin Console > Application panel on the left-hand side > Click  at the bottom of the application menu > Add a new application 

Previous versions of Apty allowed users to work in the applications pre-configured in the Admin Portal by the Customer Success Team. With the latest feature, Admin administrators can now create new applications directly from the Admin Portal.

NOTE: Feature flag must be enabled to add new applications.

Improved Analytics Dashboard

PATH:
  • For Engagement: Admin Console > Select an application from the left side panel > Insights > Engagement 
  • For Activities: Admin Console > Select an application from the left side panel > Insights > Activities > Select an activity from the scatterplot > Create a funnel > Select the events > Save 

The newly improved Dashboard now offers a more comprehensive view of the following metrics: 

  • User Engagement metrics provide insights into details such as unique user count, unique sessions, regional activity, and user devices involved.
  • User Activity metrics provide insights on how accurate the actual user behavior is in comparison to the Activities that represent the ideal expected user behavior. These Activities are created by Apty.
    Details of specific Activities displayed in the scatter plot can also be viewed. Admins can also create funnels to better understand the completion rates of selected actions that the users were involved in.

Add Apty Studio extension from the Admin Portal

PATH: Admin Console > Click  on the left side panel > Downloads> >Apty Studio

In the previous versions, upon clicking the Apty Studio extension button, the extension was being downloaded from the Apty server. From this release, on demand of certain clients, the Apty Studio extension download button will redirect Admins to the chrome store URL, from where the Apty Studio can be downloaded.

NOTE: Feature flag must be enabled to add the Apty Studio extension.

Custom themes for Widget

PATH: Admin Console > Select an application from the left side panel > Customization > Themes

With the latest release, Admins can now add custom CSS as well as create new themes in the Admin portal. The newly created themes and customized CSS reflect in the application’s workflows and are applied to the exported workflows as well.

NOTE: Feature flag must be enabled to create themes for the Widget.

Add custom CSS to Workflow exports

PATH: Admin Console > Select an application from the left side panel > Customization > Themes > CSS

With the latest release, Admins can now add custom CSS as well as create new themes in the Admin portal. The newly created themes and customized CSS reflect in the application’s workflows and are applied to the exported workflows as well.

NOTE: Feature flag must be enabled to add custom CSS to workflow exports.

Copy element types across applications

PATH: Admin Console > Select an application from the left side panel > Manage > Select a type of an element > Check the checkbox on the top left of an item card > Copy

In the previous release, Admins had the option to copy only Workflows across multiple applications. From 4.5 release onwards, Admins can copy any type of element across applications. A single type of element or multiple types of elements can be selected at a time and copied across applications for ease of managing the configuration of applications.

NOTE: Feature flag must be enabled to copy tools across applications.

Attribute priority for element selection

PATH: Admin Console > Click in the left side panel beside the application name > General Settings > Customize > Attribute Priority

During the creation of a Workflow, there might be instances wherein the attributes provided for element selection might not be reachable. For example, an attribute might have a dynamic nature due to which the attribute value changes arbitrarily.

To overcome this, the latest feature provides Admins with an option to configure the priority of the attributes for element selection. This configuration will be used while selecting the elements from Apty Studio. For example, in the “Attribute Priority” field, if the attributes are entered in the following order based on priority- id, class and href, then id would be considered first as it as it has the highest priority.

Add customized Z-Index

PATH: Admin Console > Click  in the left side panel beside the application name > General Settings > Customize > ZINDEX

The latest feature in 4.5 release enables Admins to add a custom Z-Index for the applications. This overrides the default Z-Index identification algorithm and adds the provided Z-Index to all the tools. This enables the Apty tools to appear over the hosting application when used.

NOTE

  • Feature flag must be enabled to add the Z-Index.
  • Ensure that the Z-Index of the Apty application is higher than the hosting application's Z-Index. 

Email with workflow fail events

The latest feature in version 4.5 allows Admins to be notified of any changes or errors with regards to Workflows. This mitigates the possibilities of interrupting the user guidance and affecting the end-user experience.  

Admins in an organization receive a daily email notification comprising a list of failed Workflows from the previous day along with the following information:

  • Name of the failed workflows 
  • Number of times each flow failed 
  • Step number at which maximum failures happened 
  • Author of the workflow

NOTE:

  • The email IDs are pre-integrated for the particular tenant.   
  • In the current release, the emails will be sent to the Customer Success team. In the following release, the emails will be sent to the applications’ Admins. 

What's New in the Apty Widget?

Ability to drag the Apty Widget

To provide more flexibility to the users, the ability to drag the player around the screen is introduced in this version.

NOTE:
  • Feature flag must be enabled.
  • The player can only be dragged when collapsed.  
  • This feature is not applicable for an injected Widget.

What's New in the Apty Studio?

Announcements with multiple action buttons

In the previous versions, the number of action buttons that could be added in an announcement were restricted to two.

With the latest enhancement in Apty Studio, Admins can now add multiple action buttons to an Announcement. For example, multiple action buttons such as Launch URL, Launch Video and Launch Flow can be added in a single Announcement.

NOTE: Feature flag must be enabled to add multiple action buttons in an announcement.

Workflow Autopilot

PATH:  

  • For a new workflow: Apty Studio > Select an application > Workflows > Click  to create a new workflow > Check the ”Enable Auto Pilot” checkbox
  • For an  existing workflow: Apty Studio > Select an application > Workflows > Click an existing workflow > Click  > Settings > Check the ”Enable Auto Pilot” checkbox

When it comes to executing Workflows, repeating certain steps in the Workflow could turn out to be exhausting. With the latest feature, Admins can automate this monotonous task to save time, by checking the Enable Auto Pilot checkbox in the Apty Studio.  

The Auto Pilot feature navigates the user through a Workflow, automatically performing clicks, hovers or filling in predefined text if necessary. 

The following changes are done to the functionalities of the Advance On events: 

  • When Auto Pilot is enabled, the Widget will automatically trigger the Advance On event for the Click on element and Mouse Hover element.
  • When Auto Pilot is enabled, and Input in element is selected for Advance On event, Admin will see an option to pre-populate a value for the field. Admin can also choose to pre-populate the field and wait for the users’ input. For example, If the user needs to enter a “description template”, then the player pre-populates the field with the “description template” text and waits for the user to rename “description” with the required text.
  • When Auto Pilot is enabled, and Change in element is selected for Advance On event, Admin will see an option to pre-select a value from the drop-down list of the selected element.

NOTE:

  • Feature flag must be enabled to use the autopilot functionality. 
  • The "Enable Auto Pilot" checkbox is disabled by default. Admins must enable this when required to automate a workflow.

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