Version 4.9 July 2021

With the latest 4.9 release, Apty brings you great features to upgrade your digital adoption experience. You can see the enhancements in both Apty Admin Console and Apty Client.


What is New in Apty Admin Console?

Goals and Compliances

PATH: Admin Console > Click on any hosted Application > Goals

Goals are essential for a company's success. It is also critical to keep tabs on the whereabouts of goals. Not to undermine the fact that many things can go wrong when it comes to a goal involving digital adoption or any digital process completion, resulting in the goal failure. That is where Apty's Goals feature comes into play.

Goals feature aims to assist you in completing a digital process correctly.

Previously, using Activities, admins could 

  • create blueprints and define rules on how users should complete the activities, 
  • track the actual usage against the recommended processes,
  • monitor the Completion Rate of custom business processes, and
  • analyze the progress of different user segments.

Now using Goals, they can

  • set up custom business process goals based on certain activities with compliances on how you want a process to be completed and when to be completed,
  • monitor Correctness(%), whether the process is being completed following compliances or not,
  • monitor Completion Rates of more than one activity from a single screen,
  • track progress of every activity, how users are performing - whether they are on-track or at-risk, and
  • predict if the process is going to be completed on time.

Upcoming Plans For Goals: Apty has laid the groundwork to help admins send custom alerts to selected/all user segments when the activity correctness is at risk.

Within the Goals feature you will find three primary screens.

First, you have a global Goals Overview dashboard. The dashboard showcases the list of Goals along with parameters like Goal Name, Start Date, Target Date, Recurrence, Status, and Correctness (blue if the Goal is on track and red if the Goal is at-risk). Along with that, you get a view of the Average Goals Correctness and a view to find out the number of days left for the Next Goal to start. You can check out the Goals that are no longer active inside the Show Ended section. Additionally, you can use the Add Goals button to create a new Goal. Learn how to create Goals.

You also get the option to create one-time Goals, weekly or monthly recurrent Goals. Recurrent Goals are indicated with the  icon.

Once you click on a Goal you can observe all your Activities related to that Goal. Similar to the main screen, here you have the Metrics dashboard that shows Activity Name, Segment, Correctness Goal (%), visual representation Correctness (blue if it's on-track and red if at-risk), and the total number of Completions for each activity. 

Above the dashboard, you can monitor the Time left for Target date, Start Date and Target Date of the Goal, and the Goal Correctness (%). 

At the top right corner of the dashboard, you get the Add Metric button to add new activities inside that Goal. There you can select the Segment and set the Correctness value for the Goal

Upon clicking on any of the Activities listed in your Metrics dashboard, you will find a dedicated screen that provides predictive analysis of the activity. This screen also features -

  • Time Left for the Target Date
  • Start Date and Target Date
  • Status (a red circle if the status is at risk and a blue circle if the status is on track)
  • Two charts that show which segment of users are performing well, and which are not. 

Download Translated Content in Selected Language in an Editable Format

PATH: Admin Console > Manage > Workflows > Select the workflow to be exported > Click on Export Translation button> Select Language > Continue  

For the ease of reviewing translations, a feature has been brought in which allows our partners to download the translated contents in selected language in an editable format.

Download Workflow in Selected Language in PDF format

PATH: Admin Console > Manage > Workflows > Click on three dots vertical icon of the workflow to be exported > Export as > Select desired language from the dropdown under the PDF Document icon > Export 

Internal Reviews and Sharing of Workflows with end users can be made easier using workflows in selected languages that are in PDF format, our latest version supports this feature, where both internal reviewers and end users can download the workflow in desired languages that are in PDF format.

For more details on exporting to different formats,refer to: Export Workflow as PDF / Video / SCORM / PowerPoint/Editable Format 

Widget Interaction Analytics

To view Widget Activation Analytics: Admin Console > Apty Usage > Player and Search > Widget Activations
To view Widget Interaction Analytics by Country: Admin Console> Apty Usage > Player and Search > Widget Activations > See All 

A feature has been brought in to view/measure the Widget Activations, thereby measuring the utilization of the Widget.

For more details on Widget (Player) Interaction Analytics refer to: Widget Interaction Analytics

Display Users by Country

PATH: Admin Console > Insights > Engagement > Under Users by Country> See All 

A detailed list of users by country has been brought in, which aids our partners to capture the global presence.

Workflow Feedback Feature and Analytics

Inside Apty Studio, a feedback feature has been enabled through which users can submit the feedback for workflows executed for the first time.

For more details on Feedback feature refer to: Enabling the Workflow Feedback Feature 

What is New in Apty Client?

View Most Frequently Used Content

PATH: Apty Studio> Need Help Widget > Under Help Tab >Frequently Used

For easy access to the content a "Frequently Used" section is introduced inside the Need Help Widget; which brings together all the frequently used content under the "Frequently Used" section. 

Tag Content as Favorite

PATH: Apty Studio> Need Help Widget > Under Help Tab > Favorites

Apty helps in optimizing content by adding a "Favorite" icon to them, which helps our partners to easily access their content marked as "Favorite" by placing it at the top of the list inside the Need Help Widget.

To add to Favorites, Inside Need Help Widget>Click on the Favorite icon provided against each content under Help Tab.

Group Contents Based on Labels

To create a Label: Admin Console> Manage > Labels > Click on Add Label Button > Add Name and Ordering Rank
To add contents under a Label: Under Manage Content > Select the required contents from Workflows and Knowledge Center > Click on Add

In order to provide easy access to related content, a feature is enabled to group similar content based on labels. Here, you can create a label and list out the related content. 

NOTE: Only the published contents can be grouped under a Label.

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