Defining Skippable callouts

Skippable callouts are a way to define optional callouts. You can use them to contextually guide users even more by making Newired read and act according to what your users have done while they play the Journey.

By checking a step as skippable, it will be skipped by the Journey in these cases:

• Its visibility rules should not show it (e.g. the current URL doesn’t correspond to the required URL)
• The element it is attached to is not found

Below, we have provided two use cases that could help you understand how to use this feature.

Login process mistake

In a log-in Journey, If the user types the wrong username or password, a callout that warns the user about the mistake pops up. But in case the user inserts the right information, the above-mentioned callout does not appear. On the screenshots below, the user made a mistake and therefore saw the optional step called “Ooooops”. This callout wouldn’t have appeared if the user completed the callout smoothly.

This is a process which requires users to type in their username and password

When users make a mistake in this process, the above skippable step appears and redirects the user back to the previous steps of the process

Forgotten mandatory fields

In this example, the user forgot to fill in some mandatory fields. A skippable step called “Something went wrong” appears on the screen:

A skippable step which shows when the user forgot to enter mandatory fields

On technical terms, this is what happened during the Journey creation:

1. The step which is to show up when users to fill one or more required fields is defined as “Skippable”;
2. We define visibility rules to show this step only if the error message “Missing required field” comes up on the base application.
3. We define a step action to Jump to another given step. In this case, Step 5 (the “Something went wrong” one), which will make the user go through the process once again, from the step where they made a mistake.