Customize WalkMe Menu

Last Updated March 3, 2024

Brief Overview

The menu is customized via the Editor. Click on the settings icon and select Customize content style to make changes to the widget and the menu.

The color of each can be customized with out of the box options, or with CSS.

Terminology Note: WalkMe Menu refers to the list of tasks and content visible to your users. Widget refers to the icon that opens the WalkMe Menu.

Here are some best practices when customizing your WalkMe Menu:

Add an attention grabber to the widget to increase the probability of user engagement
Change the color of the widget to match the color palette of your site
Change the location of the widget on the screen
- Make sure to locate it where a user will notice it but that it doesn't block anything (this would be frustrating, as a user cannot close it)
We recommend using the Docked (as opposed to Splash) option since it allows users to search in the menu without blocking the screen
Be sure to order the items in the Menu in a way that will make sense to your users.

How It Works

Use the Customize Player tab to change the default appearance, style, and behavior of the widget. Before loading on your site, WalkMe will check all customization options and display accordingly. Read more about how the player will appear to your users in the Publishing article.

Main View

In the Main window of the Customize Player tab, find the following features:

Preview: View a preview image of the widget
Change placement on screen: The widget can be placed around the edge.
Splash or Dock: Choose the type of display when the widget is clicked and the WalkMe Menu opens. A Splash menu will appear in the middle of the page and dim the screen around it. A Docked Menu will open on the perimeter of the screen with no additional effects.
Change Theme color: This can also be done with CSS.

In the widget tab of the Customize Player tab, find the following features:

Style and Color of the Widget: Note that if you select None, the widget will not be visible on your site. You can also use CSS to further customize the widget.

In the menu tab of the Customize Player tab, select the style of the menu. If you select none and you have a widget selected, the widget will not open anything when clicked.

Limitations

The Ireland Menu does not support:

Accessibility
Custom menu tabs
Customization with CSS
Insights data
Settings Tasks tab as default
There's a conflict with wm-plugin-fix-dialog-focus-trap plugin. Please avoid using this plugin & Ireland menu together.

Multi-language limitations:

Multi-language - no support for Right-to-Left (RTL)
Multi-language - some default texts cannot be translated:
- WalkMe menu subtitle: Please select the process you need help with
- WalkMe menu support tab: “More Support”
- WalkMe menu task tab - Completed task format: “0 of 1 completed”
- WalkMe Menu help tab: “Find More”
- Back to the main menu: “Main menu”
- WalkMe menu help tab: “Search Results”

Attention Grabber tab

Attention Grabbers are designed to increase awareness and user engagement with WalkMe.

Attention Grabber Settings: You can use multiple attention grabbers or alternate them by creating display conditions.

For example, create settings to only show Attention Grabbers when new items have been published.

Display for the first time on day ___, then every ___sessions (0 – no repetition): Set the number of days before Attention Grabber appears for the first time.
- To repeat Attention Grabber, set number of days a user visits a website before displaying the Attention Grabber again (If set to 0 the Attention Grabber will not display again).
- Days are counted when a user visits your website (it does not display exactly 3 days later, unless the user visits the website each day for the next 3 days).
Wait to display for_ seconds: Set the number of seconds to delay your Attention Grabber
For a duration of __seconds: Set number of seconds Attention Grabber displays
Show only when new content (Walk-Thrus, Launchers, etc) are made available: Select the checkbox to display only when new items have been added.
Create a Display Segment: Create a rule to determine if Attention Grabber plays.
Using Multiple Attention Grabbers: Only one Attention Grabber displays on a given day, per user. If two Attention Grabbers are set to play on the same day, only 1 will appear.
Reset History: Resetting History removes display history for ALL USERS.
- For example, after Resetting History all users will see Attention Grabbers set to display on the first day the next time they visit your website, regardless of previous Attention Grabbers they may have seen or the number of times they have visited your website.

Tip

Previewing only shows Attention Grabbers set to display on the first day
To Preview Attention Grabbers that are set to display on other days, change their settings to display on the first day and disable other Attention Grabbers set to display on the first day
Please note: Attention Grabber is unavailable with the California and Zambezi style Widgets

Text Tab

In the text tab, change the text that appears in the widget, menu, search bar, and the font size of the text in the widget.

Note

Changes made in the text tab may override any applied CSS.

Settings Tab

In the Settings tab, find the following features:

Text direction: This is the alignment of the text in the search bar and widget.
Display Conditions: Create Rules in the Rule Engine for when the widget displays.
Allow Drag & Drop Widget: When this is enabled, users can drag the Widget around their screen, allowing for more flexibility in the user's engagement with your application.
Drag & Drop Limitations
- Sites that don't support drag and drop events are not supported by this feature.
- Zambezi, Danube and California widget types are not supported.

Close Menu When Clicking Outside: When this is enabled, the WalkMe Menu will automatically close if a user clicks outside of the menu window.

Try it Out

Customize the Player with an Attention Grabber to draw your user's attention to the support available to them. Change the colors and location of the Player. Check WalkMe Analytics and gather engagement numbers with the WalkMe Menu before this change and check again after a month of the new changes. Has there been any change in user engagement with the widget following the changes?

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Customize WalkMe Menu