|Building a Walk-Thru Series|
|This topic has been divided into three parts:|
This Article Will Help You:
- Understand Super Step functions and when to use them
- Leave detailed notes for colleagues about the purpose of a Super Step
The Short Version
Let's Talk A Bit More
- Recognize if the user is already part way through a process so that it jumps to the relevant steps instead of making the user start from the beginning of the Walk-Thru and repeat redundant steps.
- Complete a tangential action needed to complete the original processes such as logging in to make an order or to comment on a thread.
- Pause the Walk-Thru for a set amount of time, or until something happens on the page before continuing forward.
A Super Step is a Walk-Thru Step that performs an action behind the scenes. Each Super Step can be configured with Rules so that the action occurs only under specific conditions. A Super Step will only attempt to play after the Rule has been confirmed as True. If the Rule is False, the step will skip and the following step will attempt to play.
Creating A Super step
- Go to the Walk-Thrus App and select a Walk-Thru or create a new one
- Click the Add Super Step Button
- Select the Super Step type:
- Redirect: Take the user to another page. Used to shorten the Walk-Thru process to a few steps.
- Wait for Condition: Wait until the condition defined in the step is true before allowing the next step to appear.
- Stop Walk-Thru: Exit the Walk-Thru for a user. Use when users do not have permission to complete the process.
- Refresh Page: Refresh the webpage. Use so WalkMe can check for an element again.
- Set WalkMe Data: Track your user’s progress through a series of steps over a specified amount of time. For a few seconds, or even longer.
- Jump to Step: Jump forward or backward to another step within the same Walk-Thru.
- Users start a Walk-Thru from many different places on the site. They may have started the process on their own. Place Jump to Steps at the beginning to skip over redundant steps. If adding multiple Jump to Steps, place them in descending order at the beginning of the Walk-Thru so that steps that jump farther into the process are closer to the top.
- Add a Jump to Step that will jump back to play a step again if an error message appears for the user.
- Branch to Walk-Thru: Take your users to a different Walk-Thru.
- Use to break a larger process into multiple Walk-Thrus; if a few of your Walk-Thrus share common steps, add these to a separate Walk-Thru. Then access them at the beginning of your Walk-Thrus using a branch.
- Use to connect Walk-Thrus; for example, connect a Walk-Thru on creating an account with the one for entering personal details. The user will immediately be prompted to fill in account details after they create the account.
- Delay: Use to delay the Walk-Thru from continuing; if an error message takes longer to load than WalkMe, use Delay Walk-Thru to ensure that the page is fully loaded before the Walk-Thru Continues to play.
- Open Player Menu: Display the Player Menu to your user. Use at the end of a Walk-Thru to encourage a user to explore additional support resources; for example, use at the end of an account creation login to open up the Onboarding Checklist in the Player Menu.
Super Step Options
- Creating a Rule: Each Super Step has the option to create a Rule to decide when the Super Step will trigger. You can decide exactly when a step will play based on a certain user type, on-screen element, URL, or any other available Rule Type.
- Add a note: this will only be visible in the Editor (not to your end-user) to facilitate collaboration with team members. For example, explain the intent of the Super Step or the scenario it is addressing if it is not otherwise obvious.