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Dynamic Text

Last Updated: Jun 05, 2017 02:23PM PDT

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Dynamic Text

Dynamic Text allows you to create personalized message for your users; for example, welcome a returning customer back to your site using their name. Dynamic Text uses customer data from variables, cookies or by using jQuery selectors.
 

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The Short Version 

Dynamic text can be created in the Rich Text Editor in a Walk-Thru or ShoutOut. Dynamic Text is a word or value that is inserted into your message based on user data. Personalized messages and call-to-actions increases click-through rates and conversion rates for your WalkMe Items. Use Segmentation to optimize the impact of the Dynamic Text by making ShoutOuts and Walk-Thrus contextual and targeted to the right audience.

Dynamic Text may be used to:
  • Add a user name to all ShoutOuts to make them more personal
  • Convert trial customers by informing them of how many days are left on their trial account
  • Upsell customers if they are about to reach the limitations of their current plan
  • Add a user's name to a reminder message for daily or weekly tasks in your system
  • Inform users of their current balance in your system and when their next payment is due

Dynamic Text is inserted into a Walk-Thru Step or ShoutOut using the Rich Text Editor. With the Dynamic text tool, you can select whether to get user data from a variable, cookie, or jQuery and when you click insert it will be entered in BBcode into your balloon. Your Dynamic Text appears when you play or preview your WalkMe Item.  



 
 
Tip: Speak to your network administrator or technical lead to find variables for Dynamic Text
 

How It Works


Dynamic Text is added using the Rich Text Editor using variables, cookies, or jQuery. When Dynamic Text is added into a Walk-Thru Step Balloon or ShoutOut, WalkMe will look for the value identified. Once found, WalkMe will populate the value into the balloon so your user can see it.
 
 BBcode
The Rich Text Editor uses BBCode to format text. When adding Dynamic Text, BBcode will appear in your ShoutOut or Walk-Thru Step Balloon until you play or preview that item. You can add/edit BBcode for Dynamic Text without opening the Rich Text Editor.

Dynamic Text for BBcode
  • Variables = [var]variablename[/var]
  • Cookie= [cookie]cookiename[/cookie]
  • jQuery= [jquery]jqueryselector[/jquery]
     
 Variables
To use Variables with Dynamic Text, talk to your web developer about which variables are available for WalkMe to use. The variable must be available on the window object for WalkMe to access them.. In the example below, we had a variable for first name (name) and the number of days left in a trial account (trial). By using these variables, WalkMe searches for the user's specific information and places them into the designated spots in the ShoutOut to make.  
it personalized to the user.

Creating Dynamic Text with Variables in the Rich Text Editor: Notice that the editable field will display the Dynamic Text in BBcode when in Source and the Preview view will not display any text.


What it looks like in Preview window in ShoutOut or Walk-Thru Options Menu: Notice that the Dynamic Text will display in BBcode.


What it looks like in Preview, Test, and Production: WalkMe pulls in the user variable to replace the Dynamic Text BBcode with the user's name and number of days remaining in trial account.

 
 jQuery
To learn how to use jQuery to call an object's value, check out the jQuery course in University. In the example below, we created a message to remind a customer how many items they have in their shopping cart. We used jQuery to find the number of items in the customer's cart.

For Dynamic Text with jQuery, use the jQuery selector to call the object's value:


Creating Dynamic Text with jQuery in the Rich Text Editor: In the Rich Text Editor, the jQuery value will be visible in BBcode in Source View.


What it looks like in Preview window in ShoutOut or Walk-Thru Options Menu: Notice that the Dynamic Text will display in BBcode.


What it looks like in Preview, Test, and Production: WalkMe pulls in the user variable to replace the Dynamic Text BBcode with the user's name and number of days remaining in trial account.

 Cookies
Using the web console you can look at the name and value of different items saved in your cookie to use with Dynamic Text. Contact your IT person to talk about available cookies. You can also use a cookie using WalkMe Data.
 
 Segmentation
When using Dynamic Text, make sure to segment items so they are targeted and contextual to the right customers.

For example, you might not want a ShoutOut to notify a user of the number of days left in their two-week trial membership until there are only four or fewer days left. You can create a segment for users with 4 or fewer days remaining using the same variable.


 

Try it Out

Talk with a network administrator or technical lead to find out how to add a user's name to a ShoutOut either using variables, cookies, or jQuery selectors. Then create a ShoutOut using Dynamic Text to welcome the user back to your site.
 
 

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