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Rich Text Editor

Last Updated: Jan 20, 2017 10:21AM PST


Rich Text Editor


The Short Version

The Rich Text Editor allows you to design the text inside a balloon or ShoutOut. Add emphasis, personalization, color customization, images, videos, hyperlinks, and more!

Let's Talk A Bit More

After creating a Walk-Thru or ShoutOut, return to the Options Menu to make desired changes to appearance and behavior of that individual item. Click on the item (Step or ShoutOut) to edit it and the Rich Text Editor is found in the Interaction tab of the Walk-Thru Step and ShoutOut Options Menus.

Some examples of what the Rich Text Editor can be used for include:
  • Add a promotional Video to a ShoutOut to promote a new product
  • Design a balloon as an error message
  • Welcome a returning user to your site by name
  • Give users optionality to start other Walk-Thrus directly in text on the balloon
Tip: To make universal changes to text color, font, and design in balloons, open the Customize Balloon tab from the Admin Bar.

Deep Dive

How It Works
The Rich Text Editor makes it easy to apply BBCode to change things like font size, color, style and add hyperlinks, video, images or dynamic text. Using the tools in the RTE will apply this BBCode. You can also enter Source view to write in BBCode on your own.
Tip: Read about using CSS to modify balloons! Want to further modify the look and feel of the CSS? Contact your CSM and ask about the CSS Generator.

Rich Text Editor Layout
The Rich Text Editor is divided into 3 sections:

1. The balloon title and description fields on the left
2. The balloon preview on the right
  • There are two modes for previewing the balloon:
    • Visual - This is default option. Will visualize any BBCode text in the balloon. Custom CSS is taken into consideration.
    • Source - Use this option in order to see what is going on behind the scenes
3. The Rich Text Editor customization features at the top
  • Note: The options to the right of dynamic text will only be visible and usable after clicking into the “Text” field

Customization Options

Below is a list of customization options:

To use the font customization formats, highlight desired text and click the associated icon.
  • Bold
  • Italic
  • Underline
  • Font Color
  • Font Size
  • Text Alignment

  • Dynamic Text
  • Walk-Thru
    • Creates a link that launches another Walk-Thru. This link will stop the current Walk-Thru and launch the linked one. In order to link a Walk-Thru, it must have already been created and have a Walk-Thru ID.
  • Image
    • Enter image URL. Images that WalkMe uses for customers are stored in Amazon S3 servers. Enter Width and Height if needed.
  • Link
    • Enter URL
  • Video
    • Enter video URL into the corresponding video platform. Videos can be played from any platform as long as they are in MP4 format using an iFrame (see BBCode in table below). Enter Width and Height if needed.
  • iFrame

The buttons in the Rich Text Editor make it easy for you to format text. When you highlight text, WalkMe applies the BBCode to the text. If you would like to view the BBCode inserted using the Rich Text Editor, check out Source view.

If you would like to add BBCode yourself instead of using the WalkMe features, you can find examples of BBCode below in the table below.
Feature BBCode
Bold text [b]text[/b]
Italic text [i]text[/i]
Underline text [u]text[/u]
Font color [color=#hex_color]text[/color]
Font size [size=size_in_px]text[/size]
Insert image [img]img_URL[/img]
width and height: [img=widthxheight]img_URL[/img]
Insert link open in current tab: [url=URL_address target="_self"]text[/url]
open in new tab: [url=URL_address target="_blank"]text[/url]
Insert video [youtube]youtube_video_id[/youtube]
with width and height: [youtube width="width", height="height"]youtube_video_id[/youtube]
or [iframe][/iframe]
Align Text Left [div style="text-align:left"]text[/div]
Align Text Center [div style="text-align:center"]text[/div]

Following are examples of BBCode that can be used in Source view but do not have an icon for automatic generation.
Feature BBCode
Align Text in the center [div style="text-align:center"]text[/div]
Strike through [s]text[/s]
Tables [table]{rows}[/table]
Table rows [tr]{cells}[/tr]
Table content cells Heading cell: [th]{content}[/th]
Content cell: [td]{content}[/td]
Link to email [url=""][/url]

Try it Out

Identify a ShoutOut or step balloon on your implementation to customize. Try adding font style, dynamic text, linking to a Walk-Thru, and adding an image or video.
Related Resources

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