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Smart Walk-Thrus

Last Updated: Aug 10, 2017 01:01PM PDT

  Smart Walk-Thrus

Smart Walk-Thrus simplify the user experience by providing on-screen guidance at the moment of need so that your customers can complete any task successfully.

This article is about Smart Walk-Thrus. For Walk-Thru users, read this article. What’s the difference between Walk-Thru and Smart Walk-Thrus?  

Article Contents 


The Short Version

The Smart Walk-Thrus App allows you to create tip balloons on your site to help users through any online process. Just like a GPS takes you from start to finish where you want to go, a Smart Walk-Thru will take your user through an online process with interactive step-by-step guidance.

Here are a few more examples of how Smart Walk-Thrus can be used:
  • Feature Adoption: Shorten the time it takes customers to adopt a new software, boosting customer experience and loyalty
  • Onboarding and Training: Onboard and train employees faster by providing immedaite and relevant guidance on screen. Smart Walk-Thrus allow users to learn as they work so no time is wasted
  • Support: Provide self-service support to customers with engaging and simple guidance for an effortless and personalized online experience
Depending on your user's needs, configure the Smart Walk-Thru to start when the user click a Launcher, searches in the Player Menu, clicks a Task in the tasklist, opens a Permalink, clicks the action button in a ShoutOut or configure it to start automatically. Read more.

Smart Walk-Thru Components

In the WalkMe Editor, the Smart Walk-Thru is displayed in a clear and intuitive Map. The Map uses icons and symbols to represent different types of steps and logic.

Smart Walk-Thrus are made of Steps, Flow Steps, and Popups:
  • Steps appear as tip balloons on the screen giving users directions through a process. In the Smart Walk-Thru map, steps appear as blue balloons. Steps point to an element on the screen and give a main direction; for example, “Enter text in this field” or “Click this button.” Each step also has a trigger - the action which will cause the step to proceed to the next step; for example, when the user enters text into the associated element or clicks a button.
  • Flow Steps function behind-the-scenes to alter the flow of the Smart Walk-Thru; for example, they can split the Smart Walk-Thru into different paths, wait for a certain condition before continuing, or handle errors. Flow Steps appear as orange icons in the Smart Walk-Thru map. Read more
  • Popups are used to draw your user's attention to featured text. Unlike regular step balloons, Popups are not attached to an element but appear in the center of the page. Popups can be placed anywhere within a Smart Walk-Thru. Read more
Expand below for a breakdown of each icon that might appear in a Smart Walk-Thru Map.
Smart Walk-Thru Map in the Editor
In the Editor, view the full process of the Smart Walk-Thru depicted in an easy-to-read map. Zoom in, zoom out, and expand to full screen.
  1. This the the Main Path
  2. This is a step. It will appear to your users on screen.
  3. A Wait For will delay guidance
  4. Start Points enable the Smart Walk-Thru to start from the right step
  5. Peer Steps appear at the same time
  6. Splits accommodate alternate paths
  7. A Branch created by a Split. Steps in the branch will play only if the Rule for the Split is true.
  8. Error Handling Groups help users recover from an error
  9. Steps in this branch will play when there is an error.
  10. Popups appear in the center of the screen and are not attached to any element.
  11. Action Flow Steps take action on behalf of the user
  12. Connect to Smart Walk-Thru lets you redirect the user to another flow.

Create a Smart Walk-Thru

  1. Go to the Smart Walk-Thru App
  2. Click the Add New button
  3. Give your Smart Walk-Thru a Name and click Continue
  4. Hover over the + icon and click Step: A “step” is represented visually on the page with a tip balloon overlaid on the screen.
  5. Capture the step: After clicking Add Step, the WalkMe Editor will minimize and you will be in Capture Mode. Capture Mode allows you to select an element for your step. Click on the element highlighted by a blue box to select it. Read more
  6. Configure the Step Balloon: Once the element has been selected, WalkMe will autocomplete details such as title and trigger based on the element. To manually change these, click the advanced tab at the bottom of the balloon: Step Name: This appears inside the balloon and provides the user with instructions
    1. Step Note: This note will appear in the Editor and will only be visible by other WalkMe Builders (not your end user)
    2. Triggers: Triggers are the actions that activate the next step
    3. Step Position: Move the position of the balloon
    4. Element Grade: The element grade tells you the strength of the element.
  7. Continue adding steps: Once the first step has been configured, click “Next Step” to return to Capture Mode. To navigate to a different page, use the toggle in the Editor (or the Control key keyboard shortcut) to switch in Navigate mode. This will allow you to move around to different pages and click buttons on screen without capturing them as elements. Once you’ve found the element, use the toggle or the control key to put the Editor back in Capture Mode. Then, configure your next step.
  8. Click Done! Click Done! When you click done, the WalkMe Editor will reopen and you will see all the steps you just created Steps will appear as blue balloon icons in the step list. When you hover over the balloon, you will be able to play the Smart Walk-Thru starting from that step, view a screenshot, duplicate, delete, or add a Start Point or Peer Step.

Modify a Step

After creating a step, hover over it to play the Smart Walk-Thru starting from that step, view a screenshot, duplicate, delete, or add a Start Point or Peer Step.

To modify a step or popup step after creating it, click on it to open the Step Options Menu. Here, you can change the balloon position, title, text, and triggers in the Interaction tab. In the other tabs, you can further modify Appearance, Precision, or add a Note.
Step Interaction

In the Interaction tab, you can modify text, balloon position, and triggers.
  • Title: Edit the main instruction for the user
  • Text: Include additional instructions or details for the step if desired
  • Balloon Position: Change where the step balloon appears in relation to the element selected (Further customize position in the Appearance tab)
  • Change Design: Use the Design Gallery to apply styles
  • Rich Text Editor & CSS: Further customize the balloon
  • Trigger: Determine what action will move the Smart Walk-Thru onto the next step. Triggers drive the guidance forward and make it interactive.
    • Click: User clicks the element
    • Next: User clicks a Next button on the balloon. Others triggers can be combined with Next by pressing Control on a PC (or Command on a Mac) and selecting the second trigger
    • Type: The user enters text into the selected text field
    • Hover: User hovers over the element
    • Delay: The next step will play automatically after a set number of seconds
    • Refresh: The next step will play upon page refresh
    • Custom Trigger: Create a rule that will tell WalkMe when to continue to the following step. Note that you can use this trigger type in order to add additional elements on the screen that can trigger the step
    • Drop-Down Menu Triggers: The following triggers only appear as options when a drop down menu element is selected:
      • Select Any: Any item in a drop down menu is selected
      • Select Specific: A specific drop down item is selected

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