Walk-Thru FlowsWalk-Thru Flows simplify the user experience by providing on-screen guidance at the moment of need so that your customers can complete any task successfully.
What's the difference between Walk-Thrus and Walk-Thru Flows?
The Walk-Thru Flows 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 Walk-Thru Flows will take your user through an online process with interactive step-by-step guidance.
The Short Version
For example, a company that introduces a new process for requesting vacation days in its HR software could create a Walk-Thru Flow guiding employees through it. Another Walk-Thru Flow could guide managers through the approval process. Each Walk-Thru Flow can be segmented so that it appears only to the relevant user type. When a user needs assistance, a Walk-Thru Flow can teach them while also allowing them to complete the task at the same time and they can always come back to a Walk-Thru Flow for a refresher.
Here are a few more examples of how Walk-Thru Flows 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 constant and relevant guidance on screen. BizFlows 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.
Instructions on creating your first Walk-Thru Flow
- Player Menu: The user can search or browse the list of published Walk-Thru Flows in the Player Menu and launch it by clicking on the title
- Launcher: The user can click a Launcher (like a quickstart button placed anywhere on your site) to start a Walk-Thru Flows
- ShoutOut: Users can be given the option to play a Walk-Thru Flow by clicking on an action button in a ShoutOut
- Onboarding Task: A A Walk-Thru Flow can be activated by playing an associated Onboarding task
- Walk-Thru Flow Link in a Step:Users can click on a link in a step to start a Walk-Thru Flow
- Permalink: Permalinks can be sent in emails, marketing materials, or linked to in support documents that will open a page and automatically start a Walk-Thru Flow when clicked.
- AutoPlay: Walk-Thru Flows can be set to launch automatically under certain conditions
Learn more about different methods for your users to engage with Walk-Thru Flow
Before a Walk-Thru Flows plays, WalkMe checks Segmentation Rules. Once this rule is confirmed as true, WalkMe will search for the element of the first Step. Once the element has been found, the Walk-Thru Flows will play. The Walk-Thru Flows will continue to guide the user until the last step is played and triggered. Goals, element tracking, and analytics data start to be collected as soon as the Walk-Thru Flows is loaded.
StepsSteps 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.
On the left is an example of how a step appears to the user; on the right is an example of how the step appears in the Editor in the BizFlow Map
Popups also appear as a balloon with text but unlike regular steps, they do not point to an element but instead are displayed in the center of the screen. Popups are commonly used to create welcome messages at the beginning of a BizFlow or success messages at the end of a Walk-Thru Flows
On the left is an example of how a step appears to the user; on the right is an example of how the step appears in the Editor in the Walk-Thru Flows Map
Learn more about creating steps in the Build a Basic BizFlow article.
Flow StepsFlow Steps can perform a variety of actions to alter the flow of the Walk-Thru Flow; for example:
- Split: Give users alternative paths through completing a process
- Wait for: Wait for users to do one action before continuing to another
- Error Handling Group: Error-proof the Walk-Thru Flow
- Redirect the user to another page or Walk-Thru Flow
In the image above, the orange step is a Flow Step that waits until the account page has loaded before playing the "Welcome back!" popup step. The user will not "see" the Flow Step.
Read more about Flow Steps.
Modifying StepsIf you would like to modify a step balloon 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, or modify the Appearance, Precision, or add a Note.
The image above shows the Step Options Menu tabs.
Step InteractionIn 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
- Trigger: Determine what action will move the BizFlow 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. The following triggers can be combined with the Next trigger by pressing Control on a PC (or Command on a Mac):
- Click + Next: Triggers the following step by clicking the element OR clicking the Next button
- Text + Next: Triggers the following step by typing into element OR clicking the Next button
- Type: The user completes entering text in the element
- 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 is refreshed
- Custom Trigger: Create a Rule in the Rule Engine which 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. This trigger can be added to any other trigger by pressing and holding Control on a PC or Command on a Mac.
- 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
- Select Any + Next: Triggers the following step by selecting any item in a drop down menu OR clicking the Next button
- Select Specific + Next: Triggers the following step by selecting a specific item in a drop down menu OR clicking the Next button
- Balloon Position: Change where the step balloon appears in relation to the element selected (Further customize position in Appearance > Position)
- You can use BBCode to do things like alter the appearance of text, add hyperlinks, or link Walk-Thru Flows. Check out the BBCode section of the Rich Text Article for examples
- Rich Text Editor: Further customize the balloon
- Change font style, color, and size
- Add a hyperlink
- Add bullets
- Insert links to start another BizFlow in the content field
- Insert image in the content field (using URL)
- Insert videos from YouTube, Vimeo, Wistia, or Flash (using URL)
- Insert HTML content from another domain
- Learn more about the Rich Text Editor
Read about the other categories in the Step Options Menu.
In the image above, the user is hovering over the "Click Login" step to see the options to Play Step, View Screenshot, Duplicate Step, Delete Step, Add Start Point, or Add Peer Step
Start PointsStart Points allow you to tell WalkMe to start the Walk-Thru Flow from a step other than the first one. The Main Path of the Walk-Thru Flow contains all the steps from A to Z to get through the process, but sometimes a user may start the Walk-Thru Flow when they’re already part way through the process. When the user plays the Walk-Thru Flow, WalkMe will start evaluating Start Points for the step that the Walk-Thru Flow should start from. WalkMe looks to play from the step furthest along in the process; in other words, WalkMe scans the Start Points from the bottom up.
For any given step from which a user may want to start the Walk-Thru Flow, hover over the step, and click add Start Point. Then create a rule to tell WalkMe when to start from this Step. WalkMe automatically generates two rules when you create a new Start Point - URL and selected element visible. The URL rule allows you to tell WalkMe to play the Walk-Thru Flow from this step when the user is on a certain page. The Selected Element rule allows you to tell WalkMe that the element selected for this step must also be visible in order to play the step.
Steps that have been designated as Start Points will have an orange icon beside the step in the Walk-Thru Flow Map. When you hover over the information tooltip on the corner of the step, you can preview the rule that WalkMe will check for to start the Walk-Thru Flow from this step. To remove a Start Point from a step, simply hover over it and click the trash icon (this will not delete the step)
In the image above, a Start Point has been created for the "Click Login" step so that when the user plays the Walk-Thru Flow when they are on the account page and the Login button element is visible, the Walk-Thru Flow will start from this step.
Peer StepsPeer Steps will appear on the screen at the same time as the original balloon. The Trigger from the Main Path step must be performed in order to move on to the next step. Peer steps can also be created via dragging a step to another step. Peer Steps are often used along with the Highlighter in the Appearance tab of the Step Options Menu.
The image above shows the Walk-Thru Flow Map in the Editor for the process of logging in.