Build a Smart Walk-Thru
After your navigational steps, your Smart Walk-Thru should focus on the task at hand for your user. Include only steps that are required to complete the process.The best practice is to have your main flow focused on the path or route that the majority of users will take. Keep your guidance simple and the text short to keep users engaged. Make sure balloons do not block any text or important elements on screen. Avoid steps that provide an overview or detailed information on an element or feature that is not directly related to the process. At the end of your flow, try adding a success popup to encourage your users.
Learn how to add a step
Any step within your Smart Walk-Thru can be configured as a Start Point. Each Start Point will only be activated if the rule defining the starting point are true. Start points are evaluated from the bottom up, meaning that WalkMe checks the rule for the last starting point first.
When creating new Start Points WalkMe pre-fills the rule engine allowing you to simply define the URL to easily create Start Points. In certain situations you may need to edit or modify statements to more accuratly determine when the user should start for this step. When using an element on a page for a rule, it is best practice to use a URL in combination with On Screen Element in order to optimize performance. Read more
Add Goals to your Smart Walk-ThruAll Smart Walk-Thru should have a Goal so you are able to track their value and track if they are successful in helping user achieve their task. There are two types of Goals for a Smart Walk-Thru, a Main Goal and a Milestone. The best practice is to create a Main Goal that checks if users successfully completes a process. Milestones can check different stages in your process. Create your Smart Walk-Thru goals using a combination of URL and On Screen Element to capture the user’s action on a specific page.
Read about Goals