WalkMe Web Menu Setup in Console

Brief Overview

The Settings page for the WalkMe Menu for Web lets you view and modify Pro Menu configurations. You can select preferences and customize branding to suit your needs.

Includes:

• For Pro and Legacy Menus:

  • Menu Templates

• Pro Menu only:

  • Position

  • Configuration

  • Branding

  • Search

How It Works

Explore the settings tabs for configuring the WalkMe Web Menu, including menu templates, positioning, text, branding, help desk integration, task statuses, and search functionality. Each tab provides tools to customize the menu's appearance and behavior, ensuring it aligns with your brand and user needs.

Menu Templates

The Menu Templates tab is where you choose which type of web menu to create.
Each template offers a different design and configuration level.

• Pro Menu: The most advanced template. Includes all settings tabs and full configuration access directly in the console
• California, Ireland, and Penguin: Legacy menu designs. These remain configurable only through the WalkMe Editor

Position

The Position tab defines where and how the menu trigger and panel appear on the screen.

Each mode — Floating, Docked, and Hybrid — offers additional configuration options.

Floating

The floating menu is a compact overlay menu that can be fixed on the screen or made draggable, providing flexible access.

Opening behavior

Choose how the menu opens after the user triggers the menu:

• Splash view: Opens the menu in the center of the screen to draw user attention
• Next to widget: Opens the menu near the widget that triggers it for easy, contextual access

Interaction style

Control whether users can move the menu on the screen:

• Draggable: Allows users to reposition the menu anywhere on the screen
• Fixed: Restricts the menu to a set position, preventing movement

Docked

The docked menu is a full-height menu located on the side of the screen, designed to keep more resources in view.

Interaction style

Control whether users can move the menu on the screen:

• Draggable: Allows users to reposition the menu anywhere on the screen
• Fixed: Restricts the menu to a set position, preventing movement

Hybrid

The hybrid menu allows your users to switch between floating and docked.

Starting state

Choose how the menu first opens when triggered in hybrid mode.

• Floating
• Docked

Opening behavior

Choose how the menu opens after the user triggers the menu:

• Splash view: Opens the menu in the center of the screen to draw user attention
  • Apply dimmed background: Turn on this toggle to dim the screen behind the menu, directing the user's attention during its initial launch
• Next to widget: Opens the menu near the widget that triggers it for easy, contextual access

Interaction style

Control whether users can move the menu on the screen:

• Draggable: Allows users to reposition the menu anywhere on the screen
• Fixed: Restricts the menu to a set position, preventing movement

Configuration

The Configuration tab controls your menu's title, links, labels, and more.

Text settings

• Menu title: Personalize the title to greet and guide users as they access company resources, tasks, and support

Help Desk integration

Turn on the Connect your support site to menu toggle to provide a direct link to your support site from the menu footer.

Users who click on the link will open the support site in a new tab in their browser.

• Label text: Enter a label name to appear at the footer of the menu
• URL: Enter the URL of your support site

Display attribution label

Turn on to add a custom label to your menu footer, allowing you to display your company name or any desired text.

Closing behavior

Turn on the Close menu when clicking outside of it toggle to automatically close the menu when users click anywhere outside of it.

Widget

Customize the button that triggers the menu to open.

Widget setup is still controlled in the WalkMe Editor.

Branding

The Branding tab, featuring Theme and Tasks sub-tabs, allows you to customize your menu's appearance, including theme colors, header logo, and design elements, to align with your company's brand identity.

Theme

Theme colors

Customize your menu's appearance by adjusting these theme colors:

• Primary: Sets the color of the menu header
• Text: Sets the color of the menu text
• Neutral: Sets the background, cards, and footer colors of the menu

Show header logo

Turn on to include your company logo on the top-left corner of the menu.

• Header logo: Add your company logo by uploading it
• Logo background color: Choose a background color for the logo

Show gradient shapes in the header

Turn on to add subtle design elements to the menu header.

Tasks

Tasks completion status

Choose colors to indicate task completion status:

• Use one color for completed tasks and another for incomplete tasks
• These status indicators will appear on the right side of task folders

Strikethrough completed tasks

Turn on to apply a strikethrough to completed tasks, making them visually distinct for easy tracking.

Allow playback after completion

Turn on to allow users to complete a task again after they already completed it.

Search

The Search tab allows you to personalize your search bar and search results page by customizing the page title, placeholder text, and displaying your company logo and name in results.

Header

• Title: Personalize the title of the search results page
• Search bar placeholder: Customize the placeholder text in the search field to guide users. For example: "Search for anything..."

Card

Turn on to show your company logo and name in a company resources results.

• Tag logo: Add your company logo by uploading it
• Tag company name: Enter a name for the company resource result tag