Install the WalkMe Editor
Brief Overview
The WalkMe Editor is a desktop application that is used for building, managing, and publishing all of the content that your end-users will view. This includes Smart Walk-Thrus, ShoutOuts, and other WalkMe items. Using the editor you can build WalkMe content on the most popular browsers, including Chrome and Chromium Edge.
Getting Started with the WalkMe Editor
1. Download and Install the WalkMe Editor
- Open the Editor Download page and the .exe file will download
- Double-click the .exe application and the WalkMe setup wizard will appear
- Once the installation is complete, the Editor will open
- Log in with your WalkMe user account
- Open the Editor Download page and the .dmg file will download
- Double-click the downloaded .dmg application and a window will appear
- Drag the WalkMe application into the Applications folder
- Drag the .dmg disk to the Trash can to eject it
- Open the Applications folder and double-click the WalkMe application
- Log in with your WalkMe user account
2. Install the WalkMe Editor Extension
The WalkMe Editor Extension connects your selected browser with the WalkMe Editor desktop application. This allows you to select elements on your site when building Smart Walk-Thrus, SmartTips, and other WalkMe items.
- Double-click the WalkMe Editor application to open it
- Log in to the WalkMe Editor - A pop-up will appear
- Select your preferred browser type on the pop-up
- Click the Add Extension button - You will be redirected to the Extension download page
- From your browser, click Add Extension
- If a pop-up appears, click Add Extension to confirm
- Done! You can now use the Editor with the browser 😃
- Click on the Settings icon and select System settings
- In the User Preferences tab, select your desired browser and click the Add Extension button
- The Extension download page will open in your selected browser
- From your browser, click Add Extension
- If a pop-up appears, click Add Extension to confirm
- Done! You can now use the Editor with the browser 😃
Editor Versions
To view your current editor version, click on the profile icon in the top left of the editor. The version is shown at the bottom of the menu.
To see the latest version available and find a quick link to download it, hover over Software updates and click Update.
Additional Information
- If you have trouble with the above steps, check out this helpful troubleshooting article, or please contact our great Support team, here!
- If you have issues with your Extension after installation, please refer to the Master Extension FAQ article.
- If you cannot connect your Editor to the page you want to, please refer to the Master Extension Connectivity guide.