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WalkMe stores your data in the region chosen during account setup.
We have data centers in the US and EU that follow local privacy and compliance laws. If you're not sure which region to select, check with your admin.
The WalkMe Editor holds many important settings for the functionality across all WalkMe apps.
You can access the editor settings by clicking on the setting icon in the top right corner and selecting System settings.
When building your WalkMe Solutions, consider how you would like to collect data about your end users. For example, when you look up progress or usage supports in Insights, would you like users to be identified by their email address, anonymous ID number, or a unique identifying element on their screen. Configure Unique User Settings so all your analytics can be collected in the same terms as the information on your own site, providing a close integration between WalkMe Insights and your own site by identifying the user in the same way.
Use analytic properties as custom Insights attributes in the form of variables, jQuery selectors, and website cookies, to better filter your reports for more granular user information.
Dynamic text attributes allow you to create dynamic content and rules. Once saved, they can be used in rules (for comparison of text / numbers / dates) and as dynamic text in items.
Dynamic text attributes are now available directly from the editor Settings menu
Activated in Play Mode - Flow Tracker automatically launches when a Walk-Thru is played from Editor.
Activated in Preview Mode - Flow Tracker automatically launches when Preview Mode is enabled.
Accessible in Published Environment (QA-Related)- Flow Tracker is accessible in the Published Environment but does not start automatically. The keyword 'walkmetracker' is used in the Player Menu Search to activate Flow Tracker.
WalkMe's Element Library feature is made up of pre-captured, system-specific elements created using WalkMe best practices. Users can build deployables by selecting an element from the Element Library, outlined in green instead of the standard blue, allowing WalkMe to maintain and update the connected deployable through major platform releases.
My Solutions are user-generated templates that allow you to stay up-to-date with your organization or partner's latest brand guidelines, campaign, or content recommendations by easily sharing content between accounts. Then, using a secured distribution key, you can easily share the solution package that you've built between editor accounts.
https://support.walkme.com/knowledge-base/solution-template-distribution/
Auto steps allow customers to automate repetitive processes that end-users will have to complete multiple times. By default, a ripple effect will show when an auto step has been clicked. This can be disabled in the settings.
https://support.walkme.com/knowledge-base/using-smart-walk-thru-auto-steps-to-automate-walkme-processes/
This mode enables WalkMe content (ShoutOuts, pop-up steps, articles, videos, and surveys) to be draggable. When on, you can move these items across the screen by interacting with their top border.
Redirect users to a general start page when a Walk-Thru is played from a page on which it cannot be started.
La configuración es por usuario. De esta manera, varios creadores pueden trabajar simultáneamente en el mismo sistema sin interrumpir el flujo entre sí.
Cada usuario define el navegador por sí mismo, en cada sistema. Pueden elegir utilizar Chrome en el sistema A y Firefox en el sistema B.
Hay dos modos de diseño disponibles para el Editor:
Lado a lado (SBS): permite que el Editor y el navegador conectado se alineen lado a lado.
Este es el diseño predeterminado. Se recomienda para trabajar en la mayoría de los sitios web.
Para alinear el Editor con el navegador conectado, asegúrate de tener una instancia del navegador conectado y presiona el botón SBS.
El Editor se alineará lado a lado con la instancia del navegador conectado que está en primer plano.
Siempre encima: coloca el Editor sobre todas las demás ventanas.
Recomendado para presentaciones de ventas y trabajo en sitios web que requieren que el navegador sea de ancho completo.
En este modo, el Editor flota sobre todas las demás ventanas.
Si encuentras que el Editor obstruye la vista de la ventana, presiona el botón de minimizar para minimizar el Editor en la barra de tareas.
Presiona el icono de WalkMe en la barra de tareas para volver a trabajar en el Editor.
El modo de diseño del Editor se puede cambiar en cualquier momento.
En la versión 5.0 del editor y posteriores:
En las versiones anteriores:
Cambia de Pantalla completa a Ancho máximo y escribe el tamaño de ancho deseado del Editor (mínimo de 1500 px)
Select the view mode that better meets your needs:
Compact: Condensed layout with tighter spacing for maximum view (Default)
Comfortable: Spacious design for focus and readability
You can access admin settings by clicking Admin Settings in the editor settings.
