Mejores prácticas

Choosing Between Splits and Custom Triggers

Learn when to use splits or custom triggers to handle different user paths in Smart Walk-Thrus

Mejores prácticas

Using Advanced Filters in Content Manager

Identify underperforming, inactive, and high-performing content with enhanced advanced filters

Consejos avanzados

Automating Form Completion with Smart Walk-Thrus

Use a single Smart Walk-Thru to launch multiple automated form completion flows

Consejos avanzados

Restart a Smart Walk-Thru at a Specific Step

Use WalkMe data and start points to restart a Smart Walk-Thru at a targeted step

Consejos avanzados

Using Custom Metadata Fields in Content Manager

Tag and organize WalkMe content using custom metadata fields in the Content Manager

Datos y analítica

Creating Tracked Events to Measure Adoption

Create tracked events to collect baseline data and analyze user behavior in WalkMe

Personalización

Using Lottie Animations in WalkMe Content

Add lightweight Lottie animations to SmartTips, ShoutOuts, and launchers to boost engagement

Mejores prácticas

Using Skippable Steps in Smart Walk-Thrus

Prevent Smart Walk-Thru interruptions by skipping steps when elements aren’t found

Lanzamiento de producto

Preparing for the Editor End of Support Update

Confirm your Editor version and upgrade ahead of the planned end of support for versions below 5.0

Mejores prácticas

Using Carousels and Delays in ShoutOuts

Create engaging ShoutOuts with carousel layouts, background images, and timed display options

Lanzamiento de producto

Using the New Launcher and SmartTip Editor UI

Explore the updated editor layout for launchers and SmartTips and learn how to opt in

Mejores prácticas

Using Action Steps in Smart Walk-Thrus

Use action steps to combine guidance, ShoutOuts, menus, and surveys in one flow

Mejores prácticas

Managing Your WalkMe Profile Preferences

Update your profile settings to ensure accurate roles, permissions, and personalization

Personalización

Getting Started with CSS Customization

Learn CSS basics to customize the look and behavior of WalkMe content

Personalización

Creating and Managing Themes

Create and apply themes to unify design across WalkMe applications

Control de calidad y mantenimiento

Publishing Global Settings Selectively

Publish specific global settings to test and troubleshoot with more control

Mejores prácticas

Managing Solutions in the Console Solutions Gallery

Create, edit, version, and share WalkMe solutions from the My Solutions page

Datos y analítica

Setting Up Unique User Identifiers

Learn how to identify users accurately for analytics and personalization

Mejores prácticas

Using WalkMe Stories Across the Platform

See how WalkMe Stories connect workflows, content, and analytics during implementation

Personalización

Customizing a WalkMe Story

Customize a WalkMe Story by adding slides and annotations for team collaboration

Personalización

Customizing the Player Menu

Customize the WalkMe widget or menu style to fit your needs

Control de calidad y mantenimiento

Using the Issue Recorder for Support Tickets

Record screen activity and logs to create detailed WalkMe support tickets

Lanzamiento de producto

Get help inside the Console!

Access support and educational resources in one place inside the Console

Lanzamiento de producto

Introducing the Content Manager

Learn how to manage your content in the Console

Consejos avanzados

Create a Launcher on all Pages

Add a Launcher that appears on all your site pages for feedback

Consejos avanzados

Add SmartTips to a «Mini Menu»

Learn how to add a hover tip on top of a custom mini menu

Datos y analítica

Use Tagged Content to Create a Dashboard

Create a great dashboard Insights experience with tagged content

Lanzamiento de producto

Tag WalkMe Content into Workflows

Tag your non-Workflows WalkMe content to a Workflow

Lanzamiento de producto

Explore ActionBot in the Console

Try out building ActionBot in the WalkMe Console

Datos y analítica

Optimize Text Input Fields in Real-Time

AI SmartTips with input validation aren't just a tool, they're a part of a larger digital transformation

Mejores prácticas

Building Invisible Launchers

Learn why these launchers are effective and how you can use them

Mejores prácticas

Standard Process for Intake and Prioritization

See the first steps to take to formalize a process to handle increased demand

Personalización

Translate Your ActionBot

Learn how to translate your bot into multiple languages for users

Mejores prácticas

Content Maintenance Effort Estimation Calculator

Learn how to find and use the content maintenance effort estimation calculator

Control de calidad y mantenimiento

Content Maintenance Strategy

Learn strategies to keep your content fresh after you go live

Lanzamiento de producto

What are Workflows?

Discover how Workflow Accelerators can fix the digital friction hiding in your workflows

Personalización

Visual Designer 2.0

See the latest updates to the Visual Designer

Consejos avanzados

User Data Comparison

Learn how to compare two dynamic text variables

Datos y analítica

New Insights in Console

Explore the new Insights in the Console

Consejos avanzados

User Permissions

Reduce administration time and accelerate your time to value with your WalkMe lead projects

Mejores prácticas

Prioritization Strategy

Maximize your resources and achieve better alignment over time with a solid framework

Mejores prácticas

Condition Builder Basics

Learn what functionality the Condition Builder brings to the editor

Mejores prácticas

SWOT Analysis

Increase awareness of what your Digital Adoption Program is doing well, what it can improve and how it's positioned within the larger company

Control de calidad y mantenimiento

Troubleshooting 101

Start troubleshooting from the upper level and then drill down

Personalización

Ripple Effect CSS

Enhance your user experience with on-brand colors

Control de calidad y mantenimiento

New and Improved Flow Tracker

Test and evaluate your WalkMe content with the new Flow Tracker

Mejores prácticas

Stakeholder Management

Learn about the significance of stakeholder management in digital adoption projects

Consejos avanzados

Best Practices for Testing CSS

Use the Flow Tracker and DevTools to track your CSS solutions

Mejores prácticas

What is Governance?

Learn how to scale across the business with project governance

Consejos avanzados

Use jQuery with ActionBot

Insert a user's ActionBot selection into a piece of jQuery

Consejos avanzados

Prevent a Pop Up with Wait For Conditions

Use a Wait for Condition in Smart Walk-Thrus to delay a pop up or Launcher

Mejores prácticas

Positive vs. Negative WalkMe Experiences

Create WalkMe content with impactful solutions

Personalización

Use Automation Loops to Create an Automated Video

Create an automated video using jQuery, Error Handling, and Auto Steps

Lanzamiento de producto

See the New WalkMe Editor UI

Compare the old and new WalkMe Editor design

Consejos avanzados

BBCoded Splits for Smart Walk-Thrus

Create splits in your Smart Walk-Thrus using BBCode

Mejores prácticas

Goals! Goals! Goals!

What are goals, how to create them, and why and when to use them

Mejores prácticas

Guide Users Back to a Smart Walk-Thru

Remind users to finish a Smart Walk-Thru by guiding them to your WalkMe Menu

Control de calidad y mantenimiento

Add Safe Start to Smart Walk-Thrus

Use Safe Start to avoid the error “Hmm… Looks like we can’t find the element for the following step.”

Consejos avanzados

Setup a Dynamic URL Link

Learn how to use WalkMe Data to create dynamic links to redirect users

Personalización

Change Button Text in the Console

Learn how to change the button text for Smart Walk-Thrus

Personalización

Manually Create Back Buttons

Learn how to add back buttons to Smart Walk-Thrus using BBcode

Mejores prácticas

Exploring WalkMe Share

Explore the top features of WalkMe Share

Mejores prácticas

Launch a Survey from the Menu

Add a launcher to a survey in the WalkMe menu to get feedback

Consejos avanzados

Use Regex to Parse WalkMe Data

See how to extract part of a user variable and then display with dynamic text

Mejores prácticas

Use Page Action Steps

Redirect users back to a previous page with a dynamic URL

Control de calidad y mantenimiento

Test Content in Workstation

Explore different methods to test content in Workstation

Mejores prácticas

Segment Content in the WalkMe Menu

Segment content to only show up when and where you want

Personalización

Block a Mouse Cursor with CSS

Create an invisible launcher with CSS to hide a cursor

Personalización

Create a Launcher that looks like a button

Learn how to create a Launcher that matches a native button on the site

Consejos avanzados

Build Page Blockers using ShoutOuts

Learn how to use a ShoutOut and Smart Walk-Thru to create a Page Blocker

Personalización

Building with the Visual Designer

See the end-to-end building process using the Visual Designer

Consejos avanzados

Lexicon Import

Translating your WalkMe content just got even easier

Control de calidad y mantenimiento

WalkMe Assistant

Discover WalkMe's in-app problem solver

Lanzamiento de producto

Adaptive Flows

Learn how Adaptive Flows can help your Smart Walk-Thru builds

Personalización

Add Placeholder Text to Fields

Automate text fields using the placeholder feature

Personalización

Use the Highlighting Tool to Bring Attention

Learn how to bring attention to elements by highlighting elements

Personalización

Visual Designer Dynamic Layout

Take building to the next level with the new Dynamic Layout in the Visual Designer

Mejores prácticas

Launchers

Unsure how to use a Launcher? See this quick intro

Lanzamiento de producto

AI Search

See the 45 second video challenge: AI Search

Lanzamiento de producto

Smart Walk-Thru Challenge

See a 45 second recap to find and connect Smart Walk-Thrus faster

Datos y analítica

Activity Board Challenge

See a 45 second recap of the latest greatest WalkMe tech: Activity Board

Personalización

Adding Animations and Special Effects to Launchers

Upgrade your Launchers with animations and more special effects

Consejos avanzados

Lexicon Translation Upload

Learn how Lexicon can enhance your translation uploads

Mejores prácticas

Workstation Webinar

Join product experts to learn about Workstation in this Community webinar

Datos y analítica

Analytics Webinar

Take a deep dive into analytics with this Community webinar

Datos y analítica

Tracked Events and Funnels Webinar

Become an Insights expert with Tracked Events and Funnels

Personalización

Get Stylin’ with CSS Webinar

Learn how to use CSS to customize your WalkMe builds

Consejos avanzados

Using ChatGPT with Regex

Learn how to leverage ChatGPT to help you create your Regex

Personalización

Introduction to the Visual Designer Dynamic Layouts

Learn how you can leverage the new dynamic layouts feature for your ShoutOuts

Consejos avanzados

Resetting to a Specific Smart Walk-Thru Step via WMData

Reset a Smart Walk-Thru to a specific step using WalkMe Data. This is a straightforward introduction into WalkMe Data, if you've never used it before.

Lanzamiento de producto

January 2023 Product Release Recap

Updates to the reports builder, UI improvements, new Workstation settings and more.

Mejores prácticas

When to Use (Or Avoid) Next Triggers

Next trigger, SmartTip, or popup step? Find out when to use them!

Mejores prácticas

Preview vs Play

Learn how and why to use preview vs play while you build

Mejores prácticas

Action Step Overview

What are the types of actions in an Action Step and how can you use them? Find out here!

Mejores prácticas

Quick Guide to Placeholder SmartTips

Did you know that Placeholder SmartTips replace existing placeholders? Learn about how to create a Placeholder in this short video!

Lanzamiento de producto

November 2022 Product Release Recap

Updates to Insights Funnels, Logic Rules, Workstation and more!

Personalización

Remove text from a Launcher using CSS

Use an invisible Launcher with a CSS trick to hide elements on your site

Personalización

Build a Carousel with this Community Solution

Use this brilliant Community Solution carousel to highlight more than one update without crowding the page

Mejores prácticas

Selected Element Best Practices

When should you use the appears and disappears as a result of user action? Here's some best practices for the element behavior tab.

Lanzamiento de producto

Smart Walk-Thru features you don’t want to miss

In this Tip Tuesday, we review Smart Walk-Thru features that will help your building experience.

Lanzamiento de producto

October 2022 Product Release Recap

Activity Board updates, new CSS validation, new Workstation integrations and more

Lanzamiento de producto

August & September 2022 Product Release Recap

Product updates including new Insights filtering abilities, Smart Walk-Thru improvements and more

Introduction to UI Intelligence – August 2022 Webinar

Find out how UI Intelligence can boost efficiency with your forms in this webinar with the UII product manager and developers

Consejos avanzados

Understanding jQuery – Webinar July 2022

In this hour long webinar, we discuss when, where, and how to use jQuery in your WalkMe builds

Datos y analítica

Understanding WalkMe Insights – Webinar June 2022

Get the insight on Insights! In this 1 hour webinar, we review all things data and tracking.

Mejores prácticas

Introduction to the Editor – Webinar May 2022

This webinar is a great introduction to the WalkMe Editor. Check out the timestamps to skip to parts relevant to you!

Lanzamiento de producto

Smart Walk-Thru Challenge

What's new with Smart Walk-Thrus? Find out in less than 45 seconds!

Mejores prácticas

Introduction to Peer Steps

In this Tip Tuesday, we help our users fill out a form using peer steps

Mejores prácticas

Balloon Scrolling

Here's a common use case on when to use the balloon scrolling feature for your Smart Walk-Thru

Mejores prácticas

Smart Walk-Thru or SmartTip?

Find out when to guide users with a Smart Walk-Thru or a SmartTip

Consejos avanzados

Use Attributes for Date Calculation

In this example, we use attributes and error handling to flag if the end date is less than 7 days from the start date when booking a flight

Consejos avanzados

Use WalkMe Data to Gather User Inputs in Fields

Use WalkMe data to create a confirmation popup when a user fills out a form

Datos y analítica

Confirm data is being sent to WalkMe Insights

Here's a useful tip to check if Insights is collecting the data you want

Personalización

Add an icon to a Launcher

Add icons to a Launcher with the asset library and CSS

Consejos avanzados

Transfer Content between Systems with Solutions Gallery

Use My Solutions to copy content from one system to another

Control de calidad y mantenimiento

How to troubleshoot Switch to Frame steps

Never struggle to build a switch to frame again! Here are tips to troubleshoot Switch to Frame steps.

Consejos avanzados

Roles and Permissions

Learn about the updated roles in the Admin Center and how to make custom roles

Personalización

Community Solutions within the Solutions Gallery

Learn how to download and customize a community solution

Lanzamiento de producto

July 2022 Product Release Recap

See all of the WalkMe product updates that happened in July 2022

Consejos avanzados

Auto Play frequency tool

Learn how to use the auto play frequency scheduler

Personalización

Custom CSS buttons

Learn how to customize buttons on a mini menu using CSS

Mejores prácticas

Time based survey

Learn how to use WalkMe data to control how often a survey popups

Mejores prácticas

Show or hide WalkMe content with Launchers

Learn how to use launchers to toggle content visibility

Lanzamiento de producto

June 2022 Product Release Recap

See all of the WalkMe product updates that happened in June 2022

Consejos avanzados

Automating a positive number to negative number

Learn how to use WalkMe Data to change a positive number to a negative one

Datos y analítica

Insight events to analyze content effectiveness

Learn how to use tracked events to measure Smart Walk-Thru engagement

Mejores prácticas

Onboarding Activation Rules

Learn how to ensure tasks are played in a specific order

Lanzamiento de producto

May 2022 Product Release Recap

See all of the WalkMe product updates that happened in May 2022

Mejores prácticas

How to add multiple NPS questions

Learn how to add multiple questions to your Net Promoter Score Survey

Personalización

Disabling search from WalkMe Menu using CSS

Learn how to remove the search bar in the Menu Player using CSS

Mejores prácticas

Add or Remove Elements

Learn how to use Auto-Fill Steps to add or removed elements from a page

Personalización

The new Visual Editor

Learn how to maximize your ShoutOut design capabilities on the Visual Editor

Lanzamiento de producto

April 2022 Product Release Recap

See all of the WalkMe product updates that happened in April 2022

Mejores prácticas

Start Points

Learn how to use Start Points in your Smart Walk-Thrus

Lanzamiento de producto

March 2022 Product Release Recap

See all of the WalkMe product updates that happened in March 2022

Mejores prácticas

Solution Distribution

Learn how to copy WalkMe content between Editors via the Solutions Gallery

Consejos avanzados

Create field dependencies with WalkMe

Learn how to create a pick-list for a field using SmartTips

Personalización

Add CSS arrows on Pop-Up steps

Learn how to add an arrow to a pop-up step

Consejos avanzados

Microcopy Best Practices for WalkMe

Learn how to style WalkMe content text to engage your users

Consejos avanzados

Logic Rules

Use Logic Rules to compare fields on screen

Consejos avanzados

Intro to Mobile Web

See how to best build WalkMe content for a website viewed on a mobile device

Consejos avanzados

Using Regex in the Rule Engine

Use Regex to validate a form

Consejos avanzados

Display pop up during automation

Let users know an automation process is taking place by showing a Popup

Consejos avanzados

How to Use WalkMe Data within a jQuery Selector

Use WalkMe data within a jQuery selector

Mejores prácticas

Impactful Solution Design

Use WalkMe's 4 learning styles to engage users

Consejos avanzados

Building with Accessibility Settings

Learn how to make your site and WalkMe content is accessible to all users

Consejos avanzados

Create a carousel Survey with Mobile Native

How to create a Mobile survey with questions presented one by one

Consejos avanzados

How to create a Onboarding progress bar

Create an Onboarding progress bar inside a Launcher using dynamic attributes

Consejos avanzados

How to use the «URL Matches» rule

Define which site content should play on using the "URL Matches" condition

Consejos avanzados

Create a nested Menu with WalkMe Mobile

Organize Mobile content using a nested Menu

Control de calidad y mantenimiento

How to QA ActionBot

After building an ActionBot, learn how to perform quality assurance testing

Consejos avanzados

Identify an iFrame URL

How to build WalkMe content within Iframes

Personalización

Add a SmartTip icon to a Balloon, Popup, and ShoutOut

Save space by adding SmartTips to your WalkMe content

Personalización

Create Launchers with a dynamic width

Change the size of a Launcher depending on the size of an element on screen

Personalización

How to Create a Placeholder Text Launcher

Create a placeholder text Launcher that will appear depending on whether a text box is empty or not

Control de calidad y mantenimiento

How to QA Invisible Launchers

After building an Invisible Launcher, learn how to perform quality assurance testing

Consejos avanzados

How to Use API Commands

Receive specific information from an application using API commands

Consejos avanzados

How to Separate Multiple jQuery Selectors with a Comma

Use multiple jQuery selectors to ensure you point to the correct element

Consejos avanzados

How to Remove the Widget from iFrames

Change display conditions to only show Widget in main window

Consejos avanzados

How to Create a Session Counter

Create a session counter to perform custom replay and Auto Play rules for Smart Walk-Thrus and ShoutOuts

Consejos avanzados

How to Personalize Dynamic Text using Regex

How to use Regex to personalize content

Personalización

Add a SmartTip Inside a Smart Walk-Thru Balloon

Save text space by adding SmartTips inside your balloons

Consejos avanzados

Use a Shuttle to Send an Email

Learn how to add Shuttles to your WalkMe content that will send an email

Control de calidad y mantenimiento

How to QA the Widget and Player Menu

After building a Menu, learn how to perform quality assurance testing

Mejores prácticas

Use Solution Accelerators

Learn to quickly create content using pre-built templates

Control de calidad y mantenimiento

How to QA a ShoutOut

After building a ShoutOut, learn to perform quality assurance testing

Datos y analítica

Session Playback

Learn how to see a video recreation of how users are interacting with your website

Control de calidad y mantenimiento

Troubleshoot Content Not Appearing in the Menu

See how to troubleshoot when your items are not appearing in the Menu

Control de calidad y mantenimiento

How to QA a Smart Walk-Thru

After building a Smart Walk-Thru, learn how to perform quality assurance testing

Mejores prácticas

Building Stable Smart Walk-Thrus for Unstable Websites

Learn how to build guidance on parts of a website that are in development

Datos y analítica

Use Insights to Improve Your WalkMe Content

Learn how to best utilize Insights to improve your WalkMe content

Personalización

Create a Custom SmartTip Icon

Learn how to create a custom icon for your SmartTips

Datos y analítica

Use Insights Favorite Views

See how to set a favorite view for your Insights pages

Datos y analítica

How to Capture a Tracked Event

Learn how to capture a Tracked Event in Insights

Consejos avanzados

ActionBot API Call Connections

Learn how to set up Call Connections within ActionBot

Control de calidad y mantenimiento

How to QA a Launcher

After building a Launcher, learn how to perform quality assurance testing

Control de calidad y mantenimiento

How to QA a SmartTip

After building a SmartTip, learn how to perform quality assurance testing

Consejos avanzados

IDP Integration

Learn how to integrate an Identity Provider for authentication

Datos y analítica

Why You See 0 in DXA Tracked Event Data

Once you have DXA turned on, learn why you may see 0 in Tracked Events data

Mejores prácticas

Use Onboarding Tasks to Segment WalkMe Content

Learn how to show content only to users who have completed Onboarding Tasks

Datos y analítica

How to Enable DXA

Learn how to enable Digital Experience Analytics in Insights

Consejos avanzados

Create a WalkMe Mascot

Learn how to add fun to your builds with a custom WalkMe mascot

Control de calidad y mantenimiento

Why Do Only Some Steps Have a Back Button?

Learn why some Smart Walk-Thrus have a Back button and others do not

Consejos avanzados

Compare Values of Elements

Learn how to compare the value of a site element against a predefined value

Mejores prácticas

Use Grid View and Advanced Search

See how to manage content in the Editor using Grid View and Advanced Search

Consejos avanzados

How to Use the Assets Library

Learn how to upload and manage your own images and gifs to the Assets Library

Personalización

Create ShoutOuts without Borders

Learn how to create "out of the box" ShoutOuts

Consejos avanzados

BB Code

See how to use BB Code to format and customize your WalkMe implementations

Mejores prácticas

Build an ActionBot Conversation

Learn how to create a conversation in ActionBot

Consejos avanzados

Bulk Fixes with Ease

How to make adjustments to multiple WalkMe elements

Personalización

Building a Table in a Balloon

How to use BBCode to create tables in your WalkMe content

Consejos avanzados

Locate and Use Variables

Learn how to locate and use variables in your WalkMe build

Consejos avanzados

iFrame jQuery Masterclass

How to use jQuery within an iFrame

Mejores prácticas

Build and Play Mode Selector

View and test published content without switching browsers

Datos y analítica

Behavior Based Segmentation

Target users using real WalkMe analytics data

Personalización

Text Styling for WalkMe Surveys using BBCode

Become a pro at styling Survey text using BBCode

Datos y analítica

Create Funnels in Insights

Create Funnels to track how users progress through a sequence of events

Datos y analítica

Getting to Know the Report Builder

Learn how to create customized reports with the Report Builder

Mejores prácticas

Rating Surveys

Learn how to add ratings to your Question type Surveys for users

Mejores prácticas

Block Site Functionality with Spotlight for Overview Flows

Continue an Overview Smart Walk-Thru without needing to accommodate for when users click out of the intended path