Advanced Tips

Building Show Me How Mini Menus with Launchers

Attach a one step Smart Walk-Thru mini menu to a Launcher using BBCode triggers, CSS, and jQuery for in-context help

Product Release

Exploring the New Learning Arc AI Enhancements

Draft courses with AI from approved sources, edit at course, lesson, and paragraph levels, and chain content into Learning Journeys

Advanced Tips

Guiding Users Across Apps with WalkMe Data

Redirect users from Ariba Buying to SAP Concur using a Launcher, ShoutOut, WalkMe Data, and an auto play Smart Walk-Thru

Product Release

Creating Invisible Blocker Launchers in the Editor

Build Launchers next to an element, in the Action Bar, or as invisible blockers, and swap types without recreating content

Advanced Tips

Driving Urgent Action with Action Bar Alerts

Use alert-type launcher actions in the action bar to highlight critical tasks and capture user attention with high-visibility notifications

Best Practices

Recognizing Learner Achievement with Learning Arc Certificates

Award learners certificates upon course completion and customize templates, expiration dates, and certification settings in Learning Arc

Product Release

Introducing the Action Bar as Your WalkMe Widget Menu

Replace your WalkMe widget menu with the action bar to surface relevant launchers and content proactively without AI capabilities

Customization

Enabling Theming for Existing WalkMe Systems

Enable theming and convert existing content to create a consistent branded experience

Advanced Tips

Streamlining SAP GUI Workflows with WalkMe Desktop Guidance

Use step-by-step guidance, inline tips, and automation to simplify SAP GUI tasks and onboard new users in real time

Product Release

Navigating the New Smart Walk-Thru UI in the Editor

Explore the redesigned Smart Walk-Thru balloon interface, including updated behavior, design, and advanced settings tabs

QA & Maintenance

Debugging iFrame Conditions with Flow Tracker

Accurately evaluate and troubleshoot WalkMe content conditions within iFrames using the updated Flow Tracker

Best Practices

Navigating the Solutions Gallery in the Console

Browse WalkMe, partner, community, and universal catalogs, then download, configure, and publish prebuilt templates to speed up builds

Best Practices

Automating Salesforce Work Order Closures with Smart Walk-Thrus

Connect modular smart walkthroughs and error handling groups to automate multi-step Salesforce processes and reduce time to completion

Product Release

Authoring Learning Content in WalkMe Learning Arc

Create and manage courses and microlearning content using WalkMe Learning Arc

Best Practices

Managing Content in the WalkMe Content Manager

Organize, filter, and track WalkMe content performance from a single workspace

Advanced Tips

Generate Pre-Written Emails with WalkMe

Create prewritten emails using on-screen data to speed up user support workflows

Product Release

Enabling Theming for Existing WalkMe Systems

Enable theming and convert existing content to create a consistent branded experience

Advanced Tips

Speeding Up Workflow Testing with Automation

Use a launcher and Smart Walk-Thru to automate test data entry and save time

Advanced Tips

Replaying ShoutOuts After Launching Video Resources

Use a Smart Walk-Thru to relaunch a ShoutOut after a video resource opens for a seamless experience

Best Practices

Choosing Between Splits and Custom Triggers

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

Best Practices

Using Advanced Filters in Content Manager

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

Advanced Tips

Automating Form Completion with Smart Walk-Thrus

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

Advanced Tips

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

Advanced Tips

Using Custom Metadata Fields in Content Manager

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

Analytics

Creating Tracked Events to Measure Adoption

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

Customization

Using Lottie Animations in WalkMe Content

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

Best Practices

Using Skippable Steps in Smart Walk-Thrus

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

Product Release

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

Best Practices

Using Carousels and Delays in ShoutOuts

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

Product Release

Using the New Launcher and SmartTip Editor UI

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

Best Practices

Using Action Steps in Smart Walk-Thrus

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

Best Practices

Managing Your WalkMe Profile Preferences

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

Customization

Getting Started with CSS Customization

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

Customization

Creating and Managing Themes

Create and apply themes to unify design across WalkMe applications

QA & Maintenance

Publishing Global Settings Selectively

Publish specific global settings to test and troubleshoot with more control

Best Practices

Managing Solutions in the Console Solutions Gallery

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

Analytics

Setting Up Unique User Identifiers

Learn how to identify users accurately for analytics and personalization

Best Practices

Using WalkMe Stories Across the Platform

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

Customization

Customizing a WalkMe Story

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

Customization

Customizing the Player Menu

Customize the WalkMe widget or menu style to fit your needs

QA & Maintenance

Using the Issue Recorder for Support Tickets

Record screen activity and logs to create detailed WalkMe support tickets

Product Release

Get help inside the Console!

Access support and educational resources in one place inside the Console

Product Release

Introducing the Content Manager

Learn how to manage your content in the Console

Advanced Tips

Create a Launcher on all Pages

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

Advanced Tips

Add SmartTips to a „Mini Menu“

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

Analytics

Use Tagged Content to Create a Dashboard

Create a great dashboard Insights experience with tagged content

Product Release

Tag WalkMe Content into Workflows

Tag your non-Workflows WalkMe content to a Workflow

Product Release

Explore ActionBot in the Console

Try out building ActionBot in the WalkMe Console

Analytics

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

Best Practices

Building Invisible Launchers

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

Best Practices

Standard Process for Intake and Prioritization

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

Customization

Translate Your ActionBot

Learn how to translate your bot into multiple languages for users

Best Practices

Content Maintenance Effort Estimation Calculator

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

QA & Maintenance

Content Maintenance Strategy

Learn strategies to keep your content fresh after you go live

Product Release

What are Workflows?

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

Customization

Visual Designer 2.0

See the latest updates to the Visual Designer

Advanced Tips

User Data Comparison

Learn how to compare two dynamic text variables

Analytics

New Insights in Console

Explore the new Insights in the Console

Advanced Tips

User Permissions

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

Best Practices

Prioritization Strategy

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

Best Practices

Condition Builder Basics

Learn what functionality the Condition Builder brings to the editor

Best Practices

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

QA & Maintenance

Troubleshooting 101

Start troubleshooting from the upper level and then drill down

Customization

Ripple Effect CSS

Enhance your user experience with on-brand colors

QA & Maintenance

New and Improved Flow Tracker

Test and evaluate your WalkMe content with the new Flow Tracker

Best Practices

Stakeholder Management

Learn about the significance of stakeholder management in digital adoption projects

Advanced Tips

Best Practices for Testing CSS

Use the Flow Tracker and DevTools to track your CSS solutions

Best Practices

What is Governance?

Learn how to scale across the business with project governance

Advanced Tips

Use jQuery with ActionBot

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

Advanced Tips

Prevent a Pop Up with Wait For Conditions

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

Best Practices

Positive vs. Negative WalkMe Experiences

Create WalkMe content with impactful solutions

Customization

Use Automation Loops to Create an Automated Video

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

Product Release

See the New WalkMe Editor UI

Compare the old and new WalkMe Editor design

Advanced Tips

BBCoded Splits for Smart Walk-Thrus

Create splits in your Smart Walk-Thrus using BBCode

Best Practices

Goals! Goals! Goals!

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

Best Practices

Guide Users Back to a Smart Walk-Thru

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

QA & Maintenance

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.”

Advanced Tips

Setup a Dynamic URL Link

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

Customization

Change Button Text in the Console

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

Customization

Manually Create Back Buttons

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

Best Practices

Exploring WalkMe Share

Explore the top features of WalkMe Share

Best Practices

Launch a Survey from the Menu

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

Advanced Tips

Use Regex to Parse WalkMe Data

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

Best Practices

Use Page Action Steps

Redirect users back to a previous page with a dynamic URL

QA & Maintenance

Test Content in Workstation

Explore different methods to test content in Workstation

Best Practices

Segment Content in the WalkMe Menu

Segment content to only show up when and where you want

Customization

Block a Mouse Cursor with CSS

Create an invisible launcher with CSS to hide a cursor

Customization

Create a Launcher that looks like a button

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

Advanced Tips

Build Page Blockers using ShoutOuts

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

Customization

Building with the Visual Designer

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

Advanced Tips

Lexicon Import

Translating your WalkMe content just got even easier

QA & Maintenance

WalkMe Assistant

Discover WalkMe's in-app problem solver

Product Release

Adaptive Flows

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

Customization

Add Placeholder Text to Fields

Automate text fields using the placeholder feature

Customization

Use the Highlighting Tool to Bring Attention

Learn how to bring attention to elements by highlighting elements

Customization

Visual Designer Dynamic Layout

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

Best Practices

Launchers

Unsure how to use a Launcher? See this quick intro

Product Release

AI Search

See the 45 second video challenge: AI Search

Product Release

Smart Walk-Thru Challenge

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

Analytics

Activity Board Challenge

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

Customization

Adding Animations and Special Effects to Launchers

Upgrade your Launchers with animations and more special effects

Advanced Tips

Lexicon Translation Upload

Learn how Lexicon can enhance your translation uploads

Best Practices

Workstation Webinar

Join product experts to learn about Workstation in this Community webinar

Analytics

Analytics Webinar

Take a deep dive into analytics with this Community webinar

Analytics

Tracked Events and Funnels Webinar

Become an Insights expert with Tracked Events and Funnels

Customization

Get Stylin‘ with CSS Webinar

Learn how to use CSS to customize your WalkMe builds

Advanced Tips

Using ChatGPT with Regex

Learn how to leverage ChatGPT to help you create your Regex

Customization

Introduction to the Visual Designer Dynamic Layouts

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

Advanced Tips

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.

Product Release

January 2023 Product Release Recap

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

Best Practices

When to Use (Or Avoid) Next Triggers

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

Best Practices

Preview vs Play

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

Best Practices

Action Step Overview

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

Best Practices

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!

Product Release

November 2022 Product Release Recap

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

Customization

Remove text from a Launcher using CSS

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

Customization

Build a Carousel with this Community Solution

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

Best Practices

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.

Product Release

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.

Product Release

October 2022 Product Release Recap

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

Product Release

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

Advanced Tips

Understanding jQuery – Webinar July 2022

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

Analytics

Understanding WalkMe Insights – Webinar June 2022

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

Best Practices

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!

Product Release

Smart Walk-Thru Challenge

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

Best Practices

Introduction to Peer Steps

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

Best Practices

Balloon Scrolling

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

Best Practices

Smart Walk-Thru or SmartTip?

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

Advanced Tips

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

Advanced Tips

Use WalkMe Data to Gather User Inputs in Fields

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

Analytics

Confirm data is being sent to WalkMe Insights

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

Customization

Add an icon to a Launcher

Add icons to a Launcher with the asset library and CSS

Advanced Tips

Transfer Content between Systems with Solutions Gallery

Use My Solutions to copy content from one system to another

QA & Maintenance

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.

Advanced Tips

Roles and Permissions

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

Customization

Community Solutions within the Solutions Gallery

Learn how to download and customize a community solution

Product Release

July 2022 Product Release Recap

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

Advanced Tips

Auto Play frequency tool

Learn how to use the auto play frequency scheduler

Customization

Custom CSS buttons

Learn how to customize buttons on a mini menu using CSS

Best Practices

Time based survey

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

Best Practices

Show or hide WalkMe content with Launchers

Learn how to use launchers to toggle content visibility

Product Release

June 2022 Product Release Recap

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

Advanced Tips

Automating a positive number to negative number

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

Analytics

Insight events to analyze content effectiveness

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

Best Practices

Onboarding Activation Rules

Learn how to ensure tasks are played in a specific order

Product Release

May 2022 Product Release Recap

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

Best Practices

How to add multiple NPS questions

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

Customization

Disabling search from WalkMe Menu using CSS

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

Best Practices

Add or Remove Elements

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

Customization

The new Visual Editor

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

Product Release

April 2022 Product Release Recap

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

Best Practices

Start Points

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

Product Release

March 2022 Product Release Recap

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

Best Practices

Solution Distribution

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

Advanced Tips

Create field dependencies with WalkMe

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

Customization

Add CSS arrows on Pop-Up steps

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

Advanced Tips

Microcopy Best Practices for WalkMe

Learn how to style WalkMe content text to engage your users

Advanced Tips

Logic Rules

Use Logic Rules to compare fields on screen

Advanced Tips

Intro to Mobile Web

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

Advanced Tips

Using Regex in the Rule Engine

Use Regex to validate a form

Advanced Tips

Display pop up during automation

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

Advanced Tips

How to Use WalkMe Data within a jQuery Selector

Use WalkMe data within a jQuery selector

Best Practices

Impactful Solution Design

Use WalkMe's 4 learning styles to engage users

Advanced Tips

Building with Accessibility Settings

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

Advanced Tips

Create a carousel Survey with Mobile Native

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

Advanced Tips

How to create a Onboarding progress bar

Create an Onboarding progress bar inside a Launcher using dynamic attributes

Advanced Tips

How to use the „URL Matches“ rule

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

Advanced Tips

Create a nested Menu with WalkMe Mobile

Organize Mobile content using a nested Menu

QA & Maintenance

How to QA ActionBot

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

Advanced Tips

Identify an iFrame URL

How to build WalkMe content within Iframes

Customization

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

Save space by adding SmartTips to your WalkMe content

Customization

Create Launchers with a dynamic width

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

Customization

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

QA & Maintenance

How to QA Invisible Launchers

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

Advanced Tips

How to Use API Commands

Receive specific information from an application using API commands

Advanced Tips

How to Separate Multiple jQuery Selectors with a Comma

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

Advanced Tips

How to Remove the Widget from iFrames

Change display conditions to only show Widget in main window

Advanced Tips

How to Create a Session Counter

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

Advanced Tips

How to Personalize Dynamic Text using Regex

How to use Regex to personalize content

Customization

Add a SmartTip Inside a Smart Walk-Thru Balloon

Save text space by adding SmartTips inside your balloons

Advanced Tips

Use a Shuttle to Send an Email

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

QA & Maintenance

How to QA the Widget and Player Menu

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

Best Practices

Use Solution Accelerators

Learn to quickly create content using pre-built templates

QA & Maintenance

How to QA a ShoutOut

After building a ShoutOut, learn to perform quality assurance testing

Analytics

Session Playback

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

QA & Maintenance

Troubleshoot Content Not Appearing in the Menu

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

QA & Maintenance

How to QA a Smart Walk-Thru

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

Best Practices

Building Stable Smart Walk-Thrus for Unstable Websites

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

Analytics

Use Insights to Improve Your WalkMe Content

Learn how to best utilize Insights to improve your WalkMe content

Customization

Create a Custom SmartTip Icon

Learn how to create a custom icon for your SmartTips

Analytics

Use Insights Favorite Views

See how to set a favorite view for your Insights pages

Analytics

How to Capture a Tracked Event

Learn how to capture a Tracked Event in Insights

Advanced Tips

ActionBot API Call Connections

Learn how to set up Call Connections within ActionBot

QA & Maintenance

How to QA a Launcher

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

QA & Maintenance

How to QA a SmartTip

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

Advanced Tips

IDP Integration

Learn how to integrate an Identity Provider for authentication

Analytics

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

Best Practices

Use Onboarding Tasks to Segment WalkMe Content

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

Analytics

How to Enable DXA

Learn how to enable Digital Experience Analytics in Insights

Advanced Tips

Create a WalkMe Mascot

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

QA & Maintenance

Why Do Only Some Steps Have a Back Button?

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

Advanced Tips

Compare Values of Elements

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

Best Practices

Use Grid View and Advanced Search

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

Advanced Tips

How to Use the Assets Library

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

Customization

Create ShoutOuts without Borders

Learn how to create "out of the box" ShoutOuts

Advanced Tips

BB Code

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

Best Practices

Build an ActionBot Conversation

Learn how to create a conversation in ActionBot

Advanced Tips

Bulk Fixes with Ease

How to make adjustments to multiple WalkMe elements

Customization

Building a Table in a Balloon

How to use BBCode to create tables in your WalkMe content

Advanced Tips

Locate and Use Variables

Learn how to locate and use variables in your WalkMe build

Advanced Tips

iFrame jQuery Masterclass

How to use jQuery within an iFrame

Best Practices

Build and Play Mode Selector

View and test published content without switching browsers

Analytics

Behavior Based Segmentation

Target users using real WalkMe analytics data

Customization

Text Styling for WalkMe Surveys using BBCode

Become a pro at styling Survey text using BBCode

Analytics

Create Funnels in Insights

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

Analytics

Getting to Know the Report Builder

Learn how to create customized reports with the Report Builder

Best Practices

Rating Surveys

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

Best Practices

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