Product Release
Get help inside the Console!
Access support and educational resources in one place inside the Console
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
Data & 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
Data & 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
Data & 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
Data & 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
Data & Analytics
Analytics Webinar
Take a deep dive into analytics with this Community webinar
Data & 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
Data & 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
Data & 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
Data & 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
Data & 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
Data & 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
Data & Analytics
Use Insights Favorite Views
See how to set a favorite view for your Insights pages
Data & 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
Data & 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
Data & 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
Data & 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
Data & Analytics
Create Funnels in Insights
Create Funnels to track how users progress through a sequence of events
Data & 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