Videos

Smart Walk-Thrus

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

Smart Walk-Thrus

Use WalkMe Data to gather user inputs in fields

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

Insights

Confirm data is being sent to WalkMe Insights

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

Launchers

Add an icon to a Launcher

Add icons to a Launcher with the asset library and CSS

Advanced Building

Transfer Web Content Between Systems with Solutions Gallery

Use My Solutions to copy content from one system to another

Smart Walk-Thrus

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 Building

Roles and Permissions

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

Editor

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 Building

Auto Play Frequency Tool

Learn how to use the auto play frequency scheduler

Advanced Building

Custom CSS Buttons

Learn how to customize buttons on a mini menu using CSS

Surveys

Time based survey

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

Advanced Building

Workday Segmentation

Learn how to segment worklets on Workday

Launchers

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 Building

Automating a Positive Number to Negative Number

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

Insights

WalkMe Insight Events to Analyze Content Effectiveness

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

Editor

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

Surveys

How to add multiple NPS Questions

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

Advanced Building

Disabling Search from WalkMe Menu using CSS

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

Smart Walk-Thrus

Add or Remove Elements

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

Editor

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

Smart Walk-Thrus

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

Editor

Solution Distribution

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

SmartTips

Create Field Dependencies with WalkMe

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

Smart Walk-Thrus

Add CSS Arrows on Pop-Up Steps

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

Advanced Building

Microcopy Best Practices for WalkMe

Learn how to style WalkMe content text to engage your users

Advanced Building

Logic Rules

Use Logic Rules to compare fields on screen

Advanced Building

Intro to Mobile Web

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

Advanced Building

Using Regex in the Rule Engine

Use Regex to validate a form

Advanced Building

Display Popup During Automation

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

Advanced Building

How to Use WalkMe Data within a jQuery Selector

Use WalkMe data within a jQuery selector

Advanced Building

Incorporating Personas for Impactful Solution Design

Use WalkMe's 4 learning styles to engage users

Advanced Building

Building With Accessibility Settings

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

Mobile

Create a Carousel Survey With Mobile Native

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

Advanced Building

How to Create a Onboarding Progress Bar

Create an Onboarding progress bar inside a Launcher using dynamic attributes

Advanced Building

How to Use the “URL Matches” Rule

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

Mobile

How to Create Nested WalkMe Mobile Menus

Organize Mobile content using a nested Menu

ActionBot

How to QA an ActionBot

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

Advanced Building

How to Identify an Iframe URL

How to build WalkMe content within Iframes

SmartTips

How To Add a SmartTip Icon to a Balloon, Popup, and ShoutOut

Save space by adding SmartTips to your WalkMe content

Launchers

How to Create Launchers with a Dynamic Width

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

Launchers

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

Launchers

How to QA Invisible Launchers

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

Advanced Building

How to Use API Commands

Receive specific information from an application using API commands

Advanced Building

How to Separate Multiple jQuery Selectors with a Comma

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

Menu

How to Remove the Widget from Iframes

Change display conditions to only show Widget in main window

Advanced Building

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 Building

How to Personalize Dynamic Text using Regex

How to use Regex to personalize content

Smart Walk-Thrus

Add a SmartTip Inside a Smart Walk-Thru Balloon

Save text space by adding SmartTips inside your balloons

Advanced Building

Use a Shuttle to Send an Email

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

Menu

How to QA the Widget and Player Menu

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

Advanced Building

Use Solution Accelerators

Learn to quickly create content using pre-built templates

ShoutOuts

How to QA a ShoutOut

After building a ShoutOut, learn to perform quality assurance testing

Insights

Session Playback

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

Menu

Troubleshoot Content Not Appearing in the Menu

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

Smart Walk-Thrus

How to QA a Smart Walk-Thru

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

Smart Walk-Thrus

Building Stable Smart Walk-Thrus for Unstable Websites

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

Insights

Use Insights to Improve Your WalkMe Content

Learn how to best utilize Insights to improve your WalkMe content

SmartTips

Create a Custom SmartTip Icon

Learn how to create a custom icon for your SmartTips

Insights

Use Insights Favorite Views

See how to set a favorite view for your Insights pages

Insights

How to Capture a Tracked Event

Learn how to capture a Tracked Event in Insights

ActionBot

ActionBot API Call Connections

Learn how to set up Call Connections within ActionBot

Launchers

How to QA a Launcher

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

SmartTips

How to QA a SmartTip

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

Advanced Building

IDP Integration

Learn how to integrate an Identity Provider for authentication

Insights

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

Menu

Use Onboarding Tasks to Segment WalkMe Content

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

Insights

How to Enable DXA

Learn how to enable Digital Experience Analytics in Insights

Advanced Building

Create a WalkMe Mascot

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

Smart Walk-Thrus

Why Do Only Some Steps Have a Back Button?

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

Advanced Building

Compare Values of Elements

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

Editor

Use Grid View and Advanced Search

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

Advanced Building

How to Use the Assets Library

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

ShoutOuts

Create ShoutOuts without Borders

Learn how to create "out of the box" ShoutOuts

Advanced Building

BB Code

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

ActionBot

Build an ActionBot Conversation

Learn how to create a conversation in ActionBot

Advanced Building

How to Deal with Lazy Load

How to deal with lazy load in platforms such as Salesforce Lightning, Success Factors, and Workday

Advanced Building

Bulk Fixes with Ease

How to make adjustments to multiple WalkMe elements

Editor

Building a Table in a Balloon

How to use BBCode to create tables in your WalkMe content

Advanced Building

Locate and Use Variables

Learn how to locate and use variables in your WalkMe build

Advanced Building

iFrame jQuery Masterclass

How to use jQuery within an iFrame

Editor

Build and Play Mode Selector

View and test published content without switching browsers

Insights

Behavior Based Segmentation

Target users using real WalkMe analytics data

Surveys

Text Styling for WalkMe Surveys using BBCode

Become a pro at styling Survey text using BBCode

Insights

Create Funnels in Insights

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

Insights

Getting to Know the Report Builder

Learn how to create customized reports with the Report Builder

Surveys

Rating Surveys

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

Smart Walk-Thrus

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