About WalkMe Solutions Gallery

Updated on June 28, 2020 Download PDFDownload as PDF
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Brief Overview

WalkMe Solutions Gallery allows you to browse numerous preconfigured solutions that address your top use cases and generate them in your Editor with one click. Using WalkMe’s pre-configured solutions in the WalkMe Editor, allows builders to reduce time-to-value and enhance self-sufficiency. We have compiled the most effective solutions used by thousands of our customers over the years and put them at your fingertips. 

Use Cases

WalkMe Solutions use cases include the following:

  • Save time brainstorming what you should build.
  • Shorten your time to value and quickly build WalkMe solutions.
  • Engage your users with effective content that addresses your goals:
    • Onboarding.
    • Support / Training.
    • Engagement / Retention.
    • Conversion.

Using WalkMe Solutions

Click on the Solution icon in the WalkMe Editor. You will be taken to the Solutions Gallery, which contains numerous pre-configured solutions.

Step 2: Select a Platform

Each WalkMe Editor platform (Web, Mobile Web, Desktop/Workstation) has its own unique Solution Gallery and Solution Templates.

Each platform is indicated with a unique page banner.

Web

Mobile Web

Desktop/Workstation

Once you have entered the Solution Gallery, you can browse each Solution Template by the Template title, example image, and description.

By browsing through this catalog, you can learn about various best practice solutions (including their names, descriptions, and information on their value-adds), which you can sort by use case, popularity, and much more:

Step 3: Choose Your Solution

Hover over your Solution of choice, and a Use It button will appear. Upon clicking this button, you will be re-routed to the All Items view in the WalkMe Editor:

Filtering and Sorting Templates

You can filter Templates by use cases, including:

  1. All Use Cases
  2. Onboarding
  3. Training
  4. Support
  5. Conversion
  6. Feature Adoption
  7. Change Management

You may also sort Templates by usage parameters, including:

  1. Featured
  2. Most Popular
  3. Recently Used
  4. Newest
  5. Alphabetically

Solution in Editor

WalkMe will have auto-created an Editor Folder with the same name as the Solution, containing the specific WalkMe apps (e.g., Smart Walk-Thrus, Launchers, etc.) that are required for this Solution. This Folder, and the apps within it, will already be pre-configured with initial configurations like initiators and engagement settings:

Step 3: Configure Your App

If your chosen solution contains WalkMe’s built-in Guidance, you will now be guided through the completion of the apps’ configuration by a Smart Walk-Thru (most of the Solutions have a dedicated Smart Walk-Thru (or other WalkMe app-type) that is triggered automatically when you generate the Solution), according to the specifics of your website.

Pro Tip!

You can also manually trigger this Smart Walk-Thru (or other WalkMe apps) by clicking on the “Need Help” button and clicking the Solution name.

 

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