Brief Overview

This article explains how to manage steps in the WalkMe Editor and introduces more advanced building tips.

Build the Main Path

Each Smart Walk-Thru should guide users through a specific task. Start by defining the outcome and naming the Smart Walk-Thru so users understand what it helps them accomplish.

Plan the full path from the home page to the action users must complete. Include necessary navigation steps, and ensure balloons do not block important elements on the page.

• Focus on steps the majority of users will take
• Keep instructions short and actionable
• Avoid steps that introduce unrelated information
• End with a success popup to confirm the completed task

Enhance the Flow

Add splits

Use Splits for conditions relevant only to specific users or scenarios, allowing the flow to branch accordingly.

Splits: Getting Started Guide

Add Peer Steps

Peer Steps display multiple balloons or highlights at the same time.

Use them when you need to emphasize several points of interest simultaneously—such as multiple fields on a form.

Use highlighters

Highlighters draw attention to elements without displaying a balloon. Use a highlighter when you want users to notice a field or button without interrupting them with text.

Add Start Points

Users may be mid-process when they initiate a Smart Walk-Thru. Use Start Points to ensure the flow begins from the correct step rather than the beginning.

• Any step can be a Start Point
• Start Points are evaluated from the bottom up
• When possible, combine URL rules with On Screen Element for stronger performance and accuracy

WalkMe automatically pre-fills the rule engine to help you define Start Points efficiently.

Start Points

Use Error Handling Groups

Error Handling Groups let you guide users when something goes wrong.
Rules may check for:

• A visible error message
• A URL containing an error indicator
• A combination of both

The group will continue to play until the user resolves the error, then return to the main flow.

Error Handling: Getting Started Guide