Issue

How can I add a survey to the WalkMe Menu?

Solution

Surveys are typically played automatically with an Auto Play rule, opened with a launcher, or started at the end of a Smart Walk-Thru. To add a survey to the menu, we'll use a workaround by adding the survey to the end of a one step Smart Walk-Thru, and then adding that Smart Walk-Thru to the menu.

Surveys

How to add a survey to the menu

1. Create a survey
2. Create a Smart Walk-Thru
   • Tip: Name the Smart Walk-Thru something related to the survey, like “Satisfaction Survey” or “Complete our Survey!”
3. Add a popup step
   • Tip: Use text that explains the purpose of the survey and prompts users to participate - this will be your first and only step in the Smart Walk-Thru
4. Open the Smart Walk-Thru Initiators
   
   
5. Scroll down and click End Experience
   
6. Select your survey from the Survey dropdown and choose the frequency you want it to play (Always is recommended)
   • When user clicks "x": The selected survey will play when someone clicks "x" to close the Smart Walk-Thru
   • When user completes the Walk-Thru: The selected survey will play when someone completes the Smart Walk-Thru flow (after viewing the popup step)
7. Click Save
8. Add the Smart Walk-Thru to the WalkMe Menu 
9. Now when somebody plays the Smart Walk-Thru the survey will launch 😃