Compass Editor Permalinks
Last Updated June 29, 2022
Brief Overview
Compass permalinks will link you directly to the WalkMe Editor for in-app, step-by-step guidance.
You can also access all of these guides, and other resources, from the WalkMe Compass Menu in your editor.
Compass Guides
Review the processes below, and click the permalink to begin the in-app guidance:
Editor Setup
Editor Setup
| PIE Process | Topic Covered | Permalink |
|---|---|---|
| View WalkMe Tutorials | Opens the Compass PIE Menu in the Editor | Click here to open the Compass Editor Menu. |
| Editor Setup – Complete Guide | Sequential Mini Menu listing all Editor Setup content | Click here to view the complete guide to WalkMe Editor Setup. |
| Create WalkMe Profile | Shows users how to create a dedicated WalkMe Profile in Chrome | Click here to create a Chrome Profile for building in WalkMe. |
| Install Editor Extension | Guide to installing the editor extension on a user platform | Click here to learn how to install the Editor Extension on your browser. |
| WalkMe Deployment | Guide to installing the snippet on user platform (or instructions to contact AE if using an extension) | Click here to deploy your WalkMe solution on your platform. |
| Set Up Unique Users | Guide to creating a UUID on a user platform | Click here to set up a Unique User ID on your platform. |
| User Management | Guide to adding a new user to the WalkMe Editor | Click here to add a new WalkMe User. |
| Set Analytics Tracking | Shows users how to turn on Analytics Tracking in the Editor | Click here to turn on Analytics Tracking. |
| Copy Snippet | Shows users how to find their snippet in the Editor | Click here to find your WalkMe Snippet in your editor. |
| Add Unique User ID | Shows users how to add their UUID variable to the Editor Settings | Click here to set up your Unique User ID in the WalkMe Editor. |
| Add WalkMe ID | Shows users how to use WalkMe ID (if not using a variable) as their UUID in Editor Settings | Click here to use WalkMe ID to identify unique users. |
SmartTips
SmartTips
| PIE Process | Topic Covered | Permalink |
|---|---|---|
| SmartTips – Complete Guide | Sequential Mini Menu listing all SmartTips guides | Click here to view the complete guide to building SmartTips. |
| Build a SmartTip | Guide to creating SmartTips Sets and individual SmartTips | Click here to build a SmartTip. |
| Customize SmartTips | Guide to customizing appearance and behavior of individual SmartTips | Click here to customize a SmartTip. |
Smart Walk-Thrus
Smart Walk-Thrus
| PIE Process | Topic Covered | Permalink | |
|---|---|---|---|
| Smart Walk-Thrus | Smart Walk-Thrus – Complete Guide | Sequential Mini Menu listing all Smart Walk-Thru guides | Click here to view the complete guide to building Smart Walk-Thrus. |
| Build a Smart Walk-Thru | Guide to basics and best practices of building a Smart Walk-Thru | Click here to build a Smart Walk-Thru. | |
| Customize Smart Walk-Thru Steps | Guide to customizing appearance and behavior of balloon steps | Click here to customize the appearance or behavior of Smart Walk-Thru balloon steps. | |
| Add Start Points | Guide to adding Start Points to a Smart Walk-Thru | Click here to create Start Points in your Smart Walk-Thru. | |
| Add Goals | Guide to adding Goals to a Smart Walk-Thru | Click here to add Goals to your Smart Walk-Thru. | |
| Advanced Smart
Walk-Thru Steps |
Smart Walk-Thru Steps – Complete Guide | Sequential Mini Menu listing all guides to advanced SWT steps | Click here to view the complete guide to creating advanced Smart Walk-Thru Steps. |
| Add Popup Steps | Automated Tutorial on building Popup steps and best practices | Click here to view an automated tutorial on creating Popup steps in your Smart Walk-Thrus. | |
| Connect Smart Walk-Thrus | Automated Tutorial on building Connect steps and best practices | Click here to view an automated tutorial on creating Connect steps in your Smart Walk-Thrus. | |
| Add Page Actions | Automated Tutorial on building Page Action steps and best practices | Click here to view an automated tutorial on creating Page Action steps in your Smart Walk-Thrus. | |
| Add Wait For | Automated Tutorial on building Wait For steps and best practices | Click here to view an automated tutorial on creating Wait For steps in your Smart Walk-Thrus. | |
| Add Splits | Automated Tutorial on building Splits and best practices | Click here to view an automated tutorial on creating Splits in your Smart Walk-Thrus. | |
| Add Error Handling | Automated Tutorial on building Error Handling loops and best practices | Click here to view an automated tutorial on creating Error Handling loops in your Smart Walk-Thrus. | |
| Auto-Steps | Automated Tutorial on building AutoSteps and best practices | Click here to view an automated tutorial on creating AutoSteps in your Smart Walk-Thrus. |
Optimization Apps
Optimization Apps
| PIE Process | Topic Covered | Permalink |
|---|---|---|
| Optimization Apps – Complete Guide | Sequential Mini Menu listing all guides to Resources, Surveys, Shuttles, and Keywords | Click here to view the complete guide to WalkMe Optimization Apps (Resources, Surveys, Shuttles, and Keywords). |
| Resources Tutorial | Guide to creating a Resource and adding it to the WalkMe Menu | Click here to add a video or article resource to your WalkMe Menu. |
| Surveys Tutorial | Guide to creating a Survey | Click here to create a WalkMe Survey. |
| Add a Survey to a Smart Walk-Thru | Guide to adding a Survey to a Smart Walk-Thru | Click here to connect a Survey to a Smart Walk-Thru. |
| Shuttles Tutorial | Guide to creating and using Shuttles | Click here to create a WalkMe Shuttle. |
| Add Keywords | Guide to adding Keywords to Smart Walk-Thrus | Click here to add Keywords to optimize search results for your WalkMe content. |
| Create Automation Process | Guide to creating an Automation Process | Click here to create an Automation Process. |
Publish Content
Publish Content
| PIE Process | Topic Covered | Permalink |
|---|---|---|
| Publish Content | Guide to publishing WalkMe Content | Click here to publish your WalkMe content. |
| Publish Settings | Shows users how to Publish WalkMe content | Click here to publish your WalkMe Editor settings. |
WalkMe Menu
WalkMe Menu
| PIE Process | Topic Covered | Permalink |
|---|---|---|
| WalkMe Menu – Complete Guide | Sequential Mini Menu listing all guides on the WalkMe Menu | Click here to view the complete guide to using the WalkMe Menu. |
| Using the WalkMe Menu | Guide to adding SWTs to the WalkMe Menu | Click here to add Smart Walk-Thrus and other content to the WalkMe Menu. |
| Build Onboarding Tasks | Guide to building Onboarding Tasks and best practices | Click here to create an Onboarding Task. |
| Add Onboarding Tasks to the WalkMe Menu | Guide to adding Onboarding Tasks to the WalkMe Menu | Click here to add an Onboarding Task to the WalkMe Menu. |
| Customize the WalkMe Menu | Guide to customizing the WalkMe Menu’s appearance and position | Click here to customize the appearance and position of the WalkMe Menu. |
Advanced Building
Advanced Building
| PIE Process | Topic Covered | Permalink | |
|---|---|---|---|
| Engagement | Engagement – Complete Guide | Sequential Mini Menu listing all guides to Launchers, ShoutOuts, and AutoPlay | Click here to view the complete guide to WalkMe Engagement Apps (Launchers, ShoutOuts, and Autoplay). |
| Build a Launcher | Guide to building a Launcher and best practices | Click here to build a Launcher. | |
| Customize Launcher | Guide to customizing a Launcher’s appearance or position | Click here to customize a Launcher’s appearance or position. | |
| Add AutoPlay Rules to a Smart Walk-Thru | Guide to adding Smart Walk-Thru AutoPlay rules and best practices | Click here to add AutoPlay Conditions to a Smart Walk-Thru. | |
| Build a ShoutOut | guide to building a ShoutOut | Click here to build a ShoutOut. | |
| Segmentation | Segmentation – Complete Guide | Guide to creating Segments and segmenting content | Click here to segment your WalkMe content to specific users. |
Solutions Accelerators
Solutions Accelerators
| Solutions Accelerators | Open Solution Accelerator Menu | Click here to open the Solutions Accelerator Menu. |
| Solutions Gallery | Solutions Gallery Overview | Click here to view the Solutions Gallery. |
Insights
Insights
| Insights: Complete Guide | Opens the Insights overview menu | Click here to take a tour of Insights. |
| Set Up Tracked Events | Guides users through process of setting up Tracked Events | Click here to set up Tracked Events. |
| Create a Funnel | Guides users through process of creating a Funnel | Click here to create a Funnel. |
| Filter Insights Data | Guides users through process of creating a Filter | Click here to filter your Insights data. |
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