Editor Help Menu and Walk-Thru Guidance (Permalinks)
Last Updated January 24, 2024
Brief Overview
Within the editor, we have created a Help Menu and a variety of Walk-Thrus to help you learn how to build WalkMe content.
A permalink is a link that will go directly to the WalkMe Editor and start the in-app, step-by-step guidance.
You can also access all of these guides, and other resources, from the WalkMe Help Menu in your editor.
Available Walk-Thru Guidance
Review the processes below, and click the permalink to begin the in-app guidance:
Editor Setup
Editor Setup
| Process | Topic Covered | Permalink |
|---|---|---|
| View WalkMe In-App Guidance | Opens the WalkMe Help Menu in the Editor | Click here to open the WalkMe Help Menu. |
| Editor Setup - Complete Guide | Sequential Mini Menu listing all Editor Setup content | Click here to view the complete guide to WalkMe Editor Setup. |
| 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. |
| 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
| 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. |
Smart Walk-Thrus
Smart Walk-Thrus
| 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
| 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
| 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
| Process | Topic Covered | Permalink |
|---|---|---|
| WalkMe Menu - Complete Guide | Menu lists all guides available for the WalkMe Menu | Click here to view the complete guide to using the WalkMe Menu. |
| Build Onboarding Tasks | Guide to building Onboarding Tasks and best practices | Click here to create an Onboarding Task. |
Advanced Building
Advanced Building
| Process | Topic Covered | Permalink | |
|---|---|---|---|
| Engagement | 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 Auto Play 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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