Brief Overview

Content Manager provides a centralized workspace for managing WalkMe items. It includes a table-based interface that supports flexible views for organizing content, collaborating with teammates, and opening items in the editor.

Content Manager

Organize Content with Folders

Folder structure

Folders appear in the left panel and organize items hierarchically. Select a folder to view its contents in the main list. In Tree view, folders also appear directly in the list.

Creating a folder

1. Select Folder +, or
2. Open the Options menu and select Add Folder
3. Enter a folder name and select a color
4. Select Add folder

Sort folders

• Select the Sort icon

• Choose a sort order:

  • Newest

  • Oldest

  • A-Z

  • Z-A

Folder actions

Select the Options menu next to a folder to manage it:

• Publish

• Rename

• Move to folder

• Share

• Change color

• Archive

• Manage access

• Delete folder

• Create or add to view

• Create Solution

Folder permissions

Folder access management works the same way as in the editor.

1. Open the folder Options menu
2. Select Manage access
3. Choose your access settings

Folder Permissions

Find Content Quickly

Use search and filters to quickly locate items across folders, views, and environments.

Global search

Use the search bar in the left panel to find items and folders.

To refine results:

1. Switch between Items and Folders
2. Enter a full or partial name

Filters

Filter content by:

• Content attributes, such as item type, workflow tag, location, and keywords
• Ownership and status, such as creator, publish status, and last modified by
• Delivery and visibility, such as segment, status by environment, and in-menu status
• Collaboration, such as comment status and permalink availability

In menu filter

Filter content based on whether it appears in the WalkMe Menu.

1. Select the In Menu filter
2. Select Yes (appears in the menu) or No (doesn't appear in the menu)
3. Select Apply

Add filters

To narrow your results:

1. Select the Filter icon
2. Select + Add Filter
3. Choose a column
4. Set the condition and value
5. Select Apply

Contextual search

Use contextual search to find items by:

• Item name
• Item ID
• Item type

Example: Type Launcher to view launcher results.

Bulk selection across searches

Keep selected items while running new searches, then apply a single bulk action to all selected items.

Segments

Create, define, apply, and manage segments directly within the Content Manager. This functionality mirrors the capabilities available in the editor, enabling users to streamline their segmentation workflows.

To create a segment:

1. Select the + icon in the Segment column of the item line

2. Click the Create icon

3. The Create Segment condition builder will appear

4. Click Done

Condition Builder

To edit a segment

1. Click on + icon in the Segment column of the item line
2. Click the Edit icon
3. Click Continue
4. The Edit Segment condition builder will appear
5. Click Done

• To assign segments to an item, click on the item's segments information

• Click on the item's information in the Workflow column to assign or reassign a workflow to the item

Manage Items

Item actions

Select the Options menu in an item row to manage the item. Available actions include:

• Publish
• Rename
• Duplicate
• Move to folder
• Create or add to view
• Archive
• Advanced actions:
  • Preview slides
  • Create a Story
  • Conversation
• Delete item
• Open in editor

Archive items

You can archive an item across multiple environments at once, so you don't need to repeat the archive action in each environment separately.

Bulk actions

1. Select one or more items using the checkbox
2. Select an action from the bulk actions toolbar, such as:
   • Assign segments or workflow
   • Move or archive items
   • Publish or delete items
   • Create or add to views
   • Merge keywords or update custom fields

Export content

Export content data from any view to a CSV file.

1. Select the Export icon
2. Download the CSV file

The CSV reflects the current view, including visible columns and column order.

Preview, Collaborate, and Track Changes

Item preview

Select an item in the table to open the item drawer, which includes:

• Preview & Insights: Preview the item, review Insights data from the last 30 days, and view related Stories
• Conversations: View and leave comments, and tag collaborators
• Version history: Review previous edit versions of the item

Preview & Insights

Use Preview & Insights to view item screenshots and analytics.

Preview item screenshots

1. Hover over the preview
2. Select the Slides preview icon

Expand the preview

1. Hover over the preview
2. Select the Expand icon

Translated preview

Preview translated versions of your content directly in the preview window.

• Select the Language dropdown to view the item in each translated language

Conversations

Use Conversations to view and leave comments on items or preview slides, and tag collaborators. When a user is tagged, they receive a notification.

A message indicator will appear next to each item's name in the table showing the number of messages.

• A blue indicator means there are unread messages
• A gray indicator means all messages have been read

Comments

View comments

1. Select the message Indicator to open the Conversations tab
2. Optional: Use the All comments dropdown to filter by comment type
3. Optional: Select the Filter icon to filter comments by status

Resolve comments

• Select the Check icon at the top of the comment

Version history

The Version History tab shows all previous edit versions of the item.

Display settings

Use display settings to switch between:

• Flat view: Displays content in a single list without hierarchy
• Tree view: Displays content in a hierarchical structure with categories and subcategories

Analyze Engagement and Performance

Inline trend indicators

Inline trend indicators show performance changes directly in the table and item drawer, without switching to Insights.

Trend indicators appear next to:

• Unique users
• Interactions
• Goal completions

Each metric includes a visual indicator:

• Green arrow indicates an increase
• Red arrow indicates a decrease
• No arrow indicates no trend when the previous period value was zero

Trend calculations are based on the selected date range and update dynamically.

Smart Walk-Thru step analysis

View drop-offs, user paths, and step-level performance directly within the Smart Walk-Thru drawer.

Open the step analysis map

1. Select View Step Analysis
2. Review the Smart Walk-Thru analysis map

Interaction data date filter

Use the interaction data date filter to view analytics for a specific time range. You can access the date range filter in two ways:

From Display settings

1. Select the Display Settings icon
2. Select the dropdown next to the analytics label
3. Choose a time range

From an individual item

1. Select an item to open its detail panel
2. In Preview & Insights, select the dropdown next to the analytics label
3. Choose a time range

Analytics filters require at least one analytics column, such as unique users, total interactions, or goals reached.

Use Views to Monitor Content

Saved views

Saved views let you save and reuse table configurations to monitor content more efficiently. Saved views can include:

• Column selections
• Filters
• Sorting preferences

Saved views appear in the left panel and update automatically as items change.

Create and manage views

Create a view

1. Apply filters to the table
2. Select Save View
3. Enter a view name and description
4. Select Save View

Saved views are dynamic, so new items that match the filters appear automatically, and archived items are removed.

Add items to a view

To add a single item, open the item Options menu and select Create or add to view

1. Choose a new or existing view
2. Select Save

Add multiple items to a view

To add multiple items, select items using the checkbox, then select the Eye icon

1. Choose a new or existing view
2. Select Save

Remove items from views

Remove a single item

1. Open the Saved views dropdown
2. Open the Options menu for the view
3. Select Remove from view

Remove multiple items

1. Open the Saved views dropdown and select a view
2. Select multiple items
3. Select the Remove from view icon

Views options

Each saved view includes additional actions:

• Rename
• Duplicate
• Delete

Access these options from the Saved views dropdown.

Advanced engagement filters

Advanced engagement filters are predefined, read-only views that help identify content requiring attention.

• Engagement increased 30% (30d): Shows content with a significant rise in engagement over the past 30 days
• Engagement dropped 50% (30d): Highlights content with a sharp drop in engagement over the past 30 days
• Not updated (6mo): Lists items that haven't been updated in the last six months

• No engagement (30d): Highlights content with no engagement over the past 30 days

These views can be recreated manually using filters if you need to adjust the criteria.

Recent items

Use Recent items to quickly access content that was recently added to the workspace.

SmartTip set display

Select a SmartTip set to view all SmartTips included in that set.

Work with Metadata and Columns

Keywords

Use keywords to help search, filter, and organize content.

Add keywords:

1. Select Manage Columns to display the keyword column
2. Select the + icon in the Keyword column for an item
3. Enter a keyword and press Enter
4. Select Save

Manage keywords:

1. Select a keyword in the Keyword column
2. In the Manage Keywords window:
   1. Select x to remove a keyword
   2. Enter a new keyword and press Enter to add one
3. Select Save

Columns management

Use column management to control which data appears in the table.

1. Select Manage Columns
2. Select the columns you want to show or hide

The Type and Name columns are always visible.

Custom metadata fields

Custom metadata fields let you track and manage additional information for items. Metadata appears in the table and item drawer and can be used for sorting, filtering, and bulk updates.

Create a custom field

1. Select Manage Columns
2. Select the + icon in the Manage Columns panel
3. Enter a column name
4. Choose a column type:
   1. Free text
   2. Dropdown
   3. Date
   4. Link
   5. Numeric
5. Optional: Turn on Apply to all systems to make the field visible across environments
6. Select Create Custom Field

Edit metadata values

Edit a single item

1. Locate the item in the table
2. Select the metadata field
3. Enter or select a value
4. Select Save

Edit multiple items

1. Select multiple items
2. Select the Edit custom field icon
3. Choose a field and enter a value
4. Select Save

Clear metadata values

1. Select the items that contain the values you want to remove
2. Select the Edit custom field icon
3. Choose the field
4. Select Clear Field Values

Show or hide custom fields

1. Select Manage Columns
2. Scroll to the Custom section
3. Select Hide for this system or Show for this system

Platform-Specific and Advanced Features

Switch platforms

If your account includes both web and mobile platforms, you can switch between them to manage platform-specific items.

Use the platform selector to:

• View items created for a specific platform
• Manage content without leaving Content Manager

Surveys

You can open Console Survey items directly in the Surveys console app from Content Manager.

• Select Open in Surveys to open the item in the Surveys console

Tip Tuesday Videos

The Console Content Manager

Implementing Custom Metadata Fields

Using Advanced Filters in Content Manager

Technical Notes

• Permission changes made in Content Manager are reflected in the editor, and vice versa
• Editing a segment resets saved segment data and may affect delivery for items connected to the segment
• Remove from view applies only to items added manually, not filtered content
• Only admins can create custom metadata fields
• Each account can have up to 100 custom metadata fields
• Clearing metadata values permanently removes data and cannot be undone
• The platform selector is available only for accounts with both web and mobile platforms enabled