Brief Overview
Triggers define the action that moves a Smart Walk-Thru from one step to the next. Each step is activated when its trigger conditions are met.
WalkMe includes default trigger types that cover common user actions. For more advanced scenarios, you can also create custom triggers to control exactly when the next step plays.
Triggers can be combined to give users more than one way to continue, helping you streamline flows and reduce friction.
Default Triggers
Default triggers are built-in options that cover the most common user interactions.
- Click
The next step plays when the user clicks the selected element
- Next
The next step plays when the user clicks the Next button on the balloon
Tip
You can combine Next with other triggers by holding Ctrl (PC) or Command (Mac) and selecting an additional trigger
- Type
The next step plays when the user enters text into the selected text field
- Hover
The next step plays when the user hovers over the element
- Delay
The next step plays automatically after a set number of seconds
- Refresh
The next step plays when the page refreshes
The following triggers are available only when the selected element is a dropdown menu.
- Select any
The next step plays when any item in the dropdown menu is selected
- Select specific
The next step plays when a specific dropdown item is selected
Custom Triggers
Custom triggers give you flexibility when there is more than one valid way for a user to complete a step. With custom triggers, you can select additional elements or conditions that tell WalkMe when to move to the next step.
Custom triggers are created using the condition builder and can be added to any step. WalkMe plays the next step only when the defined rules are met. A single step can include up to 20 custom triggers.
Examples
- Verifying an element: Check if a valid e-mail address is entered before the Smart Walk-Thru proceeds to the next step without having to click Next on the balloon.
- Multiple ways to proceed: There are two Save buttons on the page, both of which could trigger the next step, but if the user selects the Save button that was not originally selected as the element for that step, the Smart Walk-Thru stops playing. To accommodate for this, the custom trigger allows for either one of the Save buttons to be clicked.
Adding a Trigger
To create a trigger:
- Click on the step to open up the step settings
- In the Behavior tab, select the trigger you'd like to apply
- If you select a custom trigger, the condition builder will open
- Add conditions and rules that determine when the next step should play
- In this example, the step will play only when two on screen elements have been clicked
- Click Done
- The custom trigger will show in the Behavior tab
- Click on the name field to rename it
- Repeat steps 1-7 as necessary up to 20 times per step.
- Your triggers will be reflected in the Smart Walk-Thru map:
Condition Builder
Technical Notes
- Custom trigger's name is limited to 50 characters
- Desktop/Mobile systems do not support multiple custom triggers
- At this time, Enter and other keyboard keys are not supported as custom triggers
- Custom triggers that have steps following it cannot be deleted
- To delete the step, either the custom triggers should be removed or the steps following it should be deleted
- If you want to delete a custom trigger, make sure that only 1 linked trigger has steps after the trigger. If you have more than 1 trigger with steps after it, then you will not be able to delete the custom trigger. For example, if you have Click+Next+Custom, and you have steps under "Click" and "Custom", then you can't remove "Next".
- Custom triggers need to be evaluated on the page where the balloon appears. If you want to evaluate it on another page, you should create a peer step and link to it.
