Flow Tracker

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Brief Overview

The Flow Tracker is used to test and evaluate WalkMe items, which makes it one of the most important tools used in QA. Once activated, it appears as a small window on the page showing real-time information on the following:

• Flow (current Smart Walk-Thru step)
• Goals
• Smart Walk-Thrus
• Launchers
• SmartTips
• Specific alerts
• General system information
• Segments applied
• CSS added by the Editor

Use Cases

• Check that a Smart Walk-Thru, Launcher, or SmartTip works smoothly before publishing
• Identify if Smart Walk-Thru step starting points are getting triggered correctly
• Confirm that goals are being tracked at the right place
• Troubleshoot an item that is not playing as expected by checking conditions and segments
• Check CSS rules on the page before applying them in the Editor

How to Activate

Go to Settings → General tab

Scroll until you see WalkMe Flow Tracker Settings

• Activated in Play Mode – Flow Tracker automatically launches when an item is played from the Editor (see limitations)
• Activated in Preview Mode – Flow Tracker automatically launches when Preview Mode is enabled
• Accessible in Published Environment (QA-related) – Flow Tracker is accessible in the Published Environment, but does not start automatically

How to Use

Minimized View

Play or preview your item and the Flower Tracker will open in a minimized view

1. Expand button: Opens the Flow Tracker in a full view
2. Mode indicator: Displays the mode the Flow Tracker is currently opened in
3. X button: Closes Flow Tracker

Maximized View

• Step Tracker: Default tab the Flow Tracker will open in. It will track the Smart Walk-Thru as it plays, listing information like steps, triggers, etc.
• Smart Walk-Thrus / Launchers / SmartTips: A list of your items you selected for testing
• Goals: Shows which goals are being tracked and when they’re reached
• General: WalkMe system and segmentation information
• Alerts: Notifications when something goes wrong
• Custom CSS: All Custom CSS for the WalkMe system
• Clear All: Clears all content from the Flow Tracker

Step Tracker

When an item is played, the Step Tracker tab displays the step-by-step events. Each line represents a different step.

1. Step types:

• Step
• Split Step 
• Popup Step
• Wait For Rule
• Branch Step
• Error Handling Rule
• Custom Action
• Switch to Frame
• Set WalkMe Data

2. Trigger type:
   – Click – Next – Input – Hover – Multiple Balloon – Delay – Refresh
   – Custom TriggerWhen you hover over the icon, you’ll see a tooltip with a question mark. Clicking on it will take you to the Help Center.
3. Step triggered: Indicates whether a WalkMe step was triggered. A step trigger is a condition that must be met before a WalkMe step is displayed. In other words, the trigger determines when the step will be displayed. For example, a step can be triggered if a user clicks on an element.
4. Step played: Indicates whether a WalkMe step has been displayed to the user or not. If a step has been displayed, it is considered “played”.

Smart Walk-Thrus

The Smart Walk-Thrus tab displays your Smart Walk-Thrus and all the steps with an option to trigger a specific step

Launchers

• The eye icon indicates whether the element your item is attached to is visible on the page
• The Conditions and Segments button allows you to view the evaluation of display conditions and segments, if any were applied

SmartTips

• View your Smart-Tips sets, and the tips attached, by clicking on the Smart Tip set name
• Conditions and Segments button allows you to view the evaluation of display conditions and segments, if any were applied

Goals

• Goals tab has information on the goals you have set for your item
• Clicking on the Goal Info will show the description of the goal
• Red exclamation mark indicates that the goal hasn’t been reached yet
• Green checkmark indicates that the goal has been reached

Conditions and Segments

• You can see conditions, segments and their evaluation, and any auto play rules assigned to the item in the dedicated item tab
• In the General tab → Segments Evaluation, you can also see segment’s rules
• If the condition is met (true), you’ll see the green frame and checkmark indication
• If the condition isn’t met (false), the indication of it will be a red frame and an exclamation mark icon
• Conditions are calculated with UI change, meaning that at one point of the user’s flow (for example: loading the page) the condition might be false, and at the other point of the flow (for example: changing tab or opening a dropdown), the condition can change to true

Alerts

Alerts include:

• Domain Conflict. Your Smart Walk-Thru is attempting to play a step on more than one domain
• Your browser extension is active on this page
• Protocol Conflict. A content, image, or video loaded by WalkMe that doesn’t match your site’s security policy
• This is a single-page application. Please contact [email protected] to enable the Single Page Application feature on your account

Custom CSS

See all the CSS that was created on this system, change it, and view the result