How to Create a Walk-Thru

Updated on June 21, 2018
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A Walk-Thru is like a GPS for your website or application in that it takes users through an online process step-by-step all the way from the beginning of a process to their desired end. Each Walk-Thru contains the necessary steps to guide the user through a business process.

Build a Basic Walk-Thru

When creating a Walk-Thru, first add all the required steps to guide the user through the process. We refer to this as the Walk-Thru “skeleton.” Check out Enhance your Walk-Thru using Super Steps and Best Practices for Building Walk-Thrus once you’ve completed your skeleton.

Create A New Walk-Thru

  1. Open the WalkMe Editor
  2. Navigate to the Walk-Thru App
  3. Click the Add New button
  4. Give your Walk-Thru a Name and click Continue

Add Your Steps

  1. Click the Add Step button
    After clicking Add Step, the WalkMe Editor will minimize and you will be in Capture Mode. Capture Mode allows you to select an element for your step. An element is a discrete site component that WalkMe can identify and interact with, for example, links, graphics, images, and other pieces of website code represented visually on the screen. Click on an element highlighted by a blue box to select it.
  2. Configure the Step Balloon
    Once you have selected an element, WalkMe will autocomplete details such as title and trigger based on the element, but you can manually change them

    • Step Name: This appears inside the balloon and provides the user with instructions
    • Step Note: This note appears in the Editor and is only visible to other WalkMe Builders (not to your end user)
    • Triggers: These are actions that activate the next step in your Walk-Thru. The most common triggers are the Click and Type triggers
    • Step Position: Using the Balloon Compass, you can select the position of the balloon relative to the element; above, below, left, or right
  3. Continue adding Steps
    Once you have configured the first step, click Next Step to return to Capture Mode.  Note: Capture Mode only enables you to select an element on the current page. To navigate to a different page, use the toggle in the Editor (or the control key keyboard shortcut) to switch to Navigate Mode. This will allow you to move around to different pages and click buttons on screen without capturing them as elements. Once you’ve found your desired element, use the toggle or the control key to put the Editor back in Capture Mode. Then, configure your next step.

Read about adding Super Steps to make your Walk-Thru responsive and contextual
Super steps work behind-the-scenes to allow the Walk-Thru to flow smoothly without breaking. They allow you to tailor your Walk-Thru to respond to user behavior.

Read about Walk-Thru Best Practices
Walk-Thrus all follow the same structures and include the same basic components. Understand these structures and components can help you achieve your Goals, increase the visibility and utility of WalkMe on your site, and ensure your user has the best possible experience.

 


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