How to Create a Walk-Thru

Updated on September 13, 2017
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A Walk-Thru is like a GPS in that it takes users through an online process step-by-step all the way from the beginning to their desired end. Each Walk-Thru will contain the necessary steps to take the user through a business process.

Build a Basic Walk-Thru

When creating a Walk-Thru, first add all the steps from A to Z to guiding 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. Go to the Walk-Thru App
  2. Click the Add New button
  3. Give your Walk-Thru a Name and click Continue

Add Your Steps

  1. Click the Add a 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 as elements, such as links, graphics, images, and other pieces of website code represented visually on the screen. Click on the element highlighted by a blue box to select it.
  2. Configure the Step Balloon
    Once the element has been selected, WalkMe will autocomplete details such as title and trigger based on the element or you can manually change them.

    • Step Name: This appears inside the balloon and provides the user with instructions
    • Step Note: This note will appear in the Editor and will only be visible by other WalkMe Builders (not to your end user)
    • Triggers: Triggers are the actions that activate the next step in your Walk-Thru. The most common triggers are the Click and Type triggers (see below for more)
    • 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 the first step has been configured, click “Next Step” to return to Capture Mode the next step. The Editor will enter Capture Mode. Capture Mode 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 in 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 the 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 will follow the same structure and include the same basic components. This structure 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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