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Install the WalkMe Editor

Updated on December 2, 2020 Download PDFDownload as PDF
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Brief Overview

The WalkMe Editor is used for building, managing, and publishing Smart Walk-Thrus and the other WalkMe Apps. The Editor is a desktop application that allows you build on the world’s most popular browsers (Chrome, IE). Once the Editor is installed on your computer, you can then simply download the Extension to your selected Browser to be able to select elements on your site and start building.

Getting started with the WalkMe Editor

1. Download and Install the WalkMe Editor

Directions for PC

  1. Open the editor download page. The .exe file will download
  2. From your computer, double-click downloaded .exe application. WalkMe setup wizard will appear.  When the installation is complete, the Editor will open
  3. Log in with your WalkMe user account or if you don’t have one, click “Request a Demo“

Directions for Mac

  1. Open the editor download page. The .dmg file will download
  2. From your computer, double-click downloaded .dmg application. Window will appear
  3. Drag WalkMe application into Applications folder
  4. Drag .dmg disk to Trash can to eject it
  5. Open Applications folder on Mac
  6. Double-click WalkMe application
  7. Log in with your WalkMe user account or if you don’t have one, click “Request a Demo“

2. Install the WalkMe Editor Extension

The WalkMe Editor Extension connects your selected browser with the WalkMe Editor desktop application. This allows you to select elements on your site when building Smart Walk-Thrus, SmartTips or other WalkMe apps.

When logging into the Editor for the first time, a pop-up will help you install the Extension.

  1. Double-click WalkMe Editor application to open it
  2. Login to WalkMe Editor. A pop-up will appear
  3. From pop-up, select your preferred browser type
  4. Click Add Extension button. Your browser will navigate to Extension download page
  5. From your browser, click Add Extension
  6. If a pop-up appears, click Add Extension to confirm
  7. Done! You may now start using the Editor with the browser

If the pop-up does not appear, access the Extension from the Settings Menu

  1. Double-click WalkMe Editor application to open it
  2. Login to WalkMe Editor
  3. Click Settings from Admin bar
  4. Click User Preferences
  5. From Connect Browser, select the Extension for your desired browser. Browser will navigate to the Extension download page
  6. From your browser, click Add Extension
  7. If a pop-up appears, click Add Extension to confirm
  8. Done! You may now start using the Editor with the browser

IMPORTANT: In order to enable the Player Extension and see WalkMe content on the host website, you must close the WalkMe Editor first.

Please Note:

The latest version of the WalkMe Editor is 4.13.5

If you have trouble with the above steps, check out this helpful troubleshooting article, or please contact our great Support team, here!

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