Install the WalkMe Editor

Last Updated March 28, 2024

Brief Overview

The WalkMe Editor is a desktop application that is used for building, managing, and publishing all of the content that your end-users will view. This includes Smart Walk-Thrus, ShoutOuts, and other WalkMe items. Using the editor you can build WalkMe content on the most popular browsers, including Chrome and Chromium Edge.

🎓 Digital Adoption Institute

View the WalkMe Technical Orientation within the Orientation curriculum, then click the Downloading the WalkMe Editor lesson
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Getting Started with the WalkMe Editor

1. Download and Install the WalkMe Editor

Directions for PC

Open the Editor Download page and the .exe file will download
Double-click the .exe application and the WalkMe setup wizard will appear
Once the installation is complete, the Editor will open
Log in with your WalkMe user account

Tip

If you don't have an account yet, click Request a Demo.

Directions for Mac

Open the Editor Download page and the .dmg file will download
Double-click the downloaded .dmg application and a window will appear
Drag the WalkMe application into the Applications folder
Drag the .dmg disk to the Trash can to eject it
Open the Applications folder and double-click the WalkMe application
Log in with your WalkMe user account

Tip

If you don't have an account yet, click Request a Demo.

Almost finished!

Once the Editor is installed on your computer you must then download the Editor Extension to your Browser. This will allow you to be able to select elements on your site and start building.

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, and other WalkMe items.

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

Double-click the WalkMe Editor application to open it
Log in to the WalkMe Editor - A pop-up will appear
Select your preferred browser type on the pop-up
Click the Add Extension button - You will be redirected to the Extension download page
From your browser, click Add Extension
If a pop-up appears, click Add Extension to confirm
Done! You can now use the Editor with the browser 😃

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

Click on the Settings icon and select System settings
In the User Preferences tab, select your desired browser and click the Add Extension button
The Extension download page will open in your selected browser
From your browser, click Add Extension
If a pop-up appears, click Add Extension to confirm
Done! You can now use the Editor with the browser 😃

Note

In order to enable the WalkMe Extension and see published WalkMe content on the host website, you must toggle to Play mode in the WalkMe Editor. Please refer to the How to Use Build and Play Mode Selector article for more information.

Editor Versions

To view your current editor version, click on the profile icon in the top left of the editor. The version is shown at the bottom of the menu.

To see the latest version available and find a quick link to download it, hover over Software updates and click Update.

Note

You can find more information relating to Editor and extension version releases on the Release Notes page.

Additional Information

If you have trouble with the above steps, check out this helpful troubleshooting article, or please contact our great Support team, here!
If you have issues with your Extension after installation, please refer to the Master Extension FAQ article.
If you cannot connect your Editor to the page you want to, please refer to the Master Extension Connectivity guide.

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