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Install the WalkMe Editor

Updated on April 18, 2019 Download PDFDownload as PDF
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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, simply download the Extension to your selected Browser to start building.

Switching from the Firefox Plugin? Learn more about the new version of the WalkMe Editor. 

Getting started with the WalkMe Editor is a three-step process:

1. Download and Install the WalkMe Editor

Directions for PC

  1. Open www.walkme.com/download. The .exe file will download
  2. From your computer, double-click downloaded .exe application. WalkMe setup wizard will appear.  When installation is complete, Editor will open
  3. Continue to Create an Editor Account

Directions for Mac

  1. Open www.walkme.com/download. 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. Continue to Create an Editor Account

2. Create an Editor Account

For paying customers, contact your WalkMe Administrator or Customer Success Manager (CSM) to get login credentials.

Directions for new or trial users to create a new account.

  1. Open the WalkMe application on your computer
  2. Click Don’t have an account?
  3. Type your email address
  4. Enter a password
  5. Click Sign In button
  6. Note: New accounts are locked by default with a limited number of Smart Walk-Thru Steps and features. If you would like to upgrade your account, please contact sales@walkme.com or your CSM
  7. Continue to Installing the WalkMe Editor Extension in order to start building

3. 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.

If you have trouble with the above steps, please contact Support, at support@walkme.com.

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