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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 Apps. Using the Editor you can build WalkMe content on the most popular browsers, including Chrome and Chromium Edge.
Getting Started with the WalkMe Editor
1. Download and Install the WalkMe Editor
- Open the Editor Download page. The .exe file will download
- From your computer, double-click downloaded .exe application. WalkMe setup wizard will appear. Â When the installation is complete, the Editor will open
- Log in with your WalkMe user account or if you don’t have one, click “Request a Demo“
- Open the Editor Download page. The .dmg file will download
- From your computer, double-click downloaded .dmg application. A window will appear
- Drag the WalkMe application into the Applications folder
- Drag .dmg disk to Trash can to eject it
- Open Applications folder on Mac
- Double-click WalkMe application
- Log in with your WalkMe user account or if you don’t have one, click “Request a Demo“
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 apps.
- Double-click the WalkMe Editor application to open it
- Login 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 may now start using the Editor with the browser
- Open the WalkMe Editor and Login
- Click Settings from Admin bar
- Click User Preferences
- In the Connect Browser section, select your desired browser and click the “Add Extension” button. Browser will navigate to the Extension download page
- From your browser, click Add Extension
- If a pop-up appears, click Add Extension to confirm
- Done! You may now start using the Editor with the browser
IMPORTANT: In order to enable the Player Extension and see published WalkMe content on the host website, you must toggle to “Play” mode in the WalkMe Editor. Learn How to Use Build and Play Mode Selector.Â
- The latest version of the WalkMe Editor is 4.15.4
- You can view your current Editor version by clicking on the WalkMe icon in the top left of the Editor
💡 Additional Information:Â
- 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 this Master Extension FAQ article.
- If you cannot connect your Editor to the page you want to, please refer to this Master Extension Connectivity guide.