Install the WalkMe Editor

Last Updated March 7, 2023

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.

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Getting Started with the WalkMe Editor

1. Download and Install the WalkMe Editor

Directions for PC

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

Directions for Mac

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

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.
  1. Double-click the WalkMe Editor application to open it
  2. Log in to the WalkMe Editor – A pop-up will appear
  3. Select your preferred browser type on the pop-up
  4. Click the Add Extension button – You will be redirected to the Extension download page
  5. From your browser, click Add Extension
  6. If a pop-up appears, click Add Extension to confirm
  7. Done! You can now use the Editor with the browser 😃
If the pop-up does not appear, access the Extension from the Settings Menu
  1. Click Settings in the WalkMe Editor
  2. In the User Preferences tab, select your desired browser and click the Add Extension button
  3. The Extension download page will open in your selected browser
  4. From your browser, click Add Extension
  5. If a pop-up appears, click Add Extension to confirm
  6. Done! You can now use the Editor with the browser 😃

IMPORTANT: 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

As new versions of the WalkMe Editor become available you will be prompted to install updates.

To view your current Editor version, click on the WalkMe icon in the top left of the Editor.

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

Additional Information

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