How To Use Dynamic Text For Visual Display

Last Updated November 5, 2024

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Brief Overview

Personalized messages and calls-to-action increase click-through rates for your WalkMe content. Dynamic text allows you to create personalized messages for your users and insert them into Smart Walk-Thru steps, Classic ShoutOuts, and Guidance SmartTips using the Rich Text Editor. You can also add dynamic text to launchers in the Interaction tab, and to ShoutOuts in the Visual Editor. 

With dynamic text, you can select whether to pull user data from a variable, cookie, WalkMe Data, or jQuery. You can also manipulate the pulled values using regular expressions. The pulled value(s) will be entered as BBCode into your WalkMe item. Your dynamic text value will appear when you play or preview your WalkMe Item.

| What is Dynamic Text?

Use Cases

• Add a user name to ShoutOuts to make them more personal
• Convert trial customers by informing them of how many days are left on their trial accounts
• Upsell users who are about to reach the limits of their current plan
• Add a user's name to a reminder message for daily or weekly tasks in your system
• Inform users of their current balance in your system and when their next payment is due

How It Works

Dynamic text in the Rich Text Editor

1. Open the WalkMe Editor
2. Create a new ShoutOut or Classic ShoutOut or open an existing one
3. Click the Edit icon and go to the Interaction tab
4. Place your cursor where you want the dynamic text value to be inserted
5. Click on the Dynamic Text icon
6. Select between Variable, jQuery, and Cookie in the Get user data from dropdown options
7. Enter your variable name, cookie name, or jQuery selector
8. Click Apply
   

You will see the names of the variables in the editor preview

In preview, test, and production environments, WalkMe pulls the designated value and replaces the Dynamic Text BBCode with the value.

For example, in the above example we created a variable called “name” that pulled in the user's first name, and a variable called “trial” that pulled in the number of days remaining on the trial membership, and applied it to a sentence in a ShoutOut as follows:

“Hi <jquery>name</var>, you have <var>trial</var> days left on your free membership”

The output might look like this:

Dynamic text using regex

1. Click on the BBCode icon
2. Insert the regex tags and statement

What is Regex?

Dynamic text in a Smart Walk-Thru popup step

Dynamic text in a launcher

1. Add the dynamic text attributes in the editor
2. Open the Launcher settings Interaction tab
3. Click on the Launcher preview to add your customization
4. Click on the pencil icon to edit the design
5. Use the @ icon to add the attributes you set as dynamic text in the text field
6. Your dynamic text value will now appear when your WalkMe items are played or previewed