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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.
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
Tip
Use segmentation to optimize the impact of the dynamic text by making WalkMe items contextual and targeted to the right audience.
How It Works
Dynamic text in the Rich Text Editor
Open the WalkMe Editor
Create a new ShoutOut or Classic ShoutOut or open an existing one
Click the Edit icon and go to the Interaction tab
Place your cursor where you want the dynamic text value to be inserted
Click on the Dynamic Text icon
Select between Variable, jQuery, and Cookie in the Get user data from dropdown options
Enter your variable name, cookie name, or jQuery selector
Click Apply
A jQuery selector of #fullName, which represents a user's full name, was selected
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”