Brief Overview

The Initiators and End Experience panel allows you to build full solutions from within a Smart Walk-Thru to save you time and promote more engagement. The Initiators panel allows you to quickly view how and from where users access the Smart Walk-Thru. The End Experience gives you the option to add a survey after the Smart Walk-Thru has been exited or completed.

Initiators

Once you have added your first step, the Initiators panel will appear on top of your Smart Walk-Thru in the editor. 

Depending on the initiators you choose, there are 3 icons that may appear.

1. Auto-play: Green check indicates if an auto-play rule is set up for the current Smart Walk-Thru
2. Smart Walk-Thru counter: Shows the number of Smart-Walk-Thrus that have a “Connect To Smart Walk-Thru" step that connects to the Smart Walk-Thru being viewed
   • This count is unique, for example, if Smart Walk-Thru B has two “Connect to Smart Walk-Thrus” to Smart Walk-Thru A, the panel of Smart Walk-Thru B will only show a count of 1 connected Smart Walk-Thru
3. Launcher counter: Shows the number of launchers that will play the Smart Walk-Thru being viewed, and can be clicked on to create a new launcher

When you click on the panel, the settings screen will open.

Menu

• Enable the toggle if you want the Smart Walk-Thru to appear in your menu
• Create rules for when you want the Smart Walk-Thru to appear in your menu

WalkMe Menu Overview

Auto-play

• Create rules for playing Smart Walk-Thru automatically
• Select the auto-play frequency

Auto-Play: Getting Started Guide

• Enable automation process if you want to run two Smart Walk-Thrus simultaneously

Automation Process

Launchers

• Create or add an existing launcher that will start the Smart Walk-Thru

Launchers: Getting Started Guide

Tasks

• Smart Walk-Thru is accessed via an Onboarding Task checklist

Onboarding Tasks: Getting Started Guide

Conversations

• Access this Smart Walk-Thru via a ActionBot conversation

How To Create an ActionBot Conversation

Permalink

• Add a direct link to your website that automatically starts a Smart Walk-Thru or Smart Walk-Thru step when clicked

Permalinks

End Experience

Once you have added your first step, the End Experience button will appear in the bottom left corner of your Smart Walk-Thru in the editor. 

When you click it, the settings screen will open.

In the End Experience tab, you can add a survey to your Walk-Thru:

1. Drop-Off Survey: Plays survey once the user closes the Smart Walk-Thru without completing it
2. Completion Survey: Plays survey after the last step in the Smart Walk-Thru