Insights Apps Tabs

Last Updated September 8, 2024

Brief Overview

The Apps tabs in Insights allow you to view a detailed analysis of your WalkMe items, with a dashboard available for each app type within a specific system overview.

There you can find important information to help you understand how users engage with WalkMe on a daily basis and how an existing solution can be improved for better results.

While many of the app dashboards are similar, there are some differences to be aware of, such as the ability to drill down deeper into certain subjects, including Smart Walk-Thrus, ShoutOuts, and Surveys.

Access

Navigate to the Systems Overview page in the console
Select a system from the Monitored Systems widget
Select an apps tab

Get to Know & Use

Active Users

The Active users tab gives you valuable insights into the user activity on your website. It provides a comprehensive list of users who visited your site while WalkMe was active, regardless of whether they interacted with a WalkMe item.

Insights Users Tab

SmartTips

General SmartTips Metrics

Users viewed SmartTips: The total count of unique users who viewed any SmartTip message, and the percentage of users WalkMe was available to
Guidance views: The total count of times a SmartTip Guidance message was viewed (including multiple views by the same user)
Validation checks: The total count of times a SmartTip Validation rule was checked, and the total number of users who were prompted with a Validation message

SmartTips Summary

Name: The name the content creator gave to each SmartTip they created
SmartTips Set: The name the content creator gave to each SmartTip Set
Status: The color of the icon indicates its publish status:
- Green - Published
- Grey - Archived
- Red - Deleted
- Orange - Draft
Users Viewed: The total count of users who viewed a specific SmartTip
Guidance Views: The total count of times a specific Smart Tip Guidance message was viewed (including multiple views by the same user)
Validation Checks: The total count of times a SmartTip Validation rule evaluation resulted in a Validation message being displayed (including multiple views by the same user)
Creator: User who created the SmartTip
Last Published: The last date on which a specific SmartTip was published

Smart Walk-Thrus

General Smart Walk-Thrus Metrics

Users played Smart Walk-Thrus: The total count of unique users who played any Smart Walk-Thru, and the percentage of users WalkMe was available to
Smart Walk-Thru Plays: The total count of times any Smart Walk-Thru was played (including multiple plays by the same user), and the average number of plays per user
- Plays that include more than one Smart Walk-Thru (e.g., via branching or Connect to Smart Walk-Thru) are counted as a single play
Goals Reached: The total count of main Goals reached throughout all the Smart Walk-Thru plays, and the percentage of plays resulting in a user reaching a Goal
- This counts only main Goals, not milestone Goals

Smart Walk-Thrus Summary

Name: The name the content creator gave each Smart Walk-Thru
Status: The color of the icon indicates its publish status:
- Green - Published
- Grey - Archived
- Red - Deleted
- Orange - Draft
Users played: The total count of users who played the specific Smart Walk-Thru
SWT plays: The total count of times a specific Smart Walk-Thru was played (including multiple plays by the same user)
Goals reached (of Smart Walk-Thru Plays): The total count of main Goals that were reached when users played a specific Smart Walk-Thru
Creator: User who created the SWT
Last published
- The last date on which a specific Smart Walk-Thru was published

Note

Unlike in the General Smart Walk-Thru Metrics section, in this section plays that include more than one Smart Walk-Thru (e.g., via branching or Connect to Smart Walk-Thru) are NOT counted as a single play. Instead, each Smart Walk-Thru that occurs, whether part of a larger flow or not, is counted as a unique play.

Resources

General Resources Metrics

Users viewed Resources: The total count of unique users who viewed any Resource, and the percentage of users WalkMe was available to
Resource views: The total count of times any Resource was viewed (including multiple views by the same user), and the average number of Resource views per user
Main goal completed: The total count of main Goals reached throughout all the Resource views, and the percentage of views resulting in a user reaching a Goal

Resources Summary

Name: The name the content creator gave each Resource
Status: The color of the icon indicates its publish status
- Green - Published
- Grey - Archived
- Red - Deleted
- Orange - Draft
Users viewed: The total count of users who viewed a specific Resource
Resource views: The total count of times a specific Resource was viewed (including multiple views by the same user)
Goals reached (of resource views): The total count of WalkMe Goals that were reached when users viewed a specific Resource
Creator: User who created the resource
Last Published: The last date on which a specific Resource was published

Launchers

General Launchers Metrics

Users clicked Launchers: The total count of unique users who clicked any Launcher, and the percentage of users WalkMe was available to
Launcher clicks: The total count of times a Launcher was clicked, including multiple clicks by the same user

Launchers Summary

Name: The name the content creator gave each Launcher
Status: The color of the icon indicates its publish status:
- Green - Published
- Grey - Archived
- Red - Deleted
- Orange - Draft
Users clicked: The total count of users who clicked a specific Launcher
Launcher clicks: The total count of times a specific Launcher was clicked
Creator: User who created the launcher
Last published: The last date on which a specific Launcher was published

Shuttles

General Shuttles Metrics

Users clicked Shuttles: The total count of unique users who clicked any Shuttle, and the percentage of users WalkMe was available to
Shuttle clicks: The total count of times a Shuttle was clicked, including multiple clicks by the same user
Main goals reached: The total count of WalkMe Goals reached throughout all the Shuttle clicks, and the percentage of Shuttle clicks resulting in a user reaching a Goal

Shuttles Summary

Name: The name the content creator gave to each Shuttle they built
Status: The color of the icon indicates its publish status:
- Green - Published
- Grey - Archived
- Red - Deleted
- Orange - Draft
Users clicked: The total count of users who clicked a specific Shuttle
Shuttle clicks: The total count of times a specific Shuttle was clicked
Goals reached (of shuttle plays): The total count of main Goals that were reached when users played a specific Shuttle
Creator: User who created the shuttle
Last published: The last date on which a specific Shuttle was published

ShoutOuts

General ShoutOuts Metrics

Users viewed ShoutOuts: The total count of unique users who viewed any ShoutOut, and the percentage of users WalkMe was available to
ShoutOut views: The total count of times any ShoutOut was viewed (including multiple views by the same user), and the average number of views per user
ShoutOut clicks: The total count of action buttons users clicked throughout all ShoutOut views, and the percentage of ShoutOut views resulting in an action button click

ShoutOuts Summary

Name: The name the content creator gave each ShoutOut
Status: The color of the icon indicates its publish status:
- Green - Published
- Grey - Archived
- Red - Deleted
- Orange - Draft
Users viewed: The total count of users who viewed a specific ShoutOut
ShoutOut views: The total count of times a specific ShoutOut was viewed (including multiple views by the same user)
ShoutOut clicks (of ShoutOut Views): The total count of times a specific ShoutOut action button was clicked, and the click rate out of total views
Creator: User who created the ShoutOut
Last Published: The last date on which a specific ShoutOut was published

Onboarding Tasks

General Onboarding Metrics

Users completed a task: The total count of unique users who completed any Task, and the percentage of users WalkMe was available to
Total task completions: The total count of times a Task was completed, including multiple completions by the same user

Onboarding Tasks Summary

Name: The name the content creator gave each Task
Status: The color of the icon indicates its publish status:
- Green - Published
- Grey - Archived
- Red - Deleted
- Orange - Draft
Users completed (Of total users): The total count of unique users who completed a specific task
Creator: User who created the onboarding task
Last published: The last date on which a specific Task was published

Surveys

General Surveys Metrics

Users viewed surveys: The total count of unique users who viewed any Survey, and the percentage of users WalkMe was available to
Survey views: The total count of times any Survey was viewed (including multiple views by the same user), and the average number of Survey views per user
Survey submissions: The total count of Survey submissions, and the percentage of views resulting in a user submitting a survey

Notes

Non-required questions affect count: Survey submissions numbers includes Surveys that were submitted without responding to non-required questions. Meaning, a report export could be empty even though a submission was recorded
Deleted questions impact: If questions are removed after the survey has been submitted, the responses to those questions will not be included in Insights. While the count of total submissions will remain intact, you will need to rely on reporting to view the actual responses

Surveys Summary

Name: The name the content creator gave to each Survey they built
Status: The color of the icon indicates its publish status:
- Green - Published
- Grey - Archived
- Red - Deleted
- Orange - Draft
Users viewed: The total count of users who viewed a specific Survey
Survey views: The total count of times a specific Survey was viewed (including multiple views by the same user)
Creator: User who created the survey
Survey submissions: The total count of times a specific Survey was submitted out of the total count of users who viewed that Survey

Users opened menu: The total count of unique users who opened the WalkMe Menu, and the percentage of users WalkMe was available to
Total menu opens: The total count of times the WalkMe Menu was opened, and the average number of Menu opens per user
Searches resulted in action: The total count of Menu searches that resulted in action, and the percentage of all searches that number represents

URL: URL of a specific page where users opened the Menu
Users opened menu: The total count of unique users who opened the WalkMe Menu from a specific URL
Menu opens: The count of times the Menu was opened from a specific URL
Menu actions: The total count of times a Menu opened on a specific URL resulted in an action

Note

If URLs are not collected, page title will be shown
If both page title and page URLs are not collected (since they were disabled using the PII settings), a message will be shown: "URLs and Page Title are not collected for this account".
Parts of URLs such as Query and Hash are not collected, and thus are not displayed

"What users search for?" tab summary

Name: Name of a specific search term entered into the Menu search by a user
Menu searches: The count of times a particular search term was search in the Menu
Resulted in action: The total count of times a search for a specific search term resulted in an action
Not resulted in action: The total count of times a search for a specific search term did not result in an action

WalkMe Available vs. WalkMe Interaction Definitions

Insights distinguishes between end users who had WalkMe visible and end users who actually interacted with WalkMe's apps. Here is the detailed definition of the two different metrics by WalkMe App Type:

App	WalkMe Interaction Definition	WalkMe Available Definition
Onboarding (task)	A task was played or completed	A task was played, completed, or visible
Smart Walk-Thru	A Smart Walk-Thru was played (this metric does not count individual SWT steps and SWT plays initiated by branching)	A Smart Walk-Thru or Smart Walk-Thru step was been played
Menu (player)	The menu was opened	The menu was open or visible (including the WalkMe widget)
SmartTip	A guidance SmartTip balloon was visible or clicked on A validation SmartTip was passed or failed	The SmartTip icon was visible, or the end user viewed the SmartTip balloon A validation SmartTip was passed or failed
Resources	A Resource was played	A Resource was played
Launchers	A Launcher was clicked	A Launcher was played or clicked
Walk-Thrus	A Walk-Thru was played	A Walk-Thru was played
ShoutOuts	A ShoutOut was clicked on (only action click, shoutout dismissed is not counted as an interaction)	A ShoutOut was shown
Shuttles	A Shuttle was played	A Shuttle was played
Surveys	A Survey was submitted	A Survey was played, submitted, or dismissed
TeachMe	TeachMe course or lesson item was started or TeachMe course was submitted	TeachMe was visible
Search	User searched or clicked on an item in the search results	User searched or clicked on an item in the search results
Live Chat	User clicked on the live chat option	User clicked on the live chat option
Help Desk	“Open a ticket” link clicked	“Open a ticket” link clicked
ActionBot	User opened the ActionBot	User opened the ActionBot

Technical Notes

All general metrics show data pulled for published content only
In cases where there are more than 500 segments defined, app page loading time will be negatively impacted
The percentage of "Users WalkMe was available to" is calculated by the following formula: Users WalkMe was available/All Users
- The All Users metric counts Users on sessions that ended in the date range
- In rare cases, this percentage could be higher than 100% if there are many Users still live on sessions that didn't end yet
- In most cases, this happens when the date range includes "Today"
The "Where users open the menu" section of the Menu & Search page will not display URL parts such as Query and Hash since query parameters are not stored
The Smart Walk-Thru steps analysis cannot be viewed from the Smart Walk-Thru app page when filters with a large amount of rules are applied due to an Editor limitation.
Menu & Search app only shows up to 100 results for URL

Was this article helpful?

Yes No

Yes

Thanks for your feedback!