New Editor Design

Last Updated December 17, 2024

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Brief Overview

The WalkMe Editor now has a new design. Our goal was to transform the old interface into a visually appealing, easier to use, and intuitive experience, consistent with other WalkMe applications.

This article covers the key changes in the new design compared to the old.

What's Changed

High level changes

Editor top changes

• Status icon, Play/Build mode, header and search all got a new design
• Switch system was moved and redesigned
  • To switch to build on mobile web, users now click on their current system name in the upper right corner
• Home line minor UI changes
• "All items" dropdown removed
• New filter option was added - by item type

Editor footer changes

• Footer buttons removed:
  • Preview (now will appear only when items are selected)
    
  • Customize (now available under the Settings icon in the top right corner)
    
  • Solutions (relocated to the "Create" menu - under the blue plus icon)
    
  • Menu (now available under the Apps menu in the top right corner)
    

• New look and functionality for Create + button
  • You can now use it to create folders and segments also
  • No longer filtered by item type
    • Exceptions: Shield, Engaged Element, Element Library

WalkMe Apps menu

The new WalkMe Apps menu offers a central place to access your WalkMe apps, divided into the following categories: Apps, Data, Admin

Create + Button

The revamped Create + button is similar to the old one, with a few key changes:

1. You can now create any item type using the + button, even when filtering to view specific items types
2. Two new create options were added: "New Folder" and "Segment"
   • These additions do not replace existing creation methods from other locations
3. The list has been simplified and certain names were changed
   • "Resources" has been replaced with more intuitive options: "Video" and "Article"
   • "ShoutOuts" has been split into "ShoutOut" and "ShoutOut Classic" for easier access without the need to hover

Profile / User Menu

The user menu is a new concept, designed to provide a more personalized experience for the builders.

Within the user menu, users can access actions and information tailored to their specific user profile.

Previously, many of these options were found in the editor options menu.

Settings menu

The settings menu serves as a centralized hub for all configurations within the editor, including global system settings.

In the previous design, these settings were found in different locations in the editor, in the footer, header, and within the options menu. We consolidated them all in one location for improved user experience.

Several notable changes:

1. Integrations moved from the "All items" dropdown menu to the Settings Menu. We consider them as global, system-level settings, which led to this repositioning.
2. The feature previously known as "Customize" and located in the Editor footer has been relocated to the Settings Menu, now referred to as "Customize content style."
3. We have removed the direct link to the Snippet screen. Instead, users can access the "System settings" from the Settings Menu and find the new Snippet tab there.
4. Onboarding settings, previously available only through the "All items" dropdown menu when viewing Onboarding exclusively, have now been placed in the Settings Menu. This change allows users to access this system-level setting regardless of their item list filtering.

All Items Menu

The following apps were previously only, or mainly, available from the “All items” menu:

• ActionBot
• Shield
• Engaged Elements
• Element Library
• Search integration
• Live Chat
• Help Desk

These apps got a new look and will now be available from either the “WalkMe Apps” menu or the “Settings menu”.

Item Screens

New updated screens are available for SmartTip sets, ShoutOuts, Smart Walk-Thrus, onboarding tasks, shuttles, surveys, articles, and videos.

• The settings tabs moved from the left-hand side to the top
• Tabs were grouped
• The header is now the part of item creation
• The footer is dedicated to finalizing and troubleshooting
• Notes used to have a tab of their own, it was replaced with the Add+ icon in the upper right corner

SmartTips Set settings

Before: 

After: 

Smart Walk-Thrus settings

Before 

• Goals have their own tab
• Display conditions tab includes segmentation and the ability to create the menu display conditions from here
• Search ranking has its own tab
• Advanced Settings only include the field for entering custom data

After

• Goals and milestones moved under the new Behavior tab
• Segmentation is now done from the Appearance Conditions tab
• Menu display conditions were moved to the Initiators panel
• Search ranking/optimization and keywords moved to the Advanced Settings tab

Onboarding tasks

Before:

All the settings presented as toggles on a single screen

Settings are organized in separate tabs:

• Behavior
• Appearance Conditions
• Advanced Settings

Articles

Before:

All the settings are done from the creation screen

Settings organized in separate tabs:

• Behavior
• Appearance Conditions
• Outcome Tracking (goals and milestones)
• Advanced Settings (search and keywords)

Videos

Before:

All the settings are done from the creation screen

After:

Settings organized in separate tabs:

• Behavior
• Appearance Conditions
• Outcome Tracking (goals and milestones)
• Advanced Settings (search and keywords)

Shuttles

Before:

All the settings are done from the creation screen

After:

Settings organized in separate tabs:

• Behavior
• Appearance Conditions
• Outcome Tracking (goals and milestones)
• Advanced Settings (search and keywords)

ShoutOut Settings

Before:

• The size of the screen cannot be changed
• Auto-play settings are located in the Engagement tab
• Appearance tab holds the z-index and delay settings
• Notes have their own tab

After:

• In the header, you can edit the name, see the item status (draft/published), and the Notes icon
• In the footer, you can choose to return to legacy screen and play the ShoutOut (Play option is disabled if you're not connected to the page)
• Click on the Expand icon to use the entire editor screen
• In the Design tab, you can change the design of your ShoutOut and select the actions its buttons will perform

• In the Appearance conditions tab, set when this item will appear for the users
• All the auto-play settings only become visible when auto-play is enabled
• If you choose custom frequency, you can now set a unified time zone for all the users to see your content at exactly the same time

• Set your ShoutOut goals and milestones in the Outcome Tracking tab

Survey Settings

Before:

• Auto-play settings are located in the Engagement tab
• Appearance tab holds the survey name display options
• Notes have their own tab

After:

• In the Behavior tab, set how you want the survey to be displayed to your users
• You can choose to show the overlay

• In the Appearance conditions tab, set when this item will appear for the users
• All the auto-play settings only become visible when auto-play is enabled
• If you choose custom frequency, you can now set a unified time zone for all the users to see your content at exactly the same time