Welcome to WalkMe support

Please login in order to continue:

Work flows better with WalkMe
Work flows better with WalkMe.

Tabs Overview

Last Updated June 29, 2022

Brief Overview

Use the Editor's Options Menu to customize your Smart Walk-Thrus, ShoutOuts, Launchers, and more. Options menu tabs include Interaction, Display Conditions, Appearance, and Selected Element. To open the options menu, simply hover over a WalkMe item, and click on the pencil icon that appears.

How it Works

Interaction Tab

  • Configure the basic elements of the WalkMe item.
    • For example, give it a name or choose a pre-designed template or image.
  • Find more information about the Interaction tab for each item in that item's support article.

Display Condition Tab

  • Define how an item interacts with your website.
  • Steps, Launchers, and SmartTips' default behaviors can be changed to accommodate different scenarios, users, and websites.
  • To learn more, please refer to the Element Behavior article.

Appearance Tab

  • The Appearance tab enables you to modify the way a Walk-Thru step, Launcher, ShoutOut, individual SmartTip, and Surveys appear.
  • You can highlight or focus on a particular element or correct the position of your WalkMe items.
  • To learn more, please refer to the Appearance Tab article.

Selected Element Tab

  • See how easily WalkMe identifies an element and customize the way WalkMe identifies elements on your website.
  • Modify Selected Element settings to optimize the WalkMe algorithm's performance for your site, or resolve element identification issues.
  • To learn more, please refer to the Selected Element Tab article.

Notes Tab

  • Add information about individual steps that will be viewable only in the WalkMe Editor, not to your users.
  • Keeping detailed notes allows you to more easily edit items in the future or collaborate with colleagues.
  • To learn more, please refer to the Notes Tab article.

Was this article helpful?

Thanks for your feedback!

Be part of something bigger.

Engage with peers, ask questions, share ideas

Ask the Community