Use the Editor’s Options Menu to customize your Smart Walk-Thrus/Walk-Thrus and their steps, ShoutOuts, Launchers, etc. 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.
In the 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
The Display Condition tab allows you to define how an item interacts with your website. Steps, Launchers, and SmartTips’ default behaviors can be changed to accommodate different scenarios, users, and websites. Read More»
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. Read More»
Selected Element Tab
In the 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. Read More»
In the 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. Read More»