Popup Steps: Getting Started Guide

Updated on December 21, 2020 Download PDFDownload as PDF
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Brief Overview

Popup Steps are floating balloon steps that are not attached to any specific element. Popup steps can be used to give a user general information or guidance, without attaching the message to any page element.

Popup are used to draw your users attention to featured text. Unlike regular step balloons, Popups are not attached to an element but appear in the center of the page. Popups can be placed anywhere within a Smart Walk-Thru.

Popups are commonly used to enhance the user experience by communicating a message about your site or the process the user is completing. Popups can also be used for promotional purposes.

💡Tip: WalkMe Compass Guide

WalkMe Compass offers in-app, step-by-step guidance to help you on this subject. Click on the link below to be redirected to the WalkMe Editor. You must be logged in to your editor in order for the guidance to launch.

→ View the Popup Steps Getting Started Guide

Use Cases

Common examples of how to use Popups include:

  • Using a success Popup at the end of a process
  • Placing a welcome Popup at the beginning of an AutoPlay Smart Walk-Thru when they arrive on your site
  • Creating a mini-menu Popup by using the Rich Text Editor to add links other Smart Walk-Thrus


How It Works

Popups can be created in the Smart Walk-Thru as you are initially building or added later. The Popup will appear to the user in the center of the screen, unattached to any element. Popups can be used anywhere in the Main Path or a branch of the Smart Walk-Thru.

Creating a Popup Step

  1. In a Smart WalkThru, hover over the orange plus sign between two steps where you want to add a Popup Step:
  2. In the hover menu, select Popup:
  3. In the Interaction tab, the balloon section works the same as a normal balloon step. You can enter any title and body text and adjust the text using the text tools:

    The grid lets you determine where the popup step will appear on the screen. You can toggle the Enable Spotlight switch to disable the Spotlight overlay. This will allow the user to continue interacting with your site while the popup is visible:

    If you disable the spotlight, you can use the Step Triggers to add a custom trigger to the Popup Step:
  4. The Popup Step will be represented by the Popup icon in the WalkThru overview:

After creating a Popup, the Popup Step options menu will open. In the Interaction tab, configure the following:

  • Click to Add Text: Add the main message of the Popup in the title field and add additional text in the field below;
  • Change Design: Use the Design Gallery to apply a template appearance to the balloon;
  • Rich Text Editor and CSS: Access the Rich Text Editor to change the text size, style, color, add dynamic text, or insert a video. Access the CSS to make custom changes;
  • Display X on Balloon: It is recommended not to remove the X from the balloon;
  • Spotlight: When the Spotlight is on, the user will not be able to interact with other elements on the page;
  • Show buttons:
    • Next/Done: Next if there is a step after the Popup or Done if it is the last step;
    • Start button: if it is the first step in a Walk-Thru;
    • Back: Go back to the previous step;
      • Back buttons only show up if the previous step had a Next trigger;
    • Cancel: End the Walk-Thru.


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