Set WalkMe Data Flow Steps

Brief Overview

The Set WalkMe Data step lets you record user actions directly within a Smart Walk-Thru. When a user performs an action you want to track, WalkMe can store that information locally in their browser and use it later to personalize guidance, segment content, or trigger automated behavior.

For an overview of what WalkMe Data is, its use cases, and general best practices, refer to the following article:

WalkMe Data

How It Works

In a Smart Walk-Thru, the Set WalkMe Data step captures an event when a user reaches that step in the flow.

When this occurs, WalkMe writes the configured data to the browser. Other rules, segments, or Smart Walk-Thrus can then check that stored information to decide what to display next or whether to resume progress.

This allows builders to create context-aware flows — for example, resuming guidance only for users who have previously started a process, or showing reminders to users who haven't completed a step.

How To Set WalkMe Data

To store WalkMe Data from a Smart Walk-Thru:

1. In your Smart Walk-Thru, hover over the + icon and select Set WalkMe Data
2. Configure the fields
   1. Name (Key): Enter a clear, unique identifier for the data such as wm-registration-complete
   2. Data: Select what WalkMe stores when this step runs
      • Choose from Text (Value), Variable, jQuery, Cookie, or On Screen Element
      • Use Yes for a one-time action or a number to count repeated actions
   3. Duration: Define how long WalkMe should keep the data
   4. Notes: Describe what this data measures or why it's being used (Optional)
3. Give the WalkMe Data step a clear, descriptive name so it's easy to identify in your Smart Walk-Thru map
   • For example, wm-login-count or training-complete
4. Drag the WalkMe Data step so it appears immediately after the action you want to track
   • This ensures that the data records correctly when the user performs that action
5. Play the Smart Walk-Thru in a test environment and use the Flow Tracker to confirm that the step triggered and the data saved correctly

Flow Tracker

Displaying WalkMe Data in Step Text

To display WalkMe Data values inside a step's text, use this BBCode format:

[wm-data]your-key[/wm-data]

When the Smart Walk-Thru plays, the placeholder will automatically show the stored value for that key.

Technical Notes

Testing behavior

Do not use Incognito or private browsing when testing WalkMe Data steps in Smart Walk-Thrus. Browser sessions in these modes will delete stored data when closed.

Duration setting

When testing counters or repeated actions, use a short duration to confirm that WalkMe is storing and retrieving the data correctly. Once confirmed, set the intended duration.