Brief Overview

Steps Analysis provides builders with real-time insight into how users interact with each step of a Smart Walk-Thru. This view presents the same analytics available in Insights but directly within the WalkMe Editor, helping builders make informed, data-driven decisions while creating or optimizing flows. Steps Analysis displays usage from the last 30 days of published content.

Access

Open any Smart Walk-Thru in the WalkMe Editor and select the Steps Analysis icon. This switches the Smart Walk-Thru into analysis mode.

To return to edit mode, select the Exit Steps Analysis icon.

How It Works

Hover over any step in the flow to view its analytics. The analysis includes:

• Step name
• Step type
• The percentage of Smart Walk-Thru plays in which this step was reached
• The total number of times the step was played within the last 30 days

Each step icon includes blue shading. The higher the play percentage, the more of the icon will be shaded. This shading provides a visual indicator of where users drop off or successfully move through the flow.

The diagram shown in analysis mode reflects only the last published version of the Smart Walk-Thru. Any changes made in edit mode that are not yet published will not appear in the analysis.

The analysis map counts distinct step plays. If a user repeats a step due to the Restart option, only the first play within that unique session is counted. Replays of the same step during Restart do not increment the counter.

Understanding Step Play Drops

You may see drops in play count between steps. Common reasons include:

• The user closes the browser, closes the Smart Walk-Thru balloon, or selects another element on the site instead of following the next instruction
• The next step cannot play because the targeted element is not visible or cannot be found
• Steps were added recently in the middle of an existing flow, so newer steps naturally have fewer plays than older ones

Smart Walk-Thrus in Insights

Insights provides comprehensive reporting on Smart Walk-Thru usage, enabling you to understand how users interact with your guidance and where optimization may be needed. The Smart Walk-Thrus dashboard shows key performance indicators—including initiation volume, user engagement, and completion patterns—helping you evaluate how effectively your SWT drives users through a process.

By reviewing Insights data, builders can measure success, identify pain points, and validate improvements over time.

Insights Content Tabs

How Insights registers Smart Walk-Thru events

Smart Walk-Thrus are made up of two data components:

1. Parent Entity: The overall Smart Walk-Thru; represents the Smart Walk-Thru as a whole
2. Child Components: The individual steps that users move through; represent each discrete action within the Smart Walk-Thru

When a Smart Walk-Thru is triggered, Insights records events at both the parent and child levels.

Parent Event

• Represents the initiation of the Smart Walk-Thru
• Indicates that the Smart Walk-Thru has started
• Is logged as an interaction regardless of how many steps are completed

Step Events

• Represent each step reached or completed
• Are logged sequentially based on the user's actual path
• Support branching logic, so different users may produce different sets of step events

Interaction flow

Each time a Smart Walk-Thru is triggered, Insights assigns a unique interaction ID. This ID ties all step events to the Smart Walk-Thrus initial trigger, so you can understand the full journey from start to finish.

Because Smart Walk-Thrus may include multiple branches and conditional logic, users may take different routes. Insights records only the steps each user encounters, allowing you to see how branching affects usage and flow completion.

An interaction is defined as the Smart Walk-Thru initiation (the parent event). This is logged even if the user does not progress to any manual steps.

Current counting method

Each Smart Walk-Thru trigger counts as a separate interaction.
This includes all types of steps—manual and automatic.
Interactions are counted independently of unique users, sessions, or days.

This counting method ensures that every Smart Walk-Thru initiation is represented in Insights, making it easier to analyze how often the guidance is used and how effectively users progress through it.

Technical Notes

• Steps Analysis shows only published data from the last 30 days
• Unpublished or unsaved changes do not appear in Steps Analysis
• Steps Analysis is not supported for Smart Walk-Thrus on Mobile Web
• Steps Analysis is available only to builders with Insights Read permissions
• In Insights, each Smart Walk-Thru initiation is counted as one interaction
• Step activity in Insights is tied to the parent interaction as child events