Split

Updated on October 2, 2018
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Splits are a kind of Flow Step in Smart Walk-Thrus that allow for variation in your guidance. A Split will create a branch off the Main Path where you can create dedicated steps that will only show under certain circumstances. Using Splits allow you to make flexible guidance that can accommodate users to take different paths through a process.

Short Version

While the majority of users will follow the process laid out in the Main Path some users will need to deviate from the Main Path.  Anticipate these variations by adding Splits to allow the guidance to continue even if the user needs to take different route.

For example, use a Split to identify if a user is not logged in before starting a process. If they are not logged in, the Walk-Thru will branch off to specialized steps, reconnecting them to the Main Path once the user is logged in. Another example may be if users may have differently configured interfaces. The Walk-Thru may be set to check if a user has a certain tab available by default to click or if they need to go through a longer process to get there.

How it Works

Splits can be added anywhere in a Smart Walk-Thru – in the Main Path, in a branch, in a branch off a branch, etc. Splits are created with a rule in the Rule Engine. When WalkMe gets to the Split, it will check the rule. If True, the guidance will branch off the Main Path. The branch can include any number of steps and then reconnect to the Main Path at any step (or not!) If false, the guidance will continue playing along the Main Path.

Create a Split

Add a Split Flow Step to your Smart Walk-Thru

To add alternate paths to a Smart Walk-Thru, hover over the path where you would like to add the Split and select Split from the Options Menu.

Make sure to change the name of the Split to a straightforward question so that it is easy to tell what is happening in the Smart Walk-Thru Map in the Editor.

Create a rule that identifies when the flow should split to the branch. When the rule is true, the Walk-Thru will branch. When it is false, it will continue along the Main Flow (skipping the branch and any steps added to it).

Splits can be built with any of the available Rule Types in the Rule Engine. A common Rule Type for creating Splits is On Screen Element. On Screen Element may be used if you are checking to see if a certain checkmark box is selected or if a certain tab is available in the navigation bar.

For example, in the image below, a rule is created to check if a checkmark box is selected.

Read more about creating Rules in the Rule Engine.

After adding a Split, it will appear in the Smart Walk-Thru Map as an orange icon. You will be able to hover over the Split to see the associated rule.

After creating a Split, there will be two branches in the Smart Walk-Thru Map – “NO” will continue down the Main Path and “YES” will branch to the new path. Hover over the branch to add steps. These steps will only when the Walk-Thru Splits (i.e. rule is true).
To disconnect a branch from the Main Path, simply hover over the path where it connects back to a step and click the trash icon. If the Branch does not connect back to the Main Path, the Walk-Thru will end with the last step in the branch.
To reconnect a branch to the Main Path, simply hover over the orange + icon after the last step in the branch, click Connect to Step, and then select the step in the Main Path that you would like the guidance to continue playing from after the Branch. All steps between the Split and the step you select to continue playing from in the Main Path will be skipped when the rule for the Split is true.

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