Super Steps affect how Walk-Thrus are played. Unlike other steps, Super Steps are not attached to an on-screen element but rather operate behind-the-scenes to allow for multiple starting points and aid in error recovery.
The Short Version
After you have created the core steps of your Walk-Thru, you’ll add Super Steps to regulate how the Walk-Thru behaves in different scenarios. Super Steps allow you to funnel different types of users who are in different parts of the process through the same Walk-Thru instead of creating different Walk-Thrus for each user and scenario.
Super Steps work behind the scenes, while users simply experience a continuous flow of balloons without noticing the Super Steps directly.
Use Super Steps in your Walk-Thru to:
- Recognize if the user is already part way through a process and funnel him/her to the relevant step instead of making the user start from the beginning of the Walk-Thru and repeat redundant steps.
- Complete a tangential action needed to complete the original processes, such as logging in to make an order or to comment on a thread.
- Pause the Walk-Thru for a set amount of time, or until something happens on the page, before continuing forward.
For example, a user might have begun the process and moved beyond the home page. Without Super Steps, the Walk-Thru would direct users to redo steps they have already completed on their own. Adding a Jump to Step Super Step advances the Walk-Thru and the user to the part of the process they are currently in. These Steps are dependent on Rules to control when they should play and to identify if the user is in the right location.
How it Works
A Super Step is a Walk-Thru Step that performs an action behind the scenes. Each Super Step can be configured with Rules so that the action occurs only under specific conditions. A Super Step will only play after the Rule has been confirmed as True. If the Rule is False, the step will skip and the following step will play.
Create A Super step
- Open the WalkMe Editor
- Navigate to the Walk-Thrus App and select a Walk-Thru or create a new one
- Click the Add Super Step Button
- Select the Super Step type from among the following:
Types of Super Steps
- Redirect: Take the user to another page. Used to shorten the Walk-Thru process to a few steps.
- Wait for Condition: Wait until the condition defined in the step is true before allowing the next step to appear.
- Stop Walk-Thru: Exit the Walk-Thru for a user if, for instance, the user does not have permission to complete the process.
- Refresh Page: Refresh the webpage so, for instance, WalkMe can check for an element again.
- Set WalkMe Data: Track your user’s progress through a series of steps over a specified amount of time (a few seconds, or longer).
- Jump to Step: Jump forward or backward to another step within the same Walk-Thru. Users start a Walk-Thru from many different places on the site. They may have started the process on their own. Place Jump to Steps at the beginning to skip over redundant steps. If adding multiple Jump to Steps, place them in descending order at the beginning of the Walk-Thru so that steps that jump farther into the process are closer to the top. An example use-case: Add a Jump to Step that will jump back to play a step again if an error message appears for the user.
- Branch to Walk-Thru: Take your users to a different Walk-Thru to break a larger process into multiple Walk-Thrus; if a few of your Walk-Thrus share common steps, add these to a separate Walk-Thru. Then access them at the beginning of your Walk-Thrus using a branch. Use to connect Walk-Thrus; for example, connect a Walk-Thru about creating an account with the one about entering personal details. The user will immediately be prompted to fill in account details after they create the account.
- Delay: Use to delay the Walk-Thru from continuing; if an error message takes longer to load than WalkMe, use Delay Walk-Thru to ensure that the page is fully loaded before the Walk-Thru Continues to play.
- Open Player Menu: Display the Player Menu to your user, for instance, at the end of a Walk-Thru to encourage a user to explore additional support resources; for example: use at the end of an account creation login to open up the Onboarding Checklist in the Player Menu.
Super Step Options
- Creating a Rule: Each Super Step gives you the option to create a Rule to decide when the Super Step will trigger. You can decide exactly when a step will play based on a certain user type, on-screen element, URL, or any other available Rule type.
- Add a note: this will only be visible in the Editor (not to your end-users) to facilitate collaboration with team members. For example, explain the intent of the Super Step or the scenario it is addressing if it is not otherwise obvious.