Action Step: Getting Started Guide

Last Updated September 23, 2024

Brief Overview

Why make your users complete repetitive tasks when you can simply automate them? With Action steps, you can easily automate actions within your Smart Walk-Thru. For example, you can redirect users to a new page, refresh the page, open the WalkMe Menu, and more.

Action steps can be added anywhere in a Smart Walk-Thru. When combined with Auto-Steps, you can remove repetitive steps in any process and even automate the entire process!

The icon of the Action step reflects the action it is performing. For example, a ShoutOut action step will show the ShoutOut icon in the Smart Walk-Thru flow.

Automatically perform the following tasks on behalf of your users:

Redirect the user to a new page
Refresh the page the user is on
Open the WalkMe Menu for a user
Start an ActionBot conversation
Play a ShoutOut

Add Action Steps

In your Smart Walk-Thru, hover over the orange plus sign
From the step options, select Action
Select which action you wish to execute

Redirect

Add the URL of the page you'd like to navigate your users to in the text box.

Check Don't redirect if the URL is identical to save the user from a page refresh
Check Redirect in new tab to open the page in the new tab

Note

There is a 2,000 character limit for redirect URLs
Make sure that your redirect steps are not blocked by your browser settings

Use dynamic values in the URL field

You can add the following dynamic values in the URL field:

[var]variableName[/var]
[cookie]cookieName[/cookie]
[wm-data]keyName[/wm-data]
[jquery]jQuerySelector[/jquery]

Note

https:// security protocol is automatically added to URLs
Using one of the dynamic values above will still require the protocol, unless the URL begins with a dynamic value

Add a mailto link into the Smart Walk-Thru

This allows you to redirect to an email address instead of a web page URL.

For example: mailto:user@walkme.com

When a user clicks on the mailto link, the default email application on the user's computer opens with the email address in the To line.

This action opens the WalkMe Menu that is in the same Environment as the Smart Walk-Thru.

Refresh

The refresh action refreshes the page the user is currently on.

Open ActionBot

The Open ActionBot action lets you start an ActionBot conversation from within the Smart Walk-Thru flow.

Choose an ActionBot from the environment
If you would like to start a specific conversation, check the Start a specific conversation box and select the conversation from the dropdown

Play ShoutOut

With the Play ShoutOut action, you can start a ShoutOut that you've already created.

Technical Notes

During testing, ShoutOuts can be previewed but not played within the Smart Walk-Thru flow (similar to other linked items, such as a survey or a resource)
To preview a flow that has "Play a ShoutOut" action, preview both the ShoutOut and the Smart Walk-Thru separately before previewing them together

Tip Tuesday Videos

Action Steps Overview

WalkMe Community

Join the conversation in the WalkMe World Community!

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