Brief Overview

A variable stores information about a user on a web page, like their role, department, email, or user ID. WalkMe reads variables to show each user only the content relevant to them, and to track individual users in analytics.

Use Cases

Use variables for segmentation

Variables are commonly used to  Segment your WalkMe assets. To use your variable in a Segment.

1. Open the Segmentation Center
2. Choose Create a New Segment or Edit an existing one
3. Select Define this Segment
4. Select the User Data rule type, then Variable
5. Type the variable name, choose an operator, and type the value to segment by

Segment Manager in the Console

Use variables in dynamic text

Use a variable in Dynamic Text in the Rich Text Editor to show user-specific information, like a first name or the days left in a trial, in a balloon or ShoutOut. In Source view, the variable shows as BBCode. Preview stays blank, and the user's value appears after you publish.

What is Dynamic Text?

Use variables in onboarding

Onboarding Tasks track each user's progress individually, so they need a variable to identify the user. Set it in the General Settings tab.

Onboarding Tasks: Getting Started Guide

Use variables for analytics

Configure a variable that returns the user's name so analytics reports show individual users. Set it in Unique User Settings. For WalkMe for Salesforce, use UserContext.userName.

Unique User Settings (UUID)

Setup

If the value you need isn't in a variable yet, ask your development or IT team to add one. Tell them what the variable should capture, its possible values, and the name you'd like to use.

Create the variable

For example, a variable that returns the user's role:

• var userRole = user.getUserRole();

Attach it to the window

WalkMe can only read variables attached to the window object:

• window.userRole = userRole;

Expose more than one variable

Group the variables in one object, then attach the object to the window:

• var company_variables = {};
• company_variables.userID = user.getUserID();
• company_variables.roleID = user.getRoleID();
• company_variables.departmentID = user.getDepartmentID();
• window.company_variables = company_variables;