A machine learning algorithm that monitors user behavior and identifies UX roadblocks and the string of user actions that lead to them.
Keep track of changes made to items in your Editor account. This collaboration tool will make it easy to keep track of who has created or changed a WalkMe item, as well as any changes made to account settings.
Add New Button
Represented as + button throughout the editor, it will be blue when in an app and orange when adding steps to a Smart Walk-Thru.
The blue band at the bottom of your WalkMe Editor, which allows you to Preview your WalkMe items, change Settings, Customize WalkMe and Publish WalkMe Items.
Account Executive. Matches you with the right WalkMe package.
Modify the way WalkMe items appear with appearance settings, you can highlight or focus on a particular element or correct the position of your WalkMe items.
WalkMe provides a suite of Apps designed to provide guidance and improve user engagement. These include Smart Walk-Thrus, Launchers, Resources, Shuttles, ShoutOuts, and Onboarding task lists.
Allows you to remove published items from your production environment.
An element that draws attention to the WalkMe Widget.
Streamline a repetitive process with a series of Auto-Steps or Page Action Steps within a Smart Walk-Thru.
You can turn on Auto Play to make the WalkMe item play automatically.
Auto-Steps can perform all manner of element-oriented actions, such as clicking on, hovering over, focusing on, and filling text into an element, or selecting a list value from a drop-down menu.
Define how a step interacts with your website.
Used to publish changes that were made to settings that don’t appear in the Publish menu.
Build and Approve
The third stage of customer onboarding process, where the agreed-upon solutions that tie back to BOs and KPIs are built.
Define the business' goals. These need to be SMART in order for the business to know what progress it has made towards achieving the objective.
Call To Action
A method used to engage users by prompting them to take some form of action. For example, using a ShoutOut which starts a Smart Walk-Thru when the user clicks on Action.
Connect to Smart Walk-Thru
Branch to another Smart Walk-Thru to reuse steps that you have already created in another Smart Walk-Thru.
Stores data for maintaining WalkMe’s Player state, monitoring compilation of Walk-Thru playback, and collecting Insights.
Cross Domain Storage
Store information about whether or not an Auto Play has occurred on cdn.walkme.com (a WalkMe domain) which is accessible for this purpose since WalkMe injects a hidden iFrame. This is how we store information for if WalkMe needs to traverse multiple domains.
Customer Success Manager. Your partner throughout the WalkMe lifecycle.
Allows you to apply advanced customization to ShoutOuts, Balloons, or the Player Menu, including elements such as the layout, font, background, or border.
A type of trigger that allows selection of additional elements on the screen that will trigger the next step.
Accessed through the Admin Bar, customize how WalkMe will appear to your users.
Tab in Customize that changes the Walk-Thru step balloon theme color, font, animation, and shape.
Tab in Customize that changes to the tab (widget) that sits on the edge of the page and opens the Player Menu when clicked.
Digital adoption platform (DAP) tools help guide employees through proper use of their business applications, and help assist customers while navigating a brand’s website.
Apply pre-designed templates to your balloons and ShoutOuts.
When a website or application generates ID attributes for its element, but the ID attribute for a given element changes, thus it can no longer be identified.
Create personalized message for your users; for example, welcome a returning customer back to your site using their name.
The part of the webpage that comprised of HTML and is selected in capture mode in the WalkMe Editor to identify where the balloon will play on the screen when the user plays the Smart Walk-Thru.
Tells you how easily the WalkMe algorithm can distinguish an element from other elements on the page.
Collect data about user behavior on selected elements on your site. Use this data to get valuable insight into how features and pages are being used to make informed decisions about how you can use WalkMe to improve the user experience.
A wide variety of methods for you to deliver training, support, and promotion to your users via WalkMe Apps.
A category in a Walk-Thru’s Settings where you can configure features that support playing your Walk-Thru no matter what page your user is on when they start it.
Error Handling Group
Create additional steps that will appear when a user encounters an error.
A computer program that extends the functionality of the web browser in some way. WalkMe uses an extension to put WalkMe onto a site where we do not have access to the code, e.g., Salesforce, Workday, etc.
Allows you to easily view and manage all WalkMe items by Segment and Publish Status.
Change the way that users go through a Smart Walk-Thru process to accommodate different situations and types of users. These are not visible to the end user like regular steps and appear orange on the Smart Walk-Thru map. Examples are, Splits, Wait For, Error Handling Group, Auto-Step and Page Action Step.
Used to test and evaluate your WalkMe items as you play them in Preview mode. It shows real-time information about Walk-Thrus and Goals.
Allows you to track a series of user actions.
Quantify success and understand user behavior in Insights. Using Goals, you can view not only how many times a WalkMe item has been played, but also if the user completed the process on your site.
Once the solutions are approved they get published to production.
Providing step by step directions on screen to improve user experience and feature adoption.
Integration that provides a direct link to your support site from inside the WalkMe Player Menu.
Hovering over a step will bring up a menu that will let you view a screenshot, duplicate the WalkMe item, delete the item, etc.
Used to display a webpage within a webpage.
Instantly transform your data from WalkMe into real insights and measure or track any user action on your site.
Allows you to identify elements in the HTML structure based on their characteristics such as ID, class, type, attributes, or attribute values.
The first stage of the customer onboarding process where use cases and business objectives are determined with your CSM.
Key performance indicators (KPIs) are measurable values that demonstrate how effectively a company is achieving key business objectives.
Quick start buttons you can place on your site that start another WalkMe action when clicked. Such actions include playing a Walk-Thru, Resource, Shuttle, or a Set of Validation Smart Tips.
Integration that enables you to embed your current Live Chat provider into the WalkMe Player Menu, providing users with a one-stop shop for help.
Store information about whether or not a WalkMe item has been played on the browser using cookies.
The science of getting computers to act without being explicitly programmed. WalkMe Mobile offers machine learning algorithms that automatically learn about user behavior specific to the customer’s application through the 300 parameters collected by the WalkMe Mobile SDK.
The part of the Smart Walk-Thru that includes all of the steps from beginning to end of the process.
A tool used to install the WalkMe Editor within an organization without errors.
A WalkMe Editor account that links all user activity so that everyone on your team can work collaboratively with one Editor.
Application program that has been developed for use on a particular platform or device (e.g., iOS and Android).
Translates a Walk-Thru you have created into different languages without having to rebuild it.
Enables you to manage accounts across different systems and implementations.
Natural language processing
The science of getting computers to understand the human language. ActionBot uses Natural language processing (NLP) to understand user needs and execute a process.
Add information about an individual WalkMe item. Notes can be used to collaborate with team members in the Editor and will not appear to users.
Create a list of tasks for your user to complete. Tasks are Walk-Thrus or video or article Resources.
Change all kinds of things about WalkMe apps in the Options Menu, via its numerous tabs (e.g., Interaction, Behavior, Appearance, and Precision).
Page Action Steps
Page Action Steps can perform numerous page-oriented actions, such as opening the Player Menu, refreshing the page, and redirecting the user to a new page.
Parent Child Accounts
Maintain many different implementations of WalkMe in one place.
Steps that will play at the same time on the web page.
Direct links to your website that automatically start a Walk-Thru when clicked.
Software used to host an application or service. Examples are Salesforce, Workday, and SuccessFactors.
This mode enables you to play a single step or WalkMe Item and test how it works on a webpage. For example, you cannot play an entire SmartTip set, only each SmartTip in a Set individually. To see a full Set, you will need to enter Preview Mode.
Draw your user’s attention to featured text. Unlike regular step balloons, Popups are not attached to an element but appear in the center of the page. Popups can be placed anywhere within a Smart Walk-Thru.
See how easily WalkMe identifies a given element on your site and customize the way WalkMe identifies elements, thereby changing the way the WalkMe algorithm works.
Gives you the ability to see how your Walk-Thrus, steps and the other WalkMe apps look and react, before publishing them to production.
The environment where you will go-live and push out your WalkMe solutions to all users.
Professional Services. Constructs WalkMe solutions.
Select, organize, test and publish items that you create in the WalkMe Editor to your Test or Production environments.
Quality Assurance. Performs user testing on WalkMe solutions.
A way to identify the URLs that we want WalkMe to function on for creating an extension. Also used in Dynamic Text to tailor the content shown to the user or automate various processes on the page.
Integrate your existing written and video content into the WalkMe Player Menu.
Post go-live call to review initial data in WalkMe Insights at a high level.
Rich Text Editor
Design the text inside a balloon or ShoutOut. Add emphasis, personalization, color customization, images, videos, hyperlinks, and more.
Return on investment. A performance measure used to evaluate the efficiency of an investment.
Write rules specifying when WalkMe takes certain actions.
Enable this feature at the Smart Walk-Thru or account level to account for a case when there is an unexpected page where the Smart Walk-Thru is available for the user and the first step of the Smart Walk-Thru cannot be played.
Salesforce Super Tools
Optimize how your users find information and update data on Salesforce reports.
A testing environment that allows to you test your WalkMe items before pushing them out to the Production environment.
Image that allows you to see the URL that the item was created on, the element selected, and the original configuration of the balloon. You can also see the user, and the date and time at which the step was captured.
A software development kit (SDK) is a set of software development tools for the creation of apps for a specific platform. The WalkMe Mobile SDK allows users to create and display campaigns, track events, definite user attributes, send custom events, and trigger campaigns.
Supplement your WalkMe items with your existing knowledge base or support center resources.
Add a description and keywords to your Walk-Thru in the Search Ranking tab in the Walk-Thru Settings Menu.
Segment Evaluation Frequency
WalkMe will continuously check if the Display Segment Rules are met.
Push items to specific users or remove items from a user’s view.
A WalkMe deployment option to enhance the security of WalkMe on your site. Self-Hosting allows you to keep all of your WalkMe content files on your servers to remove dependency on outside servers.
Store information normally stored in browser storage on the analytics server instead. This is useful in cases where many users will access a single workstation or in cases where one user may use multiple devices in order to configure Auto Plays/ShoutOuts for one type of audience.
Shows pages users are visiting, elements they are clicking, mouse movements, etc., to really understand the full user experience.
Set WalkMe Data
Information you can store in a user’s browser, such as when they select an item or land on a specific page.
Custom balloons designed to draw your user’s attention to featured text. ShoutOuts can be contain an action button that will launch another WalkMe item.
Take users to the right place with just one click. Useful to help navigate to pages that are several clicks away or difficult to find.
Measures engagement/usage of the underlying application.
The simplest and most basic form of the Walk-Thru where you have all the steps from A to Z.
WalkMe Support operates based on a Service Level Agreement (SLA) that is dictated by priority. This information is distributed when a contract is signed.
Acronym used to create a good business objective. Specific — clear and easy to understand. Measurable — able to be quantified. Achievable — possible to be attained. Realistic/Relevant — state what results can realistically be achieved, given available resources and answer relevant questions on impact. Time — specify when the result(s) can be achieved.
Simplify the user experience by providing on-screen guidance at the moment of need so that your customers can complete any task successfully.
Smart Walk-Thru ID
Each Smart Walk-Thru has a unique ID which can be used to link a Smart Walk-Thru to text with the Rich Text Editor.
Add useful tips to confusing elements on your website or to validate fields that often cause user error.
The second stage of the customer onboarding process, where a solution is discussed that will improve the business objectives.
A single page application (SPA) is a web application where the page doesn’t refresh every time the user makes changes or interacts with the page. This has implications for some WalkMe items.
Create a branch off of a Smart Walk-Thru's main path where you can create dedicated steps that will only show under certain circumstances.
A feature in Smart Walk-Thrus that ensures users can start from the right step regardless of where they are in the process.
Appear as tip balloons on the screen giving users directions through a process. In the Smart Walk-Thru map, steps are blue in color.
Allows WalkMe to continue searching for the attached element, even after it has been found for the first time.
The ellipses (...) button found in the Hover Menu that allows you to Add a Start Point or Add a Peer Step.
Method we will use to measure KPIs.
A Salesforce Super Tool that allows users to edit Salesforce reports just like an Excel spreadsheet, without having to leave the report and update different records separately.
A Salesforce Super Tool that enhances Salesforce search by providing dynamic results as you type. Results display information from any field in a record, even custom records.
Collect feedback from users. This feedback can then be tracked in WalkMe Insights.
Switch to Frame
Allows your Smart Walk-Thru to continue playing across domains, such as in an iFrame or an HTML popup window.
Package your WalkMe experiences into learning modules and full courses.
Allows you to monitor an element or group of elements on your site. You can track events based on clicks, page views, input, and more.
The actions that activate the next step. Types include Click, Hover, Next, Type, Delay, Refresh, or Drop-Down Menu.
Unique User Settings
Identify how you would like WalkMe to track and remember users. By tracking individual users, you can get the most out of your WalkMe implementation including associating engagement data in Insights with unique IDs.
This is the highest level of what a customer wants to address with WalkMe.
A feature that supports team collaboration in the WalkMe Editor. View who has access to your Walk-Thrus and control different levels of access in the main Editor account for different users.
A trigger in SmartTips that checks if user input is valid. If it is not valid, then the rule evaluates to false and displays instructions to correct the input.
Contains useful information about a user that is stored on a web page such as role, access level, department, email, or user ID.
Get insight into your site beyond just numbers, and view what users are actually doing on your site by viewing video-like re-creations of their sessions.
Wait For Flow Step
Causes a Smart Walk-Thru to wait for a certain amount of time or until a certain condition is met before continuing.
APIs can be used to launch WalkMe items directly from your site and allows you to re-purpose elements that already exist on your page.
The module that is responsible for the creation of the Walk-Thrus and other WalkMe-generated content.
WalkMe for WalkMe
Help Menu at the top of the WalkMe Editor which provides WalkMe guidance within the WalkMe Editor.
If no user ID is available, you can select WalkMe ID, which will result in auto-generated IDs for users. If the same user logs in from a different browser or computer, a new WalkMe ID will be generated.
WalkMe Player Menu
A menu that appears on your site and presents all WalkMe-generated and otherwise integrated content to your users.
WalkMe Salesforce Package
A component used by WalkMe to hold selected components that communicate with the Salesforce API. This communication can’t take place from the WalkMe domain, so the package acts as a proxy. The components in the package include critical parts of the SFvars (used for segmentation) and also the Activate Now banner.
A small customizable tab that sits in the corner of your webpage and opens up the WalkMe Player menu when clicked.