WalkMe Glossary

Updated on September 12, 2018

A

ABRA

A machine learning algorithm that monitors user behavior and identifies UX roadblocks and the string of user actions that lead to them.

Activity Log

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.

Admin Bar

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.

AE

Account Executive. Matches you with the right WalkMe package.

Appearance

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.

Apps

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.

Archive

Allows you to remove published items from your production environment.

Attention Grabber

An element that draws attention to the WalkMe Widget.

Auto-Pilot

Streamline a repetitive process with a series of Auto-Steps or Page Action Steps within a Smart Walk-Thru.

Auto Play

You can turn on Auto Play to make the WalkMe item play automatically.

Auto-Steps

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.

B

Behavior

Define how a step interacts with your website.

Blank Publish

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.

Business Objective

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.

C

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.

Cookies

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.

CSM

Customer Success Manager. Your partner throughout the WalkMe lifecycle.

CSS

Allows you to apply advanced customization to ShoutOuts, Balloons, or the Player Menu, including elements such as the layout, font, background, or border.

Custom Trigger

A type of trigger that allows selection of additional elements on the screen that will trigger the next step.

Customize

Accessed through the Admin Bar, customize how WalkMe will appear to your users.

Customize Balloon

Tab in Customize that changes the Walk-Thru step balloon theme color, font, animation, and shape.

Customize Player

Tab in Customize that changes to the tab (widget) that sits on the edge of the page and opens the Player Menu when clicked.

D

DAP

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.

Dynamic ID

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.

Dynamic Text

Create personalized message for your users; for example, welcome a returning customer back to your site using their name.

E

Element 

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.

Element Grade

Tells you how easily the WalkMe algorithm can distinguish an element from other elements on the page.

Element Tracking

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.

Engagement

A wide variety of methods for you to deliver training, support, and promotion to your users via WalkMe Apps.

Error Handling

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.

Extension

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.

F

Filtering

Allows you to easily view and manage all WalkMe items by Segment and Publish Status.

Flow Steps

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.

Flow Tracker

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.

Funnel

Allows you to track a series of user actions.

G

Goals

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.

Go-live

Once the solutions are approved they get published to production.

Guidance

Providing step by step directions on screen to improve user experience and feature adoption.

H

Help Desk

Integration that provides a direct link to your support site from inside the WalkMe Player Menu.

Hover 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.

I

iFrame

Used to display a webpage within a webpage.

Insights

Instantly transform your data from WalkMe into real insights and measure or track any user action on your site.

J

jQuery

A JavaScript library can be used to manipulate a page of HTML.

jQuery selectors

Allows you to identify elements in the HTML structure based on their characteristics such as ID, class, type, attributes, or attribute values.

K

Kick Off

The first stage of the customer onboarding process where use cases and business objectives are determined with your CSM.

KPI

Key performance indicators (KPIs) are measurable values that demonstrate how effectively a company is achieving key business objectives.

L

Launchers

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.

Live Chat

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.

Local Storage

Store information about whether or not a WalkMe item has been played on the browser using cookies.

M

Machine Learning

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.

Main Path

The part of the Smart Walk-Thru that includes all of the steps from beginning to end of the process.

Mass Deployment

A tool used to install the WalkMe Editor within an organization without errors.

Master Account

A WalkMe Editor account that links all user activity so that everyone on your team can work collaboratively with one Editor.

Mobile App

Application program that has been developed for use on a particular platform or device (e.g., iOS and Android).

Multi-Language

Translates a Walk-Thru you have created into different languages without having to rebuild it.

Multi-System Administration

Enables you to manage accounts across different systems and implementations.

N

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.

Notes

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.

O

Onboarding

Create a list of tasks for your user to complete. Tasks are Walk-Thrus or video or article Resources.

Options Menu

Change all kinds of things about WalkMe apps in the Options Menu, via its numerous tabs (e.g., Interaction, Behavior, Appearance, and Precision).

P

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.

Peer Steps

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.

Platform

Software used to host an application or service. Examples are Salesforce, Workday, and SuccessFactors.

Play Mode

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.

Popups

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.

Precision

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.

Preview Mode

Gives you the ability to see how your Walk-Thrus, steps and the other WalkMe apps look and react, before publishing them to production.

Production

The environment where you will go-live and push out your WalkMe solutions to all users.

PS

Professional Services. Constructs WalkMe solutions.

Publishing

Select, organize, test and publish items that you create in the WalkMe Editor to your Test or Production environments.

Q

QA

Quality Assurance. Performs user testing on WalkMe solutions.

R

Regex

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.

Resources

Integrate your existing written and video content into the WalkMe Player Menu.

Review Call

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.

ROI

Return on investment. A performance measure used to evaluate the efficiency of an investment.

Rule Engine

Write rules specifying when WalkMe takes certain actions.

S

Safe Start

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.

Sandbox

A testing environment that allows to you test your WalkMe items before pushing them out to the Production environment.

SC

Solutions Consultant.

Screenshots

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.

SDK

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.

Search Integration

Supplement your WalkMe items with your existing knowledge base or support center resources.

Search Ranking

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.

Segmentation

Push items to specific users or remove items from a user’s view.

Self-Hosting

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.

Server Storage

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.

Session

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.

ShoutOuts

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.

Shuttles

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.

Site Analytics

Measures engagement/usage of the underlying application.

Skeleton Walk-Thru

The simplest and most basic form of the Walk-Thru where you have all the steps from A to Z.

SLA

WalkMe Support operates based on a Service Level Agreement (SLA) that is dictated by priority. This information is distributed when a contract is signed.

SMART

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.

Smart Walk-Thru

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.

SmartTips

Add useful tips to confusing elements on your website or to validate fields that often cause user error.

Solutioning

The second stage of the customer onboarding process, where a solution is discussed that will improve the business objectives.

SPA

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.

Split

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.

Start Points

A feature in Smart Walk-Thrus that ensures users can start from the right step regardless of where they are in the process.

Steps

Appear as tip balloons on the screen giving users directions through a process. In the Smart Walk-Thru map, steps are blue in color.

Strong Pin

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.

Success Indicators

Method we will use to measure KPIs.

SuperEdit

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.

SuperSearch

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.

Surveys

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.

T

TeachMe

Package your WalkMe experiences into learning modules and full courses.

Tracked Events

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.

Triggers

The actions that activate the next step. Types include Click, Hover, Next, Type, Delay, Refresh, or Drop-Down Menu.

U

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.

Use Case

This is the highest level of what a customer wants to address with WalkMe.

User Management/Roles

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.

V

Validation

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.

Variables

Contains useful information about a user that is stored on a web page such as role, access level, department, email, or user ID.

Visions

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.

W

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.

WalkMe APIs

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.

WalkMe Editor

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.

WalkMe ID

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.

WalkMe Snippet

A piece of JavaScript code that is inserted into your site and allows your users to view and interact with the content that you create for them in the WalkMe Editor.

Widget

A small customizable tab that sits in the corner of your webpage and opens up the WalkMe Player menu when clicked.

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