How to Setup WalkMe: Getting Started Guide

Last Updated April 27, 2022 Download as PDF
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Setting up WalkMe can be quick and easy when you follow these simple steps to get started.

🎓 Digital Adoption Institute

1. Install the Editor

Learn how to install the Editor

The WalkMe Editor is what is used for building, managing, and publishing all of the content that you create for your end-users to experience. This includes Smart Walk-Thrus, ShoutOuts, and other WalkMe Apps. The Editor is a desktop application that must be downloaded to use, after which you can build on your platform.

View the Editor Download page.

2. Install the WalkMe Extension

Learn how to install the WalkMe Extension

The WalkMe Editor Extension connects the WalkMe Editor to your browser. This is what allows you to build WalkMe content on your own platform. Be sure to install this extension on your WalkMe Builder Chrome Profile.

View the Editor Extension Download page.

3. Install the WalkMe Snippet on your Platform

Learn how to install the WalkMe Snippet

Copy the snippet from your WalkMe Editor:

  1. Click “Snippet” from the Editor Menu.
  2. Copy the snippet from the Snippet tab.
  3. Once you have your snippets copied, contact your IT team to have them installed on your platform in the correct environments.
    • We have prepared the WalkMe Deployment Guide to give your IT team so that they are able to install this snippet into your platform.
  4. To test your snippet, run the command “ _walkMe.getEnvId() “ in your console.
    • This command will return a value indicating which environment loaded:
      0=Production
      1=Preview
      2=Play
      3=Test
    • If the command does not return a value, or returns the wrong value, your snippet is not installed correctly and you can open a Support Ticket for assistance.

4. Set up your Unique User Identifier

Learn how to set up Unique User Identifiers

To distinguish between different users, you will need to expose a Unique User ID on your platform.

To configure Unique User Settings, follow these steps:

  1. In the WalkMe Editor, click Settings
  2. In the General tab, select your desired User Identifier from the dropdown options
  3. Supply additional information if needed (for Cookie, jQuery, or Variable)
  4. Click Save

You may also choose to include additional variables in this object, such as user role, location, segmentation information, and more.

Click here for a guide explaining how to set up variables on your platform.​

5. Start Building

This is just a guide to get started setting up WalkMe. Once you have completed all of these steps you are ready for the fun part, to begin building!

Please continue the WalkMe journey and view how to Build with the Editor.

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