WalkMe Surveys in the Console

Applies to WalkMe packages:

For Customers For Employees SAP Premium DAP Canada FedRAMP

Brief Overview

The survey app in the console is a feature designed to enhance WalkMe's existing survey functionality and provide an advanced AI-driven survey creation, distribution, and analytics functionalities. With this app, users can create NPS-style, multiple choice, or open-ended questions surveys that can be deployed at any stage of the WalkMe build. The app provides customizable templates and branding options and to enhance the user experience.

Access

To access Surveys, navigate to the Surveys app in WalkMe console:

• US Database: WalkMe Console
• EU Database: WalkMe Console

How It Works

Surveys page overview

They surveys page is a central hub for creating, managing, and previewing all the surveys that you have created.

1. Surveys table

The surveys table displays a list of all of the surveys you've created. The list includes four tabs for organization:

• All Surveys: A full list of published and unpublished surveys

• Published: A list of all published and active surveys

• Drafts: A list of all unpublished and saved surveys

• Archived: A list of archived surveys

Table Columns

• Name: The name of the survey

• System: The system the survey is associated with

• Created Date: Date the survey was created

• Creator: User who created the survey

• Last Publish:

• Player Type: Whether the survey is presented as a Popup Player or a Full-page Player

Statuses

• Yellow: Draft

• Green: Published

• Green stroke: Published and modified

2. Table icons

Manage Columns 

Remove or add columns from the table

1. Click the Manage columns icon

2. Select which columns you'd like to have in the table

3. Click Apply

Create Survey

1. Click the + Create Survey icon to create new surveys

• • Learn more in the create a survey section below

Item options

• Click on the Options menu in the item line to see the item menu

• The following actions are available from the menu:

  • Edit

  • Preview

  • Publish & Distribute

  • Archive

  • Delete

  • Import Survey

Edit

Users can make the necessary changes to their existing survey.

1. Click Edit in the item line

2. The survey will open and be available to edit

3. Click Save

Preview

The preview features allows you to experience the user perspective.

1. Click Preview in the item line

2. Select an open tab from the list or open a new tab

3. Click Preview

4. A preview of the survey will open in a new tab

Publish

1. Click Publish

2. Select which environment to publish the survey

3. Click Publish to Production/Test/Success

Publish & Distribute

Users can select the survey they'd like to publish to an environment and distribute to users via email.

1. Click Publish & Distribute in the item line

2. A pop-up window will appear with steps for:

   1. Import CSV

   2. Settings

Import CSV

3. Upload a CSV or select from saved user lists to add participants

   1. To upload a CSV:

      1. Click Download Template near the top of the page

      2. Add participants emails to the template

      3. Click Upload to upload the user list

      4. Click Next

   2. To select an existing user list:

      1. Select one or multiple lists under User lists available

      2. Click Next

Settings

4. Enter the subject of the email

   • This text appears in the recipient's inbox and at the top of the email content

5. Enter the title of the email

   • This appears as the heading inside the email body

6. Enter the message of the email

7. Enter a CTA for the email

8. Set a timeframe for the survey to be accessible to respondents under Survey Availability

   1. Activate survey now: The survey will remain open to responses until it is manually archived

   2. Set specific start and end date: The survey will be open for a specific timeframe

9. Click Publish and Distribute

Archive

To archive a survey:

1. Click Archive in the item line

2. In the Archive From dropdown, select the environment from which the survey is being archived

3. Click the Archive from Production/Success/Test button

Delete

1. Click Delete in the item line

2. A popup will open

3. Click Delete

• Easily navigate all your content with a comprehensive search feature

• Searches for content can be done by:

  • Survey name

  • System type

  • Creator

  • Player type

How to create a survey

There are three ways to create a Survey in the console:

1. Start from Scratch

   • Build a Survey from a blank canvas and customize every question

2. Create with AI

   • Let AI help you create a survey by generating questions tailored to your needs

3. Import from existing WalkMe Survey

   • Bring in a survey you've already created within the WalkMe editor

Start from scratch

1. Click the + Create Survey button

2. Select Start from Scratch

Create with AI

1. Click the + Create Survey button

2. Select Create with AI

3. A popup will appear with steps for:

   1. Respondent Audience & Goals

   2. Review

4. Respondent Audience & Goals

   4. Enter your intended respondent audience by either:

      a. Typing in the text field

      b. Selecting one of the respondent audience prompt options

   5. Enter the subject of the survey and its goals by either:

      1. Typing in the text field

      2. Selecting one of the subject and goal prompt options

   6. Click Next

   Review

   7. Review the AI generated survey

   8. Select Use this Survey

Import from existing WalkMe survey

1. Click the + Create Survey button

2. Select Import from existing WalkMe Survey

3. An Import Survey popup will appear to bring in a survey you've already created from within the WalkMe editor

4. Select a system and survey

5. Click Continue to Settings

6. Select the preferred structure of your survey:

   1. Standard: All questions will be displayed on a page at once

   2. One Question Per Page: Each question will be presented on its own separate page

7. Click Import

Question types

Choice

1. Optional: Click Add Page to add a question on a new page

2. Click Add New Question

3. Select Multiple/Single Choice

   1. Single Choice: Respondents can select one option from a list of choices

   2. Multiple Choice: Respondents can select one or more options from a list of choices

4. Enter the question in the Title text field

5. Optional: Enter a description of the question

6. Add the answer options individually in the text box

7. Optional: Click Add Choice to add more answer options

8. Optional: Customize question in the Question Settings drawer on the right side of the page

   1. Click the Question type dropdown to change to a different type of question

   2. Select the Answer Type

      1. Multiple Selection

      2. Single Selection

   3. Click the Format dropdown to change the format of the question

      1. List: The answer options will appear as a visible list

         1. Optional: Adjust the Alignment

      2. Dropdown: The answer options will appear in a dropdown menu

   4. Upload an image or a video

   5. Choose the Response Requirements by enabling or disabling preferences

      1. Require response: Users must provide an answer to the question

   6. Click Delete Question to remove the question from the page

Text

1. Optional: Click Add Page to add a question on a new page

2. Click Add New Question

3. Select the type of text

   1. Message: Add a general message to the survey that is separate from any of the questions

      1. Enter a title for the message

      2. Enter a message

      3. Optional: Customize question in the Question Settings drawer on the right side of the page

         1. Click the Question type dropdown to change to a different type of question

         2. Adjust the Format by enabling or disabling preferences

            1. Title in bold: Turn on toggle to make the title of the text appear in bold

         3. Upload an image or a video

         4. Click Delete Question to remove the question from the page

   2. Free Text: Respondents provide open-ended answers in an input box

      1. Add a question to the Title text field

      2. Optional: Enter a description of the question

      3. A text box will be displayed for respondents to type in their responses

      4. Optional: Customize question in the Question Settings drawer on the right side

         1. Click the Question type dropdown to change to a different type of question

         2. Upload an image or a video

         3. Choose the Response Requirements by enabling or disabling preferences

            1. Require response: Users must provide an answer to the question

         4. Click Delete Question to remove the question from the page

Scale

1. Optional: Click Add Page to add a question on a new page

2. Click Add New Question

3. Select the type of scale question

   1. Rating: Respondent selects from a scale of stars or other icons

      1. Add a question in the Title text field

      2. Optional: Enter a description of the question

      3. Enter the minimum and maximum text labels to define your scale

      4. Optional: Customize question in the Question Settings drawer on the right side of the page

         1. Click the Question type dropdown to change to a different type of question

         2. Adjust the icon format

            1. Choose the icon type

            2. Adjust the icon color

               1. Inactive color: The color used when the icon is not selected

               2. Active color: The color used when the icon is selected

         3. Upload an image or a video

         4. Choose the Response Requirements by enabling or disabling preferences

            1. Require response: Users must provide an answer to the question

            2. Comment box: Allow the user to add text notes to their answer

         5. Click Delete Question to remove the question from the page

   2. NPS: Respondents rate how likely they're to recommend a product or service on a scale of 0 to 10

      1. Add a question to the Title text field

      2. Optional: Enter a description of the question

      3. Customize the low and high score labels to represent the scale

      4. Optional: Customize question in the Question Settings drawer on the right side of the page

         1. Click the Question type dropdown to change to a different type of question

         2. Upload an image or a video

         3. Choose the Response Requirements by enabling or disabling preferences

            1. Require response: Users must provide an answer to the question

         4. Click Delete Question to remove the question from the page

Additional capabilities of survey builder

Save survey

1. Click Save at the top of the page

2. A popup will open to select the way to display your survey:

   1. Popup: Survey is displayed inside a modal on top of a website

      1. Select system: Select which system to give access to the survey

   2. Full-Page: A standalone survey that takes up the entire web page on a new browser tab

3. Click Save

Settings

1. Click the Settings icon at the top of the page

2. An Advanced Settings popup will appear

3. Autoplay: Automatically play the survey when it is loaded:

   1. Off: Survey will not play automatically

   2. Play according to rule:  Users can set rules for when the survey automatically plays

      1. Click Create Rule

         1.  Learn more about how to use the condition builder here: Condition Builder

4. Replay after completing Walk-Thru: Set the maximum number of times a user will be exposed to the survey after completing a Walk-Thru:

5. Optional: Tick Remember Survey State Locally to save the current progress of the survey locally on your device

6. Optional: Tick Enable Spotlight to fade the background when displaying the survey

   1. Adjust the Screen Overlay color and opacity

7. Click Apply

Change survey title

1. Click the in the title text field next to the edit icon

2. Enter a name for the survey

3. Press Enter

Change logo

1. Optional: Change the survey logo

2. To open logo settings click either on:

   1. The logo at the top of the page

   2. The Layers icon at the top left-hand side of the page

      1. Click on Add Logo

3. The Logo Settings drawer will open on the right side of the page

4. Click Add Logo to upload an image

5. Adjust the position of the logo on the screen

6. Change the header color

Manage survey pages and questions

To edit or remove a page in the survey:

1. Click the Layers icon on the top left of the page

2. A side drawer will open with the layers of the survey where you can perform the following actions:

   1. Delete a page

   2. Move questions between pages

To access the questions options menu, either:

1. Click the Options menu in the question field

2. Click the Layers icon on the top left of the page

   1. Click the Options menu next to the question

3. The following actions are available from the menu:

   1. Delete

   2. Duplicate

Survey logic

Survey logic allows builders to conditionally direct respondents to specific pages—or end the survey—based on their answers to supported question types.

How to apply logic:

1. Open the logic setting panel in one of two ways:
   1. Option 1:
      1. Click the page number tab on the page container in the main workspace
      2. The logic settings panel will open on the right
   2. Option 2:
      1. Click the Layers icon to open the layers panel
      2. Click the Options menu next to the page name
      3. Select Add Logic
      4. The logic settings panel will open on the right

1. Select a supported question on the page using the For dropdown
2. A logic card will appear
3. For each response value, configure:
   1. If respondent selects [question value]
   2. Then go to [target page] or End Survey
4. Optional: Add additional logic cards to handle more values

Clearing logic

1. At the bottom of the logic panel:

   1. Click Delete All to remove all logic rules from the page