Brief Overview

Dynamic text lets you customize WalkMe content for different features. It uses user information to personalize ShoutOuts or balloons with details like a user's name. You can also use it to automate text entry for a user during an automated process.

You can create dynamic text in the Rich Text Editor for Smart Walk-Thrus, ShoutOuts, SmartTips, and Surveys. This tool supports data from variables, cookies, WalkMe Data, and jQuery. You can also use regular expressions (Regex) to manipulate the values pulled from your site.

When you use dynamic text, WalkMe identifies the specific value and inserts it into a visual item or an automated action. Use segmentation to make these actions contextual and targeted to the right audience.

Dynamic Data Types

Dynamic text supports several data sources to pull information from the browser:

• Variables: [var]variableName[/var]
• Cookies: [cookie]cookieName[/cookie]
• WalkMe Data: [wm-data]keyName[/wm-data]
• jQuery: [jquery]jQuerySelector[/jquery]

Use Cases

Dynamic text is a versatile tool that enhances both the user interface and the efficiency of automated workflows.

Visual Display

Personalizing the interface improves user engagement and provides timely, relevant information:

• Add a user name to ShoutOuts or balloons for a personal touch
• Create a countdown for trial users showing their remaining days
• Offer upsell opportunities when a user nears their current plan limits
• Add the user's name to reminders for daily or weekly tasks
• Display account balances or upcoming payment dates directly in the UI

How To Use Dynamic Text For Visual Display

Automation

Dynamic text streamlines workflows by automatically moving data between the browser and your application:

• Auto-fill forms with a user's name, email, or ID
• Update a user's profile using information pulled from a variable
• Search for specific items in your system using a value stored in a cookie

How To Use Dynamic Text For Automation

Technical Elements

To use dynamic text effectively, it is important to understand the different ways WalkMe retrieves data.

BBCode

When you add dynamic text using the Rich Text Editor, WalkMe generates BBCode tags. These tags tell WalkMe where to find the information and how to display it. For example, [var]userName[/var] tells WalkMe to look for a JavaScript variable named "userName."

Variables

JavaScript variables are pieces of information stored in the browser's memory while the user is on your site.

• Consult your web developer to identify which variables are available for WalkMe to use
• Variables are case-sensitive and must be active on the page for the dynamic text to appear

Variables

Cookies

Cookies are small files stored on the user's computer that contain data about their session.

• Cookies use "Key/Value" pairs; for example, the key is "User_ID" and the value is "12345"
• WalkMe pulls the value associated with the key you provide

Storage Manager Overview

WalkMe Data

Unlike standard cookies, WalkMe Data is specifically created and configured within the WalkMe Rule Engine. Use this when you need to store and retrieve data that is unique to the WalkMe experience.

Set WalkMe Data Flow Steps

jQuery

jQuery lets you pull values directly from the HTML of a web page. This is useful when the information you need is visible on the screen but not stored in a variable or cookie.

jQuery Selectors