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WalkMe stores your data in the region chosen during account setup.
We have data centers in the US and EU that follow local privacy and compliance laws. If you're not sure which region to select, check with your admin.
The WalkMe Editor holds many important settings for the functionality across all WalkMe apps.
You can access the editor settings by clicking on the setting icon in the top right corner and selecting System settings.
When building your WalkMe Solutions, consider how you would like to collect data about your end users. For example, when you look up progress or usage supports in Insights, would you like users to be identified by their email address, anonymous ID number, or a unique identifying element on their screen. Configure Unique User Settings so all your analytics can be collected in the same terms as the information on your own site, providing a close integration between WalkMe Insights and your own site by identifying the user in the same way.
Use analytic properties as custom Insights attributes in the form of variables, jQuery selectors, and website cookies, to better filter your reports for more granular user information.
Dynamic text attributes allow you to create dynamic content and rules. Once saved, they can be used in rules (for comparison of text / numbers / dates) and as dynamic text in items.
Dynamic text attributes are now available directly from the editor Settings menu
Activated in Play Mode - Flow Tracker automatically launches when a Walk-Thru is played from Editor.
Activated in Preview Mode - Flow Tracker automatically launches when Preview Mode is enabled.
Accessible in Published Environment (QA-Related)- Flow Tracker is accessible in the Published Environment but does not start automatically. The keyword 'walkmetracker' is used in the Player Menu Search to activate Flow Tracker.
WalkMe's Element Library feature is made up of pre-captured, system-specific elements created using WalkMe best practices. Users can build deployables by selecting an element from the Element Library, outlined in green instead of the standard blue, allowing WalkMe to maintain and update the connected deployable through major platform releases.
My Solutions are user-generated templates that allow you to stay up-to-date with your organization or partner's latest brand guidelines, campaign, or content recommendations by easily sharing content between accounts. Then, using a secured distribution key, you can easily share the solution package that you've built between editor accounts.
https://support.walkme.com/knowledge-base/solution-template-distribution/
Auto steps allow customers to automate repetitive processes that end-users will have to complete multiple times. By default, a ripple effect will show when an auto step has been clicked. This can be disabled in the settings.
https://support.walkme.com/knowledge-base/using-smart-walk-thru-auto-steps-to-automate-walkme-processes/
This mode enables WalkMe content (ShoutOuts, pop-up steps, articles, videos, and surveys) to be draggable. When on, you can move these items across the screen by interacting with their top border.
Redirect users to a general start page when a Walk-Thru is played from a page on which it cannot be started.
A configuração é por usuário. Dessa forma, vários construtores podem trabalhar simultaneamente no mesmo sistema sem interromper o fluxo uns dos outros.
Cada usuário define o navegador para si mesmo, em cada sistema. Eles podem optar por usar o Chrome no sistema A e o Firefox no sistema B.
Dois modos de layout estão disponíveis para o Editor:
Lado a lado (SBS): permite que o Editor e o navegador conectado se alinhem lado a lado.
Este é o layout padrão. É recomendado para trabalhar na maioria dos sites.
Para alinhar o Editor ao navegador conectado, certifique-se de ter uma instância do navegador conectado aberta e pressione o botão SBS.
O Editor se alinhará lado a lado à instância do navegador conectado que está em primeiro plano.
Sempre no topo: posiciona o Editor no topo de todas as outras janelas.
Recomendado para apresentações de vendas e para trabalhar em sites que exigem que o navegador esteja em largura total.
Nesse modo, o Editor flutua acima de todas as outras janelas.
Se achar que o Editor está obstruindo a visualização da janela, pressione o botão minimizar para minimizar o Editor na barra de tarefas.
Pressione o ícone WalkMe na barra de tarefas para voltar a trabalhar no Editor.
O modo de layout do Editor pode ser alterado a qualquer momento.
No editor versão 5.0 e posterior:
Nas versões anteriores:
Alterne de Tela cheia para Largura máxima e insira o tamanho de largura desejado do Editor (mínimo de 1500 px)
Select the view mode that better meets your needs:
Compact: Condensed layout with tighter spacing for maximum view (Default)
Comfortable: Spacious design for focus and readability
You can access admin settings by clicking Admin Settings in the editor settings.
