Publishing

Use Cases

Publishing helps you manage how WalkMe appears across environments:

• Test items in a sandbox environment before releasing
• Archive items to remove them from an environment
• Organize and configure how items display in the WalkMe Menu
• Publish items to the production environment for users

How to Publish Global Settings

Publishing Environments

You can publish WalkMe items to one or more environments, such as test or production. Each environment has its own snippet variation, and because they are unique, WalkMe must be deployed separately in each environment for items to be visible.

• The test snippet includes “test” in its link
• The production snippet uses the standard link

This setup lets you safely test changes in a sandbox environment before releasing them to your users in production.

You can deploy the snippet by adding it to your site's HTML or through a browser extension if you can't edit the source code.

WalkMe Deployment Overview

Best Practices Before Publishing

Before you publish, WalkMe recommends completing these steps to ensure your content looks consistent and performs as expected:

1. Ensure WalkMe is deployed
   WalkMe must be running on your site for content to appear. 👉 Learn more about deployment methods

2. Add goals
   Goals provide the best way to measure success beyond usage graphs in Insights. 👉 Learn more about goals

3. Set Unique User ID settings
   Enable user tracking to see individual progress and usage across WalkMe Apps. 👉 Learn more about user tracking

4. Review your design
   Make sure your theme and branding are consistent across content. 👉 Learn more about Theming

5. Publish to test and run QA
   Test all items to confirm they work as expected. Review for broken links, text issues, and typos. 👉 Take the QA course at the Digital Adoption Institute

Publishing WalkMe Items

Follow these steps to publish:

1. In the WalkMe Editor, select your items to publish
2. Click Publish
3. Choose the environment, usually test or production
4. Select Publish Global Settings only if you want to include them
5. Confirm the items and settings you've selected
6. Click Publish to [environment]

Filtering content

You don't always need to publish everything at once. Filtering lets you release only what you need — making publishing faster and more controlled.

For example, you might only want to publish:

• Items that are modified but not yet republished
• Items targeted to a specific audience, such as Sales

To filter content:

1. In the WalkMe Editor, open the filter options (such as publishing status or segment)
2. Select the items you want to publish, or click Select All
3. Click Publish

Publish statuses

Each item in the editor shows a status icon that indicates whether it is available to your users.

Icon	Status	Description
	Draft	The item has not been published to the server.
	Published	The item is published and has not been changed since.
	Modified	The item is published, but has been changed in the editor. Republish to update it.
	Archived	The item was previously published but has been removed from the server.

Switching environment views

In the editor, you can switch between environments to see the content and publishing states for each.

To switch environments:

1. Open the environment selector in the top bar of the editor
2. Select the environment you want to view
3. Review your content in that environment

Publishing settings

You can publish changes to settings without publishing other items.

To publish settings:

1. In the WalkMe Editor, go to Settings
2. Select System settings
3. Click Publish settings
4. Confirm the environment and settings
5. Click Publish to [environment]

Manage Published Content

Archiving items

Archiving removes an item from the server so it is no longer available to your users. You must archive an item before deleting it.

To archive items:

1. Select the items in the editor
2. Click Archive at the bottom of the screen
3. Review the summary and confirm
4. Click Archive from [environment]

Unarchiving items

To restore an archived item:

1. Open the Options menu next to the item
2. Select Mark as draft

Deleting items

Deleting permanently removes items from the editor.

• If the item is published → archive it first, then delete

  

• If the item is already archived or was never published → delete directly and confirm