Objective
You've been building quite a bit of content at this point and learning a lot of new functionality that you may want to incorporate into your Smart Walk-Thrus, but we need to not lose sight of best practices. Let's review what those are!
In general, it is a WalkMe best practice to have your Smart Walk-Thrus consist of ten visible steps that users interact with or fewer.
Feel free to review the following examples.
If your Smart Walk-Thru guides a user through completing a form, you don't need to build a step for each and every input field they need to fill out. This will cause users to disengage.
Instead, make one step that instructs the user to fill out all the required fields before clicking Save or Submit.
Watch the video for an understanding on how to consolidate multiple steps.
Instead of instructing a user to click a button or fill in a field, why not have the Smart Walk-Thru do it for them instead?
Automation steps are a great way to increase efficiency by reducing redundant actions within processes. Some of the various automation steps we've learned so far include:
The figure shows the Automation steps.
If you have a step within a Smart Walk-Thru that is more information-driven rather than action- oriented, consider removing that step and replacing it with a SmartTip instead.
Remember, SmartTips are there regardless of whether Smart Walk-Thrus is being played or not. They are there permanently and can assist ALL user personas (novice, veteran, and so on). Having the information exist as a SmartTip instead will ensure that your end-users can easily access it.
The figure shows how to replace steps with SmartTips.
While it's thoughtful to take into account every possible scenario that your users might go through to complete a process, we highly recommend streamlining your Smart Walk-Thru so users are being guided through the preferred way to complete the process. This means limiting the number of paths a user can take by eliminating excessive Split steps.
The reason why we highly recommend building linear flows is to make it easier to maintain Smart Walk-Thrus in the long run. If you were to make a Smart Walk-Thru with multiple paths and Split steps within Split steps, it would be harder to test the process and fix every issue.
The figure shows how to use linear flows.
Microcopy is the text that you put into your Smart Walk-Thru Steps, SmartTips, Launchers, and ShoutOuts. These have a great impact on how users engage with your content!
The figure shows a launcher with a clear Call To Action (CTA) for upgrading to an Enterprise account.
Too much text or confusing text can cause users to not engage with your content the way you want them to. In this lesson, we will go over some good and bad examples of microcopy.
The figure shows a balloon step with too much text in it, which might cause users to be confused or not engage with your content.
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 | Start with the motivator, then provide short instruction |
 | Passive voice can make writing confusing, less lively, and long winded |
We covered many building best practices related to Smart Walk-Thrus in this course. Specifically, you learned:
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