What is the Rich Text Editor?
The Rich Text Editor allows you to format your content so that you can add links, gifs and images, organize text, and so much more. These are commonly used in Balloon steps and SmartTips.
The figure shows a WalkMe balloon Pop Up step that has been formatted.

When to use Rich Text Editor?
The Rich Text Editor has many use cases:
- Format content to be readable (bullet, numbers, color, font size, etc).
- Link to outside webpages.
- Link to WalkMe items (Smart Walk-Thrus, Resources, Shuttles, etc).
- Include instructional images or gifs to help clarify text.
The figure shows the SmartTip Rich Text Editor which is a bit different but provides the same functionality as a Smart Walk-Thru.

How to use the Rich Text Editor?
Scenario |
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The Pop Up step at the end of the Subscription Treat Smart Walk-Thru needs to be updated to catch the user's attention. Eddie's team is noticing there are not many users using their special promo code and are worried people are not seeing it. They also want to add an additional offer for their members and link to the subscription newsletter.
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Step 1: Open the Subscription Treat Smart Walk-Thru |
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![]() Once you've opened up the step, let's start by clicking on the Pop-Up Step to access the Rich Text Editor. |
Step 2: Bullet Point the Promotional Offers |
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![]() In the test body of the Pop Up step we'll add the following text and use the bullet point icon of the Rich Text Editor to format it correctly. Text to add:
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Step 3: Insert the image |
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Step 4: Select Image from Asset Library |
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![]() This image should be available based on the previous lesson. If you do not have it, please revisit the previous lesson to ensure that you have uploaded this to the Assets Library. If you already have the image, select the image shown in the screenshot and click Select. |
Step 5: Apply the Image |
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![]() Now we need to just make some final touches to the image:
Be sure that the image is in the body of the balloon and not the title! If you make a mistake you can follow the steps to delete the image:
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Step 6: Link to Subscription Newsletter |
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![]() For the final part, we need to link out to an easy way for users to subscribe to the newsletter.
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Step 7: Insert the URL |
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Step 8: Change the Text Color |
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![]() Currently, the Eddie's Newsletter text does not look like a link, so we will want to change the color so it looks like a clickable link.
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Summary |
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![]() Images are a great way to catch the user's attention and increase engagement with the text of your balloons that have a lot of text. Additionally, you can use these images or GIFs to supplement the text where instructions are not as clear without a visual. |