Utilizing the Rich Text Editor

Objective

After completing this lesson, you will be able to utilize the Rich Text Editor to make additional design configurations.

Rich Text Editor

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.

The image shows the screenshot of rich text editor which 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.

The image shows the SmartTip Rich Text Editor

How to use the Rich Text Editor?

Scenario

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.

  • Bullet Point both promotional offers.
  • Add an Image.
  • Link to auto-subscribe to newsletter.
Step 1: Open the Subscription Treat Smart Walk-Thru
The image shows screenshot of Subscription Treats Skeleton panel displaying steps in which Thank you for your Purchase! popup message is highlighted.

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
The image shows the popup step rich text editor with bullet point icon highlighted.

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:

  • Subscribe to Eddie's Newsletter for additional promos.
  • We appreciate you. Please use: Happy20 on your next purchase for 20% off!
Step 3: Insert the image
The image shows the popup step rich text editor in which image and upload image icons are highlighted.
  1. Click on the image icon.
  2. Click the upload image icon to select from the Assets Library.
Step 4: Select Image from Asset Library
The image shows the screenshot of asset library in which the image boston-terrier-potrait and Select button are highlighted.

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
The image shows the popup step rich text editor in which Image scale and Apply button are highlighted.

Now we need to just make some final touches to the image:

  1. Set the Image Scale: 369 x 223.
  2. Click Apply on the pop-up to insert 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:

  1. Click the Image icon.
  2. Click the X next to the upload icon to remove.
  3. Click Apply.
Step 6: Link to Subscription Newsletter
The image shows the popup step rich text editor in which Link icon and Eddie's Newsletter text are highlighted.

For the final part, we need to link out to an easy way for users to subscribe to the newsletter.

  1. Highlight Eddie's Newsletter text.
  2. Click the Link icon.
Step 7: Insert the URL
The image shows the popup step rich text editor in which URL field is highlighted.
  1. Insert the following URL: https://subscribe:newsletter@eddiesdepot.com
  2. Click Apply on the Pop Up.
Step 8: Change the Text Color
The image shows the popup step rich text editor in which Text Color icon and Eddie's Newsletter text are highlighted.

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.

  1. Highlight Eddie's Newsletter text.
  2. Click the Text Color icon.
  3. In the Pop-up box enter the following Hex Code: #493DED.
  4. Click OK.
Summary
The image shows the popup step rich text editor which shows the outcome of the previous steps as images are a great way to catch the user's attention and increase engagement.

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.

Summary

You just learned about various design settings that will help you achieve a consistent look and feel between WalkMe and your site/application.

Specifically, you learned:

  • The various design settings and how to configure them.
  • What the Asset Library is and how to best use it.
  • The Rich Text Editor and how you can use it to make additional design configurations.

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