Creating a Shuttle

Objective

After completing this lesson, you will be able to build and implement a Shuttle.

Steps for Creating a Shuttle

Create a Shuttle Step-by-Step
Step 1: Click on the blue plus (+) button to create a new item
Image shows WalkMe builder interface with plus icon highlighted
Step 2: Select Shuttle
The image shows the dropdown menu with Shuttle highlighted.
Step 3: Name the Shuttle and click continue

This will be visible to users in the Player Menu, so give your resource a simple name that's clear and indicative of its purpose.

The image shows a pop-up window titled Create a new Shuttle with Contact Us entered as the shuttle name and the Continue button is highlighted.
Step 4: Add the URL of the Shuttle
The image shows the screenshot of a Behavior Article page with a link to eddiesdepot.com/faq.
Step 5: Select the destination of the URL
The image shows the screenshot of a Behavior Article page for setting article display mode with options to open in a current page or a new tab.
Step 6: Click Save & Close

If you have additional changes to make to the same Shuttle, simply click Save and Continue editing.

The image shows the screenshot of Behavior Article screen with URL addition, display mode options, and a highlighted 'Save & Close' button.

Now that we have learned about Shuttles and how they can bring value to your WalkMe solution, let's build one together.

Exercise: Create a Shuttle

Below is a simulation that will guide you through how to build a Shuttle for this scenario. The simulation will replicate what you will experience when you build in your own Editor.

Summary

Shuttles
  • Shuttles, like a bookmark on a website, exist in a WalkMe implementation to quickly move a user to a key page or external website with just one click.
  • Shuttles are used to reduce user confusion and increase adoption for underutilized pages.
  • Shuttles are built in the WalkMe Editor quickly and easily with just a URL.

Related Resources

To get an overview of Shuttles, visit https://support.walkme.com/knowledge-base/shuttles/

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