Exploring Entry Points & Menu

This is where really begin to see how WalkMe content works together to create desired end user experience. There are certain tools and Apps within WalkMe you will use to activate other content (such as Smart Walk-Thrus, Resources, or Shuttles). The three main Entry Points are:

• WalkMe Menu
• Launchers
• ShoutOuts

Users have different learning styles and will be receptive to different content at different times of need.

Think of a clothing store. There are different methods of guidance and ways of shopping to appeal to multiple shopper preferences:

• Greeter - ShoutOut

• Signs - SmartTips

• Sales Floor Employees - Launchers/Menu

• Online Shopping - ActionBot & Automation

With WalkMe, use that same thought process to appeal to different end user learning styles.

Entry Points determine how end users will engage with the content you create, so you'll want to think about if you want to use a ShoutOut, a Launcher, place items in the Menu, or use other tools.

If you remember from planning course, the strategies used to engage users can be divided into three categories:

1. Passive Strategy

2. Moderate Strategy

3. Aggressive Strategy

Content is available at the point of need, but users will have to intentionally choose to interact with the content. This is a good strategy for when you would like to provide contextual guidance to users but not force them to view it.

For example, add a Launcher directly at the end user's point of need that activates a Smart Walk-Thru. The Launcher is present, and users can choose whether they need help.

It is recommended to associate a Launcher with most important Smart Walk-Thrus or with Smart Walk-Thrus for processes that users struggle with.

Strategically place the Launcher in the user's flow of work to increase engagement.

The figure shows an example of a Launcher on the page.

Use SmartTips to provide guidance and validate fields for the user. You can also provide links to other content such as images, gifs, external articles, etc. Users will have to hover over the icons themselves in order to view the guidance.

SmartTips should be added to fields that are potentially confusing or to complement guidance found in a Smart Walk-Thru.

The figure shows an example of a guidance & validation SmartTips.

Content for this strategy will appear to the user at the point of need but does not enforce the user's behavior.

The Menu is the home for the majority of WalkMe content.

This can be opened by clicking the WalkMe Widget or a Menu Launcher which will exist at the edge of every page.

The figure shows the WalkMe player menu.

This SmartTip guidance cannot be avoided by the user. The guidance will automatically appear when the user hovers or clicks into the field.

The figure shows an example of hover SmartTips. When users hover over the description field, a hover SmartTip appears.

With this strategy, content appears automatically to the user at the point of need and will not let the user continue if there is incorrect behavior.

Auto Play allows you to set content to automatically start playing, regardless of user input. Smart Walk-Thrus, ShoutOuts, and Surveys can be set to Auto Play.

Use the Condition Builder to define the Auto Play rules, and adjust settings for frequency. An aggressive use of Auto Play with a ShoutOut would be:

• Setting the Frequency to Always

• Making it so the user cannot exit the ShoutOut and must click the Action Button.

The figure shows an example of Auto Play rules being set for a ShoutOut.

You can use WalkMe content such as "Invisible" Launcher to block elements on a page.

A Launcher placed over a button can prevent interaction with the button until a certain condition is met.

The figure shows how to prevent users from clicking Submit if the Subject and Description fields are empty by blocking the button using an Invisible Launcher.

Now, let's move on to discussing main Entry Point: the WalkMe Menu.