Objective
Now that we have context about how a Builder uses the Editor, let's get a brief introduction to the different types of WalkMe content (or Apps) we can create, as well as an idea of how to build an effective solution with multiple apps.
Here's a short overview of the Apps.
Guidance SmartTips provide contextual information to your users by adding useful tips at the point of need.
Watch the video to know more. Note that the video does not support audio.
Validation SmartTips validate input fields and alert users to incorrect field entries.
Watch the video to know more. Note that the video does not support audio.
SmartTips are customizable and an ideal solution to quickly address user confusion and errors.
Smart Walk-Thrus guide users step-by-step through a process.
Guidance balloons show up on a screen and show users where to click to help navigate them through a process, creating a more seamless, better experience.
Watch the video to know more. Note that the video does not support audio.
Or automate steps to instantly navigate or complete tasks to increase efficiency.
Watch the video to know more. Note that the video does not support audio.
ShoutOuts allow us to quickly communicate and drive users to actionwith a customizable popup message.
Watch the video to know more. Note that the video does not support audio.
Use Launchers to activate other WalkMe items directly at a user's moment of need.
Give users help when they need it, where they need it, and connect them directly to relevant help content.
Watch the video to know more. Note that the video does not support audio.
Customizable Launchers help your WalkMe solutions achieve higher impact and usage.
Resources allow us to integrate help articles or videos that already exist outside the application and make them available directly within the application.
Watch the video to know more. Note that the video does not support audio.
Shuttles can open a URL within the same window or within a new tab to quickly redirectusers to a different page.
Watch the video to know more. Note that the video does not support audio.
Use Surveys to customize and tailor questions, or select from templates such as an NPS Survey to better understand your users' needs.
Watch the video to know more. Note that the video does not support audio.
Onboarding Tasks create a"to do" list for users.Link to other WalkMe content like Smart Walk-Thrus or Resources.
Users can see their progress as they move through the tasks, gamifying the experience.
The Widget opens the Player Menu where users can find all WalkMe content - a one stop shop!
The Menu is the central repository for your WalkMe content.
Watch the video to know more. Note that the video does not support audio.
Customize your Widget, change its location, design the Menu to match company and site branding, and segment content to show it to specific user groups.
Now that we have some context about the WalkMe Apps are, let's take a look at what a good solution looks like!
In the video below, keep an eye out for the different WalkMe Apps used. You'll notice that all the WalkMe Apps are often used in conjunction with one another, for example:
The Player Menu or Launcher are used to start guidance
A Smart Walk-Thru is used to guide users through a process
And SmartTips are used to provide additional guidance to users throughout the process
Watch the video to view how different WalkMe apps are used together.
It's helpful to note that WalkMe Apps vary in terms of effort and complexity to create. Knowing this will help you set expectations for yourself and your stakeholders when building solutions. Here is a general categorization:
| LOW | MEDIUM | HIGH |
| Resources | SmartTips | Smart Walk-Thrus |
| Shuttles | ShoutOuts | |
| Launchers | Onboarding Tasks | |
| Surveys |
Next, we'll introduce the Hands-on Practice activities you'll see throughout the learning journey.
As a part of this learning journey, we will be using a fictional application called KLAW to provide you with hands-on experience for building in the WalkMe Editor driven by a realistic scenario.
Watch the video to go through the demonstration for building in the WalkMe Editor.
Be sure to write this login information down somewhere! Do not reset the password for this account.
To prevent users from building content they intend to publish in the wrong system, WalkMe has introduced real-time building recommendations(opens in a new tab).
If you try to select an element on a platfrom your current Editor System is not techncially configured for, WalkMe prompts you with a warning message.
This is a structured training, and you will never publish any of the content you're creating through this certification program, so our practice building is completely fine. We can ignore the message, and move forward!
The image shows an example of a warning message if you're building in the wrong system.
Select the "Dismiss and don't show again" option. Then, you will be able to build freely on the KLAW practice site.
Additionally, throughout the learning journey you will find interactive exercises built into the self-paced learning content. These are meant to help you go through the physical actions of creating content here before we challenge you to apply them with the hands-on build activities in your Editor.
We use a practice site called Eddie's Pet Depot for these interactive exercises.
Watch the video for more context to help with building WalkMe content with Eddie's Pet Depot .
| Introduction & Technical Orientation |
|---|
|
| Introduction to the Editor This Help Center article provides an overview of the WalkMe Editor. | View Article |
| WalkMe Deployment Overview Want to learn more about the technical deployment of WalkMe to your end users? Explore this Help Center resource. | View Article |
| Unique User Settings Learn more about how Unique User Settings work and dive into all of the possible options. | View Article |
| WalkMe Help Center - WalkMe Apps 101 Check out this Help Center article that provides an overview of all the WalkMe apps. | View Article |
Log in to track your progress & complete quizzes