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1. css Customizing the Widget and Balloons through CSS is also possible Please refer to our complete CSS guide for more infor mation Flow Play Step Conditions A Play Step Condition lets you determine when a step will play By setting a condition which we will discuss in the next section based on something that exists on screen Such as an Admin or Sales Person identi fier a specific URL etc If the condition you designed returns False that means that this step will be skipped and the Walk Thru will move on Thus we can also use Play Step conditions to prevent Walk Thrus from break ing by adjusting the flow You can access the Play Step Condition by ac cessing step options Click a step and then clicking Flow in the sidebar Skippable Steps Making a step skippable means that the Walk Thru will not break if for some reason the step could not be found While both Play Step Conditions and Skippable settings can create a situation in which a step is skipped a skippa ble step if focused on weather or not the ele ment selected is present or not Whereas a Play step Condition can be based on anything available in the condition builder and is a much more controlled way to have a step skipped because you define the parameters There is an additional function within Skippa ble settings If this step is found it must be completed By default this setting is selected which means th2. view run and check you Walk Thus before they go live This is the default Publishing States Draft A draft is a Walk Thru that has not been published It will appear as orange Published Published Walk Thrus are live to your us ers and will appear in green Modified Modified Walk Thrus are published Walk Thrus with unpublished changes they are green with an Archived If you no longer wish to have a Walk Thru appear to users you can archive it It will appear in grey
3. First Edition 2014 WalkMe User Manual Creating Your First Walk Thru ae 4 u lt w Create a Walk Thru Creating a Walk Thru is simple and straightfor ward Check out this gallery for a guide or use the Walk thru on the editor from more GPS like guidance New Walk Thru a ES Purchase R Click the Plus sign to create something new Once you ve named your Walk Thru click Create Walk Thru oe nba ss Create a Step Once you ve created a new Walk Thru create A anew step Once a blue highlighter appears use it to instant Video MP3 Store Cloud Player Kindi select a step ze Click to add title Penton Give your balloon a title select a trigger Click to oe and press save etn over 15 Coninuowren 5 see T o EE Kindle Fire Ta gt Shop now Element Grade Sarg Sie Editor Functions Select a WalkMe Product The App Launcher Use the app Launcher to navigate the WalkMe Edi tor Here you have access to all the different WalkMe Services such as Launcher Content Search Engine Integration On boarding List Live Chat and Open a ticket Navigation Bar Use the navigation bar to preview you work access the settings for your WalkMe Account Customize your Bal loons and Widget and Publish your Walk Thrus and other WalkMe solutions to your site Play and Preview Your Work Play and Preview functions allow you to check your Walk Thrus see how they fun
4. alkMe s widget can integrate search en gine results from Google and other search engines to offer a more diverse range of information to your users Adding Support Ticket The WalkMe Superwidget has an option to include a link to open a support ticket which will direct users to your help and support page to open a support ticket What is WalkMe How do I use it wak What is our Product WalkMe is a SaaS product that allows you to Build Walk Thrus on your site Walk Thrus act as a GPS system and help your user navigate through your site WalkMe is benefical accross many platforms an can be used from promotional purposes cus tomer service employee training and to create a friendly UX WalkMe offers a number of other services that present a clear and simple call to ac tion on your site and increase site profi ciency in record time WalkMe Consists of the Editor with which you create design and publish your Walk Thrus and other WalkMe services The WalkMe widget is where your users will ac cess all the WalkMe services you have pub lished Finally you will be able to access data about WalkMe s performance on your site through our advanced analytics page analytics walkme com How do I implement WalkMe on my site Our Widget will appear on your site and your Walk Thrus will appear once you have both implemented WalkMe on you site and the relevant Walk Thrus are published to your production environment I
5. at if a step is found i e it is not skipped and a balloon appears the user must complete the action Unchecking this set ting will create a step that does not need to be completed If the element is found it will ap pear but even if the step is not completed the Walk Thru will move on Sticky Steps The Sticky option means that the Walk Thru will not continue unless the step trigger has been activated and the current step will re main visible until it does so The Sticky step feature should be used when a step is attached to an element that might dis appear from the screen which is very com mon in hover menus or when the page might be refreshed but the step needs to stay in place Condition Builder Conditions are used across the WalkMe Editor such as in Action Steps Play step conditions Auto Play and Display Conditions and more to direct the flow of the Walk Thru Common Condition Types On Screen Element This condition is based on element selection just as regular steps It is the most common condition URL This will base your condition on the URL on the current screen You can use either part or whole of the website address in both Con tains and Does Not Contain conditions On Screen Element Text This condition will examine the text within a certain element you selected Walk Thru Language This condition limits what played based on the language of the Walk Thru Referrer URL This cond
6. ction and check the design before Walk Thrus Qview Step are published and your users can see them The Preview button in the navigation bar will present a full simula gt Play tion of WalkMe on your site You can also play a specific Walk Thru or a step without minimizing the editor by clicking the Play or View buttons Customize Your Balloon and Widget Widget The widget consists of a tab that appears on the edge of the screen The user clicks the wid get and a full menu of your Walk Thrus and Con tent will appear To cus tomize your widget click s4 the paintbrush in the Navigation Bar Once you click the Customize Widget tab you will be able to change how the wid get on your site looks There are a number of configurations you can use to alter the widget to your liking The Player tab will define the shape of your widget The Menu tab will define how the widget will look when opened The Theme tab will set the color scheme for your widget You can also alter the col ors individually this will not change the preset theme defined by WalkMe In the Attention Grabber tab you ll find a number of animations which can call at tention to your widget In the Text tab you can change what text appears in the widget Within the Settings tab you can define text direction language or set a condi tion for when the Widget will appear Balloon The Customize Ballon is accessed b
7. e user to an other step in the Walk Thru Wait for Condition will wait for a condi tion that you set before the Walk Thru proceeds Delay Walk Thru Action Step Triggers Action Steps have triggers too Always which means the action will al ways occur By Condition learn more about the Con dition Builder or refer to the previous sec tion which will activate the action step only when certain parameters are met Additional WalkMe Solutions Launchers Launchers are icons located in strategic ar eas on your site to increase engagement and can either open the WalkMe widget to display a menu of Walk Thrus or even launch a Walk Thru directly With the use of the WalkMe Launchers you can miti gate common problem areas on your site You can place launcher on an FAQ page to help users start self service or even at the beginning of a complicated process in or der to address issues before they even arise Onboarding WalkMe Onboarding is a tool that lets you create a list of tasks for your end user to complete as part of a training process Content You can integrate articles and videos into the WalkMe Widget on your site so that they appear alongside Walk Thrus to pro vide a more complete solution for your us ers Alongside with Walk Thrus and Arti cles you can also add links to articles from your knowledge base that could be found directly from the Walkme Widget Search Engine Integration W
8. ition is based on the URL the user was on prior to this step Browser Type This condition is based on the browser that the end user is currently on The Condition Builder The Condition Row Each condition you set is is displayed as a sin gle row which is made of of 3 4 fields The first is the condition type and the rest are operators text boxes The icon on the right in dicates the current status of the condition e The condition result is False The condition result is True Ax The editor cannot define whether it is true or false and it will be determined only during the Walk Thru run Condition Operators Is ls Not Played Was Not Played This operator is only relevant for step history Is ls Not visible This means that the ele ment might exist on the page s code but is isn t not seen Action Steps An Action Step differs from a regular step in that it performs a function and does not have a guide balloon You can use Action Steps to add adaptability to Walk Thrus cope with the challenges of creating a dol Types of Action Steps Redirect will redirect the user to a URL you select Walk Thru and cover a range of user scenarios You can add an action step by clicking the arrow button next to the create new button Refresh Page Branch To Walk Thru allows you to con nect the current Walk Thru to another Walk Thru Stop Walk Thru Jump to Step will redirect th
9. mplementation consists of putting a Snip pet a small piece of code into your site The snippet must be present on all page on which you d like WalkMe to appear The Snippet code is permanent so this opera tion must be done only once After the content on you site application has been loaded the snippet will connect with WalkMe s servers in order to down load and display the widget and your Walk Thrus Once the data has been down loaded to the browser there will not be any more calls to the WalkMe servers so there is no concern that the original website application performance will be harmed Publish How To Publish In order to publish the Walk Thrus on your ac count click on the Pub CB lish Icon in the naviga tion bar and the access the Publish tab Snippet Protocols Before you implement the snippet on your site and publish the Walk Thrus to your site you must verify that the snippet has a security protocol that is appropriate for your site An HTTP protocol will load WalkMe only on page without secure con tent i e HTTPS protocols The HTTPS pro tocol will load WalkMe content across HTTP and HTTPS screens The default is currently HTTPS it is recommended that you keep this setting Publishing Environments Walk Thrus that you d like users to see must be published to the Production en vironment There is also Test environ ment designed such as a demo or sand box site to let you
10. y click the Paintbrush in the Navigation Bar and clicking the Customize Balloon tab You can select a pre made theme or design your own balloon by using the Font amp Shape and Colors tabs within the menu You can alter the Ballon Font Balloon Color Text Colors Balloon Border Next Button color Next button border Shadows You may also add an animation to draw at tention to the balloon as it appears on the site You can also customize how the balloon interacts with the site You can use the Customize on Screen Button to see your changes live Add a highlighter to your step to make it more noticeable in Customize Step ighighter en CB ightgher Porton You can also alter the balloon position by a couple pixels if needed A Z index specifies the stack order of an element compared to other existing ele ments on the same webpage An element with a greater stack order will be in front of an element with a lower stack order A Z index of a step specifies the balloon s stack order in comparison to the existing elements on the webpage Zindex A Sathe Zinger ot be balon wont the siak oier be vue Spotlight Balloon let s you create an effect where the entirety of the page will seem darkened opposed to the element that says lit Spottight Balloon A snotght Is bon that is set around he siement and further Opacity Color Spotight Position Poston Top ot Sie wd Hegn
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