Taking A Closer Look At WalkMe’s Recently Launched Editor Upgrade

Taking A Closer Look At WalkMe’s Recently Launched Editor Upgrade


I recently learned that WalkMe announced that they made a major upgrade to their Online Guidance Platform, so I took the opportunity to investigate and look into the changes. After a quick install on Firefox browser, I was encouraged to upgrade to the editor. A few seconds later a Walk-Thru bubble immediately popped up to introduce me to the new enhancements and features.

I must say I like the new flat and responsive design very much. I felt comfortable using it.

In this article, I will give you a taste of the new features, yet I can share with you the bottom line already: Download the free editor and play with it. This is the future of online guidance.

Now let’s dig in:

The new editor allows us to pre-define with whom to engage and in what language.  You can segment your users and customers based on any criteria – location, role, and language, among many others. This will help you tailor the Walk-Thrus relevant for each user. For example, show only to new users or show to first time visitors only.

You will find a new onboarding wizard that helps you create a smooth “first visit experience” for new users. It is extremely easy to set up a series of walkthroughs every new user must successfully complete to use your website or software effectively. A Progress Bar is automatically created which makes onboarding even more pleasing to the eye.

I found theLauncher feature a powerful tool. I can place an icon anywhere on my website next to relevant element which will initiate a walkthrough. Launchers can be used to create a strong call to action and I see potential for easy to execute promotions and upsells.

The Search Widget also received a facelift. The search widget is an onscreen popup where a user can search and run the desired Walk-Thru or any other support document or video. The new display is intuitive for the end users, but also on the editor side, it is very simple to configure.

The PermalinkCreator  is a useful tool.  Using it you can create a link that will automatically play a Walk-Thru. This is a cool technique when provide omni-channel support. Your support staff can email or IM a link to a Walk-Thru in place of a long phone call in which they walke a customer step by step until they complete what they set out to do.

Live Chat Integration can also be very useful. Now, I didn’t try it – but, if I had Live Chat application on my websites, I would certainly test incorporating WalkMe into it. That way my customer support teams can take some of the load off,  by letting customers serve themselves.

As I wrote at the beginning, I like the new look and feel of the WalkMe editor. The new features are powerful, but you have Walk-Thrus to help you effectively use them. I definitely think it’s worth taking a close look at the free version of the editor. Download it here www.walkme.com

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