It's just putting balloons on the page, right? How hard could it be? Here are my top 10 items to check before publishing a WalkMe Walk-Thru:
✅ Number of Steps
No one wants to click through 20 steps. Auto-click what you can. As few manual steps as possible. Shoot for less than 10.
✅ General UX
Scroll up and down, do the balloons follow neatly? If not, try Lock to Element. Open other drop-down menus and modal windows. Fix layering issues with Z-index.
✅ Initiator and End Experience
What makes this Walk-thru start? Autoplay? Menu? Launcher? Or is it "Connected To" from another flow? What happens when the Walk-thru ends? What if the user exits out? Do we want to take that moment to periodically poll the user why?
✅ Segment
Which user segment are we targeting with this Walk-thru? Test as someone in that user Segment, and as someone NOT in that user segment. Remember if your user segment is relying on IDP (Identity Provider) data like Department, WalkMe is going to read *your* department. You may have to get creative and involve an end-user for UAT.
✅ Goal
What is the purpose of this Walk-thru? User visits a page? User clicks a button? Or are we looking for a "Success" banner? This will automatically get scored in the back-end analytics system. Nothing's worse than publishing a Walk-thru and then not knowing how well it's working because we forgot to define a goal.
✅ Start Point
What criteria would make the Walk-thru begin later in the process? If I'm already looking at the Opportunities List and I run the "Create New Opportunity" flow, a Start Point lets us skip over "Click Opportunities". Not uncommon to have multiple start points per flow. And remember start points can be based on other criteria like WalkMe Data.
✅ Notes
For yourself and others on your team, PLEASE put notes on your Walk-thru. It doesn't matter if you think it's really obvious now. Make a note of WHY the Walk-Thru exists, what page / modal you want it to appear on, etc. Document major revisions.
✅ Keywords
Keywords drive whether or not the Walk-thru appears in the WalkMe menu when a user searches. WalkMe has some cool tech to auto-predict and assign keywords... But you'll want to assign your own based on your business context, your users, what they might be looking for, etc.
✅ Custom Metadata
Go to Console, Content Manager, Manage Columns. Here you can define Custom Metadata. For example, what date in the future do you want to review this item again? Or to what process in your system is it related?
✅ Workflows
This lets you categorize WalkMe content by a top-down "Business Domain" -> "Workflow" -> "Task" organization. If you were building content on an HCM for example, we have a predefined process taxonomy. This lets you track that you have timecard content related to "Manage Time and Attendance" but you have not yet developed content related to "Performance Review and Appraisal".
There's more but I kept it to 10 for now. What did I miss?
✅ Number of Steps
No one wants to click through 20 steps. Auto-click what you can. As few manual steps as possible. Shoot for less than 10.
✅ General UX
Scroll up and down, do the balloons follow neatly? If not, try Lock to Element. Open other drop-down menus and modal windows. Fix layering issues with Z-index.
✅ Initiator and End Experience
What makes this Walk-thru start? Autoplay? Menu? Launcher? Or is it "Connected To" from another flow? What happens when the Walk-thru ends? What if the user exits out? Do we want to take that moment to periodically poll the user why?
✅ Segment
Which user segment are we targeting with this Walk-thru? Test as someone in that user Segment, and as someone NOT in that user segment. Remember if your user segment is relying on IDP (Identity Provider) data like Department, WalkMe is going to read *your* department. You may have to get creative and involve an end-user for UAT.
✅ Goal
What is the purpose of this Walk-thru? User visits a page? User clicks a button? Or are we looking for a "Success" banner? This will automatically get scored in the back-end analytics system. Nothing's worse than publishing a Walk-thru and then not knowing how well it's working because we forgot to define a goal.
✅ Start Point
What criteria would make the Walk-thru begin later in the process? If I'm already looking at the Opportunities List and I run the "Create New Opportunity" flow, a Start Point lets us skip over "Click Opportunities". Not uncommon to have multiple start points per flow. And remember start points can be based on other criteria like WalkMe Data.
✅ Notes
For yourself and others on your team, PLEASE put notes on your Walk-thru. It doesn't matter if you think it's really obvious now. Make a note of WHY the Walk-Thru exists, what page / modal you want it to appear on, etc. Document major revisions.
✅ Keywords
Keywords drive whether or not the Walk-thru appears in the WalkMe menu when a user searches. WalkMe has some cool tech to auto-predict and assign keywords... But you'll want to assign your own based on your business context, your users, what they might be looking for, etc.
✅ Custom Metadata
Go to Console, Content Manager, Manage Columns. Here you can define Custom Metadata. For example, what date in the future do you want to review this item again? Or to what process in your system is it related?
✅ Workflows
This lets you categorize WalkMe content by a top-down "Business Domain" -> "Workflow" -> "Task" organization. If you were building content on an HCM for example, we have a predefined process taxonomy. This lets you track that you have timecard content related to "Manage Time and Attendance" but you have not yet developed content related to "Performance Review and Appraisal".
There's more but I kept it to 10 for now. What did I miss?