WalkMe: When It’s Time To Hold Visitors’ Hands, What Do You Do?
Did you ever find that you needed to explain a process, in steps? Were you ever mesmerized by the beautiful way some financial trading portals showcase their demo, which goes something like:
You don’t have to spend millions or hire a legion of web developers to demonstrate tasks, processes, or even give a tour of your website (if that’s what you want to do). All you need is a crafty tool called WalkMe. It makes awesome demonstration, “Show Me How” animations on your site that start automatically when your page loads.
Think of this as FAQ on steroids for your product, service, blog, or magazine.
WalkMe: Set-up, Use, and The WalkMe Editor
Note: WalkMe Editor is a little Firefox extension or add-on that you’ll have to load on your Firefox browser (yes, WalkMe editor only works with Firefox, for now). Go to their website at http://www.walkme.com , download the plugin, and let it do its grind. Once set-up, you’ll see WalkMe Icon on your Firefox browser panel as shown below:
Also, when you fire up your Firefox Browser, you’ll see that the editor comes sliding at you from the left, as shown below You can slide it back in (or just click on the little “Shut Down” icon and it’ll vanish).
Familiarizing Yourself With the WalkMe Interface
No, it isn’t rocket science ( I thought it was, but it isn’t).You’ll start from the tab “Walk Thru’s”. Next to it, you’ll see tabs for publishing, customizing, and then “Info and Stats” which logs you straight into their web-based account to show you reports on displays, hits, views, etc, as shown:
Using WalkMe to create demos, process explanations, or “walking tours”
After you let the WalkMe editor slide out, login using your login address and password and you’ll see the WalkMe interface as shown below. These guys practice what they preach so you’ll see them handholding you already. In fact, they do it so well that, for me, writing a detailed process on “how to create a Walk Through” for your site seems like stupid doodling. So, instead, I’ll “Walk you through” a sample “Walk Through” I created for groovywebtools.com to guide visitors to subscribe to our blog via the Subscribe Via RSS widget on our side bar.
Options for WalkMe: Pretty Darned Handy
After you create your first few steps, you might want to click on the little “settings” icon displayed on all your walk-thru’s which reveals this panel with tons of options for your Walk Thru’s. You have display options, a welcome screen option ( which works like a pop-up when visitors first see your site), and plenty of other settings ( I haven’t tried them all out, I must admit).
I found the “auto start” and “welcome screen” pretty handy as they will make sure your visitors are engaged, leading them directly where you want them to go. In my case, I wanted you to go and subscribe to my feeds using your email address. So, I went ahead and created a welcome screen that does just that ( I know, it’s a shameless plug. But C’mon, I ain’t asking you to buy something from me, am I?)
When you publish your Walk Through, you have multiple options:
- Click on Publish from the WalkMe Editor Panel and choose a website URL where the walk through should be shown.
I recommend you use both as you would notice on this site, currently.
What Can You Use WalkMe For
I am just thinking wild here, so please bear with me. Here’s what I think you can do with WalkMe:
- Guide visitors to engage them such that they take specific actions ( like I did with Subscriptions). Could you have them slide over to your landing page? Download a free report? Opt-in for your newsletter? WalkMe can be used to gently guide visitors to “do” stuff that helps your business.
- Explain your service process, transaction flow, work flow, etc.
- Teach others to do something complicated on the web. I was just fiddling with changing fonts on my WordPress sites. Can we use WalkMe to do a full-blown tutorial for that?
- Do nothing, except welcome visitors.
- Set-up demos for your products and services.
- I think WalkMe works great for showcasing other web-based tools and services.
WalkMe is an awesome tool and it’s potential is waiting to be unleashed. Have you tried it yet? Why don’t you post your little walk thru’s and show us what you did?
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