WalkMe Destination


WalkMe Digital Adoption Platform provides guidance, engagement, insights and automation to users.

This destination is maintained by WalkMe. For any issues with the destination, please reach out to their team.

NOTE: The WalkMe Destination is currently in beta, which means that they are still actively developing the destination. This doc was last updated on July 29, 2019. If you are interested in joining their beta program or have any feedback to help improve the WalkMe Destination and its documentation, please let their team know!

Getting Started

The first step is to make sure WalkMe supports the source type and connection mode you’ve chosen to implement. You can learn more about what dictates the connection modes we support here.

Web Mobile Server
📱 Device-mode
☁️ Cloud-mode
  1. From your Segment UI’s Destinations page click on “Add Destination”.
  2. Search for “WalkMe” within the Destinations Catalog and confirm the Source you’d like to connect to.
  3. In the WalkMe settings, select an Environment (for example Production, Test etc.)
  4. Enter your WalkMe system ID which you can find in your WalkMe Editor under Menu > Snippet tab.
  5. You’re all set! For specific steps on using Segment data within the WalkMe editor, please read here.

Page

If you haven’t had a chance to review our spec, please take a look to understand what the Page method does. An example call would look like:

analytics.page()

Page calls will be sent to WalkMe as a pageview.

Identify

If you haven’t had a chance to review our spec, please take a look to understand what the Identify method does. An example call would look like:

analytics.identify('userId123', {
  email: 'john.doe@segment.com'
});

Identify calls will be sent to WalkMe as an identify event.

Track

If you haven’t had a chance to review our spec, please take a look to understand what the Track method does. An example call would look like:

analytics.track('Clicked Login Button')

Track calls will be sent to WalkMe as a track event.

Settings

Segment lets you change these destination settings from your Segment dashboard without having to touch any code.

API Key

Environment

WalkMe environment that should be loaded (e.g. Test, Production), you can find it in the Editor’s Snippet area

Track WalkMe Events

If enable, WalkMe events will be tracked by Segment

WalkMe system ID

WalkMe system ID - you can find it in the Editor’s Snippet area (GUID parameter)

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