To collect end user feedback within WalkMe Insights, the most effective approach is to use WalkMe’s native Survey tool, as it integrates directly with Insights for seamless data collection and analysis. Placing aShoutOut on the feature pagethat activates a WalkMe Survey with multiple questions ensures high visibility and context-specific engagement, as users are prompted to provide feedback while interacting with the new feature. This method leverages WalkMe’s analytics to track responses and correlate them with user behavior, providing actionable insights.

The other options are less optimal:

A Survey in the WalkMe Menu(A) is less targeted, as users may not proactively access it.

A Shuttle to a Google Form(B) lacks integration with Insights, making data analysis cumbersome.

A 3rd party survey tool via email(D) is disconnected from the feature context and WalkMe’s analytics.

Extract from Official WalkMe Documentation:

According to the WalkMe Insights User Guide (SAP WalkMe Digital Adoption Consultant StudyGuide, Section 3.5: Surveys):

“WalkMe Surveys, when triggered by a ShoutOut on a relevant page, are ideal for collecting contextual feedback. Responses are tracked in Insights, enabling analysis of user sentiment and feature adoption.”

The courseAdvancing Your Skills in Building WalkMe Solutionsexplains:

“For feature-specific feedback, use a ShoutOut to launch a WalkMe Survey on the feature page. This ensures users provide input in context, with data seamlessly captured in Insights for analysis.”

Option C is the best approach for collecting feedback within Insights.

ASmart Walk-Thru Goalis a defined outcome that measures the success of a Smart Walk-Thru in guiding users to complete a specific process or action (e.g., submitting a form, reaching a page). Goals are tracked in WalkMe Insights to evaluate the Smart Walk-Thru’s effectiveness, providingmetrics like completion rates and identifying where users succeed or drop off. This helps Builders optimize guidance to improve user adoption and process completion.

The other options are incorrect:

Option Adescribes step-level tracking, not Goals, which focus on the overall process outcome.

Option Crefers to initiation tracking, not Goals.

Option Dis too narrow, as Goals measure process completion, not just viewing the last step.

Extract from Official WalkMe Documentation:

According to the WalkMe Editor User Guide (SAP WalkMe Digital Adoption Consultant Study Guide, Section 2.2: Smart Walk-Thrus):

“Smart Walk-Thru Goals track the effectiveness of guidance by measuring whether users complete the intended process or action, providing insights into adoption and success rates.”

The courseGetting Started with Building WalkMe Solutionsstates:

“Define Goals in Smart Walk-Thrus to monitor how effectively they help users achieve key actions, using Insights to analyze completion and optimize the flow.”

Option B accurately describes a Smart Walk-Thru Goal.

ThePreviewfeature in the WalkMe Editor allows Builders to simulate the end-user experience for multiple pieces of content before publishing. It shows how content (e.g., Smart Walk-Thrus, SmartTips, ShoutOuts) appears and interacts on the page, ensuring they work together seamlessly and look as intended from the user’s perspective.

The other options are incorrect:

Play multiple items(A) is not a standard WalkMe feature.

Play(C) typically refers to testing a single Smart Walk-Thru, not multiple content types.

Publish Settings(D) configure deployment options, not preview functionality.

Extract from Official WalkMe Documentation:

Per the WalkMe Editor User Guide (SAP WalkMe Digital Adoption Consultant Study Guide, Section 1.4: Quality Assurance):

“The Preview feature enables Builders to test multiple pieces of content together, simulating the end-user experience to verify appearance and interactions before publishing.”

The courseGetting Started with Building WalkMe Solutionsexplains:

“Use Preview in the Editor to see how new content will look and function for end users, allowing you to test combinations of content without publishing.”

Option B, Preview, is the best feature for this purpose.