WalkMe Boilerplate and Examples

Foundations / Writing and Wording / WalkMe / Boilerplate Text and Examples

Intro

This section includes step balloons for tasks/UI elements that are consistent across many SAP products. We’ve collected examples here that you can use/copy “as-is” or tweak slightly for your specific circumstances.

Keep an eye on this page. We’ll be adding more examples for you to leverage.

Welcome Balloon (In This Tour...)

When you write an introduction to a Show Me or Guide Me tour and use the phrase “in this tour” or “this tour”, write it so the agency is from SAP.

Correct

Incorrect

Click > to Open an Item

Search Bar with Dropdown Menu to Change Filter

Select the Checkbox (When You Need to be Specific)

Drive Awareness to Settings

Find Out More – Linking to Documentation in Help Portal

Try-again steps

There are times in Guide Me tours when the user must select an entry from a list, but the item they select doesn’t meet the requirements to complete the next step of the tour. In these scenarios, you need to build a split to explain to the user what happened and loop the user back to the previous step.

Example:

In a Guide Me tour for reversing journal entries, the list might not be filtered for “reversible” entries. So, the use might select an entry that either can’t be reversed or has already been reversed. In this situation, create split steps to handle this flow.

More Text Boilerplate

This section captures examples of ways to say things that map to our voice and tone guidelines.

Saving things

Searching for things

Instead of: “Use the search bar to find products” or “Enter the name or keyword in the search bar”

Show me version

Guide me version