In Global Navigation, click the Walkthroughs link.

Click the New walkthrough button.

In the Title field [1], enter a title for your walkthrough. In the Description field [2], add description text.

In the Untitled 1 field [1], view the title.

In the Message type drop-down menu [2], select the message type you would like to display. You can select between hint, pop-up, or systray messages.

In the Message orientation drop-down menu [3], select where you would like to display your step.

In the Connect to context drop-down menu [4], select where you want the step to display. Connected contexts displays where the step is displayed.

If you would like to modify the size of your message, enter a number the Width field [5] and Height field [6].

To add a button, click Add button [1].

In the Button label field [2], type the button name.

To change the action of the button, click the Button action drop-down menu [3]. Depending on the order of the button’s action, you can select between next, previous, and exit.

To enable the rich content editor, click the Rich Edit Mode toggle button [1].

In the Untitled field [1], enter a step title. In the Nothing to see here just yet field [2], type the step description.

If you have added a button to the step, it will display in the step description [4].

To duplicate and reuse a step, click the Clone step link [1]. To delete a step, click the Delete step link [2].

To add additional steps to your Walkthrough, click the Add Step button.

In the Manage Translations section, click the Manage Translations drop-down menu [1].

Click the language in which you want to add or edit the message [2].

You can see all of your different languages for your account. To request the addition of a new language please read How do I add a new language in the Impact Dashboard?

In the Settings tab [1], you can edit different settings.

To select who is assigned the Walkthrough, click the Assign to Users drop-down menu [2].

To immediately begin the Walkthrough when a user opens the page, open the Triggers section and ensure the Trigger proactively from first walkthrough step checkbox is selected [3].

To schedule message visibility, in the sidebar, locate and open the Schedule Visibility section [4].

In the Visible From section, select the relevant:

• Start date
• Start time

In the Visible Until section, select the relevant:

• End date
• End time

To collect feedback from the Walkthrough, open the Advanced Settings section and click the Collect feedback at the end of the walkthrough checkbox [5].

To search or create tags to add to your Walkthrough, add tags in the Tags field [6].

Note: You must assign users to be able to publish the Walkthrough.

To create a draft of your walkthrough steps to publish later, click the Save as Draft button [1]. To publish and make your walkthrough steps visible, click the Publish button [2].