How do I create a Walkthrough in the Impact Dashboard?
When creating walkthrough steps, admins can select from the following step types: hints, pop-ups, and systrays. Hints can be used to direct users to another page in their LMS. Pop-up and systray messages can be used to provide information.
Notes:
- Walkthrough steps must include a context that triggers the step, such as an action or navigating to a page. Free Select Mode is not available when selecting a context.
- Buttons can be added to allow users to navigate between steps or close the walkthrough.
- The Walkthroughs feature preview is in active development.
Add Walkthrough Details
![Add Walkthrough Details](https://media.screensteps.com/image_assets/assets/007/984/242/original/456a0987-510c-4235-9351-50ae0ae2ea9a.png)
In the Title field [1], enter a title for your walkthrough. In the Description field [2], add description text.
Create Walkthrough Steps
![Create Walkthrough Steps](https://media.screensteps.com/image_assets/assets/007/984/244/original/aab05e5a-7b69-4612-8e8d-5fdbbc025cf8.png)
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 display where the step is displayed.
If you would like to modify the size of your message, enter a number in the Width field [5] and Height field [6].
Add Buttons
![Add Buttons](https://media.screensteps.com/image_assets/assets/007/984/246/original/1f0cdece-5f85-405d-84aa-fa2a665d61fe.png)
To add a button, click the 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.
Add Step Details
![Add Step Details](https://media.screensteps.com/image_assets/assets/007/984/248/original/90118605-a172-4057-a60f-685566ff40e8.png)
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].
View Additional Step Options
![View Additional Step Options](https://media.screensteps.com/image_assets/assets/007/984/250/original/87427bd1-8cd7-46f4-9984-4de010d29bf6.png)
To duplicate and reuse a step, click the Clone step link [1]. To delete a step, click the Delete step link [2].
Add Additional Steps
![Add Additional Steps](https://media.screensteps.com/image_assets/assets/007/984/253/original/1af45228-b80c-4b98-8072-2d079228b020.png)
To add additional steps to your Walkthrough, click the Add Step button.
Manage Translation
![Manage Translation](https://media.screensteps.com/image_assets/assets/007/984/255/original/37c29cb6-3b6b-4487-b7b0-e1af7ce70e27.png)
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?
Edit Settings
![Edit Settings](https://media.screensteps.com/image_assets/assets/007/984/257/original/3bd1a986-d7dd-4113-8eb3-0e2599ff801e.png)
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.
Publish Walkthrough
![Publish Walkthrough](https://media.screensteps.com/image_assets/assets/007/984/259/original/363966ef-3204-450f-8608-a654559cadae.png)
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].