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.
- Walkthrough steps must include a context which 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.
In the Title field , enter a title for your walkthrough. In the Description field , add description text.
In the Untitled 1 field , view the title.
In the Message type drop-down menu , 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 , select where you would like to display your step.
In the Connect to context drop-down menu , 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  and Height field .
To add a button, click Add button .
In the Button label field , type the button name.
To change the action of the button, click the Button action drop-down menu . 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 .
In the Untitled field , enter a step title. In the Nothing to see here just yet field , type the step description.
If you have added a button to the step, it will display in the step description .
To duplicate and reuse a step, click the Clone step link . To delete a step, click the Delete step link .
In the Manage Translations section, click the Manage Translations drop-down menu .
Click the language in which you want to add or edit the message .
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 , you can edit different settings.
To select who is assigned the Walkthrough, click the Assign to Users drop-down menu .
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 .
To schedule message visibility, in the sidebar, locate and open the Schedule Visibility section .
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 .
To search or create tags to add to your Walkthrough, add tags in the Tags field .
Note: You must assign users to be able to publish the Walkthrough.