Canvas Guides (English)ImpactImpact Guide WalkthroughsHow do I create a Walkthrough in the Impact Dashboard?

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 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.

Open Walkthroughs

Open Walkthrough

In Global Navigation, click the Walkthroughs link.

Create Walkthrough

Create  Walkthrough

Click the New walkthrough button.

Add Walkthrough Details

Edit Walkthrough

In the Untitled Walkthrough field [1], enter a title for your walkthrough. In the Add your walkthrough description here field [2], add description text.

Create Walkthrough Steps

Add Steps

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

In the 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 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 Height field [5] and Width field [6].

Add Buttons

Add Buttons

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

In the Caption field [2], type the button name.

To change the action of the button, click the 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

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

Clone and Delete

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

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

Manage Translation

Manage Translation

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 Setting

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

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

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].