How do I create a Walkthrough in the Impact Inline Editor?
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.
- 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
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To open Walkthroughs, click the Impact icon [1] and then click the Walkthroughs icon [2].
Create New Walkthrough
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To create a new Walkthrough, click the Create Walkthrough button.
Add Walkthrough Details
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In the Title field [1], enter a title for your walkthrough. In the Description field [2], add description text. In the Assigned to field [3], select the users you want to view the walkthrough steps.
Then click the Start Creating button [4].
Create Step
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To add a new step, click the Create a step button.
Select Page
If you would like to change the Walkthrough page or element, click the Select Element (Shift) toggle button [1]. To confirm the page or element selected for the step, click the Select Page button [2].
To cancel creating the step page or element, click the Exit button [3].
Note: Free Select Mode is not available when selecting a context.
Add Step Details
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In the Step Title field [1], add a step title.
In the Step Body field [2], add a description of the step.
To add a message type, click the Systray Step button or Pop-up Step button [3].
Note: Hint messages are not available in the Inline Editor Walkthrough as a message type.
Add Buttons
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To add a button, click the 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.
Edit Connected Context
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To change the page placement of what page the connected context is being displayed, click the Change placement link.
Edit Presentation
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To modify the size of your message, enter a number in the Width field [1] and a number in the Height field [2].
View Walkthrough Steps
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Once you have added all the steps to your walkthrough, click the Save and proceed button.
Edit Settings
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In the Settings tab, you can edit different settings.
To select a translation, click the Translation drop-down menu [1].
To change the title of the Walkthrough, click the Title text box [2] and enter the title.
To change the description of the Walkthrough, click the Description text box [3] and enter the description.
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 [4].
To schedule message visibility, in the sidebar, locate and open the Schedule Visibility section [5].
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 [6].
To search or create tags to add to your Walkthrough, add tags in the Tags field [7].
To link your Walkthrough with a Tool Categories, select the Tool Categories drop-down menu [8].
To save and unpublish, click the Save & unpublish button [9].
To continue and publish, click the Save and proceed button [10].
Note: You must assign users to be able to publish the Walkthroughs.
Publish Walkthrough
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To publish the Walkthrough, click the Publish button.
View Walkthrough
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All Walkthroughs are visible within your Impact Library.