How do I edit a Walkthrough in the Impact Dashboard?
You can edit existing walkthroughs in the Impact Dashboard. Walkthroughs consist of multiple steps that may span multiple pages.
Delete or Edit Walkthrough
To delete a walkthrough, click the Delete button [1].
To modify the walkthrough, click the Edit button [2].
Edit Walkthrough Steps
To add an additional step, click the Add Step button [1].
To update a walkthrough step, click the Drag and Drop icon [2].
Edit Walkthrough Settings
In the Settings tab, you can edit different settings [1].
To update 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 update the schedule message visibility, in the sidebar, locate and open the Schedule Visibility section [4].
To collect feedback from the Walkthrough, open the Advanced Settings section and click the Collect feedback at the end of the walkthrough checkbox [5].
In the Manage Translations section, click the Manage Translations drop-down menu [6].
Update Walkthrough
To unpublish your walkthrough and save your current changes, click the Save & Unpublished button [1].
To publish your updated walkthrough, click the Update button [2].