Canvas Guides (English)ImpactImpact GuideWalkthroughsHow do I edit a Walkthrough in the Impact Dashboard?

How do I edit a Walkthrough in the Impact Dashboard?

You can edit existing walkthroughs in the Impact Dashboard. Walkthroughs consists of multiple steps that may span multiple pages.

Open Walkthroughs

Open Walkthrough

In the Global Navigation, click Walkthroughs link.

Open Walkthrough

Select Walkthrough

To edit an existing walkthrough, click the name of the walkthrough.

Delete or Edit Walkthrough

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

Edit Walkthrough steps

To update a walkthrough step, click the Options icon [1].

To add an additional step, click the Add Step button [2].

Edit Walkthrough Settings

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

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To unpublish your walkthrough and save your current changes, click the Save & Unpublished button [1].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].