How do I add a Walkthrough to an existing campaign in the Impact Dashboard?

Impact allows you to assign a walkthrough to an existing campaign to apply the user targeting rules (as defined for the campaign) to your walkthrough.

Open Walkthroughs

Open Walkthroughs

In Global Navigation, click the Communication dropdown menu [1]. Then click the Walkthroughs link [2].

Manage Walkthroughs

To associate a walkthrough to an existing campaign, locate and click the walkthrough you want to use [1].

To create a new walkthrough, click the Create button [2].

Note: For more information on creating a new walkthrough, visit How do I create a Walkthrough in the Impact Dashboard?

Edit Walkthrough

In the View Walkthrough page, click the Edit button.

Note: If you are creating a new walkthrough, the Edit button does not display.

Edit Walkthrough Settings

Edit Walkthrough Details

Edit your walkthrough settings.

Note: If the Walkthrough is also assigned to a user category, it will display the user category despite whether the campaign is running.

Assign to Users

Assign to Users

In the sidebar, click the Assign to Users section [1].

To add a walkthrough to an existing campaign, enter the terms in the Filter field [2]. Select the name(s) of the relevant campaign [3]. You can also select multiple campaigns.

Update Walkthrough

Update Walkthrough

Once you have selected the relevant campaign, you can continue to edit the existing walkthrough and click the Update button. If you created a new walkthrough click the Publish button.