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.
How do I edit a Walkthrough in the Impact Dashboard?
How do I edit a Walkthrough in the Impact Dashboard?
1. Open Walkthroughs
In the Global Navigation, click the Communication dropdown menu. Then click the Walkthroughs link.
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2. Open Walkthrough
To edit an existing walkthrough, click the name of the walkthrough.
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3. Delete or Edit Walkthrough
To delete a walkthrough, click the Delete button.
To modify the walkthrough, click the Edit button.
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4. Edit Walkthrough Steps
To add an additional step, click the Add Step button.
To update a walkthrough step, click the Drag and Drop icon.
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5. Edit Settings
In the Settings tab, you can edit different walkthrough settings.
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6. Target User Groups
To update who is assigned the Walkthrough, click the Target User Groups drop-down menu.
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7. Triggers
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.
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8. Schedule Visibility
To update the schedule message visibility, in the sidebar, locate and open the Schedule Visibility section.
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9. Advanced Settings
To collect feedback from the Walkthrough, open the Advanced Settings section and click the Collect feedback at the end of the walkthrough checkbox.
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10. Manage Translations
To Manage Translations, click the Manage Translations drop-down menu
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11. Update Walkthrough
To unpublish your walkthrough and save your current changes, click the Save & Unpublished button.
To publish your updated walkthrough, click the Update button.
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The guide covered how to edit a Walkthrough in the Impact Dashboard.