--- title: "Create Walkthrough" slug: "create-a-walkthrough" updated: 2026-08-07T07:25:01Z published: 2026-08-07T07:25:01Z canonical: "support.whatfix.com/create-a-walkthrough" stale: true --- > ## Documentation Index > Fetch the complete documentation index at: https://support.whatfix.com/llms.txt > Use this file to discover all available pages before exploring further. # Create Walkthrough Walkthroughs are sequential steps that guide your end users through a process. Create and configure your Walkthrough using the following steps: [Step 1: Create a Walkthrough project](/mobile/docs/create-a-walkthrough#create-walkthrough) [Step 2: Capture your Mobile app screens](/mobile/docs/create-a-walkthrough#connect-capture) [Step 3: Identify the screen](/mobile/docs/create-a-walkthrough#identify-screen) [Step 4: Design the Walkthrough](/mobile/docs/create-a-walkthrough#design-walkthrough) ## Step 1: Create a Walkthrough project 1. On the Whatfix Mobile Dashboard, click the app in which you want to create your project. ![Mobile_Db_Select_App.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Mobile_Db_Select_App.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A36%3A55Z&se=2026-10-29T16%3A36%3A55Z&sr=c&sp=r&sig=KXD2PnBRzpBxFXrMxlk%2FOiqbilsWr1PezX9CcWl0CSA%3D) 2. To create a new project, click **+ New**. ![Mobile_new_Project.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Mobile_new_Project.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A36%3A55Z&se=2026-10-29T16%3A36%3A55Z&sr=c&sp=r&sig=KXD2PnBRzpBxFXrMxlk%2FOiqbilsWr1PezX9CcWl0CSA%3D) 1. In the **Onboarding & Training** section, click **Walkthrough**. ![onboarding_walkthrough](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/onboarding_walkthrough.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A36%3A55Z&se=2026-10-29T16%3A36%3A55Z&sr=c&sp=r&sig=KXD2PnBRzpBxFXrMxlk%2FOiqbilsWr1PezX9CcWl0CSA%3D) 1. Enter a name for your project. ![Mobile_New_Project_Name.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Mobile_New_Project_Name.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A36%3A55Z&se=2026-10-29T16%3A36%3A55Z&sr=c&sp=r&sig=KXD2PnBRzpBxFXrMxlk%2FOiqbilsWr1PezX9CcWl0CSA%3D) 2. Enter the **App Version** or select the **App Version** using the dropdown. ![Mobile_app_version.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Mobile_app_version.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A36%3A55Z&se=2026-10-29T16%3A36%3A55Z&sr=c&sp=r&sig=KXD2PnBRzpBxFXrMxlk%2FOiqbilsWr1PezX9CcWl0CSA%3D) Info: - Use the latest version of your app to create Whatfix Mobile content. For more information on app version, see [What is an App Version?](/mobile/docs/app-version) - Ensure that you add the correct app version from the app build that was integrated with the Whatfix Mobile SDK. 3. Click **Create**. ![Mobile_Click_Create.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Mobile_Click_Create.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A36%3A55Z&se=2026-10-29T16%3A36%3A55Z&sr=c&sp=r&sig=KXD2PnBRzpBxFXrMxlk%2FOiqbilsWr1PezX9CcWl0CSA%3D) 1. Your Walkthrough project gets created and you are redirected to the Whatfix Mobile Studio. ![onboarding_tour_project](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/onboarding_tour_project.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A36%3A55Z&se=2026-10-29T16%3A36%3A55Z&sr=c&sp=r&sig=KXD2PnBRzpBxFXrMxlk%2FOiqbilsWr1PezX9CcWl0CSA%3D) 2. To start creating your Walkthrough, click **Add Flow Start**. ![2022-12-08_17-36-03](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2022-12-08_17-36-03.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A36%3A55Z&se=2026-10-29T16%3A36%3A55Z&sr=c&sp=r&sig=KXD2PnBRzpBxFXrMxlk%2FOiqbilsWr1PezX9CcWl0CSA%3D) ## Step 2: Capture your Mobile app screens Capture screens as a one-time step using the Whatfix Creator widget. The widget enables you to capture app screens as screenshots and saves them to your Whatfix Mobile Dashboard to create in-app guidance content. It also enables you to preview your projects and test them before publishing. For more information on how to capture and add app screens, see [Capture Mobile app screens](/mobile/docs/capture-your-app-screen-using-new-screen-capture-experience). Use the following steps to add a screen: 1. On the **Identify Screen** window, click **+ Add screen**. ![new_add_screen.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/new_add_screen.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A36%3A55Z&se=2026-10-29T16%3A36%3A55Z&sr=c&sp=r&sig=KXD2PnBRzpBxFXrMxlk%2FOiqbilsWr1PezX9CcWl0CSA%3D) 2. Select the screen where you want to create the content and click **Add Screen**. ![select_screen_add_screen.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/select_screen_add_screen.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A36%3A55Z&se=2026-10-29T16%3A36%3A55Z&sr=c&sp=r&sig=KXD2PnBRzpBxFXrMxlk%2FOiqbilsWr1PezX9CcWl0CSA%3D) ## Step 3: Identify the screen After capturing the screen, you need to identify the unique elements on the screen and tag the screen so that the in-app experience you create appears on the right page. 1. To identify the unique elements on the screen and to tag the right screen, click **+ Add Identifier**. ![Mobile_Add_Identifier.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Mobile_Add_Identifier.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A36%3A55Z&se=2026-10-29T16%3A36%3A55Z&sr=c&sp=r&sig=KXD2PnBRzpBxFXrMxlk%2FOiqbilsWr1PezX9CcWl0CSA%3D) 2. Click the desired element on the page. ![Mobile_identifier_Home.png](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/Mobile_identifier_Home.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A36%3A55Z&se=2026-10-29T16%3A36%3A55Z&sr=c&sp=r&sig=KXD2PnBRzpBxFXrMxlk%2FOiqbilsWr1PezX9CcWl0CSA%3D) Example: If you want to start the Walkthrough on the Home screen, choose the title Home, which can uniquely identify the screen and show the element on the correct screen. Info: Click **Add More** to select more elements on the page, and then repeat step 2. ![add_more_identifier](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/add_more_identifier.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A36%3A55Z&se=2026-10-29T16%3A36%3A55Z&sr=c&sp=r&sig=KXD2PnBRzpBxFXrMxlk%2FOiqbilsWr1PezX9CcWl0CSA%3D) ## Step 4: Design the Walkthrough You need to add a starting point for the Walkthrough from where your end users can start the Walkthrough and then be guided to the subsequent steps. Use the following steps to design your Walkthrough: 1. On the Whatfix Mobile Studio, click **Design**. ![element_design](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/element_design%20.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A36%3A55Z&se=2026-10-29T16%3A36%3A55Z&sr=c&sp=r&sig=KXD2PnBRzpBxFXrMxlk%2FOiqbilsWr1PezX9CcWl0CSA%3D) 2. Choose the element you want to add on the starting screen. ![2022-12-08_18-47-09](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/2022-12-08_18-47-09.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A36%3A55Z&se=2026-10-29T16%3A36%3A55Z&sr=c&sp=r&sig=KXD2PnBRzpBxFXrMxlk%2FOiqbilsWr1PezX9CcWl0CSA%3D) Info: Add a Popup, Bottom Sheet, or a Ping to start the Walkthrough 3. If you're adding a Popup, choose the appropriate template. ![popup_template](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/popup_template.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A36%3A55Z&se=2026-10-29T16%3A36%3A55Z&sr=c&sp=r&sig=KXD2PnBRzpBxFXrMxlk%2FOiqbilsWr1PezX9CcWl0CSA%3D) Info: The Popup template you choose appears on the Studio. ![popup_template_studio](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/popup_template_studio.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A36%3A55Z&se=2026-10-29T16%3A36%3A55Z&sr=c&sp=r&sig=KXD2PnBRzpBxFXrMxlk%2FOiqbilsWr1PezX9CcWl0CSA%3D) 4. Design the Popup as required. For more information see, [Create a Pop-up](/mobile/docs/create-a-pop-up). Info: If you're adding Bottom Sheet, see [Customize Bottom Sheet](/mobile/docs/customize-bottom-sheet). 5. Configure the following options for your Walkthrough: ![walkthrough_options](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/walkthrough_options.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A36%3A55Z&se=2026-10-29T16%3A36%3A55Z&sr=c&sp=r&sig=KXD2PnBRzpBxFXrMxlk%2FOiqbilsWr1PezX9CcWl0CSA%3D) - Show the Pop-up in the Walkthrough in the language of your choice. - **Auto Start:** Enable the **AUTO START** toggle to start a Walkthrough without showing the start screen and automatically trigger the steps. - **Icon:** Enable the **ICON** toggle to enable your end users to start the Walkthrough using an icon. For more information, see [Use Icons to start a Walkthrough](/mobile/docs/use-icons-to-start-a-walkthrough). - **Discovery Trigger:** Define when the Walkthrough should start using the **DISCOVERY TRIGGER**, if you haven't enabled the **AUTO START** toggle. For more information, see [Use the Discovery Trigger in Walkthrough](/mobile/docs/use-the-discovery-trigger-in-walkthrough). - **Flow Termination:** Select how to terminate your Flow using the **FLOW TERMINATION** dropdown. For more information, see [Flow Termination to dismiss the Walkthrough](/mobile/docs/flow-termination-to-dismiss-the-walkthrough). - **Optional Steps:** Define a step as optional by enabling the **MARK STEP AS OPTIONAL** toggle. For more information, see [Define a step as optional](/mobile/docs/define-a-step-as-optional). The Start page of your Walkthrough is automatically saved. 1. Click the **Back** icon. ![back_icon_walkthrough](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/back_icon_walkthrough.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A36%3A55Z&se=2026-10-29T16%3A36%3A55Z&sr=c&sp=r&sig=KXD2PnBRzpBxFXrMxlk%2FOiqbilsWr1PezX9CcWl0CSA%3D) 2. Click the **ADD STEP** tile. ![add_step](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/add_step.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A36%3A55Z&se=2026-10-29T16%3A36%3A55Z&sr=c&sp=r&sig=KXD2PnBRzpBxFXrMxlk%2FOiqbilsWr1PezX9CcWl0CSA%3D) 3. To create the Walkthrough steps with other elements, connect your app, capture the screen, and identify the screen. 4. Select the element you want to show and design the element as per your requirement. ![step_element](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/step_element.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A36%3A55Z&se=2026-10-29T16%3A36%3A55Z&sr=c&sp=r&sig=KXD2PnBRzpBxFXrMxlk%2FOiqbilsWr1PezX9CcWl0CSA%3D) Info: Create a **Popup**, **Tooltip**, **Fullscreen**, **Highlight**, **Bottom Sheet**, or **Gesture** as elements in your Walkthrough step. For more information see: - [Create a Pop-up](/mobile/docs/create-a-pop-up) - [Create Tooltip](/mobile/docs/create-tooltips) - [Create a Full Screen](/mobile/docs/create-a-full-screen) - [Create a Highlight](/mobile/docs/create-a-highlight) - [Create Bottom Sheet](/mobile/docs/create-bottom-sheet) 5. To enable your end user to go to the next step in the Walkthrough, select the **STEP TRANSITION** rules using the dropdown. For more information, see [Define Step Transition rules](/mobile/docs/define-step-transition-rules). ![step_transition](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/step_transition.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A36%3A55Z&se=2026-10-29T16%3A36%3A55Z&sr=c&sp=r&sig=KXD2PnBRzpBxFXrMxlk%2FOiqbilsWr1PezX9CcWl0CSA%3D) Info: The element you create is autosaved. 6. Click the **Back** icon. ![back_step_walkthrough](https://cdn.document360.io/a268766e-d74d-4619-9613-e2472f809ffb/Images/Documentation/back_step_walkthrough.png?sv=2026-02-06&spr=https&st=2026-10-29T15%3A36%3A55Z&se=2026-10-29T16%3A36%3A55Z&sr=c&sp=r&sig=KXD2PnBRzpBxFXrMxlk%2FOiqbilsWr1PezX9CcWl0CSA%3D) 7. To add more steps in your Walkthrough, repeat Steps 7 to 11. Info - [Preview projects on a device](/mobile/docs/preview-projects-on-a-device) before making it live for your end users. - After creating and designing your Project, click **Publish** to make it live for your end users. For more information on publishing Whatfix Mobile content, see [Publish Whatfix Mobile content](https://support.whatfix.com/mobile/docs/publishing-whatfix-content).