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
Step 2: Capture your Mobile app screens
Step 3: Identify the screen
Step 4: Design the Walkthrough

Step 1: Create a Walkthrough project

3. In the Onboarding & Training section, click Walkthrough.
   

7. Your Walkthrough project gets created and you are redirected to the Whatfix Mobile Studio.
   

8. To start creating your Walkthrough, click Add Flow Start.
   

Example: If you want to start the Walkthrough on the Home screen, you can choose the title Home, which can uniquely identify the screen and show the element on the correct screen.

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, go to the left and select Design.
   

2. Choose the element you want to add on the starting screen.
   

   your title goes here

   You can add a Popup, Bottom Sheet, or a Ping to start the Walkthrough

3. If you're adding a Popup, choose the appropriate template.
   

   your title goes here

   The Popup template you choose appears on the Studio.
   

4. Design the Popup as required. For more information see, Create a Pop-up.

   your title goes here

   If you're adding Bottom Sheet, see Customize Bottom Sheet

5. Configure the following options for your Walkthrough:
   

   • 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.
   • 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.
   • Flow Termination: Select how to terminate your Flow using the FLOW TERMINATION dropdown. For more information, see 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.

The Start page of your Walkthrough is automatically saved.

6. Click the Back icon.
   

7. Click the ADD STEP tile.
   

8. To create the Walkthrough steps with other elements, connect your app, capture the screen, and identify the screen.

9. Select the element you want to show and design the element as per your requirement.
   

   your title goes here

   You can create a Popup, Tooltip, Fullscreen, Highlight, Bottom Sheet, or Gesture as elements in your Walkthrough step. For more information see,

   • Create a Pop-up
   • Create Tooltip
   • Create a Full Screen
   • Create a Highlight
   • Create Bottom Sheet

10. 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.
    

    your title goes here

    The element you create is autosaved.

11. Click the Back icon.
    

12. To add more steps in your Walkthrough, repeat Steps 7 to 11.