Create Walkthrough
- 14 May 2024
- 4 Minutes To Read
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Create Walkthrough
- Updated On 14 May 2024
- 4 Minutes To Read
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Print
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PDF
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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
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On the Whatfix Mobile Dashboard, select the App in which you want to create your project.
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To create a new project, click New.
- In the Onboarding & Training section, click Walkthrough.
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Enter a name for your project.
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Enter the App Version or select the App Version using the dropdown.
your title goes here- Use the latest version of your app to create Whatfix Mobile content. For more information on app version, see What is an App Version?.
- Ensure that you add the correct app version from the app build that was integrated with the Whatfix Mobile SDK.
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Click Create.
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Your Walkthrough project gets created and you are redirected to the Whatfix Mobile Studio.
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To start creating your Walkthrough, click Add Flow Start.
Step 2: Capture your Mobile app screens
You can capture screens as a one-time step using the Whatfix Creator widget. This 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.
Use the following steps to add a screen,
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On the Identify Screen window, click + Add screen.
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Select the screen where you want to create the content and click Add Screen.
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.
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To identify the unique elements on the screen and to tag the right screen, click Add Identifier
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Click the desired element on the page.
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.
your title goes here
Click Add More to select more elements on the page, and then repeat step 2.
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:
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On the Whatfix Mobile Studio, go to the left and select Design.
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Choose the element you want to add on the starting screen.
your title goes hereYou can add a Popup, Bottom Sheet, or a Ping to start the Walkthrough
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If you're adding a Popup, choose the appropriate template.
your title goes hereThe Popup template you choose appears on the Studio.
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Design the Popup as required. For more information see, Create a Pop-up.
your title goes hereIf you're adding Bottom Sheet, see Customize Bottom Sheet
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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.
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Click the Back icon.
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Click the ADD STEP tile.
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To create the Walkthrough steps with other elements, connect your app, capture the screen, and identify the screen.
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Select the element you want to show and design the element as per your requirement.
your title goes hereYou can create a Popup, Tooltip, Fullscreen, Highlight, Bottom Sheet, or Gesture as elements in your Walkthrough step. For more information see,
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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 hereThe element you create is autosaved.
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Click the Back icon.
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To add more steps in your Walkthrough, repeat Steps 7 to 11.
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You can preview projects on a device before making it live for your end users.
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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.
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