A walkthrough is the first thing a new user sees when opening the platform. It is an introduction to your platform, and the perfect place to share a welcome message and highlight important features.
If you want to make new employees feel welcome, this is the place!
A good walkthrough should include:
A welcome message
A few highlighted features and how to use them
đ Walkthrough vs. intake
A walkthrough introduces your platform. An intake works differently: it is a short form that collects profile details from learners, such as a profile photo or contract start date. See Guidance: Intake for more.
How to create a walkthrough in Studio
Go to Content > Guidance
Click Create content
Select Walkthrough as the instruction method
Start creating your walkthrough!
Building your slides
A walkthrough consists of a few slides. You can:
Click Add Slide to insert a new one
Rearrange the order of slides by dragging them
Delete slides if needed
You can choose from three types of media per slide:
đŒ Image
Upload a JPG, PNG, or GIF. Ideal for welcoming visuals or showcasing platform features.
đ„ Video upload
Upload an MP4 video and choose a thumbnail image (PNG, JPG, or GIF). Best for branded or in-house videos.
đ Video URL
Paste a link from YouTube or Vimeo. These will display using the external platformâs player style.
Slide content: heading + text
Each slide includes:
One type of media
Heading (text only): A short, bold title
Text (rich text): Supports formatting options including:
Bold, italic, and underline
Bullet or numbered lists
Hyperlinks
File uploads
Tooltip icon (i) for more context
đĄ Tip:
Use headings for clarity and short paragraphs to keep users engaged.
Setting walkthroughs live
Once you're done:
Click Publish (top right of the screen)
Use automations to control who sees the walkthrough and when.
đ„ Important:
If the walkthrough is published, it will be shown to everyone by default.
Be sure to create an automation right away to manage access and visibility.
Need help setting up automations for the walkthrough?
đ See this article for how to set up an automation
Different walkthroughs for different groups
Not every user needs the same introduction. You can show different walkthroughs to different groups, so each group learns what matters to them.
Use automations to decide which group sees which walkthrough. With multi theme, you can also choose the group(s) that should see a specific menu and customise that menu for them.
Example: Verified skills (upskilling)
Verified skills and upskilling can be used as synonyms here. You could set up two walkthroughs:
For reporting managers: explain how the feature works and what their role is in relation to the reporting on the users they will see.
For employees: explain how they can see their skill dashboard and how they can use it.
đ Good to know
The navigation menu can look different per group. If all menu items fit in the main navigation, the More menu is not shown. See Feature: Multi theme for how to give groups their own theme and menu.
Best practices
Limit your walkthrough to five slides or fewer to avoid overwhelming users.
Use a mix of media (image and video) to keep it engaging.
Include real feature highlights or links to help users take their next step.
Write for one audience at a time. A walkthrough for managers and one for employees will each be clearer than a single mixed one.
What users experience
The walkthrough will appear the first time a user logs in (if theyâre assigned via automation).
After that, users can revisit the walkthrough any time from the navigation menu. Depending on your menu setup, it appears in the main navigation or under More.
If a user has access to multiple walkthroughs, they will play one after another.
Users complete the walkthrough when they click the Done button on the final slide.
đ„ Important:
If a user doesnât have access, the walkthrough wonât appear in their menu. If they try to visit the link directly, theyâll see an error message.