Client walkthrough

For agencies. Show your client a short tour before they start: up to 5 steps, each with a title, a note and, if you like, a box around the part of the page you mean.

Status: beta, rolling out now.

Write the walkthrough

1. Open the project and press Settings.
2. Under Client walkthrough, press Add step.
3. Give the step a title (up to 80 characters) and a note (up to 500 characters).
4. To point at something, pick a page under Point at, then drag on the page to draw a box. Press Whole page to remove the box.
5. Add up to 5 steps, put them in order with the arrows, then press Save walkthrough.

Pages come from the latest version of the project. A step can also be text only.

What your client sees

• The first time they open the review link in a browser session, the tour opens. Your welcome note is the first card, then your steps.
• They press Next and Back, or Skip tour. Show the tour on the review page opens it again.
• A step shows its page and box only while that page is in the latest version. After you share a new version, the step shows its text until you pick a page from the new version.
• On your live website (snippet, review page or Chrome extension), the tour shows as text. Your client can open it again from More → Show the tour.

Turn it off

To hide the tour on one project without deleting it, open the project's Settings → Client controls and set Show the client walkthrough to Off. To change the default, go to Settings → Project defaults (workspace owners). To remove it, delete every step and save.

Good to know

• Duplicate copies the steps' titles and notes. Pick the pages again in the copy.
• Only people who can see the project can edit its walkthrough. Every save is in the audit log.
• The walkthrough is included when you export your workspace.