Splits: Getting Started Guide

Brief Overview

A split is a type of flow step in a Smart Walk-Thru that lets you create variations in your guidance. It branches off from the main path to show specific steps only when certain conditions are met.

This lets you guide users even when their journey differs from the expected path.

For example, if a user isn't logged in, you can branch the Smart Walk-Thru to include login steps before returning to the main flow. You can also use a split to account for interface differences—like whether a tab is visible or needs to be enabled first.

Flow Steps

How It Works

You can add a split anywhere in a Smart Walk-Thru—on the main path, inside a branch, or even in a nested branch.

To create a split, define a rule in the rule engine. When the Smart Walk-Thru reaches that step, it checks the rule:

• If the rule is true, the guidance follows the branch you created
• If the rule is false, it continues along the main path

Branches can include any number of steps and can reconnect to the main path at any point—or stay separate entirely.

Create a Split Step

Add the split step to your Smart Walk-Thru

• In your Smart Walk-Thru, hover between two steps and select the orange plus sign to add a split
• Select Split
• Use a question as the split name—for example, Is user logged in?—to make the Smart Walk-Thru easier to navigate later
• Click Add Rule
• In the Rule Engine, set rules for the split. If these rules are true, the user will move down the YES path of the split

The split will be represented by the split icon in the Smart Walk-Thru, and the Yes and No paths will branch out of it:

If you don't want the two paths to join together, you can click the trashcan icon to prevent them from rejoining.

Define rules for the split step

Create a rule that identifies when the flow should split to the branch. When the rule is true, the Walk-Thru will branch. When it is false, it will continue along the main flow (skipping the branch and any steps added to it).

Splits can be built with any of the available rule types in the rule engine. A common rule type for creating splits is On Screen Element. On Screen Element may be used if you are checking to see if a certain checkmark box is selected or if a certain tab is visible in the navigation bar.

Rule Engine

After adding a split, it will appear in the Smart Walk-Thru Map as an orange icon. You will be able to hover over the split to see the associated rule.

Add steps to the branch

After creating a Split, there will be two branches in the Smart Walk-Thru Map—"NO" will continue down the main path, and "YES" will branch to the new path. Hover over the branch to add steps. These steps will only be played (activated) when the Walk-Thru splits.

Connect/disconnect branch

To disconnect a branch from the main path, simply hover over the path where it connects back to a step and click the trash icon. If the branch does not connect back to the main path, the Walk-Thru will end with the last step in the branch.
To reconnect a branch to the main path:

• Hover over the orange +Add icon after the last step in the branch
• Click Connect to Step
• Select the step in the main path that you would like the guidance to continue playing from after the branch
• All steps between the split and the step you select to continue playing from in the main path will be skipped when the rule for the split is true

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