Wondering which button copy drives more engagement? Or what opening message converts better? Now you can test it.With Navattic A/B Tests, you can experiment with:
Gated vs. ungated demos
Which use cases to include in your demos
CTA color, modal text, and step variations
Run A/B tests and view performance metrics side-by-side to find what works best. See an interactive demo on how to set up an A/B Test.This feature is available on our Growth and Enterprise plans. Please reach out to success@navattic.com to get set up.
Capture lead information from your Mobile Swipe Demos.For any step in your Mobile Swipe Demo, choose Form and select any existing form in your workspace.
View and export form submissions directly in our new Forms Table to see all leads that filled out that form and which demo they filled out the form on.If you’re using Interest-Level demos, you can also quickly see each submission’s level of interest.
Keep demos current by updating dates in old captures with today’s date. Use AI Detection to help easily find and mass replace old dates hiding in your captures.
Compare and analyze demo performance for custom date ranges within the Analytics, Visitors, and Accounts views.To access custom timeframes, click the Analytics, Visitors or Accounts tab > select the timeframe in the top right corner.
Enhance your demos with dynamic narration through various options, including reading from the individual steps, custom text-to-speech, or uploaded audio.To add voiceover to specific steps in your demo, in the Flow Builder click Add element > Voiceover. From here, use the dropdown to select the option you want to use:
Read from text: Add in custom text to read from (_tip: use this with an _Invisible step)
Read from step: Read directly from the text in the Modal or Tooltip
Upload audio: Upload audio files from your local storage. Supported formats include MP3, M4A, WAV, and MIDI files.
Track changes at a glance across your Product Demos.With Demo Version Comparison, easily see what’s changed between versions—whether text edits, step reordering, or updated captures—making it easier to review and approve updates.To view changes, you can either visit Versions or click the Publish button > View changes
Improve lead quality by blocking unwanted email domains from accessing your interactive demos.With Email Blacklisting, you can prevent Visitors with specified email domains from accessing gated demos or completing forms.To enable this feature, visit your Form Builder > select the email field > toggle on Blacklisted Domains > Add the domains you want to block.This feature is available for Growth and Enterprise workspaces.
Simplify your capture workflow with a unified Capture Collection system. All Captures, whether web-based or media uploads, now live together in a single, streamlined structure—making it easier to manage and edit your demos.No action required—your collections have already been updated.
HubSpot Meetings, Default, and RevenueHero Embed Step Types
Expand your scheduling and conversion options inside demos.Embed HubSpot Meetings links, set a Default Scheduler, or integrate RevenueHero meeting links directly within your demos to drive faster booking.To add an embed, create a new Embed Step > Choose HubSpot Meetings, Default, or RevenueHero > Insert your scheduling link.
Set clear expectations for demo Visitors with estimated completion times.Automatically display how long a Flow or Checklist task will take, helping users plan and complete demos more efficiently.To enable estimated completion time, visit the Checklist builder > toggle on Estimated completion time under Advanced.
Use the On Hover Tooltip setting to display tooltips automatically when users hover over anchor elements. This feature provides optional context while maintaining a clean and readable interface.Learn more about the On Hover Tooltip Setting.
Instantly update table values in bulk using simple AI-powered prompts.No more manual adjustments—describe the changes you need to make large-scale data edits. Keep your data accurate and up to date in seconds.To use Table AI, edit a Capture with a table > select the table element > click Magic Editors > Table AI > Write a prompt and click Submit.
Maintain anchor positions when replacing captures.Keep tooltips, beacons, and triggers precisely placed, simplifying demo updates when adding or replacing steps across your interactive demos.
Make edits once and automatically apply changes across all captures in a collection, quickly personalizing demos for different industries or personas.Whether updating text, images, or styling, keep demo styling and messaging consistent across all your captures.To apply bulk edits, open the Capture Editor > Make an edit to the Capture > Click Save > Select Apply edits to collection > Confirm.
Create a first draft copy for your demo steps pulled directly from your captures.The AI Writing Assistant is trained on our interactive demo best practices to help you write an engaging and value-driven demo.To use the Writing Assistant, generate a Flow from a Capture Collection > Select Use Writing Assistant > Click Next > Enter a brief summary of what you’d like the demo to focus on > Generate Flow.Writing Assistant is an early-release feature. Contact success@navattic.com to enable this in your workspace.
Get more flexibility with how you order flows within your demos.Rearrange demo flows by clicking and dragging steps directly on the Product Demo Flows page.Pair this with the Last step continue behavior in the Flow Settings to automatically continue to the next Flow.
The updated Navattic extension streamlines the capture process, allowing you to see Capture snapshots, change step types, and edit step text in real-time.
Nav Links allows you to apply the same Trigger or Beacon to identical elements across multiple steps, saving time and simplifying the process. Teams are using Nav Links to create lightweight sandbox environments for sales teams. Learn more about Sandbox Demos.Nav Links is an add-on feature. Contact success@navattic.com to enable this in your workspace.
View our new Navattic Academy, a learning hub featuring introductory courses designed to turn you into a Navattic Power User. Each course takes 30-60 minutes and includes how-to videos, written guides, and (of course) interactive demos. You’ll learn the fundamentals of demo-building, best practices for various Navattic use cases, and how to integrate Navattic seamlessly with your tech stack.
Add Conditions to your demo to allow Visitors to build their own demo experiences based on what matters most to them. Select from one or more interest areas to create a bespoke demo path for every Visitor. Teams can quickly convert an existing interactive demo with multiple Flows into a branching Conditional Demo using the Conditional Demos generator.
Using the sidebar layout, display your Checklist on the side of the demo to create a persistent guide for your Visitors. Also, keep your Visitors informed of other demo options or paths they can select from.Drive additional conversions directly from the Checklist with a CTA button in the Checklist footer.Learn more about Checklists.
Automatically generate a branded Theme using your website domain that matches your brand guidelines to expedite the demo creation process.To create a branded theme, visit Themes > Generate branded theme > Add your website > Generate. You can also choose between a Light or Dark mode and set this as the default Theme.
Use Hidden Accounts to exclude certain domains (including internal users) from Visitors, Accounts, and Analytics to declutter your workspace reporting.To set this up, visit Settings > Hidden Accounts > Add Domains to exclude.
Create high-impact sales and marketing materials that resonate with your prospects by seamlessly combining video within interactive demos. With our new Video Step feature, you can easily incorporate videos into your demo experiences. Teams are leveraging this to showcase customer case studies, highlight key use cases, and present branded content.To add a video step, select Video from the Step type dropdown in the Flow Builder. Once you’ve added a Video step, you can click + Select video to either upload a video from your local storage or insert a link from YouTube, Vimeo, Loom, Wistia, or Vidyard.
Elevate your interactive demos by adding voiceovers to individual demo steps. Teams can now enhance their presentations with dynamic narration through various options, including reading from the individual steps, custom text-to-speech, or uploaded audio.To add a voiceover to specific steps in your demo, in the Flow Builder click Add element > Voiceover. From here, use the dropdown to select which option you want to use.
Set workspace defaults for Step type, Backdrop, Navigation Buttons, and Escape View to build a consistent starting point for your team to build off of.To set guide defaults, visit your Workspace > Settings > General > Flow Defaults.
Activate Presenter Mode to easily control the visibility of modals and tooltips when presenting an interactive demo. When enabled, dialog boxes can be hidden or shown by the presenter using the keyboard shortcut Ctrl + P.To enable Presenter Mode, go to Flow Settings and toggle on Presenter Mode.
Keyboard navigation allows you to seamlessly progress through your interactive demo. When combined with Presenter Mode, it gives teams enhanced flexibility for live product demonstrations, providing presenters with greater control over the entire experience.To enable Keyboard Navigation, go to Flow Settings and toggle on Keyboard Navigation.
Navattic JS is a JavaScript widget that can be installed on your web properties to help identify visitors and integrate with event-based analytics platforms.Navattic JS will allow you to quickly set up tracking for:
With Video Captures, you now have the ability to customize your video settings, including options to enable or disable autoplay, show playback controls, loop the video automatically, and toggle audio on or off.To access these settings, add your Video Capture to a Flow and click Advanced.
The Navattic form builder allows teams to create custom lead capture forms with new field types and validation rules. Capture information like emails, names, titles, roles, etc. using new field types such as radio buttons, text input areas, and drop-down fields.Forms can now be re-used across Product Demos to standardize the lead capture process.Contact success@navattic.com if you don’t have access to the New Form Builder yet and would like to try it out.
Export a preview of your Product Demo as a media file (video or GIF) to add to social channels and emails to drive engagement for a wider audience.To export your demo, click the three dots next to the Share button > Export Preview > Select Video or GIF and set the time per step > Click Export.
Launchpad is a view only portal to your Navattic interactive demos. Organizations are using Launchpad to give sellers, partners, and customer success teams easy access to a defined set of interactive demos.From Launchpad, teams can easily create targeted share links for specific Visitors and Accounts to track demo engagement. These insights can be used to monitor interest and create targeted followups throughout the buyer journey.Launchpad is an add-on feature. Contact success@navattic.com to enable this in your workspace.
Playbooks are a combination of integration operations that are executed conditionally based on preconfigured Audiences. With Playbooks, you can now filter the Navattic Visitor and Account data that is sent to integrations by configuring different Audiences. For example, do you only want to send data for Repeat Visitors, Visitors who engage with specific demos, or Visitors from a specific industry?Learn more about Playbooks.
Now you can create Audiences which are filtered views of Visitors and Accounts that view your demos. These include filters for Time spent, Total sessions to detect repeat Visitors, Total steps, and more. With Playbooks, you can decide which Visitors and Accounts to send to your CRM.
Advanced filters allow you to sort your Visitor and Account data using granular filters such as which share link they viewed, what city they are from, what year the company was founded and more. Pair Advanced Filters with Audiences and Playbooks to set up contact routing that matches your ICP.Advanced Filters are included in Navattic Growth and Enterprise plans. Contact success@navattic.com to enable this in your workspace.
Toggle on Email notifications when creating a link to receive an email when a Visitor visits the share link or set up notifications for all demos under Integrations.Visit Playbooks to learn how to setup routing rules to email specific sales reps when Accounts matching their ICP view your demos.
Quickly create a Mobile Swipe Demo using the content from an existing flow in your demo.To create a Mobile Swipe Demo from a flow, visit your demo > Mobile > Mobile swip demo > + Copy from flow. From here, select the steps you would like to include in the Mobile Swipe Demo and click Create.
Now you can add comments directly in Navattic and tag other team members to collaborate seamlessly on the demo creation process. To add a comment, simply click on the conversation bubble above a step. If there is an unresolved comment, the conversation bubble will display a small orange dot.Collaboration is included in Navattic Growth and Enterprise plans. Contact success@navattic.com to enable this in your workspace.
Navattic now automatically tracks submissions from embedded Hubspot and Marketo forms. These submissions can be found in Visitors. Learn how to add an embedded third-party form directly in Navattic.
Speed up your demo building process by adding annotations and step settings as you take captures from the Navattic Chrome extension. We recommend using this with the On Click feature, which automatically anchors tooltips to selected elements, drastically speeding up the demo creation process.
Add custom ARIA (used for accessibility and screen readers) descriptions for tooltips, beacons, and trigger elements. We also added additional accessibility settings from Themes to update focus selector color and width.
Toggling on Fullscreen in the Mobile Swipe Editor allows images that are taller than they are wide to fill the entire screen. This feature now enables you to seamlessly create Mobile-on-Mobile demo experiences.Additionally, you can now enable Auto Progress for your Mobile Swipe Demo, which will automatically guide visitors through the demo. To turn on Auto Progess select Advanced Options > toggle on Auto Progress.
You can now identify your highest performing demos in Analytics. Simply visit Analytics and select “Compare: Highest Performing Demos” from the dropdown menu to view your top five demos for each section.
The Offline feature lets you download demos into your local Navattic app, accessible on Windows/Linux, macOS, and iPad without an internet connection. This enables easy access to your demos at conferences, trade shows, on-site customer visits, and more.Offline Demos is an add-on feature. Reach out to success@navattic.com to learn more.
The Mobile swipe demo is used to engage your mobile visitors with a short and visual experience they can swipe through. To create a mobile swipe experience visit your demo > Build > Mobile > Mobile swipe demo > Navigate to swipe editor.Check out this demo to learn more about Navattic’s mobile options, including how to build a mobile swipe experience.
With more than 20,000 interactive demos built on our platform - we looked at the top 1% to understand what top-performing interactive demos had in common. Leveraging this research, our automated demo suggestions provide insights, allowing you to integrate best practices into your demo creation process.
We recommend applying a single theme across your demo to maintain consistency.
You can now seamlessly apply a single theme throughout your entire demo or select a different theme for each flow. To select a single theme or choose a mix of themes visit a demo > Build > Theme.
The Pardot integration is used to send real-time activity from visitors. Use this engagement data to create Pardot dashboards and automations.To set up your Pardot Integration, visit Integrations > Pardot > Connect. Visit this demo to learn more about setting up the Pardot Integration.
Streamline your capture workflow to create new Product Demos or update existing capture collections directly from the Navattic Chrome Extension.To capture from the Chrome Extension > Go to your app > Open the Navattic Chrome Extension > Select “New demo” or “Add to demo”.
Admins can now easily add and remove Navattic workspace members directly from a unified User Lifecycle Management process (a directory).Set up Directory Sync to automate:
Effortlessly create demos to assist sales-led presentations by combining Click to Capture with the Beacons reveal hotkey feature. When this is enabled, Beacons will be hidden in this demo by default and may only be revealed if a demo visitor or presenter presses Ctrl + B on the keyboard.To turn on the Beacons reveal hotkey, visit the Flow settings > Beacons reveal hotkey. Once enabled, toggle beacons on and off using “Ctrl + B”.
To compare the Analytics of two Product Demos, visit Analytics > Compare: > Product demos > Select project 1 and Select project 2. You can also adjust the time period you would like to view using the calendar drop down. One of your projects will have a blue dot and one will have a gray dot next to the title which is the graph key.
To pin a demo to the top of a board, visit Product Demos > Select three dots (…) on the demo you want to pin > Pin to top. Your demo will now show up at the top of your board with a pin. To unpin a demo, select three dots (…) > Unpin.
Media captures now include a video option. To upload a video as a capture, visit your Product Demo > Captures > New > Media > Create > Add to Collection > Add .MP4 video files up to 40MB. See an example of a demo that uses Video captures.
Add Jump to a step to any Beacon, Trigger, or Button in your flow to allow visitors to skip forwards or backward within your flow. Jump to a step can be paired with other click actions such as “Navigate to URL” or “Mark as Converted”.
Set a Timer Condition to any Trigger to have a step automatically progress to the next action. Adding a timer trigger can be useful in email outreach or conference use cases, where you want the demo to progress without requiring end-user interactions.A Timer condition can be used to perform any trigger action including “Go to next step”, “Go back a step”, “Navigate to url”, etc.To add a Timer Condition, select + Select trigger condition > +Add condition > Timer
Use Click to Capture to combine the Capturing and Flow-building process into just one step (tutorial). When this feature is activated, you will see the note “Shift + click an element to Capture” present as you take Captures using the Navattic Chrome Extension.
Change the date and time on your capture to be today’s exact date minus a set amount. Visit your capture > Edit > Select element > Magic Editors > Up-to-date > Offset > Make up-to-date. To automatically convert all detected dates at once visit your capture > Edit > Select element > Magic Editors > Auto-detect > Offset > Convert all dates.
Keep track of the versions of your Product Demo by editing the title and adding a description. To update the version titles and descriptions visit your Product Demo > Versions > 3 dots (…) > Edit details.
Product demos now support embedded calendar links. From the Flow Builder, set your last step to be an Embed and simply include your Calendly or Chili Piper URL. When the scheduling form is completed, visitors will advance to the next step.
Turn on a “lazy load overlay” for any demos that are embedded on your website to reduce page load times and speed up landing performance. This is an optional setting that may be found within your demos > Share > Website Embed > “Lazy load overlay”.
We are excited to release a new user interface that makes building and maintaining your interactive demos easier than ever. Contact** success@navattic.com** to request early access and visit the setup guide for more information.For existing Navattic customers, this upgraded user interface provides: * A quicker way to build new demos
Fewer workspace assets to label and organize
Easy access to the relevant Flows and Checklists for published demos
Ability to Preview and Restore previous versions of your demo
Search for any workspace asset with the keyboard shortcut Ctrl + K
New customization options in the Flow builder (resizing Beacons and Tooltips!)
Visit Navattic > Integrations to find the new Slack integration option! Use this to notify a designated Slack channel of new Leads or Accounts that are created in your Navattic workspace. * Leads are created when visitors fill out a form
Accounts are created with Navattic’s Account-Based Engagement feature
Add a custom Watermark to all Tooltips and Modals within your demo. Visit Themes > Watermark to upload an image to be used in Modals and Tooltips, and set your watermark’s position, CTA link, and opacity.
First, use our in-app chat or contact success@navattic.com to request early access to this feature. Then, visit Themes > Banner to create a custom CTA Banner for your demos. Customize the banner’s colors, text, and linked resources. Publish & Exit to add your banner to existing projects.
Themes now supports custom font uploads. Within Navattic > Themes > Font, you may now select from our existing library, add a CSS URL, or upload a font file up to 5MB.
View more engagement details for your demo visitors including UTM tracking attributes. Export your data as a CSV or send leads directly to a CRM using Navattic integrations.
View all demo events directly in your HubSpot timeline. Track form fills, flows started, step views, and conversion events as part of the larger customer journey within HubSpot. To activate this view, simply re-authenticate your HubSpot integration from the in-app Integrations menu and re-connect your projects.
Make mass text or image updates to a single capture or across an entire collection. Visit the Navattic Capture Editor —> Magic Editors —> Find and Replace to apply text or image updates throughout a single Capture. Toggle on “Global” to apply these changes across all Captures in the current Collection.
Visit the Analytics tab in your Navattic workspace to view demo engagement trends over time. Filter the dashboard by Project or Timeframe to see: * Total unique visitors, Engaged visitors (i.e., visitors who advance 1+ steps in your demo), and Converted visitors (i.e., visitors who click a CTA button in your demo)
Time spent per session, click-through rates, and total steps viewed
Send Navattic Embed Events to any event-based platform
Customers may now send Navattic event data to any event-based analytics platform like Amplitude, PostHog, and Mixpanel.Background: Navattic events include when a visitor views a step, starts a new flow, clicks a CTA, and more.Event-based analytics platforms are used to analyze how users interact with your website, and may receive Navattic events similar
to how they receive other website events.Event-based platform may help answer questions like:
How many users or sessions engage with my Navattic demo?
Where in my website flow do users engage with my Navattic demos?
Which of my Navattic projects lead to the most conversions?
Our Salesforce integration users now have the option of syncing Lead engagement data to the associated Contact if a matching email is found. Engagement data can be pushed to pre-created Salesforce fields.
Use our new GA4 integration to combine demo engagement data with your other website event data. Read the Google Analytics (GA4) integration guide to set this up.Use this to answer questions like:
How many users or sessions engage with my demo?
Where in my website flow do users engage with my demos?
Which of my projects lead to the most conversions?
Set a target anchor element on canvas graphics (ex. an interactive map area or graph). Freely select the desired area and size to target a specific hotspot for user attention or in-demo action.
Track how a specific prospect interacts with your demo without needing a form fill. Apply personalization variables to a demo Share Link to identify the user accessing the product demo URL. These identification traits will get passed into Visitor Analytics. Learn more about Personalization.
Add your recipient’s name, company, and/or email to a project share link to help identify their Visitor data in Navattic (no formgates needed). Use Personalization to reference these variables throughout the demo as well (ex. “Hi, {firstname}!”)
Add audio files to Modals and Tooltips to help walk your prospects through your interactive demo. To activate this feature in your workspace, please reach out to your Navattic CSM.
See how much time Visitors actively spend in a demo, within a Flow, or on an individual Step. Time tracking excludes idle time spent away from the demo tab. The Visitors page also includes information on device dimensions, completed Flows, and key actions like navigating to a URL during the demo.
Meet your prospects where they are and embed your Navattic demo on TrustRadius. Increase buyer engagement and showcase your solution without the friction of a demo call or trial setup.G2 embed demos will be automatically optimized for the G2 embed profile. G2 Essentials plan members and all TrustRadius members can embed a Navattic product tour on their profile. See more in our recent blog post here.
Drag and drop images into a Modal or Tooltip, or upload an image directly from your desktop. Resize and realign images directly within the Navattic Flow Builder.
Frequently changing Modals to Tooltips or adding Navigation Buttons in Flow Settings? Now you can set Guide Defaults via Themes. Determine if your Theme will automatically include:* Modals, Tooltips, Forms, or Invisible Steps
Navattic demos can now be password protected! Open your Project Link settings to set a passcode on a project sharing link. This helps manage the audience for your demos.
Move modal steps to different positions on the screen to unblock key elements on the page. Choose from the middle of the page or various corners for optimal positioning.Remember, Tooltips can be anchored to individual on-screen elements for even more customized placement.
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