If you are having trouble capturing an onscreen element, try using the keyboard command Ctrl+C (or Command+C for Mac) to take the capture.

From the Flow Builder, locate the Capture you would like to edit > click the arrows icon to expand the Capture > click "Edit". Save & Exit when complete. Keep in mind that your edits will be applied to every step that references this Capture (to avoid applying edits to every step with this Capture, first duplicate the Capture you are editing).

In the capture editor, use the up and down arrows to select the background element > open Magic Editors > Overlay > Ignore Overlay. You may have to remove the Overlay on a few different layers before being able to access the element you are hoping to edit.

First, please never capture sensitive data. While the Capture Editor can be used to quickly replace simple strings of text or to alter the appearance of distracting elements, we ask our customers to avoid capturing sensitive data altogether.

To edit non-sensitive text, open the Capture Editor > select your text field > and type something new in the Text / HTML box. Most text fields are easily accessible in the Editor; this tutorial shows you a workaround if you are having trouble selecting a given "text" field.

If you're having trouble loading the Navattic Chrome Extension, it's possible that the extension does not have the correct permissions. If you want to use the application on any domain the chrome extension needs to have the permission "On all sites". If you just want it to work on specific applications, it should have the permissions for "navattic.com" and any other domains you want.

To update permissions:

Navattic includes mobile, tablet, and desktop borders for Apple and non-Apple devices. Adding a device border helps end users best visualize your desktop or mobile application. Learn more about adding a device border to a media capture.

Using device mode in Google Chrome paired with a tool like this, you are able to take screenshots that better fit with the device borders.

No. Navattic does not currently support image editing. We recommend using a tool like Figma or Adobe to make modifications prior to uploading.

We recommend using images that are greater than 1200px in width as smaller images will appear blurry in Navattic.

To avoid the need to scroll, find the ratio of the device border and ensure your image has the same ratio before uploading it to Navattic.

An easy way to get the correct ratio is to set up a Google Slides deck with this same ratio as the device border you want to use. Then, fill the slides with your images before downloading each individual Slide.

You can add images, videos, and audio clips in Modals and Tooltips. From the Flow Builder, navigate to your desired step > click the dialog box > click "+" in the dialog header that appears > select and upload your media.

Images and audio recordings will be uploaded directly from your device. Videos will require a link to a public video on Youtube, Vimeo, Loom, Wistia or Vidyard. We recommend keeping media attachments short to encourage users to explore your product on their own.

We recommend adding dual CTAs to the last step of your Flow. You may click "+" to add a Button to the Modal or Tooltip, or hide Navigation Buttons on the last step if needed. This will make it clear to your end user that they have completed the demo and encourage them to convert!

To hide Navigation Buttons, click your step heading (ex. "Modal" or "Tooltip") > toggle on Hide navigation in the right-hand menu. Now that the navigation buttons aren't visible on this step, click the + button in the step and select Button. If you want to add more than one button, repeat this step.

While each step can only include one Tooltip or Modal, Beacons can be used to highlight multiple elements at once (example). To do this, find your Step in the Flow Builder and simply add Beacons. We recommend including a Tooltip on this Step to communicate the intended workflow with users.

Tooltips may run off screen if the selected anchor element is too large and does not leave enough room to display the Tooltip fully. You can change the tooltip position, edit the tooltip height and/or edit the tooltip width to try and get the Tooltip to fit.

If these edits do not solve the problem, please select a smaller anchor element for this step.



From the Flow Builder, locate the step where you want to switch the Capture and click on Replace Capture. This will open a dropdown menu where you can select a Capture from the current Collection, Add to the Collection, or select Captures from a different Collection in your workspace. If the new Capture has similar elements to the old Capture, the anchor element will automatically be updated.

Escape View will match the Escape step that can be found at the end of your flow builder. To turn on Escape view, click settings > toggle on Escape view.

Forms are used to gather user information such as name, email, company, and more. If the goal of your demo is to directly generate leads, a Form may be helpful for gathering information. Typically, about 20% of demo Visitors will fill out a Form on the first step.

If using a Form, we recommend introducing this early in your demo and keeping it brief (1-2 fields if possible). Remember, your demo likely also includes other CTAs and conversion points that help high-intent viewers make their interest known.

The Navattic Chrome Extension is required in order to select elements within the Flow builder. Be sure to install this extension first. If it is already installed, please remove and re-add it to update it.

Text input has value condition can be used to have viewers engage with the capture by adding a text string to a text input field. If a text input condition is used in conjunction with a tooltip on the same step, you will also want to toggle off the Progress on click option on the step (found by clicking on the Anchor > Advnaced) so that the demo does not move to the next step when the element is clicked.

While most Navattic demos benefit from dialog boxes that tell a story about your product, Beacons can be used to highlight standalone elements in your Captures. From your Flow > add a Beacon. By default, a Beacon is a blinking dot next to an element.

With the Bulk Editor, you can apply edits across multiple steps at once. Bulk edits include:

View a 2-minute tutorial here.

With the Bulk Editor, you can copy or move steps into another Flow within the same demo or to another Demo in your Workspace.

To do this, check off the steps you want to move or copy and then select the Copy to... or Move to.. icon at the bottom of your screen. From here, you'll be prompted to select whether you want to copy the steps into a Flow within this demo or in another demo. Once you select the Flow you want to move it to, click Copy # step.

View a 2-minute tutorial here.

With Product Demos, you can copy over Flows from existing Product Demos. To do this, visit Flows > + Create Flow > Copy. Select the target Product Demo and desired Flow to copy into your new Product Demo.

You can also copy or move multiple Flows at once by selecting the Flows you want to Copy and then selecting the Copy to... or Move to... icon at the bottom of the screen. From here, you'll be prompted to select which Demo you want to add the Flows to.

View a 2-minute tutorial here.

Yes, you can add navigation buttons without using a modal or tooltip by creating a Theme with a transparent dialog box and border.

To create a Theme, visit Themes > + Create theme. From here, select Dialog > Dialog Background Color > use the opacity slider under the color picker to make the dialog box transparent. Repeat this step with the Dialog border color.

Learn more about Themes.

Yes, you can add navigation buttons without using a modal or tooltip by creating a Theme with a transparent dialog box and border.

To create a Theme, visit Themes > + Create theme. From here, select Dialog > Dialog Background Color > use the opacity slider under the color picker to make the dialog box transparent. Repeat this step with the Dialog border color.

Learn more about Themes.

While viewers can manually expand a Checklist at any point, you can also add an action to any Beacon, Trigger or Button in your flow to prompt a Checklist to open automatically at a certain point, including after the last step. "Open Checklist" can be paired with any condition including "Timer".

Visit Themes to adjust the appearance of your Checklist. Common adjustments may be:

To view your Checklist, visit a Product Demo > Build > Checklist. You can also preview the checklist when previeiwing the flow.

When testing a Product Demo that contains a Checklist, you may notice that the Checklist tasks are already completed or include a strikethrough. This is due to your browser caching each step of the demo that is previously completed.

To restart your Checklist each time, visit your Checklist Settings > Reset checklist on flow start.

You may customize the path of your Product Demo URL under Share > Share (https://workspace.navattic.com/customizablePortion). Visit your Product Demo > Share > Share links > + Create link > Enter a Name for your link > type into the customizable portion of the Share link at the bottom > Create.

While your application's native responsiveness settings will work well in most cases, Scale width will be helpful for smaller iframe embeds or viewports. Instead of rearranging onscreen elements per your app's default responsiveness behavior, Scale width will shrink the entire Capture proportionally to fill your viewport. This ensures that end users will see the same elements onscreen as you did while taking the Capture.

You can turn this on within Product Demos > Responsive > Scale width.

Select the three dots next to the Share button and click Export Preview > Select GIF > Choose the number of steps to include in the GIF and the Time per step > Export.

The goal of this section is to fine-tune a demo of a Mobile App on a Mobile Device (ex. demo the Slack mobile app on an iPhone). Please visit this section of mobile viewing for information on presenting a demo of a Web App on a Mobile Device, which is a different scenario.

To try the example below, visit this demo of the Famly Mobile App on a mobile device. If you do not have a mobile device handy, installing a mobile simulator like this may help quickly preview demos from a desktop.

Step 1: Create a new media Capture Collection and upload screenshots of your mobile app interface (Upload Images tutorial). Do not add device borders to your screenshots. They should appear full-screen when previewed.

Step 2: Create a Flow using these Captures as you usually do (Create a Flow). When building, use these tips to further fine-tune your Flow for a mobile audience:

Step 3: Publish your Flow and add this to a Product Demo. Copy your Product Demo Share Link append ?hideMobileAlert=true&scale=1 to the end of this. For example, the link https://training.navattic.com/r04504re will become https://training.navattic.com/r04504re?hideMobileAlert=true&scale=1.

This is the Mobile-for-Mobile link to your demo (technically: this suffix will replace Navattic's default mobile strategies with this Mobile-for-Mobile experience).

Step 4: From your website builder, link to the adjusted copy of your demo when a device under 800-px wide is detected. Most builders provide the option to create a responsive layout for your page that will present slightly different elements when viewed on Mobile vs. Desktop.

Check out this demo to learn how to embed a demo in your Zendesk help center.

If you're using the HTML Pop up embed code , you can easily update the data-navattic-title attribute within the button element. By default, this attribute is set to the demo's title, but you can change it to any title you prefer.

Alternatively, you can edit the name of your demo, publish the changes, and then re-embed the demo using the updated embed code.

To link to a specific flow, use the following format: capture.navattic.com/projectID/?g=flowID&s=stepNumber.

You can find the projectID and Flow ID in the URL of the flow builder. In the example below, the projectID is highlighted in red and the Flow ID is highlighted in green.

The share link for this specific flow would look like this: capture.navattic.com/clxy49afk000009jn3ss2d3rt/?g=clxz2h9b8000109lcf9sa07dk&s=0.

If you wanted to link to step 2 of this flow, then you would switch s=0 to be s=1. If you wanted to link to step 3, then you would change it to s=2 and so on.

If Customers decide to enable visitor cookies (this is an optional setting within the platform), visitor cookies will be tracked. If a Navattic form is used, these cookies will allow previously identified visitors to automatically skip subsequent Navattic form fills, providing a streamlined experience for both the visitor and the vendor (Customer).

You can add flexible tracking parameters to URLs that visitors click throughout your Navattic demo. If you have tracking parameters like UTMs, Campaign IDs, etc., present in your demo share link (or present in your iframe src URL in cases of embedded demos; see a resource on passing UTMs from landing page URLs into iframes), you can now add these to the CTA links that visitors click during your demo.

This provides a fuller picture of a user’s journey from your demo referrer page to your demo, to your CTA page, and beyond.

To set this up, locate a Navigate to URL click action within your demo. Then:

First, add a "Mark as Converted" click action to the primary CTA button in your demo. Next, visit your Navattic Workspace > Visitors > Filters > Events: Converted. If you only want to see converted Visitors for a specific demo, you can also add a Product Demo Filter.

From your Visitors tab, Filter by your Product Demo name to see only the Visitors who have engaged with this Demo.

There are several ways to separate engagement data if you are using the same demo in multiple places. If you are sharing your demo via Share Links, our recommendation is to create different share links for your product demo and to view the /path in your CSV export.

If you are embedding your demo, our recommendation is to create multiple copies of your demo, so that each demo has a unique embed code. To copy a demo, visit the Product Demos page > locate the demo > click the three dots > Make copy.

Form-gated demos may see a higher % of conversion events, as viewers who complete a Form are oftentimes higher-intent. However, we have found ungated demos had about on average 12% higher completion and 5% higher engagement rates.

If your demo is embedded as an iFrame on a high-traffic landing page and does not include a third-party form, each website visitor is "loading" the first step of your demo. In this case, Step 1 views represent each time your webpage has been loaded and may include users who do not click into your demo; for ungated embedded demos, Step 2 views would provide a better representation for how many users have interacted with each Demo.

Within the Product Demo page, each step view represents a time that page has been loaded. If a user refreshes a particular step of your demo, this will count this as two views. If present, this discrepancy is usually small.

To track UTMs for Visitors to an embedded demo, add your UTMs to the end of the src link in your Navattic Website Embed code (the highlighted section below). Note that Navattic does not pull UTMs from the top frame of the page for embedded demos.

To ensure visitors enter their work email in a Navattic form, navigate to the Form > Select Email > form field to open the settings > toggle on Require work email.

To autogenerate a Theme, go to Themes > Quick Builder. From here, you can choose a primary color and a secondary color > Click "Generate theme". If you want one of the colors to be the default background color, toggle on "background".

These colors will automatically apply to all of the elements in Themes including buttons, beacons, tooltips, etc.

To edit the font used in your demo, go to Themes > Font. You can edit the font color, size, line height, link color, and link hover color. You can also select a custom font.

To customize the Button, go to Themes > Select "Buttons" in the menu on the right. From here you can edit the Button border, text color, background color, font weight, and padding.

To edit the color and size of the Beacon, go to Themes > Select "Beacons" in the menu on the right.

To edit the modal width, go to Themes > Select "Modal" in the menu on the right. Use the arrows to change the modal width. This will change the width off all modals in demos with this Theme.

To edit the Tooltip width, go to Themes > Tooltip. Use the arrows to change the Tooltip widths for Small, Medium, and Large. Check out Customize Tooltip Width for more details.

To edit your Checklist background color and border, go to Themes > Use the drop down to select Checklist > Select Dialog.

You can also edit the Font in your Checklist directly above Dialog. Make sure to Publish & Exit after making changes to your Checklist.

To edit the Checklist checkmark color visit Themes > Select Checklist in the righthand menu.

To edit the Checklist Launcher visit Themes > Select Checklist Launcher in the righthand menu.

You can edit the placement, the horizontal and vertical padding, the border radius, the background color, the text color, and the font weight.

To edit the Progress Bar (for your Modals, Tooltips and Checklist), visit Themes > Select Progress Bar in the righthand menu. Select "Show checklist progress bar" to turn on the Progress Bar for Checklists or "Show dialog progress bar" to turn on the Progress Bar for Modals and Tooltips.



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.



Visit Themes > Watermark to upload an image to be used in Modals and Tooltips, and set your watermark's position, CTA link, and opacity.





Visit Themes > Tooltip > Anchor backdrop highlight color to change the backdrop border color. Check out how to add a backdrop to your Tooltip.

You can preview an entire demo by visiting the Build tab of your demo and clicking "Play" next to the Share button. You can then choose to View live (which will collect visitor data) or Preview draft (which will not collect any data).

You can still add a beacon or trigger to steps in your flow. To do this, scroll down and select Add element. A dropdown will apear and you can select either Beacon, Input trigger, Timer trigger, or Element trigger.

Tracking Scripts can still be found at the individual demo level. Select the three dots next to the black Share button > Tracking Scripts.

You can translate your demo or view Share links for different language versions of your demo by select the three dots next to the black Share button > Languages. Click + Add Language to translate your demo.

To see a step breakdown of your flows, visit a demo > Analyze > Step breakdown. You can analyze by a specific Version or by a share link. Use the dropdown Flow: to select which flow you want to see the step breakdown for.

To send a Test run in Playbooks to ensure your Integrations are working as expected, click the Playbooks tab > select a Playbook > Under Configuration, select the three dots (...) next to Save > Test run.

To copy or duplicate an entire Product Demo, click + Create demo and select the Make Copy option. This will duplicate all associated Capture collections, Flows, and the Checklist.

With Product Demos, you can make copies of Capture Collections from existing Product Demos. To do this, visit Captures > + Create Collection > Make Copy. Select the target Product Demo and desired Capture Collection to copy this asset into your new Product Demo.

To archive your Product Demo, visit your demo > click the three dots next to the Share button > Settings > Danger zone > toggle on Archive.

You can also archive a demo on the Product Demos page by clicking the three dots next to the demo's title > Archive.

To search for Archived Product Demos, visit Product Demos > Filters > Status: Archived.

You can then unarchive the Product Demo by selecting the demo click the three dots next to the Share button > Settings > Danger zone > toggle off Archive.

You can update your Workspace Name, Slug and Logo under Settings > General.

The logo is pulled directly from your website favicon based off the Website Domain added under General. Once your website favicon updates, the logo should automatically update as well.