Flows are step-by-step demos that a user progresses through at their own pace. Top-performing Flows are concise (8-15 steps) and include one or more conversion opportunities. Consider:

Select + Create Flow to get started.

There are 4 ways to Create a new flow:

Within the Flow Builder, you can reorder steps, duplicate steps, and insert new steps as needed.

The Flow Builder contains five different step types to help create an engaging demo.

The five step types are Modal, Tooltip, Invisible, Form, and Embed. To change step types, click the description on your desired step and select an option from the right-hand menu that appears.

Best used for welcome or closing messages, a Modal is a dialog box that appears on top of your Capture. Modals include a button to help viewers move to the next step. Modals can be positioned in the center or corners of the screen and encourage the end user to explore on their own.

To change the positioning of your Modal, select Modal > Custom position. You can then select where you would like the modal to appear on the screen.

Set a fixed height on any Modal or Tooltip within your demo to accommodate a longer section of text, without covering important aspects of your product. This may be set for each step of your demo.

To set a custom height for your Modal, select Modal and toggle on Custom dimensions. Use the arrows to adjust the number to set a custom height.

Best used to promote interactivity with your product, a Tooltip is small dialog box that anchors to a specific onscreen element. Clicking the selected element will automatically advance users to the next step.

Tooltips can be positioned Above/Below/Right/Left of the selected element and combined with a backdrop (e.g., a light shadow on unselected elements) to best highlight your selected element.

After adding the capture to your step, click Select element > Use your mouse to select an element > Use arrows to span element > Save anchor

Adding a backdrop with your Tooltip can help highlight important elements, even on a smaller mobile screen. To add a backdrop select Tooltip > Backdrop > Light, Medium or Heavy

To change the positioning of your Tooltip, select Anchor > Advanced > Custom position. You can then select where you would like the Tooltip to appear on the screen.

To customize the tooltip width, go to Themes > Select Theme > Tooltip > Use the arrows to set the Width for Small, Medium and Large Tooltips. You can also edit the tooltip pointer size here.

Once you have set your custom tooltip widths, go to your Product Demo > Select Tooltip > Turn on Custom tooltip width > Select Small, Medium, or Large



To set a custom height for your Tooltip, click Tooltip > Custom dimensions > Select Set specific height.

Invisible steps are used when you don’t want any dialog boxes present on a particular step. These are combined with Triggers or Beacons to support the live presentation / sales enablement use case, but rarely used for marketing demos.

Demos with invisible steps are not recommended for sharing directly with viewers as they are a mostly unguided experience.

A Navattic Form is the quickest way to collect Visitor information such as name, email, and company during your demo. Forms can be placed on any step in your demo and also include checkboxes (ex., Terms and Conditions) and custom text fields.

To include a Navattic Form in your demo, visit the Flow Builder > add a Step > select the "Form" step type > customize the fields that appear in your form. This form will now be used to collect Visitor information in this demo.

The default variables are "I have read and accept the terms and conditions", "Company", "Email", and "Name". Select Edit variables to edit, delete, or add variables. You will not be able to delete "Company", "Email", or "Name" as they are required identification variables.

Make sure to check "Field is required" if you want to require the user to fill out the specific field in order to proceed in the demo.

Embed a Calendly or Chilipiper event on a step to allow visitors to schedule appointments without leaving your demo. When choosing your step type, select Embed > Calendly or Chilipiper > Enter the URL. Try this demo to see a Calendly embed in action.

To add a Hubspot form select Embed as the step type > Hubspot Form. Enter the HubSpot Form ID, Portal ID and Region (required). Here is more info on embedding a Hubspot Form.

To add a Marketo form select Embed as the step type > Marketo Form. Enter the Marketo Munchkin ID and Form ID which can be found in the Marketo URL as seen below. In this example the Munchkin ID is 137-MKP-579 and the Form ID is 1018.

The Video Step feature lets you 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.

Buttons, Beacons, and Triggers provide additional ways for users to interact with your product. By default, engaging with a Button, Beacon, or Trigger will send the user to the next step (this is a "click action"). You can adjust the click action to be one or more of the following:

Buttons can be added to Modals and Tooltips and are recommended for the last step in a Flow.

To add a Button, click the dialog box on a Modal or Tooltip step. In the header that appears, click "+" and select Button. Click the newly added Button to customize button text and set click actions. The appearance (shape, size, and color) of buttons can be adjusted in Themes.

A Beacon is a small pulsing dot next to an element within your Capture. A step may contain multiple Beacons.

To add a Beacon, navigate to the bottom of your desired step and click Add element > Beacon. Select the onscreen element you would like to highlight. Clicking the purple "Beacon" bar to open the Beacon settings menu will let you assign a default position, custom size (set at the Theme) as well as one or more click actions for the Beacon.

Anchor highlights (a pulsing element border visual) can also be enabled from the Beacon settings menu. Anchor highlights can be used with or without Beacons. Anchor highlight opacity can be set at the Theme.

A trigger is an element that waits for a user input before progressing. To add a Trigger, locate your desired step and click Add element. Select your Trigger Condition and Click Action(s).

Navattic offers three types of Trigger Conditions:

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:

Personalization is used to share customized demos at scale. Personalization variables can be added to the text in Tooltips and Modals.

To add personalization to a particular step, click the dialog box on a Modal or Tooltip. In the header that appears, click "+" and select "Personalization".

Next, select the variable you want to add to the step. Finally, set an optional fallback value (this will be used if the variable token is not found for any reason).

From the Flow Builder, click Settings to customize your demo further. Here you can:

Follow this recommended workflow to keep your demo up-to-date with UI changes:

1. Make a copy of each flow in the demo. To copy a Flow, select the three dots next to the Flow > Make Copy.

2. Open up the duplicated Flow and click on the Capture in the first step. Select the Capture Collection dropdown menu and click + Create new collection > Add a title and enter your App URL > Create.

3. Take updated Captures of the screens that need to be replaced. Title each Capture with the step number to help you track which step it should be added to. Watch this video to learn how to take Web Captures.

4. Once you finish taking updated Captures, pin the new Capture Collection as the default Collection when you select new Captures.

5. Swap out the Captures and re-select the anchor elements. It may be helpful to have the old Flow open in a new tab for reference.

6. Repeat this process for all Flows in your demo. Once you have updated the demo, you can delete the old Flows by clicking the three dots next to the Flow > Delete. You can always restore a previous version of your demo if needed.