Interests

buyer's interest (revealing what features the buyer is interested and what they prioritize) is one of the powerful insights that can come from interactive demos sellers can use this insight to send more relevant follow ups and devote the right amount of resources to the deal marketers can use these interest trends to identify patterns in customer behavior and filter to prioritize deals that show the most promise product teams can use interest trends to monitor traction on new releases and feature area adoption getting started with interests interests are created and managed at the workspace level interests are used to categorize and monitor workspace assets associated with product features, functionality, persona, or use case 1\ create interests new interests are created and managed from the interests menu in settings > interests alternatively, interest can be created and managed from the manage interests slide out drawer when working within the flow menu or flow builder 2\ add interests to flows interests can be applied at the individual flow level multiple flows can have the same interest once the associated interest has been created, choose the interest from the dropdown list on the flow menu or from the navigation menu inside of the flow builder interest area demos not every interactive demo visitor is the same! interest area demos give your demo visitors the ability to pick and choose which areas are most relevant to them with an interest area demo, a visitor can pick one or more area they would like to explore in more detail these selection(s) are then logged to the visitor's session for future insight 1\ add a form step once you have created relevant interests for the product demo, you are ready to create an interest area form step from the form builder, choose the interest areas default property and move that into the form body interests titles can be renamed and reordered based on your preferences there are different multiselect variants to choose from checkbox card group, dropdown, and checkbox group 2\ confirm interest conditions once an interest area form has been set up and saved, the form will automatically add a "run interest conditions" action when submitted an interest conditions block will appear under the form showing the relationship between each of the interests in the form and the matching flow and checklist task 3\ add a checklist add a checklist to help your users easily access the interest areas they select from your product demo, navigate to checklist > + create checklist this will automatically add your existing flows as individual tasks in the checklist there are 2 styles of checklists in navattic 1\ sidebar checklists are present at all times and will be updated based on the interest areas your demo visitor select this makes the personalization actions clear to the demo visitor sidebar checklists make the tasks more front and center, making sure your visitor knows what is coming next 2\ floating checklists will expand when clicked, to present the interest areas the user selects floating checklists encourage visitors to explore at their own pace a highly active visitor may spend more time with the checklist open, while a more passive visitor can continue seamlessly between the flows they choose tip you can automatically expand a floating checklist by adding the “expand checklist” click action to a button, beacon, trigger, or timer trigger in your demo