2024 Product Updates

Stay up-to-date with Navattic's latest product developments. Send us a note at [email protected] if you have any questions or suggestions. 🚀

November 2024

Presenter Mode

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.

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Keyboard Navigation

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.

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Navattic JS

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:

  • Automatic third-party form submissions
  • Domain-level Visitor tracking
  • CRM Cookie Tracking
  • Track Query Parameters

Learn more about Navattic JS.

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Video Capture Advanced Options

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.

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October 2024

Standardize Forms with the New Form Builder

Our new 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 [email protected] if you don't have access to the New Form Builder yet and would like to try it out.

Form builder
Form builder


Export Demo as a Video or GIF

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.

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Launchpad

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 [email protected] to enable this in your workspace.

Launchpad view
Launchpad view


September 2024

Playbooks

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.

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Audiences

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.

Audiences
Audiences


Advanced Filters

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 [email protected] to enable this in your workspace.

Advanced Filters
Advanced Filters


Share Link Email Notifications

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.

Share Link Notifications
Share Link Notifications


August 2024

Use Existing Flow Steps to Craft a Mobile Swipe Demo

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.

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In-App Collaboration

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 [email protected] to enable this in your workspace.

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Auto Identify Visitors from Embedded Forms

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.

July 2024

New Product Demo Page Layout

We enhanced the product demo creation process by simplifying the page layout, making it easy to understand the necessary steps for building your demo.

New Product Demo Page Layout
New Product Demo Page Layout


Add Annotations to Steps while Capturing

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.

Flow Building Annotations while Capturing
Flow Building Annotations while Capturing


Enhanced Accessibility Upgrades

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.

This is an early-release feature. Contact [email protected] to enable this in your workspace if you do not see it on by default.

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Add TrackingParams to URL actions

We added optional tracking parameters to automatically add a UTM Source parameter to buttons using the “Navigate to URL” action.

Add tracking params
Add tracking params


June 2024

Mobile on Mobile

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.

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Pop up Embed Option

You can now embed your demo as a lightbox pop-up directly from Navattic. To embed a pop-up, visit your demo > Embed > Pop up > Get embed code.

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Highest Performing Demos

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.

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Offline Demos

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 [email protected] to learn more.

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May 2024

Mobile Swipe Experience

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.

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Demo Suggestions

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.

This is an early-release feature. Contact [email protected] to enable this in your workspace if you do not see it on by default.

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Set a Theme at the Product Demo Level

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.

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Marketo Form Embed Step

You can now embed a Marketo form directly into your demo. To add a Marketo form select Embed as the step type > Marketo Form.

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April 2024

Pardot Integration

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.

This is an early-release feature. Contact [email protected] to enable this in your workspace if you do not see it under Integrations.

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Capture from the Chrome Extension

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 software > Open the Navattic Chrome Extension > Select "New demo" or "Add to demo".

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Hubspot Form Embed Step

You can now embed a Hubspot form directly into your demo. To add a Hubspot form select Embed as the step type > Hubspot Form.

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March 2024

Directory Sync

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:

  • Provisioning new users
  • Updating user attributes such as name and email
  • Deprovisioning users who leave your directory

Navattic partners with WorkOS to support all major providers including Okta SCIM, JumpCloud SCIM, OneLogin SCIM, Rippling SCIM, and more.

Directory Sync is included in Navattic Growth and Enterprise plans.

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Beacons Reveal Hotkey

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”.

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Bulk Editor

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

  • Updating all beacons to triggers
  • Turning multiple modals into tooltips
  • Changing all beacons to have a highlight appearance instead of pulse
  • Deleting multipe beacons or triggers at the same time
  • and more!

February 2024

Compare Product Demo Analytics

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.

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Pin Demos to the Top of a Board

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 📌 symbol. To unpin a demo, select three dots (...) > Unpin.

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Video Captures

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.

Video captures example
Video captures example


January 2024

Jump to a Step Action

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".

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Time-Based Progression

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

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Click to Capture

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.

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Adobe Analytics Integration

Navattic now supports sending demo engagement data (ex. "step viewed", "flow started") to Adobe Analytics. Learn more about embed events here.

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