2023 Updates

december 2023 edit captures with up to date 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 update demo version titles and descriptions 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 embed step type 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 lazy load overlay 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" october 2023 product demos 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!) slack integration 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 watermark to themes 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 add a cta banner to themes 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 september 2023 upload custom fonts 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 visitors engagement details 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 august 2023 hubspot event timeline 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 july 2023 text and image find and replace 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 june 2023 analytics dashboard 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 may 2023 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? set this up using our embed events integration setup guide sync leads to salesforce contacts 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 april 2023 google analytics 4 integration use our new ga4 integration to combine demo engagement data with your other website event data read the google analytics (ga4) docid\ g8 bil eotqrib43kptf7 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? overlay detection when editing a capture, ignore an overlay to edit content in the background of the capture canvas element freeselector 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 march 2023 share link identification and personalization 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 customize docid 5qnxfqpfzfn7lfxka15om expire project share links set an expiration date for project share links provide viewers access for a limited time frame to help accelerate deal timelines identify visitors with project share links 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 customize docid 5qnxfqpfzfn7lfxka15om to reference these variables throughout the demo as well (ex "hi, {firstname}!") add audio clips in flows 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 february 2023 visitor time tracking 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 anchor element traversal when building a flow, use anchor element traversal to anchor tooltips, triggers, and beacons with greater precision embed on g2 or trustradius 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 january 2023 drag and drop images 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 set guide defaults in themes 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 backdrops navigation buttons and step progress escape view password protect demos 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 reposition modals 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