Product Updates

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.

Up-to-Date
Up-to-Date


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.

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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.

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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".

Lazy load will add an image overlay to embedded demos
Lazy load will add an image overlay to embedded demos

Lazy load overlay added to a full screen embed
Lazy load overlay added to a full screen embed




Move Modals into the four corners of the screen
Move Modals into the four corners of the screen


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 [email protected] 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
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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.

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Add a CTA Banner to Themes

First, use our in-app chat or contact [email protected] 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.

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Move Modals into the four corners of the screen
Move Modals into the four corners of the screen




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.

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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. 

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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.

Hubspot Event Timeline
Hubspot Event Timeline


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.

Find & Replace
Find & Replace


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
Navatic Analytics Dashboard
Navatic Analytics Dashboard


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?

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.

Lead to Contact Salesforce Sync
Lead to Contact Salesforce Sync


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) 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?
See Navattic Events in GA4
See Navattic Events in GA4


Overlay Detection

When editing a capture, ignore an overlay to edit content in the background of the capture.

Ignore Overlay
Ignore Overlay


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.

Canvas Element Freeselector
Canvas Element Freeselector


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 Personalization.

Identification and Personalization Options
Identification and Personalization Options


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.

Add an Expiration Date to your primary project share link or create a new link
Add an Expiration Date to your primary project share link or create a new link


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 Personalization 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.

Add .MP3 audio files to Tooltips and Modals
Add .MP3 audio files to Tooltips and Modals


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.

See completed Flows and total activetime for each Visitor
See completed Flows and total activetime for each Visitor


Anchor Element Traversal

When building a Flow, use anchor element traversal to anchor Tooltips, Triggers, and Beacons with greater precision.

Select an element and traverse "up" or "down" before saving your anchor.
Select an element and traverse "up" or "down" before saving your anchor.


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.

Access Projects > Share > Review Site Embed
Access Projects > Share > Review Site Embed


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.

Add images to Tooltips and Modals
Add images to Tooltips and Modals


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
Access Themes > Edit > Guide Defaults
Access Themes > Edit > Guide Defaults


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.

Access Projects > Share > Create > Passcode Protected
Access Projects > Share > Create > Passcode Protected


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.

Move Modals into the four corners of the screen
Move Modals into the four corners of the screen