2024 Updates

december 2024 video step type create high impact sales and marketing materials that resonate with your prospects by seamlessly combining video within interactive demos with our new video step feature, you can 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 demo voiceover elevate your interactive demos by adding voiceovers to individual demo steps teams can now enhance their presentations with dynamic narration through various options, including reading from the individual steps, custom text to speech, or uploaded audio to add a voiceover to specific steps in your demo, in the flow builder click add element > voiceover from here, use the dropdown to select which option you want to use add guide defaults in workspace settings set workspace defaults for step type, backdrop, navigation buttons, and escape view to build a consistent starting point for your team to build off of to set guide defaults, visit your workspace > settings > general > flow defaults 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 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 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 https //docs navattic com/navattic js 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 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 success\@navattic com if you don't have access to the new form builder yet and would like to try it out 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 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 success\@navattic com to enable this in your workspace 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 docid\ lyyvcjvluz5yhqiklak y 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 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 success\@navattic com to enable this in your workspace 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 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 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 success\@navattic com to enable this in your workspace 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 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 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 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 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 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 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 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 success\@navattic com to learn more 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 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 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 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 april 2024 pardot integration the pardot integration is used to s end 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 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" 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 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 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” 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! view a 2 minute tutorial here 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 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 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 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" 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 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 adobe analytics integration navattic now supports sending demo engagement data (ex "step viewed", "flow started") to adobe analytics learn more about embed events here december 2023