Best Practices

Common Use Cases#

Website Tour#

Share your product tour directly on your website to provide immediate time to value for prospects looking to get hands-on with your solution. Embed tours directly on your website or link out to them from a “Take a tour” or “See Interactive demo” Call to Action (CTA).

1. Tour length and content

• Hook them in: Keep the first flow in your tour to 5 to 8 steps to draw the viewer in and keep initial engagement high
• Keep it short: Additional flows showing in-depth product functionality should be around 5 to 15 steps
• Focus on value: Highlight 2 to 4 features & "aha" moments that are unique to your product
• Skip transitions: Remove unnecessary transition steps (e.g.: click here to move to next screen)

2. CTA usage

• Use dual CTAs: At the end of a flow, give the users the options to convert (book a demo, start a free trial) or continue on in the tour
• Add CTAs throughout: Use two to three CTAs as breakpoints during a flow
• Be consistent: Maintain the same CTA type across your flows to drive to the main goal

3. Step types and features

• Include intros & outros: Use a Modal for first step, last step, and when introducing a new screen
• Highlight specific features: Use a Tooltip when pointing to a specific feature, graph, or place to click
• Keep text short: Include one to three lines of text per tooltip or modal
• Use checklists: Break up longer tours into multiple flows

Feature Pages#

Add short product tours of individual features under the products dropdown of your website. Replace gifs or product videos and let prospects experience using your most important features.

1. Tour length & content

• Keep it short: Each product feature flow should be around 5 to 8 steps
• Focus on value: Don't show the entire feature, focus on one "Aha" moment
• Skip transitions: Remove unnecessary transition steps (ex: click here to move to next screen)

2. CTA usage

• Embed tour: Put it on an existing product page with surrounding text and CTAs
• Single CTA: At the end of the demo push more qualified prospects to a demo or free trial

3. Step Types/ features

• Consider ungating: Treat feature demos similar to product gifs or screenshots
• Make it interactive: Add some beacons and invisible steps instead of all modals or tooltips
• Use checklists: Allow prospects to jump to different features tours without having to leave the page

Demo Center#

Create a demo center on your website or help center to highlight demos for particular buyer personas, use cases, or integrations. Give prospects a personalized experience for the product offering or feature most relevant to them.

1. Tour length & content

• Show the full product: Make these demos longer and more educational around 10 to 15 steps
• Focus on value: Highlight 2 to 4 features & "Aha" moments that are unique to your product
• Fullscreen embed: Make the tour feels like a full demo experience

2. CTA usage

• Prompt sharing: Encourage your champion to send the demo to other team members
• Single CTA: Include at the end of the demo to book a follow-up meeting

3. Step Types/ features

• Add a personal touch: Use the capture editor to add the company’s logos and branding
• Use checklists: Allow prospects to jump to additional demos without having to leave the page
• Make it interactive: Add some beacons and invisible steps instead of all modals or tooltips

Demo Leave-Behind#

Swap out one-pagers or sales decks with personalized interactive demos and keep your offering top of mind. Send demos post-sales calls to maintain relationships with early-stage prospects or empower your champion to internally sell.

1. Tour length & content

• Show the full product: Make these demos longer and more educational around 10 to 15 steps
• Focus on value: Highlight 2 to 4 features & "Aha" moments that are unique to your product
• Fullscreen embed: Make the tour feels like a full demo experience

2. CTA usage

• Prompt sharing: Encourage your champion to send the demo to other team members
• Single CTA: Include at the end of the demo to book a follow-up meeting

3. Step Types/ features

• Add a personal touch: Use the capture editor to add the company’s logos and branding
• Use checklists: Allow prospects to jump to additional demos without having to leave the page
• Make it interactive: Add some beacons and invisible steps instead of all modals or tooltips

Help Center and Support Articles#

Guide users step by step through different feature workflows. Embed self-guided demos on existing help articles and increase success for self-service onboarding or support.

1. Tour length & content

• Show the full product: Make these demos longer and more educational around 10 to 15 steps
• Highlight how-tos: Show how to perform important steps to use a product or feature

2. CTA usage

• Embed tour: Put it on an existing feature page or help article with surrounding text
• Single CTA: End the tour with a call to learn more about the feature or advanced functionality

3. Step Types/ features

• Include navigations buttons: Let users go back and forth between important steps
• Consider ungating: Treat help demos similar to help videos or gifs

Prospecting & Outreach#

Stand out from typical outbound emails with links to interactive product experiences. Pique prospect's interest early on or send post discovery call to give prospects a high-level view of their use case.

1. Tour length & content

• Hook them in: Keep the first flow in your tour to 5 to 8 steps to draw the viewer in
• Focus on value: Don't show the entire feature, focus on one "Aha" moment
• Skip transitions: Remove unnecessary transition steps (ex: click here to move to next screen)

2. CTA usage

• Embed tour: Put on an a landing page with additional information and surrounding CTAs
• Single CTA: Include at the end a CTA to book time with the team

3. Step Types/ features

• Add a personal touch: Use the capture editor to add the company’s logos and branding
• Include intros & outros: Use a Modal for first step, last step, and when introducing a new screen
• Highlight specific features: Use a Tooltip when pointing to a specific feature, graph, or place to click

Workspace Organization#

These features help you stay organized as you create many more Navattic projects and onboard new teammates. Each feature can be adjusted by accessing the “Edit details” menu for an item in your Navattic workspace.

Tips for managing larger teams in Navattic

1. Duplicate Capture Collections and Guides before editing
2. Use the Private Workspace to avoid clutter
3. Assign Labels and Owners to Capture Collections, Guides, and Projects

Labels#

Labels are used to organize your workspace, and may be assigned to any item (e.g., Capture Collections, Guides, Projects, or Demos). Create and assign Labels in the “Edit details” modal for an item, or by accessing your Navattic Settings > Labels. Use the “Filter” icon to filter by Labels.

Owners#

Owners are used to clearly identify the owner for a workspace item. When an Owner is assigned, non-owners are no longer able to adjust item’s Privacy or add labels. Non-owners will still be able to duplicate, edit, and delete items. Click “Edit details” to assign an Owner to an item.

Private Workspace#

In addition to organizing your team workspace with Labels and Owners, each Navattic user has access to a Private Workspace that is not visible to other teammates. This lets individual users duplicate, customize, and organize their demos without impacting the shared workspace. Click “Edit details” for any workspace item to adjust its Privacy.

If troubleshooting support from the Navattic team is needed on a Private Workspace item, please adjust the Privacy to “Workspace” (via the “Edit details” menu) before submitting your request.

User Roles#

Navattic offers four default roles to support your team. If you would like to set up custom roles and permissions in your Workspace, please contact the Navattic team for support (team@navattic.com).