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What are Flows?
A Flow is an interactive walkthrough of a process that guides a user through a series of steps and/or clicks on their screen. Flows can be used to introduce new users to a process, introduce or update procedures, showcase new software, or reinforce a process. By guiding users through a function, you will be able to onboard users faster, drive tool adoption, and reduce training efforts around new and existing processes.
Note: If you do not see the Flows tab in your Spekit, please contact your CSA or email support@spekit.co
Prerequisites, Pre-Capture Tips, & Best Practices
Prerequisites
- Flows only have confirmed capability with Salesforce.
- Flows may be used on other websites, but Spekit does not support Flows on other applications.
Pre-Capture Tips
- Set the web browser window to Actual size
- Set the web browser window to the maximum
- Refresh the web browser page
- When creating a Flow, be sure to click on static items to capture
- If you do not plan to use the utility bar, go ahead and hide it so the entire screen is visible when capturing
- For the overlays, the best practice is to use the Info Step when capturing
- We recommend using the Info Step for text fields and date fields
- Best practice is to create a Flow of 8 steps or less on average based on end-user drop-off research
- Be sure to use Preview for a Flow so it does not impact analytics
- Before starting to Preview a Flow, hide the utility bar
- Instead of clicking the radio button as an element grab the bigger element as an info step
- When creating a flow that has required fields make sure to fill them out (as info steps) before continuing
Flows Best Practices
Set your Flows up for success with our best practices guide. It covers:
- When to use Flows
- Supporting internal initiatives with Flows
- 6 ways to set your Flows up for success
Where to find Flows?
In the Web App
1.) Click Wiki.
2.) Click Flows to view the list of available Flows.
In the Chrome Extension
1.) Click the Spekit Icon to launch the sidebar.
2.) Click on the search bar and Enter relevant keyword(s) to search for the Flow.
3.) Select the Flow.
Viewer experience for Flows
Viewers can search and click to launch a Flow from either the Spekit Web App or the Spekit Chrome Extension sidebar.
From the Spekit Chrome Extension
Click the Spekit icon or Dock to open the Spekit Chrome Extension.
1.) Click the Spekit Icon to launch the sidebar.
2.) Click on the search bar and Enter relevant keyword(s) to search for the Flow.
3.) Filter the search results by Flows.
4.) Find the Flow.
5.) Click the gray box ellipsis [...].
6.) Click Preview.
From the Spekit Web App
1.) From the Spekit Web App, click Wiki.
2.) Click Flows, and locate the Flow you wish to view.
3.) Click the gray box ellipsis [...] to expose the drop-down.
4.) Click View Flow.