Add & edit steps

Edit your guideflow's step to update the guideflow. Your guideflow is composed of many steps that you can edit on your left panel.

(e.g. if you need to add a step because the product changed)

• Your different steps are displayed on the left panel.

• Click on a step to select it.

• Drag & drop it.

• Click on the "..." button to select the "Edit", "Duplicate", or "Delete" options.

If you change the order of your steps, it may break the logic of your workflow.

Add new steps

Add a new step between two existing steps.

• To record a new step on your guideflow, click on "Add steps" and select one of your opened tabs to capture another guideflow. Click on "Start capture" to start recording.

• To add a picture, click on "Upload" and select a picture from your Desktop to upload.

Edit steps

Edit a step to customize information such as title, description, link, etc.

• Click on the "..." button next to the step you want to edit.

• Edit the title to give a name to your step and easily recognize it in general analytics.

• To give more context about this step, add a description.

• You can add variables in the description field to personalize the text.

• To add a URL at this step, click on "Add link" and edit your link URL.

Duplicate steps

Duplicate a step to re-use a similar step.

• Click on the "..." button next to the step you want to edit.

• Select "Duplicate" to make a copy of your current step.

• Your duplicated step will be shown below the original step.

Delete steps

Delete a step to remove it from the guideflow.

• Click on the "..." button next to the step you want to edit.

• Select "Delete" to delete the current step.

Once you click Delete, you will no longer be able to retrieve the deleted step.