Step Information

The Step Information feature allows you to add additional context like titles, descriptions, and external links to individual steps in your guideflow without cluttering the main Call-to-Action text.

When to use Step Information

Step Information is ideal when you need to:

  • Provide additional context about a specific step

  • Add explanatory text that doesn't belong in the Call-to-Action

  • Include reference links to documentation, Google Drive, or other resources

  • Give descriptive titles to steps for better navigation and organization

The published Step Information will appear beneath your demo on public Guideflow links.

How to add Step Information to your guideflow

In the Editor:

  1. Open your guideflow in the editor

  2. Navigate to the step where you want to add information

  3. Look for "Step Information" in the right-hand menu

  4. Click on "Step Information" to open the panel

Available options:

  • Step Title: Give your step a descriptive name for better orientation and navigation

  • Description: Add detailed context, explanations, or instructions that supplement the main demo step

  • URL Links: Include links to external resources like websites, documentation, Google Drive files, or others

Best practices

  • Keep step titles concise but descriptive

  • Use descriptions to provide context that would be too lengthy for the main Call-to-Action

  • Include relevant URLs that help users understand the step better or provide additional resources

  • Consider your audience when deciding what information to include in Step Information versus the main content in Call-to-Actions inside the demo

Example use cases

  • Software tutorials: Link to official documentation or help pages

  • Process walkthroughs: Provide background information about why a step is necessary

  • Training materials: Include reference materials or additional reading

  • Complex workflows: Break down complicated steps with detailed explanations

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