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

circle-info

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

spinner

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

Last updated