Launch a flow dialog without a screen
Overview
Learn how to start a flow dialog without any distracting on-screen elements. This technique uses the Avonni Delay Interaction component making the process smoother and more natural.
Why It's Great
Improved User Experience: Invisible flow triggers eliminate visual clutter and let users focus on their primary tasks.
Flexibility: Flows can begin automatically based on user actions or run after a chosen delay. This allows for tailored automation.
Background Processes: Perfect for starting tasks that don't need immediate user attention, such as data updates or notifications.
Use Cases
Welcome sequences: Onboard new users with a flow that begins subtly after they land on a specific page.
Contextual Help: Launch a tutorial or help flow when a user hovers over a certain area for several seconds.
Progressive Data Collection: Gather information in stages with flows that trigger based on user behavior
Steps
1️⃣ Create your screen flow
Create a new flow
Select screen flow
Enter a screen API Name
Remove Header and Footer section
NOTE: You can follow from step 2 if you already have a screen flow created
2️⃣ Add and configure the Delay Interaction
Drag the Avonni Delay Interaction component to your desired screen element.
Open the Component Builder to configure settings.
Set the specific delay time in milliseconds before the interaction occurs.
Open the Interaction Panel to specify an interaction.
Choose 'Open Flow Dialog' as the interaction.
Set up the specific flow to be opened, input any required variables, and adjust the settings as needed.
3️⃣ Live test your flow
Once you've saved and activated your flow, integrate the flow containing the newly added Delay Interaction component into your page. After this, you can conduct a live test within Salesforce to see it in action.
Other possible Use Cases
1. User Onboarding Process:
Scenario: Automatically guiding new users through a series of welcome screens or initial setup processes after they log in for the first time.
Implementation: Use the Delay Interaction to trigger a flow dialog, showing them step-by-step onboarding information or setup actions after a specific delay. It is ideal to use the Avonni Welcome Mat Component.
2. Prompting User Action Based on Behavior:
Scenario: If a user is inactive on a page for a specific period, or navigates through specific sections, initiate automatic pop-ups or notifications prompting action.
Implementation: Configure the delay interaction to launch a reminder or notification flow dialog after detecting user inactivity or specific behavior.
3. Automated Data Entry Reminder:
Scenario: When users access specific records or pages, automatically remind them to update or enter essential information before proceeding.
Implementation: Use Delay Interaction to open a modal automatically, asking users to fill out important information on accessing a page based on specific criteria.
4. Progressive Disclosure:
Scenario: Gradually reveal more advanced features or information to the user as they interact with the application, maintaining a clean initial interface.
Implementation: Set up Delay Interaction to unveil additional features or information progressively based on user interaction and time spent on the application.
5. Customer Engagement:
Scenario: Engage customers with timely offers, surveys, or feedback forms as they interact with different application parts.
Implementation: Automate the triggering of flow dialogs containing offers or surveys after users spend a certain amount of time on a page or perform specific actions.
6. Compliance and Confirmation Dialogs:
Scenario: Ensure users read and agree to compliance documents or terms of service by automatically presenting them with confirmation dialogs on page access.
Implementation: Utilize delay interaction to auto-launch compliance or confirmation dialogs that force users to acknowledge them before accessing services.
7. Guided Navigation:
Scenario: Provide users with guided navigation or help tips as they explore different application sections.
Implementation: Set Delay Interaction to initiate flows offering navigation aids or tooltips when users visit new or complex sections of the app.
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