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How is an Optional step in a Flow considered complete?
  • 13 Feb 2025
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How is an Optional step in a Flow considered complete?

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Article summary

Optional steps in a Flow maintain a seamless user experience across various scenarios. Whatfix skips Optional steps when specific pages or elements do not display to certain users, ensuring continuity of the flow for all scenarios.

Info

For more information, see Define a step as optional.

Analyze Optional steps

Consider that you want to analyze the number of users who completed a Flow with Step 2 as an Optional step using Trend Insights.

Event Name: Flow completed
Event Filter: Content Title (Name of the Flow)

flow_completed_optional_steps

Info

For more information on how to create a Trend Insight, see Create Trend Insights.

The Flow is complete in the following scenarios:

  • All steps, including the Optional step, are completed.
  • All steps excluding the Optional step are completed; that is, if the Optional step does not apply to a particular user and is not shown to them.
  • The user clicks anywhere on the page where the optional step appears.
Info

The Flow is not complete if the user closes the Optional step.


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