How is an Optional step in a Flow considered complete?

Optional steps enable a Flow to continue smoothly even when certain pages or elements are unavailable. When an Optional step does not appear for a user, Whatfix skips it and proceeds with the next step, maintaining a seamless experience.

Example: Web applications such as Facebook, Gmail, ZenDesk, and Whatfix automatically log in their users during subsequent visits. Thus, instructions to sign in or sign up might apply only to first-time users. Steps to log in can be declared optional when creating a Flow.

Analyze Optional steps

Consider that you want to see how many users completed a Flow in which Step 2 is optional.

Create a Trend Insight using the following data setup:
Event name: Flow completed
Event filter: Content Title (Name of the Flow)

A Flow is recorded as completed in any of these scenarios:

• The user completes all steps, including the Optional step.
• The user completes all steps, excluding the Optional step. That is, the Optional step does not apply to the specific user and is not shown to them.
• The user clicks anywhere on the page where the Optional step appears.