Launch a flow dialog without a screen

Overview

In this guide, we'll teach you how to utilize the Delay Interaction component to effortlessly initiate a flow dialog without showing any element on the screen, providing a cleaner and more fluid user interaction. The Delay Interaction component is invisible, making the user experience smoother. This approach is handy when you need to activate a flow or a process behind the scenes that doesn't need immediate user interaction or input. It can trigger automatically or after a specific delay, which can be adjusted in the Delay interaction component settings.

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

1. Drag the Avonni Delay Interaction component to your desired screen element.

2. Open the Component Builder to configure settings.

3. Set the specific delay time in milliseconds before the interaction occurs.

4. Open the Interaction Panel to specify an interaction.

5. Choose 'Open Flow Dialog' as the interaction.

6. 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.

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 Delay Interaction to trigger a flow dialog, showing them step-by-step onboarding information or setup actions after a specific delay. Ideal by using the new 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 forcing 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.