ScreenSteps in Action

Pre-Recorded Demo Videos

Learn exactly how each member of your team would use ScreenSteps. When you're ready to take the next step, schedule time to speak with a specialist. 

Overview Demo Video

This first video will give you a high-level view of how ScreenSteps will look for your whole team.

HubSpot Video

ScreenSteps for end-users and admins

In this video, Jonathan gives a high-level overview of what ScreenSteps will look like for your end-users, admins, and contributors. 

This video will give you a good idea of how your team can use ScreenSteps. 

The End-User Experience

Explore the videos below to learn how your agents and end-users will use ScreenSteps to minimize mistakes and reduce training time. 

Article Types

This video outlines the three different article types in ScreenSteps:

  • Standard Articles
  • Interactive Checklist Articles
  • Workflow Articles (Decision Trees)

Helpful links:

Sidebar Navigation

This video will introduce you to the ScreenSteps sidebar navigation and how end-users can use that to navigate to different articles, manuals, and chapters. 

 

The Content Creation Experience

Learn how your trainers, managers, and/or content creators will use ScreenSteps to easily create better policies and procedures.

Creating Content in ScreenSteps

In this video, Jonathan will explain how you can create interactive checklists in ScreenSteps. 

Helpful links:

The Admin Experience

ScreenSteps empowers admins to better manage and analyze how users are using the software. Learn more below.

Analytics & Permissions

This video will give you a good overview of the ScreenSteps Admin area. This is where you will manage your content, users, permissions, and reports.

Helpful links:

Ready to take the next step?

Schedule an individual demo with a ScreenSteps specialist

The next step in the ScreenSteps discovery process is to schedule a time to meet with a specialist. Get started now.