Demo Request Form

Promote your product and boost adoption with a targeted demo request form. This template helps you convert website visitors into qualified leads by offering a free demo product, demo software, or interactive product demo directly through your site.

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Demo Request Form

Whether you are a startup, SaaS company, or launching a new product or service, offering a personalized demo is a proven way to address pain points, shorten the sales cycle, and deliver real value before purchase.

This is ideal for:

SaaS companies offering live or on-demand demos
Ecommerce stores showcasing high-touch or complex products
Startups looking to build a pre-launch waitlist
Any business ready to create a demo experience to drive conversions

Once users complete the form, you can instantly send them to a demo download, connect them with your sales team, or follow up via email marketing to offer a great product walkthrough.

Template Features

Fully customisable demo request form
Collect names, email addresses, contact information, or phone numbers
Pre-configured with GDPR-compliant consent
Use drag and drop tools to change layout and fields
Mobile responsive with eye-catching designs
Compatible with all email marketing platforms
Supports post-submission redirects to your live demos, landing page, or thank you screen

Gleam’s Capture tools help you convert interest into action by giving users a frictionless way to request a product demonstration in real time.

Benefits of Offering a Product Demo

A great demo does more than show off your product or service — it builds trust, communicates value, and starts meaningful conversations with potential customers.

You can:

Collect leads with a targeted demo request form
Increase conversion rates with a strong call to action
Offer personalized demos or live demos to reduce churn
Capture customer feedback during the sales cycle
Segment and score leads based on form responses

Startups and high-growth teams especially benefit from using demo popups to educate, onboard, and qualify users during crucial product discovery stages.

Integration Support

This form template integrates seamlessly with:

Frequently Asked Questions

Invite users to test your demo with a popup, then follow up via email for feedback. Click to explore how Gleam helps automate this process.

Use banners and popups with action-driven CTAs like “Try It Free.” Click to learn how Gleam helps promote demos across your site.

Ask for only what you need: name, email, and use case. Click to see what keeps your form conversion-friendly.

Demo request forms help startups collect qualified leads and learn faster. Expand to discover how Gleam supports your early-stage funnel.

Integrations

Acoustic Campaign

Active Campaign

Autopilot

Aweber

Benchmark Email

Campaigner

Campaign Monitor

Constant Contact

ConvertKit

Customer.io

Drip

E-goi

Emma

GetResponse

HubSpot

iContact

Infusionsoft by Keap

Klaviyo

Mad Mimi

Mailchimp

Mailjet

Marketo

OntraPort

Sailthru

Salesforce Marketing Cloud

Sendy

Shopify

Unbounce

Vero

Vision6

Zapier

MailerLite

Omnisend

SendGrid

Sendlane

Webhooks

Zoho Campaigns

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How to Set Up This Demo Request Form

Choose a Form Type and User Action
- In your Capture setup, select Email Signup as the action to collect email addresses and other contact information.
- You can add extra form fields to collect names, company details, or phone numbers depending on your sales process.
Customise the Form Template
- Go to Capture Design Settings to adjust layout, size, branding, and copy.
- Create a clean, intuitive form template with a strong CTA button like “Request Demo” or “Get Started”.
- Add social proof or brief highlights about what your product demonstration includes.
Set Targeting Rules for Relevance
- Use Behavioural Rules to trigger your form only on key product pages or high-intent user journeys.
- You can also use scroll depth, time on page, or exit intent to show your popup at the perfect moment.
- Segment by URL, device, or source to ensure better user experience and conversion.
Connect Email Integrations
- Link your form to platforms like Mailchimp, Hubspot, or Klaviyo.
- Ensure that email fields map correctly to your CRM or automation workflows for post-capture nurturing.
Install and Launch
- Publish your Capture by adding a single line of JavaScript to your site.
- Learn how in our Installation Guide.
- You’re now ready to start collecting demo leads and improving your conversion rate.
Post-Capture Workflow
- Redirect users to a thank you page, demo download, or calendar link to book a live call.
- Use the opportunity to provide more information about your product or service and set expectations.
Optimise and Iterate
- Monitor submission rates and test different form fields, placements, and incentives.
- Add UTM tracking or webhook integrations to analyse which pages generate the best potential customers.