Leads and analytics

Each demo has Share, Leads and Analytics tabs. Open them from the menu on the demo's card in your dashboard.

Collect leads

Open the editor, go to the Demo tab and open Lead gate.

1. Switch on Ask viewers for their details.
2. Under Show the form, choose when it appears: at the Start, at the End, or Before step any step number.
3. Under Fields to collect, choose whether to ask for Name and Company. Email is always collected.
4. Set the Form title and Form text viewers will read.
5. Choose Save, then Publish or Republish so the form goes live.

We email you each time someone fills in the form, with the viewer's details and a link to the leads page.

Find and export leads

The Leads tab lists the people who filled in the form, newest first, with their date, name, email, company and the site they came from.

• Search looks through names, emails and companies.
• Long lists are split into pages, with Previous and Next at the bottom.
• Export CSV downloads every lead for the demo as a spreadsheet file. It always includes all leads, whatever you have searched for.

Read the analytics

The Analytics tab covers the last 7, 30 or 90 days. It opens on 30. Switch ranges with the buttons at the top.

The tiles at the top show:

• Views: how many times the demo was opened. A visit that reloads the page is still one view.
• Unique viewers: how many different browsers opened it.
• Completion rate: the share of views that got to the end of the demo.
• CTA clicks: how often viewers clicked your call-to-action button.
• Leads: how many people filled in the lead form.

Below the tiles, Step funnel shows how many viewers got to each step and how many dropped off since the step before. It labels each step with its title, so titling your steps makes the funnel easier to read. Top referrers lists the sites your viewers came from. Visitors who arrived without a referring site are shown as "(direct)".

A demo with no views yet shows a short note instead of the funnel and referrers.