> ## Documentation Index
> Fetch the complete documentation index at: https://docs.navattic.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Best practices

> Tips for creating interactive demos that convert visitors into customers.

Build demos that engage visitors and drive conversions. See examples in the [Customer Showcase](https://www.navattic.com/showcase) and the [2026 State of the Interactive Product Demo Report](https://www.navattic.com/report/state-of-the-interactive-product-demo-2026).

## Lead with your product

1. Prioritize vibrant, visual, and value-adding product areas when taking captures. 86% of captures in top-performing demos are HTML web captures. Use the [capture editor](/build/captures/web) to refine text or images as needed.
2. Use tooltips, beacons, and backdrops to highlight the most important elements on each step. See demos by [Mixpanel](https://mixpanel.navattic.com/h87c05n5), [Edge Delta](https://edge-delta.navattic.com/5g1703yt), and [DailyPay](https://get.dailypay.com/) for inspiration.

## Craft an engaging narrative

1. Top performing demos start with a hook, address customers directly, and contain **5-13 steps** per flow. Keep dialog boxes to **25-30 words**, with opening steps even shorter at 10-20 words. See [copywriting tips](https://www.navattic.com/blog/interactive-demo-copywriting-tips) for more guidance.
2. Use **multiple flows** when demoing different features or use cases. Multi-flow demos achieve 48% higher completion rates than single-flow demos.
3. [Add CTAs](/build/flows) after major product moments, on your final step, or throughout your demo with [escape view](/build/flows). Escape view is recommended for demos with 10+ steps.

## Apply finishing touches

1. Create a [theme](/build/themes) that includes your brand colors and fonts. 63% of top-performing demos use custom themes. See demos by [Guru](https://www.getguru.com/tour), [Close](https://www.close.com/demo-site), and [Drift](https://www.drift.com/tour/conversational-marketing/) for design inspiration.
2. Set [responsive strategies](/build/responsive) to control how demos appear at different resolutions. 52% of top demos implement mobile-specific strategies—important since mobile visitors spend less time (1.2 min vs 2.7 min on desktop).

## Promote your demo

Where you place your demo on your website affects performance.

* **80% of top CTAs appear above the fold**—navbar and above-the-fold placements achieve 68% click-through rates
* Product pages (62%) and homepages (48%) are the most common locations for demos
* "Take a tour" remains the most popular CTA language

## Add conversion points

Your demo should encourage visitors to take the next step—whether that's booking a sales call, starting a free trial, or upgrading a feature. Top 10% of demos achieve 32% click-through rates, with the top 1% reaching 71%.

<Steps>
  <Step title="Add CTAs to your final step">
    Add 1-2 buttons to the last step of your demo directing visitors to the next step (e.g., "Start a free trial", "Book a demo").
  </Step>

  <Step title="Include a mid-demo conversion step">
    Add a dedicated conversion step right after a major reveal or "wow moment" in your demo, as shown in this [demo by Guru](https://www.getguru.com/tour).
  </Step>

  <Step title="Enable escape view">
    High-intent or returning visitors may be ready to convert before reaching your final step. [Enable escape view](/build/flows) to give visitors access to your CTA at any point.
  </Step>
</Steps>

## Form gating

Ungated demos show **6% higher engagement** and **7% higher completion** than gated demos. If you do use a form:

* Keep it short—75% of forms use a single field
* Position the form at the end of the demo rather than the beginning

<Tip>
  When linking to other pages from your demo, add `utm_source=navattic` to identify traffic from your demos. Learn more about [UTM tracking](https://blog.hubspot.com/marketing/what-are-utm-tracking-codes-ht).
</Tip>

## Learn more

<CardGroup cols={2}>
  <Card title="Best practices blog" icon="newspaper" href="https://www.navattic.com/blog/category/best-practices">
    Read more tips and strategies for building demos.
  </Card>

  <Card title="2026 benchmark report" icon="chart-line" href="https://www.navattic.com/report/state-of-the-interactive-product-demo-2026">
    See data on what makes demos perform.
  </Card>
</CardGroup>