If you’re using interactive product tours, you’ve probably heard how “embedding lead capture forms increases conversions.” That’s true—if you do it right. But slapping a form into your Navattic tour isn’t magic. If you want quality leads and a decent user experience, you need to set it up thoughtfully.
This guide is for marketers, product folks, and anyone else trying to capture leads from people who take a Navattic product tour. I’ll walk you through the actual steps, point out what’s worth your time, and flag the common traps. No fluff—just what you need to get this working.
Why put lead capture forms inside product tours?
Let’s be real: most people don’t fill out forms for fun. But, if someone’s halfway through your demo and actually interested, a form at the right moment can make it easy to keep the conversation going. Here’s where it works:
- You want to qualify interest, not just collect emails.
- You want to connect with people who actually used your tour.
- You want to avoid the dead-end feeling of a “request a demo” CTA after an interactive experience.
But don’t expect a flood of high-intent leads just because you added a form. Placement, timing, and what you ask for all matter. Let’s get into the details.
Step 1: Decide what you want your form to do
Before you open Navattic, get clear about your goal. Do you want people to:
- Book a meeting?
- Request access or a trial?
- Just give you an email for drip campaigns?
- Tell you a bit about themselves (job title, company size, etc.)?
Pro tip:
Don’t overload the form. The more you ask, the fewer people will fill it out. If you don’t need the phone number, don’t ask for it. Start simple; you can always add more fields later.
Step 2: Build your product tour (or pick an existing one)
If you’re new to Navattic, you’ll need to create a tour first. (If you already have a tour and want to add a form, skip to Step 3.)
To build a tour: - Log into Navattic. - Click “Create New Tour.” - Upload your screenshots or connect to a live product. - Add hotspots, tooltips, and flows as needed.
Keep it short and focused.
Long tours with a dozen steps usually lose people before the form even shows up.
Step 3: Choose where to place your lead capture form
This is where most folks mess up. Drop the form too early, and you annoy people who haven’t even seen your product. Too late, and you miss the chance to catch genuinely interested users.
Options: - Mid-tour: After showing one or two “wow” features but before the end. This works best if your tour is longer than 5 steps. - End of tour: The classic approach—let users finish, then ask for their info. - Gated step: If you really want to qualify leads, put the form right before showing the “meat” (e.g., advanced features or pricing).
What not to do:
Don’t put the form as the very first thing. It’s a turnoff and defeats the point of an interactive tour.
Step 4: Add a form step in Navattic
Navattic makes it pretty straightforward to add forms—if you know where to look.
- Open your tour in the Navattic editor.
- Find the step where you want the form. You can add a new step or insert between existing ones.
- Add a “Form Step”:
- Click the “Add Step” button.
- Choose “Form” from the step type options.
- Customize the form fields.
- Navattic lets you add simple fields: name, email, company, etc.
- You can make fields required or optional.
- Keep it short—2-3 fields is plenty for most use cases.
Heads up:
Navattic’s native forms are basic—don’t expect fancy logic or field validation beyond “required.” If you need more, consider embedding a third-party form (see next step).
Step 5: (Optional) Embed a third-party form
Need more advanced stuff (dropdowns, multi-step, conditional fields, etc.)? Navattic lets you embed HTML forms from outside tools like HubSpot, Marketo, or Typeform.
How to embed: - In your desired step, select the “Embed” option (not “Form”). - Paste your form’s embed code (from your marketing automation tool). - Test it—some platforms (looking at you, Salesforce) don’t always play nice in iframes.
What works: - HubSpot, Marketo, and Typeform embeds usually work fine. - You get full control over field logic, tracking, and styling.
What to watch out for: - Embedded forms can sometimes look janky or load slowly. - Not all analytics will flow back to Navattic automatically—you’ll need to check both systems.
Step 6: Set up form notifications and integrations
No point capturing leads if they just sit in Navattic. Make sure your leads actually go somewhere useful.
With Navattic native forms: - Navattic lets you connect directly to tools like HubSpot, Salesforce, Marketo, and Zapier. - In your tour settings, find the integrations tab. - Map your form fields to your CRM fields—double-check this, or you’ll end up with “unknown” leads.
If you’re using embedded forms: - Handle notifications and follow-up in your form provider (HubSpot, etc.), not in Navattic. - You might lose some Navattic-specific context unless you pass UTM parameters or user IDs.
Pro tip:
Test your integration by submitting a dummy lead. Nothing’s worse than launching and realizing leads are vanishing into the void.
Step 7: Customize the form’s look and messaging
A bland “Submit” button isn’t going to get you great results. Spend a few minutes making the form feel like part of your tour.
- Write a clear headline. (“Want a personalized demo? Enter your info.” beats “Contact us.”)
- Explain what happens next. People want to know if someone’s going to contact them, or if they’re getting instant access.
- Button copy matters. “Get Started” or “See Pricing” is more inviting than “Submit.”
Keep your language human. You’re not writing legal copy.
Step 8: Preview and test (don’t skip this)
You’d be surprised how often forms break, fields get missed, or the tour flow feels off. Run through it yourself and have a teammate do the same.
- Does the form appear at the right moment?
- Are all required fields working?
- Is the tour still smooth, or does the form feel like a speed bump?
- Do the leads show up where you want them?
Quick fixes:
- Too many people dropping off at the form? Move it later.
- Getting lots of junk submissions? Add a required company or work email field.
Step 9: Publish and monitor results
Once you’re happy, hit publish. Share the tour link on your site, in emails, or wherever you want leads.
But don’t just set it and forget it. Check:
- Submission rates (Navattic gives you basic analytics)
- Drop-off rates at the form step
- Quality of leads coming in
If you’re not getting the results you want: - Try moving the form step. - Reduce the number of fields. - Tweak your CTA or follow-up workflow.
What to ignore (for now)
- “Progressive profiling”: Sure, it’s nice in theory, but Navattic’s built-in forms are simple. Don’t overcomplicate unless you’re using a fancy embed.
- Over-customized designs: Clean, simple forms convert best—don’t waste hours on pixel-perfect tweaks unless you have a reason.
- Gating the whole tour: If people can’t see anything without filling in a form, you’ll lose most of them. Show some value first.
The bottom line
Setting up lead capture forms in Navattic isn’t rocket science, but doing it well takes a little planning. Start simple, keep forms short, and make sure your leads actually go somewhere. Watch what happens, and don’t be afraid to tweak as you learn.
You don’t need a perfect process on day one—just get something live, see what works, and iterate. That’s how you turn your product tour into a real lead engine without driving your prospects nuts.