Pop-up
Add a pop-up to any step in your Guideflow to engage your audience, collect leads, gather feedback, or prompt the next action at the start, middle, or end of your demo.
Gate your demo with a lead form before viewers start, or drop a meeting booking link at the end to convert engaged prospects directly.
How to add Pop Up Steps
Open your Guideflow in the editor and click the ⚡ icon in the right panel to open the Pop-up tab.
Click + Add a pop-up to add a pop-up to that step.
Select your pop-up Style: Classic or Modern (see below).
Add a Title and Description for your pop-up under Content.
Click Add variables to personalize the content with viewer-specific data like name or company.
Customize your pop-up appearance under Media: upload a Logo, set a Background, and add a Banner or choose a Cover image.
Select your pop-up Type: Button, Form, Survey, or Embed Widget.
Click Edit Popup theme to customize the appearance for all pop-ups across your Guideflow.
Pop Up Style
Choose how your pop-up looks and feels. Guideflow offers two styles, Classic and Modern.
Classic Style
A focused, centered pop-up overlay. Best for keeping your audience's attention on the message without distraction.
Upload a Logo to display your brand at the top of the pop-up.
Upload an image or video as a Banner to add visual context to your pop-up.
Set a Background color or image to customize the pop-up's backdrop.
Choose an Alignment for your content: left, center, or right.
Modern Style
A full-screen split layout that keeps the demo visible alongside your pop-up content. Best for a more immersive, branded experience.
Select a Cover image. Choose a step from your current Guideflow or upload a custom image to display alongside your pop-up content.
Upload a Logo to display your brand on the pop-up.
Set a Background color or image.
Choose an Alignment for your content: left, center, or right.
Pop Up Type
Select what kind of interaction your pop-up triggers. There are four types available.
Button
Display a message with one or two call-to-action buttons. Use buttons to guide viewers to the next step, redirect them to an external link, or send them to another Guideflow.
Edit the button name.
Set the button action: navigate to a URL, or select Navigate to a flow to redirect to another Guideflow.
Add a secondary button if needed and set its name and action.
💡 At the end of a product demo, add two buttons. "Book a meeting" linking to your Calendly and "Explore more" linking to another Guideflow so prospects can take the next step without leaving the demo..
Form
Collect information from your viewers directly within the demo. Use forms to gate your Guideflow, qualify leads, or capture contact details before or after key moments.
Click + Add a new field to add form fields such as First Name, Last Name, Email, and Company.
Toggle Mandatory on any field to require it before the viewer can proceed.
Drag and drop fields to reorder them.
Toggle on I agree to... to add a Terms and Conditions checkbox. Paste your T&C URL so viewers can review before submitting.
Edit the submit button label.
Add a Webhook URL to automatically push form submissions to a Google Sheet, your CRM, or an email platform.
💡 Gate your demo by placing a form pop-up on the first step. Require Name, Email, and Company before viewers can start. All submissions are captured in your Leads tab and can be pushed to your CRM via Webhook.
Survey
Collect structured feedback from your viewers. Use surveys to run a quick pulse check, measure demo impact, or gather product insights
Click + Add a survey to add a survey to the pop-up.
Select the survey type: Single choice or Multiple choice.
Add your choices or rating scale.
Edit the submit button label.
💡 If you've sent a product launch email with a guideflow, add a survey pop-up at the end asking "How likely are you to use this feature?" A quick way to gauge sentiment right after the demo while it's fresh.
Embed Widget
Embed external content directly inside your pop-up. No redirects, no friction. Use embed widgets to drop in lead capture forms from your existing marketing stack or let prospects book a meeting without leaving the demo.
Click + Add an embed widget.
Click Add embed code.
Click Create a new embed code.
Select your embed provider: HubSpot, Pardot, Eloqua, Marketo, or Other for any other provider.
Name your embed code and paste the embed code.
Save and confirm.
💡 Embed your Calendly or Chili Piper link on the final step so a prospect who just watched your full demo can book a meeting with the sales team in one click. No context switching, no drop-off.
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