⭐Best Practices

A few tips and tricks to make the most of your demos

• A checklist for engaging, high-converting demos

• Pick the right type of demo for your needs

• Demo creation best practices

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👉 A checklist for engaging, high-converting demos

Hear from Renee, from our customer success team, on the makings of a great interactive demo!

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👉 Pick the right type of demo for your needs

Once you have a rough idea of what you want your demo to look like, open up Storylane's extension and start recording. As you may already know, our extension supports a couple of types of demos:

Screenshot Demo	Choose this demo type if: You don't need to edit on-screen HTML elements or content (such as in-app text, names, logos, etc) You're looking to create quick self-guided demos (Not sandbox demo environments)
HTML Demo	Choose this demo type if: You need to edit on-screen HTML elements or content Need a responsive, life-like product demo experience

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👉 Demo creation best practices

Here are a few questions to think about before building your demos and Buyer Hubs

• Who is your audience? Use their vocabulary. Avoid internal language or tech jargon.

• What are those 3-5 "Aha!" moments you want to showcase from your product?

• What's your primary CTA for users? Eg: start trial, request demo, check out pricing, etc.

• How long should your demo be? We typically recommend limited demos to under 12 steps.

• Do you plan to gate your demo? If so, what's a strategic demo step to place the form in?

Guided Demos

• Keep your demos short We recommend limited your demos to between 8-12 steps. If you need to more, consider splitting your demo into chapters.

• Build a story, not a demo To create engaging demos, avoid dry "how to" style product walkthrough content. Instead, create compelling narratives that address relevant pain points and use cases.

• Have an eye-catching opening Start your demo with something that sparks your prospects' interest. It could be a fun welcome message, a relevant image/meme, or a video to hook visitors in.

• Capture the lead If you want to track who’s going through your demo, make sure you capture leads by asking the viewer for their email address or passing the email address as a UTM parameter.

• Have a CTA Include a distinct call-to-action button that guides the viewer to take desirable next steps (Book a demo, start free trial, check out pricing, etc.)

• Have a secondary CTA To ensure maximum exposure to your call-to-action (CTA), sprinkle in CTAs in the middle of your demo to encourage prospects to take next steps.

• Adopt brand color You can use the custom theme feature to change the color of all your guides at once to align with your branding.

• Multiple links for a demo To track the performance of a demo in various locations, generate multiple links for it.

• Reuse stories You can reuse stories in two ways: copying screens from one demo to another or duplicating the entire demo.

• Track engagement Examining the analytics of your shared or embedded demo provides crucial insights for enhancing it.

• Bored? By this point, you’re probably bored by our best practices and advice. Thus, this is a second reminder to keep your demo story short. :)

Buyer Hub

Sandbox Demos

If you need help or have any questions, feel free to contact us at [email protected].