Forms
Find out who’s interested, and what they still want to know
Add a short lead capture or feedback form to any walkthrough, guide or help article. People answer while the topic is right in front of them, and every response waits for you in one table.
- 5 field types
- Text, long text, email, dropdown, checkbox
- Your timing
- On open, after a few seconds, or on exit
Both sides of the form
Ask at the right moment, then read every answer
Lead capture on public walkthroughs
Ask for a work email and company size before someone sees the rest of the walkthrough. Make the form required when the walkthrough is the reason they came, or let people skip it.
- Open it as the guide loads, after a few seconds, or when someone goes to leave
- People who already answered aren’t asked again
Every answer in one table
Sort, search and export the responses, or open one to read the full answer and jump to the guide it came from.
- Export to CSV for your CRM or a spreadsheet
- Search by the answer that matters to you, like email
Ways teams use it
Put a form where the question comes up
Questions from buyers
A prospect about to leave a sales walkthrough can ask what’s still holding them back. The question reaches you with their email, ready for a reply.
Leads from your website
The walkthrough on your site asks for a work email before the good part, so a curious visitor becomes someone you can follow up with.
Feedback on help articles
Ask readers whether an article helped and what was missing. You fix the gap they name instead of guessing.
How it works
Build it once, use it on every guide
Add the questions you need
Short or long text, email, a dropdown or a checkbox. Mark the ones people must fill in and write the thank-you message they see after.
Pick a guide and a moment
Choose the form on any walkthrough or article and decide when it appears. One form can sit on as many guides as you like.
Answers arrive in one place
Every response lands in the form’s table with the date it came in and a link back to its guide.
Why it matters
Readers you can actually reply to
Know who’s interested
A view count can’t tell you who watched. A submitted form gives you a name and an email you can write back to.
Learn why people leave
People close a walkthrough when something is unclear. Ask at that moment and you find out what it was.
Fix the article readers flag
Readers tell you what was missing while they still remember it, so the next edit is the right one.
Add a form to your next walkthrough
Build it once and use it on any guide or help article.
Explore more
