Understanding lead forms in Reprise
A lead form is a short form that asks a viewer for their details — typically their email, name, and company — so you can tell who's engaging with a demo and follow up with them. Turning an anonymous view into a named contact is what makes a self-serve demo useful to marketing and sales: without it, you have activity but no idea whose it is.
A demo can collect these details in two places:
- On the launch link's welcome page — a gate that appears before the demo opens. The viewer identifies themselves up front, then explores.
- In the demo itself, as a Lead form step — a form placed at a specific point in the demo's flow, so it appears while the viewer is exploring rather than before they start.
This article covers the Lead form step. The two methods are independent: a Lead form step lives on the demo's timeline and doesn't change how your launch link's welcome page behaves.
Should you gate, and where?
Where you ask for a viewer's details is a trade-off between how many leads you capture and how qualified they are.
| Approach | Best for | Trade-off |
|---|---|---|
| No form | Maximizing reach; top-of-funnel or fully public demos | You get engagement data but no identities to follow up on |
| Welcome-page gate (before the demo) | Higher-intent audiences who expect to sign in; when every view should be attributable | Some viewers bounce at the gate rather than hand over an email before seeing value |
| Lead form step (mid-demo) | Letting viewers experience value first, then capturing the ones who are genuinely interested | Viewers who leave early are never asked, so raw capture counts can be lower than a hard front-door gate |
The mid-demo Lead form is the middle ground: viewers get to see something worth their email before you ask for it, which tends to produce fewer but better-qualified leads. A common pattern is to let the first chapter or two run open, then place a Lead form step right before a high-value screen.
How a Lead form step works
A Lead form is a step you place anywhere in a demo's Screen Flow. When a viewer reaches it, the form appears in a modal over a dimmed view of the demo. After they submit — or move on — the demo continues from where they were.
A few behaviors worth knowing:
- A viewer is asked once per session. If they navigate back to the step later in the same session, they're carried straight through instead of being prompted again, so you don't collect duplicate leads.
- The step doesn't hard-block the demo. A viewer can continue past it without completing the form, so use it as an invitation to identify themselves rather than a lock on the rest of the demo.
- If a Marketo or HubSpot form can't load, the viewer is never stuck on an empty form — the demo simply carries on.
Adding a Lead form step
- Open your demo in the editor and go to Screen Flow.
- At the point in the flow where you want the form to appear, click + Add and choose Lead form. The step is inserted into the flow as its own navigable step.
- Select the step to open its settings in the inspector on the right.
- Fill in the form details:
- Title — the heading viewers see (for example, "See the full demo"). This is prefilled and editable.
- Note — an optional short line of context shown under the title.
- Under Lead form, choose where the form comes from (see below).
- Preview the demo to see the form in place, then publish.
Choosing the form source
The Lead form section shows three options, each on its own card:
Reprise — Build the form directly in Reprise. The card expands to show three fields you can turn on or off and mark as required:
- Email — always collected and required (a lead form isn't useful without it).
- Name — on by default; optional.
- Company — on by default; optional.
Marketo — Embed a Marketo form. Select the card and enter your Marketo form ID. If your account isn't connected to Marketo, the card shows Not connected, so you know before you commit; the form will start collecting leads once an admin connects Marketo.
HubSpot — Embed a HubSpot form. Select the card and enter your HubSpot form ID. As with Marketo, an unconnected account shows Not connected, and the form goes live once the connection is made.
Marketo and HubSpot forms render as their real embedded forms during playback. A Reprise form works with no connection at all.
What viewers see
The viewer reaches the step in the natural flow of the demo, the demo dims, and the form appears with your title and note. They fill it in (or skip past it) and continue. Nothing about the step reveals the tool behind it — a Marketo or HubSpot form looks like a native part of the demo.
How lead forms tie into analytics and your CRM
Capturing a viewer's details is what connects a demo's engagement data to a real person.
- Session identity. When a viewer submits a Reprise lead form, their email, name, and company are attached to that viewing session. From that point the activity Reprise already tracks for the session — which screens and chapters they viewed, how far they got, time spent — is tied to a named contact instead of an anonymous visitor.
- A record of every submission. Each submission is stored as a lead-form submission you can see in the demo's activity, so you have a trail of who converted and where.
- Vendor forms go to your marketing tool. A Marketo or HubSpot form posts its fields straight to that vendor, so the lead lands in the campaigns, scoring, and workflows you already run there. Reprise still records that a submission happened (so you'd notice if vendor leads stopped arriving), but the vendor owns the field data itself.
- Salesforce. Salesforce sync isn't configured on the Lead form step. It's governed by your published launch link's settings and your account's Salesforce connection and runs at submit time, so you manage it in the same place as your other link settings.
Because identity attaches to the session, placing the form earlier generally means more of a viewer's journey is attributed to them, while placing it later means only their most engaged, post-conversion activity is named. Choose the position based on whether you care more about full-journey attribution or lead quality.
Good to know
- A Lead form is not a launch link. It lives on the demo's timeline and is independent of the launch link's welcome-page settings, so adding one doesn't change how your share links behave.
- Email can't be turned off in a Reprise form — it's the one field that's always on and required.
- Undo/redo is supported for adding, editing, and removing the step.
- Removing the step removes the form with it — deleting the step from Screen Flow cleans up everything associated with it.