Offer product demo

What it solves & why businesses use it

Lead generation demo request widgets are perfect for B2B companies, SaaS platforms, and service-based businesses where a product is best understood through a hands-on tour. They help qualify leads:

• You can ask for job titles, company names, and work emails to spot ideal prospects faster.


• Segment demo requests by industry, company size, or product interest with custom fields.

It’s not just about getting more leads — it’s about getting high-intent ones, with context that helps your sales team respond faster and smarter.

When & how to use it

In most B2B and SaaS websites, lead generation demo requests aren’t triggered by popups in the traditional sense. Instead, companies usually place clear CTA buttons (like ‘Book a Demo’ or ‘Request a Tour’) on the Home, pricing, and landing pages. When clicked, these buttons often open a dedicated landing or a pop-up-style form.

From a UX perspective, embedded forms or on-click popups feel more intentional and less intrusive — ideal for B2B visitors who are exploring with purpose. From a marketing perspective, the goal is quality over quantity. Visitors who actively click ‘Book a Demo’ are more qualified and motivated. Here is how you can use these layouts:

• Built-in forms work best for pages dedicated to demo requests or lead capture.


• Popup-on-click forms are ideal for product, pricing, or feature pages where the user is in research mode.

How it looks

Your demo widget should feel like a smooth entry point. A simple single-step form is all you need, with initial fields:

• Name (for personalization).


• Work email (to qualify the lead and avoid personal accounts).


• Company name (optional, but helpful for B2B filtering).


• Phone number (only if your sales process includes calls).

Add a dropdown to let users choose their industry or area of interest. It helps with lead routing and makes your reply more relevant. And don’t forget about a friendly headline and a clear CTA button.

Important: if you’re collecting personal data — especially in regions like the EU (GDPR), UK (UK GDPR), or California (CCPA) — it’s essential to show a clear link to your Privacy Policy right in the widget. Place it directly under the CTA button.

Pairs well with

For visitors who aren’t quite ready to book a call but are still interested, lead magnet popups offering helpful content (like guides or checklists) can keep them engaged. And after the demo, a simple Get a quote widget is a natural next step — it helps move the conversation forward, showing you're ready to offer clear value and tailored pricing.

How to set it up

We’re building a click-to-open lead generation demo widget that helps you collect leads in a friendly, no-pressure way.

Step 1: Choose a template

No need to build anything from zero. Claspo has a huge library of templates — just find one that fits your goal. Once you pick the one you like, it’s time to make it yours.

Step 2: Customize it

Claspo’s editor is super straightforward. Click any part of the widget to change the text, colors, fonts, button style, or background — whatever fits your brand vibe. This template uses a happy customer quote and a star rating. Want to change the stars? Easy. Either upload your own icons (PNG, JPEG, WebP, GIF) or use something from Claspo’s built-in image gallery.

Add your own industry options to the dropdown: click it, then go to General > Edit options.

If you want to collect only business emails, click on the email field, go to the General tab, and activate the ‘Do not accept public email’ toggler.

Want to ask a specific question? Click on the input field, go to General, and edit the placeholder text.

To adjust the CTA button (color, shape, hover effect, etc.), just click it to open the settings panel on the right.

Don’t forget the confirmation screens — Success and Error. You’ll find them at the bottom of the editor. Click to customize the message users see after they submit the form.

Step 3: Set display conditions

To make the popup appear after clicking a specific element (like a button or link on your site), do this:

• Turn off the rule-based display toggle.


• Turn on the click-based option.


• Then follow the quick guide on ‘How to find a CSS selector’ to hook the popup to your chosen element.