Growth & Marketing

How to Personalize Interactive Product Demos for ABM Campaigns

9 minute read
Natalie Marcotullio
Natalie Marcotullio

Today’s buyers are plagued with salesy emails and tropey marketing tactics. To stand out in this sea of generic marketing, you need enhanced personalization.

As you might expect, this has fueled a great migration to account-based marketing (ABM) — 93% of B2B professionals now have an ABM program.

But with everyone vying for attention from the same accounts, it’s become harder and harder to stand out.

The solution? Personalized demos. In this post, we’ll explain the value of personalized interactive demos and the steps you can take to implement them and wow your prospects.

Why personalize interactive demos?

Unlike a typical one-pager, interactive demos allow prospects to get their hands on your product and visualize how they might use it in their organization.

The team at Dooly says, “Receiving a demo on a feature you were most interested in feels more personalized than just an email or one-pager and is just as scalable for our team to share.”

Letting potential customers explore and see the product in context further qualifies them in or out.

Another benefit of personalizing interactive demos is that they are faster to build and more immersive than videos.

Traackr’s marketing team shares, “Overall product tours are a better experience for us and our audience compared to video content because Navattic interactive demos are easier to create, update, and click through for end users."

Being able to create and modify templates enables sales teams to build demos that can lead any prospect to the most applicable aha moment for their use case.

And lastly, personalized interactive demos tend to improve ad and outbound performance.

Form, a digital assistant for frontline field workers, helping agents view and update their cases and back-office data. Marketing to field service managers is a challenge. They’re dealing with changing schedules, intense work hours, and poor, outdated tooling.

Although Form speeds up data collection, improves communication, and gives leaders real-time intelligence, many field service managers don’t know that. So to get in front of potential customers, Form prepared an account list and extensively researched prospects, trying to predict their biggest pain points. From there, they built and sent custom self-guided interactive demos to every individual account.

Interactive demos helped Form prospects understand the product and its value right away. Form saw a 33% increase in conversion to drive prospects into their sales funnel.

At the same time, the Form team decreased their cost per lead by nearly 50% compared to campaigns running with the “request a demo” CTA.

Today, Form repurposes interactive demos as calls to action on LinkedIn ABM campaigns, generating even more leads at a lower price point.

5 Steps to personalize demos for ABM

Below, we’ll give you five pointers for creating your own tailored emails and share a few other resources you can use to optimize your ABM campaigns.

Here is how we ran our ABM campaigns at Navattic.

​​Step #1 - Validate your tech stack

You need three tools to start sending personalized interactive demos:

  1. An enrichment platform that connects to GA4 and identifies the accounts coming to your website and interactive demo Some examples are Clearbit and 6Sense.
  2. A website personalization platform to tailor your website and ads to each visitor’s characteristics and behavior. We recommend Mutiny or Metadata.
  3. An interactive demo platform to build relevant demos to each account, like Navattic and Reprise.

Step #2 - Create a strategic account list

Now is the time to get tactical.

First, run an ICP analysis to see what kinds of customers have been most successful with your product. Then, pinpoint companies in similar industries or that have similar traits.

For example, after completing this analysis at Navattic, we found that martech companies tended to be a great fit.

At this point, you have enough data to create an ABM list on your enrichment platform.

For our campaign, we had roughly 100 companies in our first experiment. Starting small helped us keep our test under control and feel confident about the results before scaling up.

Step #3 - Create personalized landing pages

Using the same landing page for every customer segment is like trying to sell every person the exact same meal. Everyone has different palates and preferences.

So customize based on company verticals. To gain inspiration, look at G2 categories. For instance, Navattic’s category is demo automation, which is far more specific than something like “internet software.”

To eliminate the manual work of looking at G2, consider using a tool like Keyplay, which has 21 modern industry categories and allows you to slice and segment with 30 account enrichment fields.

Next, update the language and logos on the page to pique your targets’ interests and stoke their competitive spirit.

At Navattic, we created a dedicated martech landing page emphasizing Navattic’s ability to help customer engagement companies grow by showcasing product value.


All the client logos we chose to display are extremely relevant to the industry, giving martech leaders confidence that our tool does what we say it does.

And prospects can then try it out for themselves — the next section of the web page is our interactive demo.

navattic personalized homepage demo

To create an even more custom experience, you can personalize the text in your interactive demo flow.

Using Navattic, you can reference the visitor’s company, name, or industry directly in Modals and Tooltips.

For example, you might greet your viewer with, Hi, [user.fullName]"!

Within the Navattic Flow Builder, click the rich text editor on a Modal or Tooltip. In the header, click "+" and select "Personalization." Then, select "Personalization" in the rich text editor.

Personalized variable modal

Next, select the variable you want to add to the step For this campaign, I had to create custom variables to match the Mutiny Dynamic variables. Finally, set an optional fallback value to use in case a variable token isn’t found.

Personalization variables

For more personalization inspiration, check out these ABM playbooks from Mutiny:

Step #4: Create ads and outbound messaging

Personalized demos make for far more engaging performance marketing content. So why not create ads that feature them?

Create ads in the channels you know your target accounts hangs out in. For us at Navattic, this channel was LinkedIn.

Our interactive demo ads drove our prospects to specific landing pages corresponding to their characteristics and behaviors and gave them a highly-tailored experience.

Finally, keep your messaging as consistent and simple as possible across all channels. Your outbound messages and landing pages should have almost identical language.

For more ad inspiration, check out these ABM playbooks from Metadata:

Step #5 - Track results and retarget high intent accounts

You can’t know what’s working unless you measure it.

We use our GA4 integration to monitor our campaigns and identify the top companies going through our interactive demo.

To make this report useful, we combine GA4 and Clearbit to create a custom report with the following attributes:

  • Row: Clearbit company name
  • Values: active users, sessions, event count
  • Filter: “Navattic events” only

GA4 Report

Companies most engaged with your interactive demo will have the most users, sessions, and events.

Our reps message those top accounts asking if they want to schedule a live walkthrough. Because they’ve already interacted with the product tour, they’re more likely to come to any in-person demos with higher-level questions and greater interest.

Personalization is a must-have, and interactive demos can help you take your ABM campaigns to the next level. For more interactive demo guidance, check out:


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