Skip to content
  • There are no suggestions because the search field is empty.

How to Create a DemoBoard within Consensus

Create a DemoBoard

A DemoBoard is a unique, prospect-specific landing page for one or more of your demos. Every DemoBoard gets its own URL and its own Demolytics, so you can see exactly which prospect — and which stakeholder inside that prospect — engaged with which demo.

Open the Create DemoBoard page

Click the “Create +” button in the top of the left-hand sidebar to expand its sub-menu, then choose DemoBoard.

Share menu in the sidebar — DemoBoard and Public Link are the two options.

Pick a demo (or build a playlist)

The Create DemoBoard page opens with your demo list. Click any demo to add it to the playlist on the right. Use the filter chips to narrow the list:

  • All Demos — every demo you have access to.
  • Favorites — demos you've hearted.
  • Recents — the last 20 demos you used in a DemoBoard or Public Link.
  • Promoted — demos admins have flagged as the recommended go-to for current campaigns. Promoted demos display a star icon throughout the platform.
  • Search — type-ahead search across your demo titles, descriptions, and tags.


 Create DemoBoard page — pick demos from the list to build your playlist.

Drag and drop within the playlist to set the order viewers will see the demos. A playlist can contain up to one Advanced Branching Demo plus up to 15 Single Experience or Standard Personalization demos.

Add recipients

Any recipient you’ve already sent a DemoBoard will be saved as a contact for you. You can also connect your Gmail contacts to easily add recipients.

 

Simply select from your contacts to add recipients to the DemoBoard. Consensus will try to auto-fill Organization and First/Last names from each email. If your Account has First & Last Name required, the system will automatically pull up the quick contact modal where you can add their information. Just add their info and click “Enter” or the “Save” button to continue. That recipient will now be updated in your Consensus contacts the next time you send them something.

First name, Last name error fixing (First & Last name is required)

Personalize the DemoBoard

A few personalization fields appear below the recipient list:

  • Organization — appears on the DemoBoard cover page. Auto-filled from the first recipient's email domain (e.g. jon.doe@metatech.com → Metatech).
  • Subtitle — also appears on the cover page.
  • DemoBoard Name — Optionally required, internal-only label used in the Track DemoBoards list. If left blank, Consensus generates one as Organization – First Demo Name.
  • CRM IDs (Account ID, Opportunity ID) — optionally required, used by API integrations for CRM attachment.
  • Personal Intro Video — optionally play a short video before the demo. Choose your default Personal Intro Video from My Profile, or record/upload a custom one for this DemoBoard, or skip it.

Recipient list, Organization/Name, and Personal Intro Video controls.

Additional Options

Click the Additional Options panel at the top of the page to expand more controls:

  • Notifications & Access (Notifiers) — pick reps or groups who should receive the same view/share/interaction notifications you receive. Notifiers can also opt to display their contact info on the DemoBoard.
  • Two-factor Authentication — when enabled, viewers must enter a one-time PIN sent to their email before they can watch the demo.
  • No-View Notification — set a cadence and a max count for reminders if no one views the DemoBoard. Useful for surfacing stalled deals.
  • Expiration by Days — the DemoBoard becomes inaccessible after this date. You can extend or disable expiration later.
  • Mark as Test — flag the DemoBoard so it's excluded from reporting. Use for any internal testing.

Additional Options panel — Notifiers, 2FA, No-View Notification, Expiration, and Mark as Test.

Create the DemoBoard

Click Create DemoBoard. Consensus generates a unique URL and presents the Share DemoBoard modal with three Calls to Action you can use for your outreach

  • Image Link (recommended) — embeds an image (or animated GIF) that links to the DemoBoard. GIF links can lift CTR by up to 26%. The image is auto-pulled from your Personal Intro Video or the first video in the playlist.
  • Button Link — a custom button (text, fill color, text color, corner radius) linking to the DemoBoard.
  • Text Link — the raw URL. Use the Shorten option to create a bit.ly link for tools like LinkedIn that don't support inline images.

Demoboard Link Selection - Image link, Button Link, Text Link

Consensus allows you to either “Copy” the DemoBoard link to be able to share it within existing outreach, or send it directly with your own email using our Gmail our Outlook integration.


 

Simply click on “Send via Gmail” or “Send via Outlook” to pull up the email send modal. From here you can adjust the messaging and click “Send” to have your DemoBoard sent to your recipients directly from your own email account.


 

NOTE* You can set your Email Template right within your My Profile page. Start by clicking on your Name at the bottom of the Left Hand Navigation then select My Profile:

 

 

Now just click into the Email tab where you can set your email notifications and personalize your DemoBoard Email Template

 

 

That’s it! You’ll now see the DemoBoard you’ve sent right in your Track DemoBoard page where you can view its engagement, as well as edit and manage your DemoBoard.