In this article we will walk through creating a unique DemoBoard invite for your opportunity. This allows you to easy track activity for that opportunity and understand the unique needs and interest of each Stakeholder.
Creating a DemoBoard for a client inside Consensus is simple. When you create a DemoBoard in Consensus the platform will create a unique URL which will be tied directly to each prospect you add within that organization. This allows us to automatically generate Demolytics for each prospect as soon as they click to watch the demo.
Start by going to Sales Accelerator > Create DemoBoard within the Left Hand Navigation:
This will bring you to the Create DemoBoard page:
- Start by selected which demo you want to use to create your DemoBoard
- Next, add the Recipient Information to the DemoBoard:
- CRM IDs
- This gives you the ability to add an Account and Opportunity ID that can be used when connected to another system via API.
- NOTE* These IDs are optional
- Recipients Organization / Opportunity Name
- This will show within the Cover Page of your DemoBoard as well within Demolytics to make it easy to track a given DemoBoard
- First Name / Last Name / Email / Title (optional)
- This information is shown within the DemoBoard based on your security settings and helps drive visibility for your Viewers on who has been invited to the given DemoBoard
- Optionally, you can add a Personal Intro Video that plays within the Cover page of the DemoBoard. This allows you to add a personal touch for your Recipients.
- Use your Default Personal Intro Video which can be recorded within your “My Profile” page
- Create a Custom Personal Intro Video to use within a given DemoBoard
- Or you can decide to not use a Personal Intro Video
- The final step is to choose who you'd like to add as a notifier for this DemoBoard. A 'notifier' can either be a specific rep/s on your team or a group which has been created. These notifiers will receive the same notifications you receive when a prospect views, shares or interacts with the DemoBoard. You will add the notifiers by clicking the Additional Options button and adding the user. From this tab you can also toggle on the show user contact info, see this Article for more info on that feature, or mark the DemoBoard as a test.
- Once you've added Notifiers you'll simply click "Create DemoBoard"
That's it! Now you'll have the ability to choose from three different DemoBoard Call to Actions you can use to add to your prospect outreach whether it is through email, chat, text or however you are communicating with them:
Image Link (Recommended)
The Image Link allows you to link the DemoBoard URL to an image pulled from either your Personal Intro Video or from the first video of your selected Demo.
- For Static Images you can add a Text and Play icon overlay.
- Or you can use an animated GIF version (shown above) using your Personal Intro Video or the first video within your selected Demo
TIP: GIF links can increase clickthrough rates of up to 26%! (learn more here)
The button link allows you to create a custom button that links to your DemoBoard.
- Set the text you want to display within the Button
- Set the corner radius for how rounded the button is
- Adjust the Button fill and Button Text colors
the Text link allows you to get the direct URL for your DemoBoard. Several applications, such as LinkedIn, do not support images within their messages. For these types of apps you can use the direct link.
- Use the Shorten option to create a bit.ly link for our DemoBoard and make it look cleaner within text only messages
NOTE* Several applications, such as LinkedIn, do not support images within their messages
Once you've found your perfect CTA you're ready to copy and paste it into your email or other outreach method and start receiving notifications when your prospects start watching the demo!!!