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  3. Uploading Content to Consensus (Demo Wizard Walkthrough)

How to Create a Standard Demo


Consensus is a powerful platform to house all of your video content whether it's a demo you create using our partnership with Screenpal, existing video content you already have, or content you've produced by a third party. Consensus allows you to take advantage of insightful demolytics and full Demoplayer functionalities with all of your content.

To create a new demo within Consensus you'll go to Demos > Create Demos > Select Standard Personalization Demo:


Standard Personalization Demo Structure - This allows you to provide an intro video and then let each viewer personalize their demo to their unique interests, based on the feature videos available to them within the demo. These are all tied to the full functionality of the demo player.

STEP 1: Demo Info

In the first step you'll be able to add the Internal and External (client facing) Titles for the demo. The Description is optional and can be used to add elements that are searchable within the Demo Library and other Demo dropdowns


STEP 2: Demo Style Settings


In Step 2 you will choose the language of the demoplayer, for which we currently support the following:

  • English
  • Chinese Simplified
  • Chinese Traditional
  • Czech
  • Dutch
  • French
  • German
  • Italian
  • Japanese
  • Korean
  • Polish
  • Portuguese
  • Russian
  • Spanish
  • Swedish

Next, add your logo, favicon, and set what colors you want to use for the demoplayer. Learn more about Demo Style Settings here


Within the Contact Info section, you'll add a general company phone number, email, as well as links to your company social media channels.


STEP 3:  Demo Content


In Step 3 you'll upload the videos and related documents for your Standard Demo.

  • The Intro Video is optional and will pay before the Viewer rates the features you add to your Demo (we recommend using an MP4 or Webm file):
    • Intro Docs are optional as well. These docs will show in the Doc bar to the viewer during the entire Standard Demo regardless of how the Viewer personalizes the feature ratings
  • Feature Content is what the prospect will rate when they're personalizing the Standard demo.
    • The Feature Title is what Viewers will see when they rate your features
    • The Description is an optional element that you can use to give additional context to your Viewers about the feature. This will show as the Viewer mouses over the helpful hint added if you include a description
    • Tours are an optional interactive element that can give your prospects a preview of your solution. Learn more about tours here
    • You can upload two video versions within the same feature subject.
      • Long Video - will play for features marked as Very Important
      • Short Video (optional) - will play for features marked as Somewhat
        • NOTE* If only the Long video is uploaded it will be used for both Very and Somewhat Important responses
    • Related Feature Docs will show to the Viewer if they have rated that feature as Somewhat or Very important
  • Some Tips & Recommendations
    • We recommend 4-8 features for a Standard Demo. More than that can feel long for the Viewer to go through and rate
    • We recommend using a short video that is about 1/3 the length of the Long video. This will help ensure you can educate your viewer on the topic but not lose their interest and have them leave the Demo before finishing all features.
    • Use the Intro Docs if you have related documents you want to make sure are always available for all Viewers

STEP 4: Stakeholder Actions

In Step 4 you'll be able to choose where the Share Prompt will populate within a Sales DemoBoard. You'll also be able to choose if you want to enable BuyerBoard for this specific demo. If you're interested in learning more about the BuyerBoard see our article here.


STEP 5: Additional Interactions


Step 5 allows you to choose where the Lead Collection Form will populate for the public versions of your demo (using the demo on your website or sharing on your social media channels). We recommend placing the Lead Collection Form after the personalization phase. To do this you'll select "After the personalization questions":

You'll also be able to choose if you want to have Call to Action buttons populate on the demplayer. You can have up to four different CTA's on the demoplayer (along with the "Invite Others" CTA if you're sending Sales demos).


NOTE* The "Invite Others" Call to Action is automatically added to DemoBoard (Sales) links you create with your Demos

NOTE** Call to Actions linked to the Consensus Lead Capture Form will NOT show within the DemoBoard (Sales) links you create with your Demos

Examples of what these CTA's look like on a DemoBoard


STEP 6: Finalize


In the final step you'll be able to add your details for Demo IDs, as well as set the Demo Access for your Demo.

  • Demo Access
    • Visible in Demo Library - Allow Users to preview and request access to this Demo by placing it within your Demo Library
    • Demo Access
      • Self Service "Can Use" - allow your Users to automatically gain "Can Use" access to demos when they request it within the Demo Library. This limits them to only Create DemoBoards or get the Public Link to your Demo based on their User Role and permissions
      • User/Group Access - Grant access to Users and set what level of access you want those Users/Groups to have

Learn more about Consensus Roles and Permissions here

Publishing Your Demo


Once you have everything set for your Demo, publishing it allows it to be used. This allows you to get everything set up for your Demo and then set it live by Publishing it. Users won't be able to create DemoBoards or get Public/Marketing links to your Demo if it is not Published.

This can also be used as a "kill switch" if you determine you no longer want Viewers to be able to watch your Demo. Unpublishing the demo will send Viewers that navigate to the Demo to the "Demo is expired" page.

That's it! You now have a finished demo. Remember, there is no limit to the number of videos you can upload to your account. Take advantage of Consensus' powerful demolytics by uploading all of your video content to your Consensus account.