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How to Create an Advanced Demo

In this article, we'll cover what you'll need to do in order to Create an Advanced Demo within Consensus.



Upon creation of a Standard Demo, a great next step would be to create an Advanced Demo. 

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

An Advanced Demo allows you to provide even more customization for the prospect. In an Advanced Demo, you will have the opportunity to add what we call a branching question. Based on how they answer this question, the prospect will receive a predetermined demo that aligns with how they answered the branching question. 

NOTE: You can route these branching questions to either Standard Demos or Single Video Demos (you cannot route them to another Advanced Demo at this point in time).

In the first step, you'll be able to add the External (client-facing) and Internal Titles for the demo. The Description is a way for the Demo Creator to give more details about this particular demo and when it can be used in the Sales Cycle or Post Sales. Only your internal Reps will see the description.


You also have the ability to dictate if this demo will be accessible to others within your organization or if you want to restrict access. You can customize who has access by selecting specific users or groups which have been created within Consensus.


In step 2 you will add the Logo and Favicon for the Branching Stage (the demo wizard will display a preview on the right-hand side). Any other style settings related to the theme, language, or contact info will be determined on the “sub-demo” you attach to the branching question (the first demo you list in the following section). For more information about Demo Styles see our article here.



In step 3 you will add your intro video (optional). You will want to add your branching question, the possible answers to the branching question, and the corresponding demo associated with how a prospect answers a question. For example, if you’re branching question asks the prospect about what role they’re in, the demo they receive for a salesperson would be different from someone who works in marketing. 


Finally, in step 4 you will be able to preview the demo, share the demo to social media, and you'll also be able to choose if you want to enable BuyerBoard for this specific demo. For more info on the Buyerboard see this article.