Learn how to configure your account to prevent unwanted viewers from entering your demo.
Using interactive video demos can help you scale your sales engineering function in a big way by providing access to video demos that automatically personalize to each stakeholder's unique interests without tying up presales resources.
However, if the content you put into your demos is highly proprietary you could run the risk of competitors viewing your demo. This could potentially happen when someone you invite to the demo shares it with someone else outside the target organization.
Consensus provides several configurable settings to help you address this potential risk if this is important to you.
Increasing Viewer Privacy
Using the Email Address as a "Password" by Requiring a White-listed Email Address to Enter the Demo
Normally, for someone to enter the demo, they select their name on the DemoBoard from a list of all of the names of people you invited to the demo. Because the viewer sees the names of others in their organization, this is a powerful feature that leverages social capital to encourage listed people to enter the demo and new viewers who are not listed to self-register for the demo (the most common way to discover new stakeholders).
To increase confidentiality of your demo content, Consensus provides an alternate way to enter the demo by requiring the viewer to type their email address. If the email address they enter is on an approved list of email addresses, they can enter the demo. Otherwise, they are denied access.
To turn this on, click Global Demo Settings from the Settings menu.
In the Account Settings tab, turn on "Increase Viewer Privacy" and choose "High":
Click Save at the bottom of the page.
Now when a viewer accesses the link to the demo, they don't see the others invited to the demo and they have to enter a previously listed email (when you set up the DemoBoard link) to get into the demo.
NOTE: If you do not have any Sharing restrictions turned on, a white-listed viewer can enter with their own email and still click the Invite button inside the demo and invite someone else to the demo which effectively white-lists anyone they share it with. If confidentiality is of utmost importance, make sure to also turn on the Sharing restrictions (see below).
Sharing Restrictions
One of the most powerful benefits of interactive demos from Consensus its ability to help you discover and engage other stakeholders in the buying group as the demo gets shared with others. With certain configurations you can limit or disable this feature entirely. Keep in mind that if you disable it, Consensus can no longer help you discover new stakeholders in the buying group organically.
There are two settings that can help you restrict sharing and protect your proprietary information.
Restrict Sharing to Emails Within the Same Domain
To keep sharing enabled, but limit the risk that the demo will be shared with others outside the prospect's company, go to Global Demo Settings:
Turn on Enable Sharing Restrictions:
This will prevent them from sharing the demo with anyone that doesn't have the same email domain suffix that they have. For example, if you send the demo to john.doe@acme.com, they can share the demo with anyone that has an email that ends in "acme.com", but they cannot share it with anyone that has a different email suffix.
Click Save at the bottom of the page.
NOTE: By combining this configuration with the "High" Viewer Privacy setting described earlier in this article, your viewers will only be able to enter the demo by entering their email address and they won't be able to share it with anyone outside their organization.
Turn Off Sharing Altogether
If needed, you can choose to turn off the ability to share the demo altogether. This removes the Invite button from within the demo. Go to Global Demo Settings:
Turn off "Sharing to Engage Other Decision Makers"
Click Save at the bottom of the page.
Demo Expiration: Limit the Number of Demo Views
For an added layer of protection for your demo content, you can limit the number of views to a demo before it expires.
For example, suppose you want to give your prospect just one opportunity to view the demo so that if they forward on the link to someone else after viewing it, the new person cannot enter the demo.
Go to Global Demo Settings:
Turn on Demo Expiration and set the views to 1.
Click Save at the bottom of the page.
Consider Taking the Risks and Leaving Your Demo Open
When you choose to turn on any of these settings you are choosing security and privacy over the benefits of leaving your demo open. Leaving your demo and unrestricted gives you the most opportunity to:
- Drive repeated engagement with targeted prospects through multiple views.
- Discover, engage, and educate different stakeholders in the buying group earlier in the sales process, leading to shorter sales cycles.
- Discover stakeholders outside the buying group in the same or related organizations. Sometimes organizational divisions or sub-entities have different email domain suffixes. By leaving this unrestricted, Consensus demos can help you discover leads into other opportunities in related organizations.