What do you do if you need to send the same demo to 25 different prospects at 50 different companies, and don't want to create a new DemoBoard for each and every one. Well, that is a great opportunity to use the mail merge functionality. In this article, we will walk through the steps to create a mail merge demo link and provide supporting articles on how to implement the link into your email marketing service or sales email tracking tool. Click here for a list of articles for more specialized instructions on utilizing the mail merge function in other sales platforms.
- Log in to the Consensus platform and click on the Cog icon in the upper right-hand corner, then click Mail Merge
- Click Create New
- Now enter a link name, select the corresponding demo, and the mail merge platform:
It's important to note that the Mail Merge Formats already defined in the Consensus Platform are for the default field names for the following:
- First Name
- Last Name
- Title (optional)
If your mail merge platform is not already listed in Consensus then you have the ability to define the merge codes by selecting "Other":
Note: The Mail Merge Link views and analytics are tracked within "Track Demos Sent" within the "Sales Accelerator". The Mail Merge link is unique to the user that creates it and the demolytics will only show under that users account. You can also add notifiers which will allow them to see the demolytics within their own Track Demos Sent as well as receive email notifications for demos views from this Mail Merge Link. To add this information click the additional options button at the bottom of the page.
PRO TIP: By default, your Viewers will be brought to the Who Are You page for the DemoBoard created by the Mail Merge link. You can allow your Viewers to skip this page and go directly into the Demo experience by adding the parameter &way=0 at the end of your Mail Merge link (That is a Zero, not the letter O). So your Mail Merge link will look as follows:
The Mail Merge link received by your Recipient would then look like this:
NOTE* In order to allow Viewers to skip the Who Are You page you will need to have the following placeholders within the Mail Merge link being populated by your mailing system:
- first name
- last name
- email address
If the Mail Merge link is missing any of those fields the Viewer will be brought to the Mail Merge Entry form to capture any missing fields to create their custom DemoBoard invitation:
- Viewers will only see fields not already populated by your mailing system
- Once they fill in any remaining required fields they will be taken directly to the Demo when they click "Play Demo"
NOTE 2* Because this feature allows you to skip the Who Are You page, these Viewers will not see any Personal Intro Video that may be associated with the link. If the Viewer Shares the DemoBoard with other Recipients, those new Recipients will be brought to the Who Are You page where they will see the Personal Intro Video.
That's it! Now you're ready to place this link in your email blast tool and start sending personalized demos.