Step 2 - Recording your first demo

Step 2 — Record your first demo

Step 2 of new-user onboarding. By the end of this step you'll have your first Consensus demo ready to send.

Pick a demo type

• Single Experience — one fixed video walkthrough. Simplest. Best for short overviews and recorded webinars.
• Standard Personalization — viewers rate features by importance, get a tailored playlist. The workhorse format for sales.
• Discovery Demo — branching paths via Discovery Builder. Best for multi-persona buyer journeys.

For your first demo we recommend Single Experience — it's the fastest path to having something to share. You can graduate to Standard or Discovery once you're comfortable.

Record your video

• Use any screen recorder (ScreenPal, Camtasia, Loom, QuickTime, OBS). Aim for 1080p, no background noise.
• Save as MP4.
• See "Recommended Content Creation Guidelines" for full quality tips.

Upload into Consensus

• Click Create → Single Experience.
• Walk through the Demo Wizard's six steps (see "How to Create a Single Experience Demo" for the full walkthrough).
• On Step 3 (Demo Content), upload your video.
• On Step 6 (Finalize), set Demo Access and click Publish.

Send it as a test

Send a Test DemoBoard to yourself (toggle "Mark as Test" in Additional Options so it's excluded from real metrics). Walk through the viewer experience end-to-end. See "Create a DemoBoard within Consensus" for the full create-and-send flow.

What's next

"Step 3 - Uploading and Organizing Content" covers the Demo Library setup. "Recommended First Steps" has a 5-day getting-started plan.