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roy sosingCommunity Manager

Understanding and Enhancing Your Demo View Rate with Consensus

Understanding and Enhancing Your Demo View Rate with Consensus In the world of B2B sales, keeping an eye on demo view rates can really help you understand how engaged your buyers are. In this article, we'll explore why these view rates matter so much and show you how Consensus can help enhance them. What is View Rate?The view rate shows the percentage of recipients who take the time to open and enjoy your demo videos. This metric is super important because it reflects how interested and engaged your audience is with your content. A higher view rate often means more buyers are intrigued, which can lead to quicker sales and better closing rates. Only views from external email domains are counted in Demolytics. A DemoBoard counts only if at least one recipient has an external email domain; if all recipients are internal, it will not count. Thus, to be included in the denominator and potentially contribute to the numerator (having a view), a DemoBoard must have at least one external recipi

10 days ago

andrea.douglasCommunity Manager

Salesforce

Role-Based CRM Sync Field Requirements

How to utilize role-based permissions to set field requirements for CRM Sync. For more granular control of the CRM Sync fields and if they are required for certain individual or groups of sales users within your Organization, there is a new permission at the role level that can be created. Enabling CRM Sync Field Requirements at the Role level, will allow that role to have specific settings over what fields are required. First, enable the overall permission. Then select which Field, either "Require Account, "Require Opportunity" or both. If you are currently using the Global Demo Setting toggles to set this validation on a global scale, then please also select "Enable High Priority" to ensure that for the users with this role, Consensus will prioritize the permission set over the settings on Global Settings page. Setting "Enable High Priority" will ensure that, for this specific role you are creating, any users assigned this role will have their settings take priority over whatever is

12 days ago

MelissaConsensusCommunity Manager

Product Round-Up: Track DemoBoards, Extension Updates, and More!Product Update

Our team works hard to ensure Consensus customers have the very best experience possible. Over the past few weeks, we’ve released product improvements that provide clarity, help streamline workflows, and create cohesion across the platform.This round-up has everything you need to know about what’s new with Consensus, starting with Track DemoBoards! Track DemoBoards DemolyticsWe're excited to announce that the updated Track DemoBoard Demolytics is now available for all customers! This enhancement gives you even greater control over your data and the metrics that matter most to your business. Key improvements include:Customizable and Auto-Saving Table Views: Manage the columns visible in your Demolytics table and have your preferred view automatically saved, even when navigating to other parts of the app. Flexible CSV Export: Download a CSV of the complete table view or just the columns you've selected for focused analysis. Modernized Interface: Enjoy a visually refreshed table with a m

620

20 days ago

kathleen.cuaNew Participant

General

DemoBoard Viewer Privacy and ‘I’m New Here’

Within a Consensus DemoBoard, the ‘Who Are You’ page is built to drive social pressure by showing who else has been invited to the DemoBoard. This helps drive engagement as recipients see other associates listed. The ‘Who Are You’ page also allows the option for New Viewers to sign up to be able to enter into the DemoBoard. the ‘Who Are You’ page shows the Name and Email associated with each viewer and shows the ‘I’m New Here’ button when 'Increase Viewer Privacy' is OFF:'Increase Viewer Privacy'‘Who Are You’ page Consensus gives you the flexibility to determine what information your viewers can see about other recipients within their particular DemoBoard. To adjust these options, click Settings () in the lower left-hand corner then select Global Demo Settings:Settings > Global Demo SettingsThe ‘Increase Viewer Privacy’ settings are found under the Account Settings tab. By default, this feature is ON at 'Low' level:‘Increase Viewer Privacy’You will have two levels of Viewer Privacy

602

26 days ago

adamyoungCommunity Manager

Using ReachSuite

Upgraded ReachSuite Extension GuideTutorial

Upgraded ReachSuite Extension Guide Welcome to the ReachSuite Simulation and Dynamic Tour Experience Builder. You will use this Chrome extension to build (aka capture) both dynamic tours and simulations. All enriching (aka editing) will be done in the web application. To get started, follow these quick steps to download, configure, and build your first experience with the ReachSuite Simulation and Dynamic Tour Experience Builder. Start by downloading the chrome extension here Remember to pin it to the top of your chrome bar Pining a Chrome Extension Now once the extension is pinned, click the ice cream cone icon in the top of your extension bar to open ReachSuite side bar and click “Sign in”. The extension will automatically authenticate with your Consensus credentials. Then you will be able to select the type of experience you want to build: Dynamic Tour or Simulation*. Note: Simulation will only be available if your account has purchased a simulation package. Choose the experience

970

1 month ago

tysartorCommunity Manager

Best Practices

Master One Demo Type

Master One Demo Type: Start Simple with Vision and Micro Demos Understanding the diverse demo types available on the Consensus platform is crucial to enhancing buyer engagement and streamlining your sales processes. However, diving headfirst into creating all available demos might seem daunting and can overwhelm both you and your prospects. While there are six main demo types (there are more), let's discuss why starting with a Vision or Micro Demo can set you on a path to success. 90% of our demo content consists of videos that are 3 minutes or less. While it can be exciting to make full length demo content, the reality is, it slows us down both in the recording and the editing process. Additionally, those demos rarely get viewed as most buyers want to interact and engage with shorter content. I would advise any new creator to start simple, start small, and make quick, engaging content. With this approach, you’ll make more content faster, scaling your teams while providing buyers with

240

1 month ago

tysartorCommunity Manager

Best Practices

Watch: ScreenPal Masterclass

Discover Seamless Demo Editing with the ScreenPal Masterclass As B2B professionals dedicated to enhancing buyer engagement and streamlining sales processes, we understand the importance of delivering top-notch demo content effortlessly.Introducing the ScreenPal Masterclass—an intuitive and comprehensive guide designed to help you master the art of demo editing with absolute ease.At Consensus, our goal is to empower sales engineers, solution consultants, account executives, and marketing teams to create impactful, personalized, and engaging demo content quickly. The ScreenPal Masterclass combines expert insights, hands-on instructions, and practical examples to ensure you can start editing your demos immediately and confidently.Why Watch the ScreenPal Masterclass Demo?Simplified Editing Process: Learn the streamlined steps to edit demos efficiently, saving you time and effort. Enhanced Engagement: Discover editing techniques that keep your audience captivated and interested throughout t

240

1 month ago

tysartorCommunity Manager

Best Practices

Getting Started With Tours

Unlocking Buyer Engagement with Consensus Interactive Product Tours Watch a Video Demo about Interactive Product ToursWelcome to an era of unprecedented buyer engagement and efficiency with Consensus Interactive Product Tours. These tours are a game-changer for sales engineers, solution consultants, account executives, and marketing teams committed to delivering personalized, impactful product experiences to their prospects.At Consensus, we understand that today’s B2B buyers need more than just data—they crave comprehensive and engaging experiences that allow them to interact with the product on their terms. Interactive product tours are designed to fulfill this need by combining immersive video content, product demonstrations, and discovery automation into one seamless experience.What are Interactive Product Tours?Interactive Product Tours come in two forms; Story Paths Tours and Dynamic Tours. These tools are buyer-centric explorations of your product that use clickable elements, an

250

1 month ago

tysartorCommunity Manager

Best Practices

Content Creation Onboarding Demo

Welcome to Consensus: Your Journey to Content Creation Proficiency Begins! Welcome to Content Creation Onboarding with Consensus. We're thrilled to have you join our community of innovators transforming the B2B buying experience.At Consensus, we understand that today's buyers crave more than just information—they demand engaging product experiences. That's why we've created the world's first Product Experience Platform, designed to empower your teams to deliver personalized, impactful product experiences across the entire customer journey.As you embark on your content creation onboarding journey, you'll discover how to: Create impactful product experiences: Learn to craft interactive product tours, on-demand video demos, and automated product simulations that resonate with buyers and address their unique needs. Personalize the buyer's journey: Guide prospects through tailored experiences that showcase your product's value and accelerate their path to purchase. Leverage data-driven

270

1 month ago

tysartorCommunity Manager

Best Practices

New To Content Creation? Start Here

Start Here Getting started as a content creator inside of the Consensus platform can lead to a lot of questions. We’re here to help you along your journey. Before you begin, we recommend taking what we call the DemoIQ Assessment to establish a starting point. It’s alright if you don’t score highly in some areas. In fact, we expect that there will be some areas of opportunity. That’s a good thing as it helps you discover which areas to focus on. We recommend taking this assessment again in six months to see how you’ve grown. Understanding Your DemoIQ AssessmentThe DemoIQ Assessment is a vital tool that helps new users gauge their skills in creating and managing demo content. Whether you are an account executive, solution consultant, customer success manager, or part of the marketing team, this assessment will provide you with valuable insights into your current abilities and areas where you can improve. What is the DemoIQ Assessment?The DemoIQ Assessment is designed to measure your prof

240

1 month ago

gwennadfNew Participant

General Q&A

I want Advice on Using Consensus More Efficiently

Hey everyone, I have been using Consensus for a little while now but I feel like I am not making the most of it. I know it is great for interactive demos & helping prospects get the info they need quickly but I want to hear how others are using it effectively. How do you structure your demos to keep them engaging but not overwhelming? Do you have any tips for making sure prospects actually go through and interact with them instead of just skimming? Also, what is the best way to follow up after sending a Consensus demo—do you prefer email, LinkedIn or something else?? Also I have check this https://hub.goconsensus.com/topic/show?tid=268&fidtableau-certi I appreciate any insights If you have any cool tricks or things that have worked well for you I want to hear about them.Thank you…...:)

301

2 months ago

robin.earlyNew Participant

Product Q&A

Demo Board Help

When sending out a demo and creating a demo board, will I receive an email everytime someone views the video? Does it show exactly which person is viewing the video? We want to use it to send a short video training and want to know if this will meet the needs of our client that we are doing the video for so they can see who viewed and watched the video in the demo analytics? We also don’t want them to get a ton of email every time someone watches the video though. Can you assist?

311

2 months ago

ImaneSoussiNew Participant

Product Q&A

Possible to adjust video speed of tour video elements?

Hello, I just saw that viewer cannot adjust the speed of tour video elements.Is it possible for the viewer to have this option for the videos of interactive elements of the tour ?Thank you,

191

3 months ago

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