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How to pull Viewer Data into your Consensus Public Link Lead Form Consensus makes it easy to pull in previously submitted form data into your Public Link Lead form to automatically fill out and submit the form for your viewers. This creates a seamless experience for viewers while still allowing you to tie demo engagement to a specific Viewer.  Create Your Public LinkNavigate to Create Public Link within the left hand navigationSelect the demo you want to use and fill out the required fields for your Public Link NOTE* The fields associated with the Lead Capture Form you select will determine the data our system will look for Click Create Public Link to generate your Public Link URL and embed codeCopy your Embed Code w/ SnippetTo pass parameters into your Consensus Demo, you will need to select the dropdown for “Copy Embed Code” and select “Copy Embed Code w/ snippet.Customize Your Snippet ParametersPaste the embed code into your notepad, or tool where you can adjust the snippet to help

OverviewWe’ve improved how Consensus connects with SalesforceThe integration now uses OAuth 2.0, a secure and modern authentication methodThis means: No more API Keys or Secrets No more public Salesforce sites A simpler connection process right from your Integrations page in Consensus If you’ve connected Salesforce before using API Keys, you’ll need to reconnect using OAuth 2.0  What’s NewFeature Previous Method New Method (OAuth 2.0) Authentication API Key + Secret Secure OAuth 2.0 CRM Sync Tab Visible for setup Hidden once connected Public Salesforce Site Required No longer needed Configurations Managed under CRM Sync Managed under Salesforce → Configurations   How to Connect Salesforce (OAuth 2.0) In the Consensus webapp, go to Integrations → Salesforce (you need to be a Consensus Admin to see the Salesforce tile)   Integrations > Salesforce app  Click Connect (The user initiating the Connect must have the "Consensus Admin Group" permission set assi

Setting-by-setting Guide to Dynamic Tour Brand Settings This article will cover everything you need to know about setting up the Brand Setting properly in ReachSuite and Consensus for Dynamic Tours and Discovery Demos.Brand settings are access in two places for first inside of ReachSuite Under Settings > Brand Color Theme found in the left navigational menu or if you click Create and select Discovery Demo and navigate to step for Demo Style Settings.  First we will cover off the ReachSuite settings but it is important to note that Demo Style Settings will override the ReachSuite Brand Color theme.  ReachSuite breaks their brand color themes into several sections. The first is Global Styles.  The Primary and Secondary options here are legacy settings and will be sunsetted as we move towards a full brand settings migration into Consensus. The background, border, and text colour all control the styling of the Full Screen Callouts within a Dynamic Tour. The border controls the colour of

Consensus Ai Video Builder powered by Trupeer 1.0.Steps to Activate the Ai Video Builder  Consensus Client Success Manager will need to turn on the toggle called ‘Trupeer’ and ‘Freemium’ in Admin/Keeper tool. The first client/organization ‘Admin’ role will be the organization Admin in the integration.  All users who do not have ‘Admin’ permissions in the Consensus application will need to have the standard Consensus role called ‘Ai Video Builder’ added to their permissions via the Manager Users & Access panel: