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roy sosingCommunity Manager

Gmail, Outlook, Slack and more

Consensus Add-in for Outlook (Microsoft Office 365)

The Consensus Outlook Add-in brings together some fantastic features from Consensus Snap and seamlessly integrates them into Outlook. In this article, we’ll guide you through the easy steps to install and use this handy Add-in. Using the Consensus Outlook add-in allows Users to send DemoBoards directly from Outlook. In this article, we will cover the installation, configuration and how to create DemoBoard links right inside of OutlookInstallation & Configuration Creating a DemoBoard link in Outlook Installing and Configuring the Consensus Outlook Add-inYou can find the Consensus Outlook add-in right in the Microsoft App Store here. Install Consensus Add-in Select "Get it now" and fill out the needed profile information Profile Information Once you have filled in all the necessary information, you will be directed to the confirmation page below, indicating that the process is complete. To view the Consensus add-in, click on ‘New Mail’ New MailNow click the Message/Insert tab t

AmySloaneNew Participant

Dynamic Tour Creator rights for my custom role

What rights are included in the new Dynamic Tour Creator role? I would like to add those rights to an existing custom role, but I am not sure they are available to me. Ideally this KB tip will be updated to reflect this new standard role so I can see what I have/what is needed.

roy sosingCommunity Manager

Consensus Glossary Section 7: Admin Settings & Configuration

Consensus Glossary: Your Guide to Key Terms LEGENDS:Term: DefinitionWhere It’s Found Why It Matters Section 7: Admin Settings & Configuration Brand Settings: A feature to configure Logo, color, and branding.This feature is located on the Admin dashboard. Keeps experience on-brand.User Management: Add/remove/assign users and roles.Accessible in Admin settings > Users. It controls access and organization.Team Setup: Grouping of users into functional units.Accessible in Admin settings > Teams. It supports segmentation and analytics.Permissions Matrix: Defines feature access by role.Accessible in the Role configuration area. It is used to maintain security.Default CTA Settings: Reusable CTA configurations.Located in the CTA editor in settings. Used to standardizes call-to-action language.Data Retention Policy: Defines how long data is kept.Compliance settings (varies by plan). It supports privacy regulations.SSO Configuration: Set up for third-party login systems.located at ‘Admi

roy sosingCommunity Manager

Consensus Glossary Section 6: Integration Terms

Consensus Glossary: Your Guide to Key Terms LEGENDS:Term: DefinitionCommon Use Cases Why It Matters Section 6: Integration Terms CRM Integration: Connects Consensus with tools like Salesforce.Log demo views in contact records. Unifies sales and demo data.*CRM Sync: a function that integrates data, particularly demo engagement analytics and lead information, directly with CRM systems.Requires API credentials from both Consensus and the CRM It provides visibility into demo views and engagement dataMAP Integration: Syncs with Marketo. Nurture automation, engagement scoring. Powers more innovative campaigns.Embed Code: HTML snippet to embed demos externally.Product pages, blog posts, etc. Expands reach.Webhooks: Send live data to external systems.Custom lead routing or Slack alerts. Enables automation.SSO Integration: Enterprise login via identity provider.Company-wide secure access. Simplifies user management.Sales Engagement Integration: Insert demos into tools like Outreach.Demos in seq

roy sosingCommunity Manager

Consensus Glossary Section 5: Platform Features & Interface Elements

Consensus Glossary: Your Guide to Key Terms LEGENDS:Term: DefinitionWhere You’ll See It Why It Matters Section 5: Platform Features & Interface Elements Demo Menu: Navigation panel within a Tour.Demo playback interface. Supports self-guided exploration.*Demo: is a dynamic, customizable, and measurable digital asset designed to educate and persuade buyers.Demos can be accessed in the Demo Library. It is the core, adaptive component that empowers buyers. Single Experience Demo: A demo type that lets you upload a single video, enabling Demolytics and full demo player functionality with your existing content.It can be accessed in the ‘Create Demos’ menu. It streamlines video content deployment, enhances engagement tracking (Demolytics), and enriches the viewer experience with interactivity. Standard Personalization Demo: A demo type that lets viewers personalize their experience by selecting video segments.It can be accessed in the ‘Create Demos’ menu. It allows viewers to customize

roy sosingCommunity Manager

Consensus Glossary Section 4: User's Role & Permission

Consensus Glossary: Your Guide to Key Terms LEGENDS:Term: DefinitionPermissions / Use Case Why It Matters Section 4: User's Role & Permission Admin: Admin role has full access to the platform for system control.Can create, manage users and branding, and assign roles. Platform-wide oversight.Standard User: is the default user role.Can share and track personal DemoBoards. For day-to-day Sales/CS work.View Only: is a restricted access user.Access is limited to shared content. Used for partners or interns.Role-Based Access: A System of assigning feature access based on role.This is customizable by the Admin. It is used to maintain security and efficiency.DemoBoard Owner: The Original creator of a DemoBoard.Has complete control over content and tracking. This ownership implies responsibility.Shared Access: is a collaboration permissions.Admins enable this. This is used to enhance team-based demo use.SSO: Enterprise login through identity provider.Set up in Admin settings. This simplifie

roy sosingCommunity Manager

Consensus Glossary Section 3: Demoboard and Tour Terminology

Consensus Glossary: Your Guide to Key Terms LEGENDS:Term: DefinitionHow It Works / Where It Appears Why It Matters Section 3: Demoboard and Tour Terminology Demoboard: A shareable landing page containing one or more demos.It is created and customized inside Consensus. It enables centralized demo sharing.Tour: Is an interactive, chapter-based demo experience.It is created in Demo Creator. It facilitates buyer-led journeys.Demo Link: Direct URL to a Tour or DemoBoard.Copied from sharing options. Used in outbound sequences.Preview Link: A non-trackable view of the demo. Accessed in creator tools. Used to prevent the distortion of analytics dataCustom CTA: Call-to-Action buttons embedded in the demo.Added during demo or board setup. This feature drives users to take action or move forward in their journey.Expiration Date: Access deadline for DemoBoards.Configurable in settings. Adds urgency and limits exposure.Demo Thumbnail: The preview image before the demo plays.Uploaded or auto-selecte

roy sosingCommunity Manager

Consensus Glossary Section 2: Engagement & Conversion Tracking

Consensus Glossary: Your Guide to Key Terms LEGENDS:Term: DefinitionHow It’s Calculated or Tracked Why It Matters Section 2: Engagement & Conversion Tracking Engagement Activity: Any engagement with Demo content.Playback events, clicks, and hovers track it. It provides insights into buyer interest.Viewer Timeline: Time-based log of user interactions.It is tracked by capturing timestamped actions like pause, skip, and complete. It provides insights into buying intent and behavior.CTA (Call to Action): Button prompting next steps (e.g., book a call).Tracked by clicks and demo session. Measures conversion opportunities.<BACK

roy sosingCommunity Manager

Consensus Glossary Section 1: Demolytics Metrics

Consensus Glossary: Your Guide to Key Terms LEGENDS:Term: DefinitionHow It’s Calculated or Tracked Why It Matters Section 1: Demolytics Metrics Demolytics: The analytics data from Consensus provides key insights into viewer engagement and platform effectiveness.Demolytics data can be downloaded in CSV format. Demolytics > Summary Demolytics. It empowers sales and marketing teams to understand their audience better.Total View Time: is the cumulative time spent watching a demo by all stakeholders.It is calculated by the Sum of all session durations. It measures total exposure to content.Average View Time: The metric to gauge viewer engagement with demos.It is calculated by the Total View Time ÷ Number of viewers. It gauges content effectiveness and attention span.View Rate: The percentage of recipients who viewed the demo.It is calculated by (Viewers ÷ Recipients) × 100. It indicates demo reach.Stakeholders Discovered: Unique individuals were identified while viewing the demo.It is

roy sosingCommunity Manager

Consensus Glossary: Your Guide to Key Terms

Consensus Glossary: Your Guide to Key Terms Welcome to the Consensus Glossary! This guide is designed to help you familiarize yourself with essential terms and concepts within the Consensus platform. Whether you are a sales engineer, solution consultant, account executive, or part of our marketing team, understanding these terms will enhance your ability to create engaging demos and streamline the sales process. Section 1: Demolytics Metrics Section 2: Engagement & Conversion Tracking Section 3: DemoBoard and Tour Terminology Section 4: User's Role & Permission Section 5: Platform Features & Interface Elements Section 6: Integration Terms Section 7: Admin Settings & Configuration For additional assistance or clarification on any of these terms, please connect with our community or use the chat bubble at the bottom right corner of your screen to contact support. Your Customer Success Manager (CSM) is also available to provide personalized guidance. We are committed to e

AmySloaneNew Participant

Dynamic Tour Creator rights for my custom role

What rights are included in the new Dynamic Tour Creator role? I would like to add those rights to an existing custom role, but I am not sure they are available to me. Ideally this KB tip will be updated to reflect this new standard role so I can see what I have/what is needed.

gwennadfNew Participant

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…...:)

robin.earlyNew Participant

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?

ImaneSoussiNew Participant

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,

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