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How to change where the lead gate pops up

  • September 7, 2024
  • 0 replies
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Consensus allows you to set a Lead Gate for Standard and Single Video demos that you wish to post publicly.

 

This allows you to use your demo in marketing efforts as a powerful Lead Generation tool. 

 

For Single Experience and Standard Demos - How to adjust the Lead Gate order as it appears in your Demo:

  1. Navigate to the Demos dropdown on the left-hand side of the menu bar and select "Demo Library.” 
  2. Within the "My Demos" tab or the "Demo Library" tab, find the Demo you want to edit the Lead Gate position.
  3. In the "Actions" column, select the "pencil" icon of the Demo you want to edit.
Pencil Icon

 

  1. With the Demo Wizard now open, select step 5, "Additional Interactions," to edit your Lead Gate placement from the drop-down. 
Click on the Save & Exit Button to save the changes.

 

  1. .Once the Lead Gate is set to your preference, click "Save & Exit." This will ensure that the Demo and all prior Public Links associated with it are updated automatically.

          NOTE:  A user must have the correct user role assigned and access level to edit a demo.

Lead Gate

 

For Discovery Demos: How to adjust the Lead Gate order as it appears in your Demo:

Discovery Demos have even more flexibility on where your lead gate appears. 

  1. You can start the Demo with a Lead Capture Form by selecting it from the initial drop down list

     

  2. You can also drag and drop the Lead Capture Form anywhere in the Discovery Demo Builder
     

     

 

You have now completed updating your Lead Gate within your Demo!