Included in this release
- Autofill lead capture
- Improved asset management for AI Video
- Improved search accuracy
- Improved link search on Track Public links page
- Improved Demoboard analytics UI
- Autofill recipient name in Snap
Autofill Lead Capture
What Is It?
Autofill lead capture allows customers to utilize their existing forms and customer lead generation journeys on your website. You can collect and store the form data you need directly to your Marketing Automation Platform (e.g. Hubspot, Marketo, or Eloqua) and then pass only the primary identifiers for the lead to Consensus using our new lead pass snippet.
Benefits
Seamless Viewer Experience: If all required fields are filled out by the data sent in by the snippet to the player, the form/lead will automatically submit in the background to Consensus, and the viewer will not see the lead form appear at all, resulting in faster access to your content and a better overall user experience.
Demo Engagement Tracking: Track a viewer's demo engagement and tie it to them specifically, even with the automated form submission.
Frequently Asked Questions
Question: From where can I push data into Consensus?
Answer: Anywhere. Simply tell us where you have viewer data stored within the snippet, and it will push the data to Consensus to auto-fill. This includes URL parameters, cookies, data layers, etc.
Question: Will it create a Lead in Consensus?
Answer: Yes, the lead will be created in Consensus. You can then use a Marketing Attribution Tool (MAT) integration to pass the engagement analytics into your Marketing software to use for additional qualification efforts.
Get Started
To set up:
- Create a public link.
- Copy the “Embed code with snippet.”
- Work with web development team to implement embed code snippet wherever you want to have the embedded demo on your website pages.
- The frontend web developer, along with the marketing team, need to determine what data to pass to the embedded player, and how. There are many ways to implement; the Knowledge Base article provides with examples on how to capture and send in data to the player.
To use:
Once set up, users won’t need to do anything. Leads will be generated in Consensus using the ingested data from the user website.
Resources:
Improved asset management for AI Video
What Is It?
Improved asset management for AI Video includes:
- A Trupeer integration tile in the Partner App section of Consensus
- Native video upload from Trupeer in the Demo Wizard: upload videos from Trupeer in the same fashion as adding a Dynamic Tour from Reachsuite
- Enterprise Minute Allocation in Admin/Keeper
Benefits
Send content faster: With improved integration between Consensus and Trupeer, you will be able to create content in Trupeer and send it out in Consensus more efficiently.
Frequently Asked Questions
Question: What is Trupeer?
Answer: Trupeer is an AI-powered platform that streamlines the creation of professional product videos, demos, training materials, and documentation by simply using a screen recording.
Question: How do I access Trupeer in Consensus?
Answer: Navigate to the Partner App section and click on the Trupeer tile to access the integration.
Get Started
To set up:
- Access Trupeer through the Partner App section in Consensus.
- Download the Trupeer Chrome extension from the integration tile.
- Review the Knowledge Base article for best practices.
To use:
- Create videos using Trupeer’s screen recording and AI-powered editing.
- In the Demo Wizard, use “Upload from Trupeer” option to add videos directly from your Trupeer library.
Improved search accuracy
What Is It?
We've refined how the Demo Library search engine matches user queries to demo names and descriptions. This improvement helps the user find exactly what they’re looking for and reduces irrelevant results cluttering the search.
Benefits
Find the right demo faster: Users will experience more relevant search results and fewer unrelated demos appearing in the search results list.
Frequently Asked Questions
Question: What exactly changed about search?
Answer: We improved how the search engine matches your queries to demo content. Previously, the system would find any demo containing your search words, even if they were scattered throughout the content and didn't match your intent. Now the search engine looks for phrases and meaningful word combinations, so results are more accurate and relevant. You'll see fewer unrelated demos cluttering your results.
Question: Do I need to do anything to use the improved search?
Answer: No; the improved search is automatic. Just use search like you always have.
Get Started
To set up:
- No setup required.
To use:
- No adjustments to current user search behavior are necessary.
Improved link search on Track Public links page
What is it?
On the Track Public Links page, paste any public link URL (e.g., https://play.goconsensus.com/xxxxxxxxx) or just the URL hash (/xxxxxxxxx) into the search bar and jump straight to that link.
Benefits
Improve efficiency: You can find the relevant link faster, without scrolling through pages of links to find the one that you need.
Find the context faster: When a prospect forwards a link back to you, you can more easily find exactly what they saw.
FAQ
Question: What can I search by?
Answer: Full public link URLs (https://play.goconsensus.com/xxxxxxxxx) or just the hash (/xxxxxxxxx).
Question: Does this work with partial URLs?
Answer: As long as the hash (/xxxxxxxxx) is included, the search will find your link.
Question: Can I still search by Public link title?
Answer: Yes; title search still works exactly the same. URL/hash search is an additional capability, and you can use whichever method is more convenient for you.
Get started
To setup
- No setup required.
To use
- Go to Public links > Track Public links
- Copy a public link URL from anywhere (email, Slack, CRM, browser)
- Paste it into the search field
- Hit enter to see the link.
Improved Demoboard Analytics UI
What Is It?
A refresh of the Demoboard Demolytics interface, including:
- A single tabbed view where you can quickly switch between Groups, Users, DemoBoards, Customers, and Demos.
- The ability to choose which columns to display using the new Columns control.
- Report downloads now happen in the background
- Clearer search functionality and loading states.
Benefits
Faster navigation: Switch between Groups, Users, Customers, and Demos data instantly via tabs—no more scrolling the entire page to get the data you need.
Cleaner user experience: Modern UI with clear search and loading indicators reduces confusion and improves confidence in data accuracy.
Personalized views: Customize visible columns to focus on the metrics that matter most to your role.
Uninterrupted workflow: Start a report download and keep working—no more waiting on export screens
Frequently Asked Questions
Question: Will this change affect my existing data or reports?
Answer: No. This is a UI update only; your data, saved reports, and analytics history remain unchanged. You'll simply see them in a refreshed, modernized interface.
Question: Where did the separate Groups, Users, Customers, and Demos tables go?
Answer: They've been consolidated into a single tabbed view for easier navigation. You can switch between them using the tabs at the top of the table (Group, Users, DemoBoards, Customers, Demos, All).
Question: How do I customize which columns appear in my table?
Answer: Click the "Columns" button in the upper right of the table. From there, you can select which columns to show or hide. Your selections will apply to your current view.
Question: How does the new report download work?
Answer: When you download a report, it now processes in the background. You can continue working in the platform while the export completes - no need to wait on the page.
Get Started
To set up:
- No set up required; these updates will automatically occur.
To use:
- Navigate to the DemoBoard Demolytics page to use the updated page.
Autofill recipient name in Snap
What Is It?
When creating a DemoBoard in Snap, the system intelligently auto-populates the recipient’s name based on their email address and the following logic:
- Email format with dots (e.g., John.Doe@acme.com): The text before the dot is populated as the First Name ("John"), and the text after the dot becomes the Last Name ("Doe")
- Email format without dots (e.g., john@acme.com): Only the First Name field is populated ("John"), while the Last Name remains blank
Benefits
Time Savings: You no longer need to manually type recipient first and last names, significantly speeding up the DemoBoard creation workflow.
Scalability: This capability is especially valuable when adding recipients in bulk to a single DemoBoard.
Improved Accuracy: Auto-population reduces the risk of typos in recipient names since the data is derived directly from the email address, which users are already carefully entering.
Get Started
To set up:
- No initial setup required
To use:
- Go to Snap, click Create DemoBoard
- Select a demo to send
- On “Add Organization & Recipient information” step add an email in one of the formats described above
- Consensus will automatically populate the first and last name as defined by the logic