How to send Demos with Snap.

For this walkthrough, we’ll be going over sending existing demos (which you already uploaded to your Consensus Platform). If you’d like to know how to record your own personal video using SNAP, please see the following article: Recording a Personal Video with Snap

Click the Create Demoboard button to start sending your Demos in SNAP.

You can search for the name of the demo you want to send. If you don’t remember the name, it might be listed in your recently created demos. If it’s not there, you can use our other filters: All, Single, Standard, and Advanced, which display the different types of demos that have been created. 

Next, fill out the organization details for the DemoBoard. Please note that the name of the organization will show up for the recipients so you’ll want to make sure you put down the correct organization name and NOT your own company name:

Step 3 is adding a Personalized Intro Video. You can:

1. Record a new Default intro video or use one you have recorded in the past
2. Create a Custom intro video to personalize this demo for your prospect more
3. Have no intro video

   

   Additional DemoBoard Options

   There are a few additional options you may want to consider before sending out your SNAP DemoBoard:

4. Add other users to get notifications when the recipient has viewed or shared your Demo
5. Change contact info to show if you are sending this on behalf of someone else. (Note: they need to be in the Notifications & Access section to show their contact info)
6. Enabling Two-factor Authentication, which will send them a passcode via email that they need to enter before watching the content within
7. Enabling No-view notifications if you would like to be notified if they haven't watched it after X days, up to 10 times
8. Expiration by days in case there is sensitive and/ or time-sensitive information within the demo that shouldn't be shared after X number of days

 Finally, click on the Create Demoboard button to share your Demo. You have the option of how you would like to send your Link, through:

1. Button Link
2. Thumbnail Link
3. Text Link

   

    

Once you’ve decided which link you plan on sending and the Additional DemoBoard Options, you’re ready to copy and paste it into your email or other method(s) for sending it out!

**We recommend using the Image Link, but try them all and see which one gives you the best response!**

If your company uses Gmail, you’ll notice that Snap automatically appears in your Gmail account when you compose an email.

The only difference when sending demos using the Gmail SNAP extension is you’ll need to add the recipients to the “To” field of your email before you open SNAP in your email (which should auto-populate the recipients for you). Still, everything else should work as expected.