How to Share Demos

On-demand demos are demos intended to be viewed asynchronously - instead of presenting a demo during a meeting, you can simply send a link for the potential customer to check it out themselves whenever they want.

Note: that you don't have to create separate demos for sharing and presenting live - all demos can be used in any of the two "modes".

To share a demo in on-demand mode:

Step 1

Open the Demo Page.

Step 2

Open up the Demo Details of the demo.

Step 3

Click on Share

Step 4

A Share modal will appear. At the bottom of the sharing modal, you’ll find your unique demo URL. You can copy this link directly or use the following option to identify your viewers:

• With Lead Form: Check this box to prompt viewers to fill out a lead form before the demo begins. This is perfect for identifying anonymous traffic and feeding data into your CRM.

Note: Now you caxn build your own customizable lead form. 

Step 5

Secure Sharing Options

Under the Secure sharing section, you can toggle advanced protections for your links:

Validate Email

When enabled, you have two ways to verify who is accessing your demo:

• With Allow List: Restrict access to specific people or companies. You can enter individual email addresses (e.g., john@acme.com) or authorize an entire domain (e.g., @acme.com) to allow anyone from that organization to enter.
• ‍Require Email Verification: For maximum security, the viewer must enter their email to receive a 6-digit verification code. They can only view the demo after entering the correct code.

Password Protection

• Password: Check this box to set a custom password. Viewers will be prompted to enter this password before the demo content loads.

Link Expiration

Expires: Use this to set a "shelf life" for your demo. Select a specific date and time from the calendar; once this deadline passes, the link will automatically deactivate and become inaccessible.

Step 6

Click Save to apply the changes to the link.

Step 7

Copy the link from the bottom bar and share it with your prospects!

Pro Tip: You can combine these features. For example, you can require a Password and an Allow List for high-stakes demos involving proprietary information.

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