How to get started
Sharing
📢 Publish a demo
For external users to view your demos, they must be public. To do so, simply follow the demo below:
↗️ Sharing and implementation
Generating a share link is simple, but you can follow the instructions below. Staying until the end of the demo will also show you how to actually implement a demo on your website, either through a button or an iframe embedded on the page itself.
🔐 Changing my demo privacy
There are three levels of demo access that can be easily configured in the sharing section:
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Public: Getdemo doesn't natively collect data, and anyone with the link can access it;
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Identified Public: Adds an email collection at the beginning of the demo to identify the viewer. Allows access to any email address by default, allowing you to add additional restrictions such as:
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Blocking personal emails, allowing only corporate ones;
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Requiring two-factor authentication via email, requesting a code sent to validate the email's existence and ownership;
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Blocking specific domains, such as those of competitors;
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Restricted: Also requires an email address for access, but blocks it by default, requiring you to indicate the emails or domains allowed for access. It is also possible to trigger code validation in the email.
📄 Forms
You can collect personalized information for lead generation or viewer identification at the beginning of each demo. In the "Forms" tab, you can create settings with the following fields, in addition to the default email:
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Company
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Revenue
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Full Name
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Number of Employees
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Phone
Once you've created a form, simply add them to the privacy settings, as shown in the demo below:
📩 Notifications: sending automatic emails
You can trigger automatic notification emails for viewers who have registered their emails for demos, with the following possibilities:
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Notify emails added to the share: Especially in restricted mode, when adding an email address (not a domain) as allowed for viewing, Getdemo will send an email with the demo link so the added person can access it.
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Allow the user to invite new people to view the demo: Adds a share button at the end of the demo, allowing the user to add different people to automatically send the demo via email.
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Send a thank you email to new viewers: Sends an automatic email to the person who identifies themselves with the email address, thanking them for their visit and providing a demo link to watch again later.
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🔎 Identifying viewers by parameters
Don't want to use Getdemo's native "Identified Audience" form, either because you want something more personalized, collect more information before granting access, or because you already have this information. But you still don't want to lose engagement tracking and progress data from your demo viewers? You can pass the lead's identification email address to Getdemo through URL parameters to continue using the demo in "Public" mode.
With the public demo and your lead's email address in your database, you can create system logic so that the URL for a viewer X has the following format: https://<demo link>?email=<person X's email address>
This way, even without filling out the identification form, this email address will appear in the Analytics tab with that person's progress and engagement information!