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Give every prospect a demo that feels built just for them. Launchpad makes it effortless for reps to share personalized, high-impact demos that speak directly to each buyer’s needs. Follow these steps to learn how to share demos with prospects that unlock interest and reveal new stakeholders:

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How to share demos

1

Click "+ Share demo"

Sharing demos through Launchpad is designed to be as frictionless as possible and meet your sales reps in the tools they already use.The most convient way to share a demo is through the extension which will follow you anywhere on the web. To get started, click the Launchpad extension in your browser and click + Share demo.Other places to share demos from:
Quickly create and send demos seamlessly while you’re drafting emails to prospects. Follow the instructions on these pages to get started using these email client integrations:

Gmail

Outlook

Outreach

Salesloft

On the My demos page in the Launchpad app click + Share demo.
With the Launchpad extension, you can also share demos from:

Salesforce

Linkedin

2

Select demo type

Next, choose the type of demo you want to share to match how you’re engaging with your prospect.There are two types of demos sales reps can share:
Specify the company domain you are sharing the demo with. This will be used for personalizing the demo with relevant content and for tracking purposes.
In most cases, we recommend sharing 1-1 demos as this allows you to share more relevant content for each deal and better track engagement.
Company is required by default. If your workspace admin has made Company optional in Launchpad settings, you can leave it blank. When Company is left empty, the recipient email-domain gate is automatically disabled for that link.
When sharing a demo, you can associate it with a Salesforce Opportunity. This links the demo to a specific opportunity so you can track performance and engagement in context.If your workspace has the Salesforce integration connected, you can search for and select an opportunity by name or ID. If Salesforce is not connected, you can still enter an opportunity ID as free text. This is useful for attribution tracking when you use a CRM that is not connected to Navattic.
The opportunity ID field must be enabled by your workspace admin before it appears in the sharing flow. Contact your admin if you do not see this option.
3

Select content

Selecting content to craft a demo that resonates with your prospect. Choose the most relevant content to highlight the features and value that matter most to them.Assemble the content of your demo by selecting flows or select an existing standard demo.
Already know what the prospect is interested in from a demo request form or previous call? Filter by those interests to select flows.
4

Customize settings

Make your demo feel personal and relevant by customizing the settings. Add an intro video, supporting resources, and engagement options to create a tailored experience for every prospect.
Include a personal welcome of your demo to add a personal touch for the prospect.To make it feel personalized you could refer to the prospect by name, reference specific talking points from a previous conversation, or generally get them excited about what they are about to see.
Advanced settings
Customize the settings of the interests form.

Learn about interest demos

Unlock a powerful insight - what features prospects are interested in seeing.
Include additional files inside of the demo with a CTA button for the button to download them.These could be additional slide decks, custom pricing quotes, or other deal room material.
Customize the URL path of the demo. For example you could personalize it with the company name eg mycompany.navattic.com/yourcompany
Require visitors to provide information before accessing the demo. This allows you to verify the receiver of the demo and receive insight about engaged stakeholders.
We recommend using the Recipient name form to increase the personalized-feel of the demo and unlocking more stakeholders.
To add an additional layer of identity verification, you can require a unique access code for each recipient. Under the recipient form gate setting, enable Require access code. After the recipient enters their email address, they will be prompted to enter a unique access code sent to their email.Requiring an access code adds another layer of verification at the expense of friction for the buyer. Consider if this tradeoff is worth it for your use case.
When sharing a link using an email platform such as Apollo, Outreach, Salesloft, or HubSpot you can using email tracking to identify the visitor via query parameters.
If your demo is available in more than one language, select which language visitors will see when they open this link. This option appears only when multilingual demos are configured for your workspace.Use the Language dropdown to choose from the languages already added to this demo. Each share link can have its own language, so you can send targeted links to different audiences.
5

Create invites

Add your prospect’s details and include all relevant stakeholders involved in the deal. This ensures everyone receives a personalized invite and their engagement is tracked within Launchpad.
If you enable Send invite to demo, an automatic email invite will be sent to all the invited users asking them to visit the demo. Keep this option unchecked if you want to send the email yourself.
6

Copy & send the demo link

Congratulations - your demo is ready to share! Copy the link and include it in your prospect email to deliver a personalized, engaging interactive demo.
When creating a link, you can also include a preview of the demo. This is particularly useful when sharing the link via email and can be an engaging way to showcase the demo.

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Manage share defaults

To standardize the sharing settings across your workspace, you can set default values for the share settings. This includes the default recipients, personalization properties, and other settings.

Customize share defaults

Standardize the demo sharing settings across your workspace