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Launchpad Extension
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"

Launchpad extension share demoSharing 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.My demos - share demo
With the Launchpad extension, you can also share demos from:

Salesforce

Linkedin

2

Select demo type

Select demo typeNext, 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:
  • 1-1 demo
  • 1-many (outbound)
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.
When sharing a demo, you can also include a Salesforce Opportunity. This will associate the demo with a specific opportunity in Salesforce, allowing you to track the demo’s performance and engagement within the context of the opportunity.Salesforce Opportunity
3

Select content

Select content for demoSelecting 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

Customize demo settingsMake 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.
Personal intro video
Advanced settings
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.Downloadable resources
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.
  • Name form
  • Email form
We recommend using the Recipient name form to increase the personalized-feel of the demo and unlocking more stakeholders.
Recipient name gate
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.Require access code
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.Email tracking
5

Create invites

Create invites for demoAdd 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.Send invite to demo
6

Copy & send the demo link

Copy Launchpad 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 GIF of the demo. This is particularly useful when sharing the link via email and can be an engaging way to showcase the demo.Copy GIF

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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