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Create demos part 5: publish & share demos

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About

If you’ve been reading the articles in the Create demos category in sequence,  you’ll know how to:

  • Create & share templates
  • Set display settings
  • Capture screens
  • Create guides (for guided demos)

If you’re comfortable with those workflows, then read on! If you’d like a refresher then review those articles and then come back here. 

This article describes how to publish demos and share your work. Whether your demo includes guides or not, the publish and share workflow is the same. We've split the article into bite-sized chunks. Take it easy, you can always come back for a refresher.

In this article:

Preview demos

Before you publish & share, click Preview to view your demo as others will see it. 

Here's the workflow.

To preview guides before publishing:
  1. Open the template in editor mode.
  2. From the header, click Preview and review the demo.
  3. To make edits, open the editor and make the changes you need.

Now you’re good to publish & share.

Create & share demos

Before you start

Before you click Create & Share demo, it’s worth asking  yourself a few questions:

    • Do you want to customize the demo so that customer or organization names show in the demo?
    • What about a specific welcome message?
    • Who do you want to share the demo with: everyone in your organization, some or selected customers and/or prospects?
    • Do you want to connect the demo to a specific CRM channel?
    • Do you want to receive comments and be able to reply to comments?
    • Who can make changes?
    • For guided demos, which elements do you want to highlight or show?

When you know how you want to share, then you’re ready to click Create & Share demo.

Here's the workflow.

To create & share a demo:
  1. Navigate to the template and in the header, click Create & Share demo.
  2. A new pane opens and from here,  you’ll tell Walnut the answers to the questions you just asked yourself. There are four tabs: Share, Opportunities, Access control, View settings.

The Share tab

Here's the workflow.

To use the Share tab:
  1. Demo name: prefilled or change it.
  2. Select the goal from the dropdown. If the one you want isn’t there, enter it on the Opportunities tab.
  3. Don’t click Save & Copy demo link until you’ve completed the other tabs. 

The Opportunities tab 

Here's the workflow.

To use the Opportunities tab:
  1. Select an opportunity from the drop or enter a new one. This will connect the demo to your CRM.
  2. Don’t click Save & Copy demo link until you’ve completed the other tabs.

The Access control tab

Here's the workflow:.

To use the Access control tab:
  1. Use the screen tooltips to help you set the options. 

    • Collect viewers email: Do you want to allow non-work domains e.g. Gmail? 
    • By default, every demo has Collect viewers email enabled. This means that viewers have to leave their email address to add comments. When enabled, you can brand the demo screen an avatar, color palette, and a welcome message. NOTE: If you don’t need people to enter an email to view, set the toggle to OFF.
  2. Show avatar: Taken from your template or company settings.
  3. Select colors: Branded or non branded.
  4. Welcome message: Enter your text.
  5. Who can access the demo? Anyone with this link, specific viewers, no access.
  6. Edit permissions: A new pane opens.
  7. Allow or block specific users. You can allow or block emails or domains. Enter details and click Block. The details appear in the Block List. Then click Save Changes. If a person is blocked and they try to use the link, they will see a message “This demo is no longer available.”
  8. Back on the Access Control pane, set an expiry date and/or set a demo access code. If you set a demo access code, then viewers can’t view without using the code.
  9. Don’t click Save & Copy demo link until you’ve completed the View Settings tab.

The View settings tab

For guided demos only.

You can activate some of all of these settings. For those you don't think you need, set the toggle to OFF.

Get ready to publish & share

Now you’ve entered your settings in all four tabs, go ahead and click Save & Copy demo link. The link will be pasted to your clipboard. Great, you're demo's ready.

TIP: Before you share, open the demo up and check if there are any tweaks you want to make. There are also some demo preferences that you might want to add before you share. So,  read the next section. in this article

Set demo preferences

You created a great demo. We've got some extra settings that you can use like notifications, an embed code to insert your demo into a web page, the option to highlight clickable links, create demo access codes and more. Get to know these features and determine which ones are right for each demo. 

NOTE: If you’ve already shared and now want to make some changes, that’s no problem. You can make the edits whenever you want and when you republish you’ll get a new link to share with others.

 

Here's the workflow.

To set demo preferences:
  1. Navigate to your library and click the 3 dots icon on the template you want.
  2. Click the 3 dots and select Set demo preferences. There are 3 tabs.

Access control

Here's the workflow.

To set the access control:
  1. Open the Access control tab: 
    • Control who can view (#1). Select from the dropdown.
    • To block specific viewers (#2), enter the email address/es and click Add. The users are added to the Block List.
    • Set a demo expiration date (#3).
    • You can also create a demo access code (#3)  so only those with the code can view the demo.

Project communications

Here's the workflow.

To use the project communications tab:
  1. Open the Project communication tab:
  2. Allow viewers to leave comments toggle (#1).
  3. Get notified by email when someone views this demo toggle (#2). When ON, click the link Manage members getting notifications and another pane opens.
  4. Enter the emails and click Add.
  5. Get embed code (#3). Use this to embed the demo in a website.

NOTE: If you want the demo to use the full width of the browser window, set the toggle Full page layout to ON, otherwise simply click Copy embed code as is.

EMBED NOTES:

  1. Paste the embed code in your desired section on your webpage. The width and height are set to occupy 100% of the space provided, but you can change these values as needed.
  2. By default, a Walnut Watermark will appear on the bottom left side of the demo. This promotes awareness of the Walnut product and provides data transparency. For White Label custom domains (a paid add-on), the watermark is removed.
  3. Preview the demo on the web page to verify that everything is spaced as it should be. For details, head over to the article Embed demos.

Link settings

Here's the workflow.

To use some or all of the link settings:
  1. Now go to the third tab Link settings. By default the toggles are set to ON, but you can change them.
  2. Preview and check that the demo looks and behaves as you want.
  3. When you’re ready, click Copy Link ready to share with others.

Make changes to published demos

Simply go back to the template, make your changes and republish.

Reply to comments from viewers

You can decide if you want to reply to comments from viewers.

Here's the workflow.

To reply to comments from viewers:
  1. In the Access control settings, ensure that Collect viewers email is enabled (it’s the default). If it’s disabled, then viewers can’t email comments.
  2. To reply, click the Reply button in the notification email you receive.

Update a demo

Updating and optimizing demos are essential steps in the iterative process of creating effective demonstrations. However, updating a demo means that it's not possible to compare with previous versions because all data is stored under the same demo. This can complicate the analysis of versions. However, if that’s not an issue, you can update a demo without changing the URL or embed codes.

Click here to see it in action. 

Here are the workflows.

To update a demo from the template:
  1. Navigate to a demo template.
  2. Click Create & Share demos.
  3. Click the 3 dots next to the version you want to update.


  4. Click Update demo. The URL remains the same.
To update the demo without opening the template:
  1. Make sure that the changes are saved in the template.
  2. From the relevant library, click the row of the demo or hover over it.
  3. Click the 3 dots and select Update demo.

Create multiple demos from one template

Say you’ve changed variables like an avatar or company name. You want to keep the current demo and create a new one with the changes you’ve just made. Can you do it? Yes you can! In fact, it’s both a great time saver and an effective workflow.

Here's the workflow.

To create multiple demos from one template:
  1. Open the template in Edit mode and make the changes you want.
  2. Preview the changes.
  3. When you’re ready, click Create & Share demo. 
  4. Change the name of this new version to whatever you want.
  5. If all the share settings are the same, then you’re done.
  6. Click Save & Copy demo link.

When you create another demo and get to step 3 above, you’ll see all the previous demos you’ve created using this template.

Link demos to Salesforce

For more on linking demos to Salesforce, head over to the article Connect to Salesforce.

Specific use cases

Here are some tips for specific use cases.

1. Delete a guide in a template after you publish a demo

Once published, the demo is ‘standalone’, so the demo won’t be affected. But, if you ever run Update demo, then the demo will take the latest content from the template. So in that case, the demo would not contain the guide you deleted.

2. ‘Demo not available’ message

If you see this message, there are few ways to troubleshoot. 

  1. Check Demo Preferences: Verify the demo expiration date to ensure it hasn't elapsed.
  2. Adjust or Remove Expiry Date: If needed, adjust the expiration date or consider removing it entirely.

 

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