Let’s take you on a quick imaginative journey.
Close your eyes. (Ok, don’t really because then you can’t keep reading.)
Now imagine a world where the sun is always shining, the pandemic is somewhere in the long distant past, and ice cream grows on trees. A soft breeze rustles through your hair, the air smells of sweet almond blossoms, and “little streams of alcohol come trickling down the rocks.”
But still, you feel something is amiss. What can possibly make this impossibly perfect fantasy more perfect, you ask?
We can only think of one thing: a Demo Customization Wizard.
What is a Demo Customization Wizard?
Walnut’s Demo Customization Wizard is a wizard a lot like Dumbledore, in that it basically performs magic. By using our wizard, sales reps will now be able to customize product demos without needing to enter Storylines or capture product screens.
How, you ask? That’s where Variables come in.
What are Variables?
When you create sales demos or product tours on Walnut, you can now set specific elements as Variables. This can be done for either images or text.
What this means is that you can assign this image or piece of text to be something that can change depending on the specific demo’s use. You can also assign a default value for that Variable so that if you don’t end up updating it for your specific needs, there’s a fallback plan.
That was all very technical, so let me give you an example:
Let’s say your team of solutions engineers is in charge of building your sales demo templates. They are tasked to create product demos that capture all the amazing tools your product has to offer.
When they’re doing that, they will set the area where the customer’s name goes as a Variable.
They will then be prompted to:
- Name the Variable (for example: “Prospect’s Name”)
- Suggest a default value that will appear in the case where nobody inputs a specific name (for example: “friend”)
- And add a description of the Variable so that future users of this demo template will understand what they need to include (for example: “Enter the prospect’s first name so that it appears on his demo the way it would appear if s/he was a customer.”)
They can also do this with images and set a Variable where the customer’s company logo goes as well.
Then, before the sales reps share the demo, they will use the Demo Customization Wizard to update the specific information, i.e. the prospect’s name or logo, and voila! the demo will be personalized.
How to set elements as Variables
- Select the element, text field, or image you’d like to set as a Variable and click the 3 dots to open the menu.
- In the menu, go to “Set as Variable” and click on “New Text Variable” for a text element, or “New Image Variable” for an image element. Walnut will automatically detect if it’s an image or text and display the relevant options.
- In the modal, choose a new Variable name, description and, if needed, change the default value.
- Click “Done” to create the new Variable.
- The page will then update accordingly and the default value will be shown.
How to access the Demo Customization Wizard
If a Storyline includes a Variable, you will be taken to the Demo Customization Wizard when you try to publish it.
Here’s what to do:
- Find the Storyline that you want to turn into a Demo.
- Click “Publish Demo”.
- You will be asked whether you’d like to update an existing demo or create a new one.
- Whichever one you choose, you will then be taken to the Demo Customization Wizard so that you can personalize the demo.
You will also be taken to the Demo Customization Wizard if you go to an already published demo and click “Update from Storyline.”
Check out our KB article for more information about how to use Variables.
Want to get in on the fun? Book a meeting with Walnut and start improving your sales experiences today.