Building demos
Personalize demos
Make demos feel personalized by adding variables.
Personalization is a powerful feature that
allows you to make your demos feel more personalized by adding variables. It
enables you to customize the content of your demos based on the user’s
information, such as their name, role, or company logo. Personalization can be
used to create a more engaging and relevant experience for your users.
Congratulations — you’ve created a personalized
demo that your sales reps can use to share with prospects. Personalized demos
are great to share across the sales cycle from Outbound to Post-call followup.
Next, learn how to build interest demos so reps can unlock a powerful insight - what features the prospect is interested in:
73% of Buyers
expect better personalization with technology improvements.
1
Select elements to personalize
Determine which elements you want to personalize. For example, you might want to personalize the
Name, Role, and Company Logo of the visitor.2
Personalize your captures
Open the 
Capture Editor and select the element(s) you want to personalize. Open Personalization in the Magic Editors.
Click + Add Personalization and select a property.You can add a fallback for the text using the format: {{ property || fallback }}.3
Personalize company logo
Select the logo that you would like to personalize in your capture, Click 
Add Personalization and select Company Logo for the property.The Company Logo will be personalized with the Navattic Logo API anytime the Company Domain or the Visitor email is populated.4
Personalize flows
Any text in your flows can also be personalized. In the 
Flow Builder, click Personalization in the More Action menu of the rich text editor for a step.5
Sharing personalized links
Once you’ve personalized your demo, you can share personalized share links with prospects. By specifying the recipient of a share link, the company logo will automatically be personalized. Within Share link settings you can override this logo or add any other personalized property.
