Demorta White-Label Demo Publishing (Delivery)
A sequence with 8 steps: Install the Demorta Chrome extension and confirm the workspace sits on Growth ($39.99/mo) or Business ($99.99/mo).
By InnovaAI ResearchPublished
What are the steps?
Demorta White-Label Demo Publishing (Delivery)
- 01
Install the Demorta Chrome extension and confirm the workspace sits on Growth ($39.99/mo) or Business ($99.99/mo)
White-label branding is not available on Free or Starter ($15.99/mo), so an agency that publishes client-facing demos on Starter will ship Demorta branding on every viewer screen. Move the workspace up before recording, not after, because branding settings apply at publish time.
- 02
Record the client's product flow by clicking through their app with the extension active
Each click becomes an editable step. Walk the exact path a buyer takes, including the signup or checkout screen, so the captured sequence matches what the client's prospects will actually see.
- 03
Edit captured steps with blur, search-replace, callouts, and zoom
Blur any real customer names, internal pricing, or test data visible in the client's UI. Use search-replace to swap staging URLs and placeholder copy for the client's live domain before the demo leaves the workspace.
- 04
Insert branching paths and quiz steps where the client's product splits by use case
Branching lets one demo serve multiple buyer segments, which matters for agencies billing a single retainer across a client's product lines. Keep branches to two or three choices per decision point so completion rates stay readable in analytics.
- 05
Apply the client's logo and brand colours, then verify Demorta branding is absent from the viewer chrome
Preview the published demo as an anonymous viewer. If the Demorta mark still appears, the workspace is on the wrong tier or the branding toggle was not saved.
- 06
Place the lead capture gate before or after the walkthrough and connect it to the client's destination
Gate placement changes completion rates, so agree with the client on whether the email ask comes at entry or at the final step. Confirm where captured leads land before publishing, since a gate pointing nowhere wastes the demo's traffic.
- 07
Publish via iframe embed or direct link and hand the embed code to the client's web team
Iframe suits a landing page or help centre placement; a direct link suits outbound sequences and sales follow-up. Deliver both so the client is not blocked waiting on one channel.
- 08
Review per-step analytics monthly and re-record any step where drop-off spikes
Per-step analytics show views, completion, and where viewers exit. A step that loses most viewers usually means a slow load, a confusing branch, or a screen that reveals something the client did not want shown.
More on Demorta
- StrategyWhy Demorta Turns One Demo Build Into a Recurring Agency Retainer
- ConceptDemorta Seat Math
- Evaluation RuleWhen to Adopt Demorta: 3+ SaaS Clients Needing Recurring Interactive Demos
- Decision FrameworkDemorta: Buy vs Skip (Interactive Demo Retainers for SaaS Clients)
- Failure PatternThe Demorta Demo Sprawl Trap: Why Agencies Fail With Demorta on Multi-Client Retainers
- Implementation BlueprintDemorta White-Label Demo Retainer (7-10 days)