Using the Introduction Section in Your Deal Room
The Introduction Section is the first thing your buyer sees when they enter your Deal Room. It allows you to create a strong, personalized first impression that sets the tone for the entire evaluation process. With flexible layouts, branded visuals, and optional media, it helps you communicate your message clearly and instantly engage stakeholders.
Benefits of Using the Introduction Section
Personalized First Impression
Make every buyer feel like the room was created specifically for them. Add messaging, branding, and visuals that reflect who they are and what matters to them.
Faster Time-to-Value
Quickly create a professional, branded landing experience without design skills. This helps buyers understand the purpose of the room and encourages early interaction.
Flexible Customization
Use images, videos, or GIFs, adjust layouts, and match colors to the buyer’s branding or product theme. The design can be cleaner and more modern than many buyer websites.
How to Enable and Customize the Introduction Section
1. Enable the Introduction Section
Admins can turn the feature on for rooms created from templates.
Open Settings → Functionality.
Toggle Introduction section ON.
The section appears at the top of every new Deal Room using that template.
2. Customize the Background
Choose a background style that matches your narrative.
Solid Color
Pick a clean, simple background to highlight your message or creatives.
Custom Image
Upload a branded image, gradient, or abstract pattern for stronger visual impact.
3. Choose a Layout
Select a structure that suits your content:
Text + Media (left or right aligned)
Text Only
Media Only
Layouts adapt automatically to different devices.
4. Media Options
Add elements that reinforce your message:
Static Images
Use transparent PNGs for a polished, blended look.
GIFs
Add motion and visual interest with subtle animations.
Videos
Upload a marketing video or record a personal introduction directly inside the platform.
Transparent PNGs and GIFs blend seamlessly into backgrounds for a professional, modern appearance.
5. Add Welcome Text & Personalization
Use the text area to communicate purpose and expectations.
Best practices:
Add a clear welcome message.
Use personalization tags like {{Company Name}} or {{First Name}}.
Adjust text color for readability and brand alignment.
Hide the white background of the text block if using a custom image.
Keep the message short and value-focused.
How Sales Reps Use the Introduction Section
When creating or customizing a Deal Room, sales reps can further personalize the experience:
Add the Buyer’s Logo
Go to Settings → Company and either:
Search for the company logo, or
Upload a buyer logotype manually.
The logo automatically displays in the Introduction Section.
Show Your Team
Click Invite in the top right.
Select Customize team widget.
Toggle on the collaborators you want visible to the buyer.
Your team appears next to the welcome text, helping humanize the experience and build trust early.
Best Practices
Use transparent PNG/GIF media for a clean, modern look.
Keep colors aligned with the buyer’s brand or expected theme.
Keep text focused, readable, and value-based.
Use video to add a personal touch from the champion or account owner.
Ensure your Sales Team widget shows the right teammates for credibility.