The Introduction Section is a dedicated top-level section in a Deal Room that provides the first impression for buyers. It serves as a branded, contextual header that frames the entire buyer experience and sets expectations for the room’s purpose, tone, and content. The Introduction Section is highly visual, supports structured personalization, and plays a central role in shaping the buyer’s perception from the moment they enter the room.
1. Purpose of the Introduction Section
The Introduction Section exists to:
Establish immediate context for the buyer
Deliver a clear, branded first impression
Reinforce the value proposition before the buyer views deeper content
Personalize the buying experience at the top of the room
Highlight the seller’s team and key stakeholders
It functions as a narrative anchor for the room and is always displayed at the top.
2. Structural Behavior
The Introduction Section behaves differently from normal sections:
It is always positioned at the top of the Deal Room.
It cannot be reordered or hidden.
It can be enabled or disabled at the template level.
When enabled, every room created from the template includes it by default.
The Introduction Section acts as the branded "header" of the buyer experience.
3. Content Capabilities
The Introduction Section supports rich customization options, including:
Background styling
Solid color backgrounds
Custom background images
Layout modes
Text only
Media only
Text + media combinations (left or right aligned)
Media types
Images (PNG, JPG, transparent PNG)
GIFs (including transparent animated GIFs)
Videos (uploaded or recorded directly)
Text content
Default welcome copy
Fully formatted text
Integrated merge tags for personalization
These elements together create a dynamic, branded introduction space that can adapt to different industries, buyer personas, or regions.
4. Personalization Behavior (Templates vs. Deal Rooms)
Template Level
Template owners define:
Default layout and structure
Background style
Default messaging
Merge tags
Whether media elements appear
Branding and theme guidelines
This ensures consistency across all Deal Rooms created from that template.
Deal Room Level (Reps)
When using a template to generate a room, reps can:
Add the buyer’s logo
Personalize welcome text
Upload custom videos or images
Tailor messaging for specific opportunities
Configure the Sales Team Widget to show relevant collaborators
This creates guided but flexible personalization that stays within the boundaries of the template design.
5. Sales Team Widget Behavior
The Sales Team Widget is integrated into the Introduction Section and allows buyers to immediately see the team supporting them.
Behavior includes:
Display of sender and selected collaborators
Use of profile images for recognizability
Dynamic visibility based on rep configuration
Optional display controlled by template settings
The widget helps humanize the buying experience and clarifies points of contact.
6. Accessibility and Readability Considerations
Text color, image selection, and layout play a critical role in ensuring the Introduction Section remains readable and visually aligned.
Key considerations:
Choose high-contrast color combinations
Avoid background images that interfere with text legibility
Ensure animated media does not distract from core messaging
The Introduction Section should be visually engaging without sacrificing clarity.
7. Best Practices
Keep messaging concise and relevant to the buyer’s current stage.
Use transparent PNGs or GIFs for seamless branding effects.
Maintain internal consistency in layout across templates.
Leverage merge tags for scalable personalization.
Encourage reps to upload personalized introduction videos for high-value deals.
Use the buyer logo upload to immediately contextualize the experience.
Ensure the section aligns visually with the remainder of the room.