What does the Walkthrough heatmap show?
The heatmap visualises how each viewer interacted with the walkthrough — step by step. You can see which steps were viewed, which were replayed multiple......
How do I replace my "Schedule a Demo" button with a Dale demo?
Copy the demo's branded link or popup embed code from the Share menu. Replace your existing "Schedule a Demo" button's href with the branded link......
How do I generate a public link?
- Click Share on your demo and choose Public Link - The link is generated — copy and use it anywhere (LinkedIn, email campaigns, event......
When should I use a public link vs. a personal invite?
Use a public link for broad distribution — website, social media, ad campaigns, events, or any situation where you don't know the viewer in advance.......
How do I embed a demo inside my product for customer onboarding?
Use the inline embed code from the Share menu and paste it into the relevant area of your application — typically on a dashboard, welcome......
How do I set up the contact capture prompt?
- In your demo setup, go to the Prompt tab - Toggle on contact capture - Select the fields you want to collect (name, email,......
Where can I see who has watched my demo?
Go to the demo and open the Contacts or Viewers section. You'll see a list of everyone who has engaged with the demo, along with......
How do I set up email sending for my team?
Go to Admin > Settings > Email. You have two options: - Company SMTP — Configure your organisation's SMTP server. All demo emails sent by......
How do I set up SSO for my organisation?
Go to Admin > Security > Authentication. Dale supports SSO via Auth0, and also supports Active Directory (AD) integration. Contact your Dale administrator or the......
How do I invite team members to Dale?
- Go to Admin > Team - Click Invite Member - Enter their email address and assign a role (Admin, Editor, or Viewer) - Optionally......
How do I set up Workspaces?
- Go to Admin > Workspaces - Click Add Workspace and give it a name (e.g., "Sales EMEA" or "Customer Success") - Invite team members......
How do I embed my demo on my website?
Click Share on your demo and choose Embed. You'll get embed code options: - Inline embed — The demo renders directly on the page in......
