Using the Introduction Section in Your Deal Room

Create a personalized, branded first impression that welcomes buyers into your Deal Room and helps you communicate value from the very first screen.

April 22, 2026

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.

1. Open Settings → Functionality.
2. Toggle Introduction section ON.
3. 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.

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

1. Click Invite in the top right.
2. Select Customize team widget.
3. 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.