Quick Pitch Infographic

The Quick Pitch Infographic is a low complexity, standard experience that focuses on sales enablement. This interactive template is perfect for pitching ideas to your stakeholders. With a Next button at the end of each section, the viewers will be guided through the experience in a downward motion. To the right of the experience, a box will move along when scrolling up or down to match your scroller. With animations and different interactive elements, your viewers will stay engaged with the content. At the end of the experience, viewers can schedule a meeting with your company.

COMPLEXITY

Low

TYPE

Infographic

USE CASE

Sales Enablement

Features available

Here are the major features, abilities, and interactive elements used in this template.

Animation

Animation will allow you to animate elements via microthemes. A use case for this would be to have a section fade up and in to a page via scroll.

Anchor

Anchor will allow you to link a section or page element to a specfic link or button. A use case for this would be to place an anchor on an about section that links to the About link in the page's navigation.

Reveals

Reveal will allow you to create two-state interactive content. A use case for this would be an information tooltip, where in one state an information icon is seen but when hovered or clicked on, a second state is shown displaying the tooltip text.

Lightbox

Lightbox will allow you to create pop-up windows on your page via click or on page load. A use case for this would be a video lightbox displaying a video in a pop-up window in the center of the screen when a button or link is clicked on to play the video.

Form

Form will allow you to build simple to complex forms that contain different types of inputs and toggles, and can be combined with rules to create logic based results. Use cases for a Form are quizzes, assessments, calculators, and traditional forms.

How-to use

Here is a helpful guide on how to handle all the major features, abilities, and interactive elements available to make the most out of this template.

To edit or apply an animation, first select the element you want to animate on the canvas.

Under the Animations panel, expand the (trigger) dropdown to select the animation trigger.

After selecting the animation trigger, expand the (choose) dropdown and choose the type of animation you want to apply to the element.

 

To remove an animation applied, you have to click on X.

First select the section you want the button to scroll to and apply an Anchor.

The scroll to section is created with a Flow element. To edit the section you want the CTA to scroll to, first select the Link element on the canvas.

Under the Behaviors panel, click the panel to open the behavior settings.

Expand the Choose anchor dropdown to select the anchored section you want the button to scroll to.

 

Press OK to save.

To edit when the reveal container will appear, first select the Reveal element on the canvas.

Under the Variables panel, you can choose to change the Reveal type and when the reveal will appear by selecting from the options listed.

To edit the lightbox settings, first select the Lightbox element on the canvas.

Under the Variables panel, expand the Content tab to see the lightbox settings.

Click under the URL panel to open the lightbox settings window.

Select a page from the dropdown to open in the lightbox then press OK.

To edit the form fields, first locate the Form element on the canvas.

To adjust the form fields, select the Textbox element inside the Form Field element.

Under the Variables panel, you can check off the Required field if you want the field to be mandatory.

If you wish to change the data field, click on the Data field panel to open up the edit window.

Content structure

Here is the content structure’s template to make it easier for you when providing content guidelines or creating the copy for this template, from understanding the content structure to getting to know the amount of words needed to each text piece.
Preview Content Writing TemplateOpens in a new window.

Best practices

Be sure to tag everything that is "taggable" so that you are able to review everything at a later time in your reports.

Reveals
Flows
Flowsteps
Links
Tabs
Accordions
Lightboxes
Rotators
Sliders

Your conversion point is the most important measurement in determining whether your creative is converting visitors. We recommend having one conversion point per creative. Here is the element and methods in which to set your conversions:

Links
Behaviors
Actions

Before going live with your experience, you want to run a final proofing process. This will review the experience as a whole, with any final revisions necessary. Here is the most important items to be reviewed before GoLive:

  • Review of any integrations
  • Review of conversion point
  • Review of tagging
  • External links are working correctly (opening in a new window)
  • Mark respondents as always new if used for conference or live event
  • Uncheck the robot meta directives (no archive, no follow, no index)
  • Remove path description (if applicable)
  • Make sure traffic source has been added to social share — og URL, twitter (create bit.ly), email share
  • Once live, debug on Facebook (if applicable)

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If you like this template, you might want to check out these other similar models.

Have a question?

Still have questions or are facing troubles when handling this template? Please do not hesitate to send any additional questions, so we can make sure to have this page constantly up to date.