We offer a straightforward solution for managing demo instances, perfect for showcasing your SaaS to potential tenants. A demo instance allows tenants to explore your offering before initiating a trial or subscription, enhancing their decision-making process.
To set up demo instances for demonstration purposes, follow these steps:
- Create a Private Package:
Begin by creating a standard package and marking it as “Private”. This step is optional but recommended to ensure demo instances are not subject to active subscription validation or invoice payments. - Set Up a Demo Customer:
Create a demo Perfex customer with an associated contact. - Assign the Customer to the Package:
Link the demo customer to the private package you’ve just created. - Create the Demo Instance:
Navigate to SaaS > Tenants and create a demo instance. While filling out the form, make sure to select the demo customer you created earlier. - Configure Demo Instance Settings:
Go to SaaS > Settings > Miscellaneous and select your demo instances. By default, demo instances reset every 24 hours, but you can customize this interval by entering a suitable value in hours.
Tips for an Enhanced Demo Experience:
- Preset Seeding Tenant:
For a consistent demo experience without having to set logos, titles, etc., after each reset, use a preset seeding tenant in the private package’s advanced settings. This ensures the demo instances inherit content from the preset tenant.
- Shared Settings:
Alternatively, leverage shared settings from the private package to maintain uniformity across multiple demo instance(s).
Incase you maintain different demo for each packages. You can repeat this process to manage different demos for various packages, ensuring each tenant type experiences a tailored demo.
