Sales decks are boring. PDFs collect dust. If you want sales teams to actually use your content (and buyers to engage with it), you need something better—something interactive. This guide is for marketers, sales enablement folks, and honestly, anyone tired of seeing their hard work ignored. If you want to build interactive, trackable sales materials in Relayto and aren’t sure where to start, you’re in the right spot.
Let's get into it—no fluff, just what works (and what doesn’t).
Step 1: Decide What “Interactive” Actually Means for You
Not all interactivity is worth your time. Before you even open Relayto, nail down what you want:
Ask yourself: - Is your main goal to help salespeople tell the story better? - Do you want buyers to self-educate, click around, and explore? - Are you hoping to track what buyers look at, or just make things less dull?
What works: - Navigation that lets people jump around (not just flip pages) - Embedded video demos or product tours - Click-to-reveal details or FAQs - Forms or polls (if you’ll actually use the data)
What doesn’t: - Stuff that looks cool but slows things down (heavy animations, autoplay audio) - Making content “interactive” just for the sake of it
Pro tip: Talk to a couple of your sales reps first. Ask them where prospects get confused or tune out. Build for that.
Step 2: Gather Your Raw Materials
Relayto is a builder, not a magic wand. You’ll need assets ready to go:
- Your core sales deck, one-pager, or whitepaper (PowerPoint, PDF, or Google Slides)
- Product images, logos, and headshots
- Short video clips (demos, intros, testimonials)
- Links to resources, pricing pages, or customer stories
- Any stats or proof points you want to highlight
Don’t bother: Don’t try to build interactive content out of a messy, text-heavy doc. Clean up your source material first.
Pro tip: Keep videos short. Under two minutes is ideal—nobody’s watching a 10-minute pitch video.
Step 3: Set Up Your Relayto Account and Project
If you haven’t done this already: 1. Go to Relayto and sign up (there’s a free trial). 2. Once you’re in, click “Create New” or “Import” to start a project. 3. Upload your main file (PPT, PDF, or Google Slides). Relayto will turn each page or slide into its own interactive “screen.”
You’ll see your content in a new format, ready to be reshaped.
What works: - Starting with a deck you already know works in sales meetings - Importing clean, visually simple slides (less is more)
What doesn’t: - Uploading a 60-page whitepaper and expecting magic. Shorter is almost always better.
Step 4: Reshape the Structure for Self-Guided Exploration
Here’s where Relayto earns its keep: you can turn a linear deck into something more like a choose-your-own-adventure.
Do this: - Use “Sections” and “Navigation Tiles” to let users jump to what matters (e.g., “Features,” “Pricing,” “Customer Stories”) - Break up long sequences—no one wants to click “next” 40 times - Add a persistent navigation menu for easy access
What works: - Letting reps or buyers skip to what they care about - Creating a quick “Start Here” page for guidance
What doesn’t: - Burying key info deep in a maze of links - Forcing everyone through the same linear story
Pro tip: Watch how people actually click around—Relayto gives you analytics. Use them.
Step 5: Add Interactive Elements (But Don’t Overdo It)
Now for the fun stuff. Click around the editor and you’ll find options to:
- Embed video (YouTube, Vimeo, or upload your own)
- Drop in pop-up “Hotspots” for definitions or extra info
- Link out to websites, docs, or calendar booking pages
- Add forms (for lead capture or feedback)
What’s worth your time: - Short video intros or product walkthroughs - Click-to-expand case studies or testimonials - “Contact Me” or “Book a Demo” buttons
What usually isn’t: - Gimmicks like sound effects or animated confetti - Overloading pages with too many buttons, pop-ups, or distractions
Pro tip: After adding something “cool,” ask yourself: does this help sales, or just show off what I can do in Relayto?
Step 6: Brand and Polish (But Don’t Get Lost in Design Land)
Relayto has themes, fonts, and color controls. Stay on brand, but don’t get stuck here. Your goal is clarity, not design awards.
Do: - Use your logo, brand colors, and fonts - Check that everything is readable on mobile and desktop - Add a custom cover or intro page
Don’t: - Use tiny or low-contrast fonts - Get so fancy with backgrounds and effects that the message gets lost
Pro tip: Ask someone outside marketing to click through. If they get confused, fix it.
Step 7: Set Up Sharing and Permissions
You control how your interactive content is shared: - Public link: Great for broad campaigns or website embeds - Private link: For select prospects or internal use only - Password protection: For sensitive or NDA-only stuff
You can also: - Allow or prevent downloads (honestly, most people just want the link) - Require email capture before viewing (use this sparingly)
What works: - Giving sales reps a single, up-to-date link to share with prospects - Embedding interactive decks in your website or email campaigns
What doesn’t: - Locking content down so tightly sales can’t use it - Spamming people with “request access” pop-ups
Pro tip: One link is always better than five outdated attachments.
Step 8: Measure What Matters (And Ignore Vanity Metrics)
Relayto offers analytics—use them, but don’t obsess.
Pay attention to: - Which sections people click on (and which get ignored) - Where viewers drop off (are you burying the good stuff?) - Who’s actually looking (for follow-up, not stalking)
Ignore: - Page views that don’t lead to conversations - Time-on-page as a vanity stat (some people just leave tabs open)
Pro tip: Use data to improve your next version, not to justify the last one.
Step 9: Iterate Quickly (and Don’t Wait for Perfect)
The best interactive sales content isn’t built in one go. Ship something, watch how people use it, and tweak. Relayto makes updating live content easy.
How to keep it simple: - Launch with a “minimum lovable product”—just the basics, but interactive - Add or update sections as questions come in from sales or buyers - Archive or hide stuff that isn’t working
What works: - Regularly asking sales if they’re actually using it - Updating in small batches—don’t wait for the mythical “final version”
Pro tip: Treat your interactive sales content like a product, not a project.
Keep It Simple and Move Fast
You don’t need every bell and whistle. The best interactive sales enablement content is the stuff reps and buyers actually use. Focus on clarity, make it easy to share, and don’t be afraid to launch something imperfect. You can always improve—just don’t let perfectionism kill your momentum.
Now, go build something people actually want to click.