Set up an Automated Content Builder Experience Updated September 25, 2024 19:52 The Automated Content Builder (ACB) app enables the creation of documents and presentations tailored to prospects' context and industry-specific needs. To provide sellers with customizable template assets, the ACB app must be installed, and an ACB Experience must be assigned to them. Now that we’ve installed the ACB app, we’ll learn how to create an Automated Content Builder Experience and republish it when updates have been made to the app. Key features Enables the creation of tailored documents and presentations Helps provide customizable templates for sellers Uses real-time data on document creation You need this to succeed Showpad Content Ultimate or Showpad Content Essential & Plus with the Enterprise add-on Showpad's Automated Content Builder add-on Showpad admin account The Automated Content Builder app installed Do this step by step Create an Automated Content Builder Experience Manage tags specific to Automated Content Builder templates Republish Automated Content Builder Experiences after an app update Create an Automated Content Builder Experience Navigate to the Library and select a Division, if applicable. Click Open Experience Builder. Click Select an Experience, then click Create a New Experience. Give the Experience a name, select Automated Content Builder in the list of Experience types, and then click Create. Go to the Edit tab and click the Enter tags field under the File section. Type the tags you’ll use to identify Automated Content Builder templates. Note that only existing tags can be selected.This makes any assets with the chosen tag selectable as templates in the Automated Content Builder Experience. Also, these tags will automatically be applied to assets uploaded from the Automated Content Builder Experience. Optionally, if you have a Salesforce integration, confirm the Salesforce objects that will be selectable in your templates under the App settings. The objects supported by default are Account, Opportunity, Lead, Task, Contact, and User. You can add other Salesforce objects or remove the default ones. Then, click Publish Experience in the top right corner. Optionally, add a Cover Image. This makes it easier for users to find the Experience. In the Experience Builder, click Design, then Cover Image. Choose the image of your choice, or upload the default ACB image provided at the bottom of this article. Assign the Automated Content Builder Experience to the users who need access. See how it’s done. We recommend assigning the Experience first to other admins who will create templates. Note: All Showpad admins assigned to the ACB Experience can create, edit, and remove all template assets and manage all data sources. Promoted Members are not permitted to create or manage ACB template assets. Once templates are published, you can assign the ACB Experience to all users who should have access to it. Users can only use the published templates. To create templates: - First, read about the best practices to start with Automated Content Builder,- Follow our use case for creating an ACB template based on Showpad User information,- Or, directly dive into how to add placeholders to your templates. Back to Top Manage tags specific to Automated Content Builder templates Navigate to the Content Library and select a Division, if applicable. Click the Open Experience Builder and select your ACB Experience. Then, click the Edit Experience button. On the Edit tab, in the File section, review the tags chosen to identify Automated Content Builder templates.Any asset with the chosen tag(s) will be selectable as a template in the Automated Content Builder app. In addition, these tags will automatically be applied to assets uploaded from the Automated Content Builder Experience. Click Publish template in the top right corner to save your changes. Note: Only existing tags can be selected. To add new tags, you’ll first need to create them in the Tags section of your Content Library. Back to Top Republish Automated Content Builder Experiences after the app has been updated When a new version of the app is available, the Automated Content Builder Experiences need to be republished. When entering an ACB Experience, you’ll be notified by a blue banner informing you that a new app version is available. Go to your Library and select the relevant Division, if applicable. Then, click Open Experience Builder. Select your ACB Experience from the dropdown list and click Edit Experience. Entering the Experience, you’ll see a notification about an updated version. Click Publish Experience in the top right. Back to Top What’s Next: - First, read about the best practices to start with Automated Content Builder,- Follow our use case for creating an ACB template based on Showpad User information, - Or, directly dive into how to add placeholders to your templates. ACB_Experience_Icon.png 200 KB Download Related articles Create your first template using Showpad User information Install and manage the Automated Content Builder app Best practices to start with the Automated Content Builder Add placeholders to Automated Content Builder templates Sync Google Drive content with Showpad (legacy)