Create personalized presentations and documents from templates

You can quickly and easily create documents and presentations tailored to your prospects' information or industry-specific needs from templates provided by your admins with the Showpad Automated Content Builder (ACB) app.

When you use a template, the placeholders in it will automatically be replaced with up-to-date data coming from your input or other sources, such as Salesforce or external APIs. This will save you time and effort when making custom presentations or documents for your prospects or customers.

Key features

• Easily find templates by filtering, searching, and displaying options in your Template Experience
• Quickly create personalized documents or presentations using templates provided by administrators
• Uses real-time data on document creation

You need this to succeed

• Access to an Automated Content Builder Experience
• Templates provided by your administrators
• Access to a Salesforce account for templates using Salesforce data
• Showpad Content Ultimate or Showpad Content Essential & Plus with the Enterprise add-on

Do this step by step

1. Navigate to the Content tab and select Experiences. Choose the relevant Experience containing marketing-approved templates.
   
2. Find the template you’re looking for.
   • You can filter by User input (admins only) or Template tags. User input filters templates based on the input you must fill in to generate the document; it can be a form and/or a Salesforce object.
     
   • You can also search for the template by clicking the search icon in the top right corner of the Experience and entering the template name.
     
3. Select to display the list of templates in a grid or list view.
   
4. Select the template you want to generate by clicking the template card or the three dot menu on the card and then clicking Create.
5. In the ACB Document modal, enter the data needed to generate the document. Templates can use forms and/or Salesforce objects.
   
   • If the template uses a Form, you must fill in all the form fields.
   • If the template uses Salesforce data, you must fill in the object ID required. Start searching for your customers’ Salesforce data by clicking in the Salesforce field. A new window may open where you need to log into your Salesforce account. Then, type the data you want to search for and select the appropriate record from the dropdown.
6. Once all the fields are populated, you can update the asset name if file name customization is enabled.
   
7. Select where to save your document in your personal Files or directly in a Collection.
8. Click Create document. Your new document will be uploaded to My Files, and you’ll be notified when the file is done processing. Navigating to other screens will not impact processing.
   
9.  Go to My Files or your Collections from the link provided or from the navigation menu. Your newly created document will appear at the top of the list. Click it to open it in the Asset Viewer.
   
10. Optionally, you can click the three dot menu on a template card and select Preview to open the template in the Asset Viewer. From here, you can browse it, see the different placeholders, and generate the document.