Admin quick start guide

Welcome to Showpad, the world's leading revenue enablement platform.

The Showpad platform consists of a user site, known as the Web app when accessed on a web browser, and an administrator portal, called the Online Platform.

The Online Platform is designed to empower administrators with the tools and knowledge to effectively manage content, engage users, and harness insights through analytics.

However, it can be overwhelming to decide where to start. That’s why we created this comprehensive guide to help you leverage the power of our sales enablement platform. Follow along for a brief introduction to navigating and utilizing the Showpad Online Platform.

See what you can do

As a Showpad admin or Promoted Member with granted admin permissions, you have powers to:

• Create and distribute sales content.
• Make content-related decisions based on usage and engagement data.
• Manage Showpad users and their access to resources.
• Deliver and scale impactful onboarding and continuous learning programs.

Tip: Enroll in Showpad Academy for additional training.

Let's take a quick tour of the features and capabilities available to you.

The quick way to awesomeness

1. Receive your invitation email with sign-in details
2. Log in to the Online Platform
3. Consider content structure in the Content Library
4. Add and manage content
5. Distribute content to your sellers
6. Prepare onboarding and learning programs
7. Manage users
8. Engage users
9. Examine Reports and Analytics
10. Customize Showpad to your brand and enable features
11. Connect Showpad to your cloud storage, CRM, and sharing plugins
12. Find in-product help
13. Explore the Web app to see Showpad as a user

Do this step by step

1. Your login and password

   You received an invitation email containing a custom Showpad URL. You'll find your login or a link to set up your password in this email.

   Please contact the owner or an additional administrator if you still need to receive your credentials.

   To sign in on Showpad, you need three things:

   • Your organization name
   • Your email address
   • Your password

    

2. Log in to the Online Platform
   1. Navigate to your custom Showpad URL in a web browser and enter your organization name to log in. Your organization’s Showpad account name should be in your invitation email.
   2. Use your email address and password to open the Showpad app.

   For more thorough instructions, see how to log in to Showpad.

   Your organization may have configured a Customer Relationship Management (CRM) tool like Salesforce or a Single Sign-On (SSO) identity management system like Okta to sign in. In that case, you will see an extra button after providing the organization name. Use your organization’s preferred method to sign in.

    

3. Consider content structure in the Content Library

   A clear content structure increases productivity and engagement by making it easy for users to find and access needed materials.

    

   Review how content is structured in your organization.

   1. Click the Library tab.
   2. If your organization has more than one Division, select one from the list.
   3. Within the Content Library, you’ll find the assets, Experiences, tags, sharing themes, email templates, Courses, Homepages, and Pages that belong to the Division.

   Learn more about customizing content structure with Divisions.

    

   In Showpad, the primary tool for organizing and distributing content to your sellers is a feature called Experiences.

    

   Take a quick look at this Division's Experiences in the Content Library.

   1. From the Assets & Experiences tab, click Open Experience Builder
   2. Select an Experience from the drop-down menu.
   3. If it's a Classic Experience, you will see the folders that store and categorize content.
   4. If it's an Advanced Experience, click Open in Web app to view the Experience in a new browser tab.

    

   Each Experience is a collection of assets. Assets can be files or Pages.

    

   View the lists of the available files and Pages for the Division.

   1. Click the Assets & Experiences tab of the Content Library
   2. Select the All Files tab on the left menu to view files.
   3. Click on the All Pages tab to view Pages.

    

   If your organization has a global or multi-lingual market, your content can be distributed by language or location using the locale property. A locale property specifies an asset's language and/or region and can be used to dynamically sort and display an asset.

    

   View an asset’s locale property.

   1. Select a file from the Content Library to open the asset details pane.
   2. Under the Properties tab, you’ll see the locale properties assigned to the asset.

   See how to categorize assets by setting the locale.

    

   You can add tags to an asset to quickly provide specific content to your team. A tag is a piece of metadata linked to any file, Page, or Course. When you set the tags and locale of an asset, it can dynamically populate in Experience Smart Folders, Pages, and Homepages.

    

   View how your organization sorts tags.

   1. Click on the Tags tab in the Content Library
   2. View the list of All tags
   3. If your tags are organized into categories, click a category from the left menu.
   4. If there is a caret next to a category, click it to reveal the next-level categories associated with the top category.

   Find out more about managing and categorizing tags.

    

4. Add and manage content

   You can add content to the Content Library in a few different ways.

   1. Click the Add button in the Assets & Experiences tab of the Content Library to view options:
      • Upload a local file.
      • Add a URL asset.
      • Import from cloud storage.
      • Create a Page.
      • Sync your cloud storage.

   See how to upload files to the Content Library.

    

   Prepare an asset for distribution.

   1. Select a file in the Content Library to open the asset details pane.
   2. Click through the tabs to see the information and settings available for each asset.
   3. To update the tags, locale, authors, permissions, file life cycle, and optimization of several files simultaneously, select them from the list by checking the boxes next to the assets, then click edit.

   Learn more about editing asset settings.

    

   Search for an asset.

   1. Type a search term in the search field.
   2. Narrow down the results by selecting from the filters at the top of the list.
   3. Click Advanced to create a search filter using Showpad Query Language (ShowQL) by combining attributes, operators, and values.

   Explore the different ways to find content in the Content Library.

    

5. Distribute content to your sellers

   To distribute new marketing material to your sellers, add the content to an Experience.

    

   Create a new Experience.

   1. Click Open Experience Builder in the Assets & Experiences tab of the Content Library.
   2. Choose Select an Experience.
   3. Click Create a New Experience from the bottom of the drop-down menu.
   4. Choose to create a Classic Experience using Smart Folders to auto-populate content.
   5. Or choose to create an Advanced Experience, such as the Atom Experience. Advanced Experiences display content in a nonlinear fashion for a more interactive presentation.

   Follow these steps to create a Classic Experience. Or learn to create an Advanced Experience, such as Mapper, Selector, or Atom.
   

    

   Another way to share content with your team is to create a custom webpage for your topic.

    

   Create a new Page.

   1. Click Add.
   2. Select Create Page.

   Follow this guide to create a new Page.

    

6. Prepare onboarding and learning programs

   Use Showpad to give your sales team the information and skills they need to succeed.

    

   Take a look at Courses and Paths in the Coach Library

   1. Click the Coach Library tab in the Content Libary.
   2. Select All Courses from the left menu and review the training and onboarding Courses you can assign to users.
   3. Click All Paths to see the learning Paths that guide students through a series of Courses and tasks.

   Learn more about the Coach Library.

    

   Create a new Course

   1. Click Add.
   2. Select Course.
   3. You can create a Course that contains:
      • Multiple Lessons
      • A Survey or a Test
      • A PitchIQ. Showpad’s PitchIQ feature allows you to set the criteria for a seller to practice their pitches.

   Follow these steps to create a Course

    

7. Manage users

   Various people in your organization use Showpad with different goals, which require different access levels.

    

   Create users based on Showpad roles.

   1. Open the Users tab to see a list of all users in the User Library.
   2. Click Add.
   3. Select Create new user.

   Learn how to create a new user.

    

   Create groups of users to control Division and Experience access.

   1. Open the Users tab to open the User Library.
   2. Click the Group tab to view all user groups in your organization.
   3. Select Create new group.

   See how to create new user groups.

    

   With Users and Groups established, you can use content profiles to tailor content based on language and location. Then assign content and coaching materials to users and groups.

   You can delegate control of specific tasks in your organization or Divisions by assigning extra permissions to a user. A Promoted Member is a user with limited access to the Online Platform.

    

   Create a Promoted Member

   1. Click the gear icon and select Admin Settings.
   2. Select Division from the left menu.
   3. If your organization has more than one Division, choose a Division.
   4. See the list of Promoted Members to this Division and their associated permissions.
   5. Click Promote a Member to assign access permissions to a selected user.

   Find out more about creating Promoted Members.

    

8. Engage users

   Click the Collaboration tab to see how to communicate with your users through Spotlights and Announcements.

   • Spotlights are used to highlight messages to sales reps in Showpad Home.
   • With Announcements, you can send targeted messages to your teams.

   As an admin, you can create a Custom Homepage for users with specific content, Experiences, and more. Homepages are assigned to users via their user group, so you can personalize Homepage content to specific sets of users, ensuring everyone sees the most relevant content to them.

    

   Create a Custom Homepage

   1. Click the Hompage tab in the Content Library
   2. See the status of the Homepages in this Division
   3. Click Create New Homepage.

   Follow these steps to design a Custom Homepage.

    

9. Examine Reports and Analytics

   Gain insights into the performance of content and users with Showpad Reports.

   1. Click on the Reports tab.
   2. Select a Report type to review. Showpad offers robust reporting on:
      • Content
      • Coaching
      • Engagement.
   3. At the top of each report, specify parameters to focus your research.
   4. Scroll through the charts and filter the data tables.

   Explore the Reports feature with this guide.

    

   Dive deeper into the data by examining question-based analytics and utilizing AnalyticsIQ.

   1. While in Reports, toggle on the New reporting switch.
   2. Select a question from the Analytics dashboard.
   3. View charts and tables that answer the question.
   4. To generate additional insights, select a question with purple stars and click the AnalyticsIQ button to ask more focused questions.

   Follow this guide to question-based analytics to learn more.

    

10. Customize Showpad to your brand and enable features

    You’ll find tools to customize Showpad and enable features within Admin Settings.

    1. Click the gear icon and select Admin Settings. On the left are categories of settings that can be adjusted.
    2. Select Features from the left menu to view your options.
       • On the Features page you can view or set your organization’s accent color and view or upload your organization’s logo.
       • You can activate or deactivate any features by enabling or disabling the toggles to the right of each feature.

    Learn about enabling and disabling features for your various user groups.

     

11. Connect Showpad to your cloud storage, CRM, and sharing plugins

    View what cloud storage, Customer Relationship Management (CRM), and email plugin your organization connects to.

    1. Click the gear icon.
    2. Select Integrations.
    3. Click Cloud Storage to see which cloud storage providers are set to sync content to one or more Divisions' Content Library.
    4. Click CRM to view which CRMs, like Salesforce, are connected to Showpad.
    5. If Microsoft Office or Google Slides are toggled on, users can open assets in this software to edit documents.

    Learn more about connecting Showpad to third-party integrations

     

12. Find in-product help

    Click on the question mark at the top of the Online Platform anytime to open the Resource Center. The Resource Center provides in-product access to the Showpad Help Center, the latest release updates, instant access to Support, and additional resources.

    See how to stay informed and find help in the Resource Center

     

13. Explore the Web app to see Showpad as a user

    Now that you’ve explored the Online Platform, it’s time to see Showpad as a user.

    1. Click Switch to Web app to open the Showpad Web app in a new browser tab.
    2. If you’ve closed the admin browser tab and want to return to the Online Platform, click on your avatar and select Admin.

    Read a quick overview of the Showpad Web app.

     

As a Showpad administrator, you can manage users, track analytics, and prepare users’ enablement journeys. Unlock the full potential of Showpad to drive your organization's revenue enablement efforts.

To learn more about all of the tools and features you can unlock in the Online Platform, check out the Administrator Category of our Help Center.