Create personal Collections with selected content

  • Updated

What's in it for you

A Collection is a personalized presentation you create by mixing and matching marketing-approved content, including documents, document pages, slides, videos and HTML5 files. With a Collection you have all the relevant content in one place, resulting in easy navigation and a coherent sales conversation. You can create as many Collections as you want to prepare for every possible sales conversation.

Key features

  • Create personalized presentations
  • Mix various content
  • Build collections for any possible sales conversation

Choose your success platform


iOS
Android
Windows
Web App

See how it's done on iOS

There are 2 ways to create a Collection:
  • From the Personalize tab
  • When viewing a file
Creating a Collection from the Personalize tab
  1. Tap the Personalize button in the bottom menu. Tap '+' to create a new Collection.
    Create_Collection.png
  2. Enter the name of your Collection and tap Create.
    Create_Collection-2.png
  3. Tap '+' to add content to your Collection.
    Add_content-2.png


Creating a Collection when viewing a file

When you’re viewing a file and you would like to create a new Collection to add it to, proceed as follows. Note that if you create a new Collection this way, the file you’re viewing or the page(s) you’ve selected will automatically be added to your new Collection.

  1. Open the file you would like to add to a new Collection.
  2. Tap the Add to Collections button.
    Movie_Recording__2_.png
  3. In situations where the asset is composed of multiple pages you can tap Entire Document or Select Pages to choose one or more specific pages of that asset to add to the Collection.
    Movie_Recording_and_Create_personal_Collections_with_selected_content.png
  4. Tap New.
  5. Enter the name of your Collection.
  6. Tap Create.
    Movie_Recording_and_Create_personal_Collections_with_selected_content__1_.png

See how it's done on Android

You can create a Collection in 2 ways:
  • From the Content screen
  • When viewing a file

Creating a Collection from the Content screen

  1. Tap the Content button in the side menu.
  2. Tap View All in the Collections band.
    Android_6_0__Running_.png
  3. Tap the '+' button. Enter the name of your Collection and tap OK.
    Android_6_0__Running_.png

Creating a Collection when viewing a file

When you’re viewing a file and you would like to create a new Collection to add it to, proceed as follows. Note that if you create a new Collection this way, the file you’re viewing or the page(s) you’ve selected will automatically be added to your new Collection.

  1. Open the file you would like to add to a new Collection.
  2. Tap the Add to Collections button.
    Android_6_0__Running_.png
  3. Tap Entire Document. If you only want to add one or multiple pages to a new Collection, tap Select Pages.
    Android_6_0__Running_.png
  4. Tap Create new.
  5. Enter the name of your Collection.
  6. Tap OK.
    Android_6_0__Running_.png

See how it's done on Windows

  1. Open the file you would like to add to a new Collection.
  2. Swipe down from the top to reveal the Showpad menu.
  3. Tap the Add to Collection button below.
  4. Tap Entire Document. If you only want to add one or multiple pages to a new Collection, tap Select Pages.
    Windows_10__Running_.png
  5. Tap Create New.
  6. Enter the name of your Collection.

See how it's done on the Web app

You can create a Collection in 2 ways:
  • In the Personalize tab
  • When viewing a file

Creating a Collection from the Personalize screen

  1. Click the Personalize tab in the top menu.
  2. Click Collections.
    Collections_tab.png
  3. Select Add Collection.
  4. If you already created collections, select New Collection.
    New_collection_button.png
  5. Enter the name of your Collection. Click Create.
    Name_your_collection.png
  6. Select Add content to start adding files in your Collection.
    Add_content_button.png
  7. You can search for content by typing in the search field and by browsing the available assets in the channels.
    Search_content_to_add.png
  8. Select the content you would like to add to your Collection. Use the breadcrumbs to navigate in your channels.
    content_breadcrumbs.png
  9. Click the Insert button.
    Insert_items_button.png
  10. Now that you have created your Collection, you can easily share it via email or by generating a link. Clicking the three dots shows the menu to Duplicate, Rename, Download, and Delete your opened Collection.
    Edit_collection_drop_down.png

Creating a Collection when viewing a file

When you’re viewing a file and you would like to add it to a Collection, you have the option to add the entire document or to add selected pages. Note that if you create a new Collection this way, the file you’re viewing or the page(s) you’ve selected will automatically be added to your new Collection.

  1. Open the file you would like to add to a new Collection.
  2. Click the Add to Collections icon.
    add_to_collection_from_present.png
  3. Add the Entire Document to the Collection. If you only want to add selected pages, click Select pages.
    select_pages_for_collection.png
  4. Select the pages you want to add to your collection and click Add.
    Selecting_pages.png
  5. Select an existing Collection or click Create a New Collection.
    Select_collection.png

Related articles

Get the latest apps and email integrations

iOS App Store Google Play Store Microsoft Store