You received an invitation email, containing the custom Showpad URL you'll need to start working. In this email, you'll find your login or a link to setup your password.
Please contact your administrator or Showpad support if you didn't receive your credentials.
The Showpad app is available on:
- Web App (web version of Showpad, accessible via your preferred browser.)
1. Download and install the app
If Showpad is not yet installed on your device, please download and install the app from the app store on your device. If the app is already available on your device, make sure you have the latest version installed.
In the following tutorial video, you will learn how to download the app and log in to Showpad on iOS (iPad). You can follow the similar procedure for other devices or platforms.
After installing the app, you will need to provide the organization name to login. This is the exact name of your company's Showpad account name. This should be provided to you in the invitation email. Use your email address and password to open the Showpad app.
It is possible your company configured a CRM system (like Salesforce) or an SSO (Single-Sign on via a platform like Okta) to sign in. In that case, you will see an extra button after providing the Organization name. Here you can find more information about the Salesforce integration.
2. Download content on your device
After logging in on the Showpad app, content will be downloaded on your device. You have the option to download all files right now or download them on-demand.
You can find more information about how your content is downloaded on your device in this article.
3. Start working with Channels
In Showpad, content is organized into Channels. Presenting your content will be done by tapping or opening the content structured in those channels. For your convenience, Showpad will remember the last viewed page of your document for 30 minutes if you switch back and forth between files.
This video shows you how easy it is to use Channels. (iOS version on iPad.) The flow is very much the same for devices on other platforms.
4. Share content with prospects
Now you can start sharing your content with your customers or your prospects. There are several ways to share content on your platform. You can create a collection of files, you can share a single file via email or generate a link to the shared document if you're using the Web App.
In the following video, you will learn some basics on how to share content with your customers or prospects.
5. Gain insight on your prospect's activity on your shared content
Another very important feature is the Share feature. This feature allows you to track the activities of your prospects and clients on the content you've shared with them. This way you get a sneak peak of what is important for that person. Click on the following link to learn about the Share feature.
In the following video, you will learn how powerful sharing is for your business.