Getting started with the Showpad Web app

If you prefer working on a laptop instead of a portable device, you can use Showpad on your PC or Mac by logging in on the Showpad Web app on your browser. Yes, you can use your colossal desktop machine to impress customers, as long as it has an up-to-date, compatible browser. Disclaimer: In this case, portability is your concern.

View all available Experiences, content, and Courses and handle your Shares as you do on the Showpad app. On the Web app, your content and Courses are always up-to-date, so there's no need to perform an update each time you sign in.

Note: This article gives you a quick overview of the available features on the Web app. Depending on your subscription, you might see not all tabs mentioned below.

• Home welcomes you with important information and recommendations.
• Content shows your Experiences, Collections, and your personal My Files.
• Coaching is all about learning. It displays your Courses in My Assignments, Library, Social PitchIQs, and Bookmarks you added.
• Shares show tracked sharing activity and Shared Spaces between you and your buyers.
• My Team is only visible if you're an admin logged in as a user, or if you're a manager of a team. The My Team tab overviews all the Courses and Paths your team is enrolled in.
• Create allows quick access to core Showpad tasks.

See how it works

• Access organization content via your browser
• See all available Experiences, Collections, and your personal files
• Take Courses and practice pitches
• View sharing insights
• Use search filters to find particular content
• Share content via email or generate a link you can share
• Use the Create button to access core Showpad features

You need this to succeed

• At least the Showpad Essential plan
• An up-to-date web browser (Edge, Safari, Chrome, Firefox)

The quick way to awesomeness

1. Make sure you know your organization name
2. Go to https://YourOrganizationName.showpad.biz
3. Use your login credentials
4. Browse through the tabs

Do this step by step

Sign in to the Web app

The Showpad Web app can be accessed by Showpad users via the unique Showpad URL (https://YourOrganizationName.showpad.biz) of your company and with your Showpad username and password. If your administrator enabled Single Sign-On, you can use your Salesforce (or other) account. These login options are not visible if they are not activated.

Note: Due to security settings, using www.YourOrganizationName.showpad.biz to sign in will not work. Make sure not to include "www". Always sign in using https://YourOrganizationName.showpad.biz.

The Home Screen

After signing in on Showpad's Web app, the Home Screen welcomes you with important information via Spotlight messages and recommendations.

Click here to learn more about the Home Screen.

The Content tab

In the Content tab, select Experiences from the menu to see previews and quickly access the content your marketing team provides.

1. Click on the Experience of your choice to see all available content. In this example, we opened Company Materials Experience, and it displays content provided by our marketing colleagues.
2. You can share each asset within the Experiences via the options in the three dot menu that appear when you hover over the content. Click the Showpad icon or the Home tab to return to the main screen.
3. It's possible to rearrange the Experiences by holding the mouse button and dragging and dropping them in your desired order. Learn how to present with a Classic Experience.

On the Collections page, you can find and manage all your personal Collections.

1. In the Content tab, select Collections from the menu.
2. You can see an overview of the Collections you created. To add a new one, click New Collection. Sort the Collections by clicking the Activity tab. Change the view from grid to list view by clicking the view icon. Learn how to create personal Collections.

My Files allows you to upload and structure your own content.

1. In the Content tab, select My Files from the menu.
2. Click the Add button to add content to My Files. Learn more about uploading personal content to My Files.

See your Courses and tasks in the Coaching tab

The Coaching tab is available on the Showpad Coach and Platform packages. Here, you can find the Paths and Courses to follow and pitches to use as a sales rep.

To learn more about the My Assignments, Library, Social, and Bookmarks tabs, take a look at the Coaching section of the Help Center. It explains all the features step by step.

Using the Shares tab

The Shares tab contains an overview of all the content you shared and shows valuable insights. You can also share content with buyers from this screen. If Shared Spaces is enabled, you can find these microsites in this location.

1. View or create your Shares by clicking the Shares tab and selecting Email & Links from the menu.
2. Find out more about the insights. Learn how to examine the Share information.
3. If available, click Shared Spaces to see the Shared Spaces you created. Learn more about Shared Spaces in this section.

The Create button

The Create button allows you to quickly create

• an Email Share to share content with buyers
• a Collection to group multiple assets
• a Shared Space website to interact with buyers
• a Showpad Video to record a more personal message for buyers

Using the search function

On the top-right of the screen, you can look for specific content and learning materials by clicking the search icon. Learn the best ways to search and filter to find content.