Share content with Showpad Updated July 03, 2024 15:45 One of the foundations of Showpad is the ability to share content with customers and prospects. Showpad provides a variety of sharing possibilities. You can share multiple files and Pages while browsing your Experiences or using the Share tab. Use the content picker to browse and select your content. Searching for the content to share with your customers is also possible when creating a share. Shares will remain active as long as the owner has an active Showpad account or until they revoke access from the Share settings. As admins can change asset permissions, the status of an asset can change between sharable and unsharable. A shared asset that becomes unshareable will disappear from a Share or be blurred on a Shared Space. The same behavior will happen if an asset expires or is deleted by an admin. When sharing via email shares in Showpad, recipients using certain email providers (Gmail, Yahoo!) will have the option to unsubscribe. You'll be notified via email if they select the unsubscribe option or if you attempt to send an email share to a recipient who has previously unsubscribed. Recipients in Gmail will only have the option to unsubscribe if you have shared with a high volume (over 5,000 recipients). Key features Add separate files to a Share Use the content picker to select files Search for content when creating your Share Share content with up to 100 recipients Choose your success platform iOS Android Windows Desktop Web App See how it's done on iOS Compose an email Share from the Emails & Links tab of the Shares screen Tap Shares in the bottom menu. Toggle the button at the top to Emails & Links. Tap Compose. Fill in the recipient's email address. If your organization has the Salesforce integration enabled, you can select to see the activity on this Share in your Salesforce dashboard. Tap the settings icon at the bottom of your message to make any changes to the setup of your share. Slide the Allow Downloads toggle if you want to allow any recipients to download the content you are sharing with them. Allowing downloads is on by default. When toggling it off, it will be remembered for the next time you create a share. Toggle Send A Copy To Myself on if you wish to receive a copy of the share. It will be sent to your email address. Interactions with the email sent to yourself will not be tracked. Select the desired theme you would like to use to share your content. Your recipients will see the share in this selected environment. Set an expiration date for your shared content to retain control over its availability. Choose from a week, a month, or set a custom date. You cannot change the expiration date once set, but you can revoke access at any time. Click the CRM button at the bottom of the share and slide the toggle to opt to log this activity to your Customer Relationship Management (CRM) tool such as Salesforce, SAP C4C, or Microsoft Dynamics. Back in your message, tap the + icon to add assets to your share. You can browse your Experiences to find the content you are looking for. Tap Add to insert a link to the content into your share. The most recently added assets are shown first. Additionally, you can search for content you'd like to add. Our search engine looks for search terms in document titles and in the text of the documents. Tapping the result will add the content to your Share. Give the email a subject and add a message to your customer or prospect. Tap Send to send the email. Note: Some file types may be restricted by your admin to make them available for download only as a PDF. Share a link to content You can generate a link to the content you want to share and paste it into instant messaging. Alternatively, you can use your preferred messaging app, like WeChat or WhatsApp. From the Content tab, navigate to the content you want to share. tap the share icon and select Get a link Follow the instructions for your platform to generate a link. See how it's done on Android Compose an email Share from the Emails & Links tab of the Shares screen Open the Share tab from the bottom menu on the Home screen. Tap the compose button. Add a recipient email address in the To field. Set the configuration of your share: Choose whether or not the prospect can download your content by using the toggle to the right of Allow Downloads. You will not be able to override your admin's content settings, so if they have disabled downloads on certain pieces of content, changing this toggle will not override that. Allowing downloads is on by default. When toggling it off, it will be remembered for the next time you create a share. Set an expiration date for your shared content to retain control over its availability. Choose from a week, a month, or set a custom date. You cannot change the expiration date once set for each Share, but you can revoke access anytime. Update the sharing Theme if desired. Add assets by searching Content, or click the plus icon to browse your Experiences. Tap the assets to select them. Tap the View icon to preview any asset before selecting it. Tap Insert Items when you're ready. Each asset will be added as a link to the body of your email. If the content has multiple pages, you can tap Select Pages and choose specific pages within the file to send. Once you have selected your desired pages, tap Add. If enabled, choose to log your share to your CRM such as Salesforce in this example: Give the email a subject and add a message for your customer or prospect. Tap Send to send the email. Note: Some file types may be restricted by your admin to make them available for download only as a PDF. Share a link to content You can generate a link to the content you want to share and paste it into instant messaging. Alternatively, you can use your preferred messaging app, like WeChat or WhatsApp. From the Home or My Content tab, navigate to the content you want to share. tap the share icon and select Get a link Follow the instructions for your platform to generate a link. See how it's done on the Windows Desktop app There are many different ways to share content with Showpad. This article focuses on creating an email Share. If connected to a Customer Relationship Management (CRM) tool, such as Salesforce, this Share is also visible in your contact or lead's Activity History.If you are offline, your Shares will queue up to be deployed once you have an internet connection. See how it looks Do this step by step Click Create in the top menu and select Email Share. Enter your contact's email address. You can include up to 100 recipients. Each recipient will only see their address.Fill in the subject line and the email body. Add a link or image, change font style and size, or format the email body. Note that the fonts you can choose are compatible with all email clients. Note: If Log to Salesforce is disabled in your account, you can search your Showpad contacts and find internal users. If Log to Salesforce is enabled, you will only find Salesforce contacts when searching for recipients. Internal users cannot be found while the toggle is on. You can select additional content by clicking Add Content and browsing your Experiences, Collections, or My Files. The most recently added assets are shown first. Then, configure your Share settings: To deny downloading of content, uncheck Allow downloads in Sharing Settings. Your recipients see the file's content but can't download a copy of the original file. Allowing downloads is on by default. When toggling it off, it will be remembered for the next time you create a Share. To send yourself a copy of the Share via email, check the box for Send me a copy. Interactions with the email sent to you will not be tracked. Set an expiration date for your shared content to retain control over its availability. Choose from a week, a month, or set a custom date. You cannot change the expiration date once set for each Share, but you can revoke access anytime. Next, if enabled by your admin, you can log the Share to your CRM. Check the box and then select the relevant Contact and Account or Opportunity. Finally, select the Sharing Theme you would like to use from the drop-down menu. After you click send, your contact will receive an email with an invitation to view your shared content. Each asset will be listed as a separate link with the file name as the title. Your recipient has the option to download all files in a zip file. Depending on your settings, your recipient can download or only view the shared content. If you uncheck Allow downloads, recipients won't have the option to download the original copy of your shared content. They will only see the zoom out, zoom in, and view in full-screen buttons. Note: Some file types may be restricted by your admin to make them available for download only as a PDF. It's also possible to send a previous Share by clicking the settings icon while viewing the Share on the Emails & Links page in the Shares tab. You can forward a copy to new recipients, view how it looks as a recipient, stop all notifications about this Share, and revoke access for the recipients by marking it as expired. When you forward a copy of a Share, the previous message will be automatically copied, but you can change it in the editor. You can also add additional recipients and assets to this forwarded share. See how it's done on the Web app There are many different ways to share content with Showpad. This article focuses on creating an email Share. If Salesforce integration is enabled, this Share is also visible in your contact or lead's Activity History. See how it looks Do this step by step Click Create in the top menu and select Email Share. Enter your contact's email address. You can include up to 100 recipients. Each recipient will only see their address.Fill in the subject line and the email body. Add a link or image, change font style and size, or format the email body. Note that the fonts you can choose are compatible with all email clients. Note: If Log to Salesforce is disabled in your account, you can search your Showpad contacts and find internal users. If Log to Salesforce is enabled, you will only find Salesforce contacts when searching for recipients. Internal users cannot be found while the toggle is on. To select additional content, click Add Content and browse your Experiences, My Files, or Collections. The most recently added assets are shown first. Then, configure your Share settings: To deny downloading of content, uncheck Allow downloads in Sharing Settings. Your recipients see the file's content but can't download a copy of the original file. Allowing downloads is on by default. When toggled off, the setting remains for the next time you create a Share. To send yourself a copy of the Share via email, check the Send me a copy box. Interactions with the email sent to you will not be tracked. Set an expiration date for your shared content to retain control over its availability. Choose from a week, a month, or set a custom date. You cannot change the expiration date once set for each Share, but you can revoke access anytime. Next, if enabled by your admin, you can log the Share to your CRM. Check the box and then select the relevant Contact and Account or Opportunity. Finally, select the Sharing Theme you would like to use from the drop-down menu. Once you click send, your contact will receive an email with an invitation to view your shared content. Each asset will be listed as a separate link with the file name as the title. Your recipient has the option to download all files in a zip file. Depending on your settings, your recipient can download or only view the shared content. If you unchecked Allow downloads, recipients won't have the option to download the original copy of your shared content. They will only see the zoom out, zoom in, and view in full-screen buttons. Note: Some file types may be restricted by your admin to make them available for download only as a PDF. It's also possible to send a previous Share by clicking the settings icon while viewing the Share on the Emails & Links page in the Shares tab. You can forward a copy to new recipients, view how it looks as a recipient, stop all notifications about this Share, and revoke access for the recipients. When you forward a copy of a Share, the previous message will be automatically copied, and you can change it in the editor. You can also add additional recipients and assets to this forwarded share. See how to Share content while presenting an Experience. Related articles Ways to share with Showpad Share a single file via Showpad Generate a link for sharing your content View Shared Space activity and engagement insights Download and install the Showpad application