Sharing content with Showpad

  • Updated

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 by using the Share tab. Use the content picker to browse and select your content. It's also possible to search for content you like to share with your customers when creating your share.  

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

Note: If your organization also has advanced Showpad Experiences, you are not able to browse through that content. However, you can still search for content that is available in those Experiences.

Choose your success platform


iOS
Android
Windows
Windows Desktop
Web App

See how it's done on iOS

Create a share from the home screen

  1. Open the Share screen and tap the Compose button.
    ios_compose.pngShare_tab_ios.png
  2. 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. 
    email_field_ios.png
  3. Tap the settings icon at the bottom of your message to make any changes to the setup of your share.
    Settings_icon_ios.png
  4. 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.
    allow_downloads_ios.png
  5. 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. send_a_copy_to_myself_email.png
  6. Select the desired theme you would like to use to share your content. Your recipients will see the share in this selected environment.
    select_theme_ios.png
  7. Click the CRM button at the bottom of the share and slide the toggle to opt to log this activity to your Salesforce, SAP C4C, or Microsoft Dynamics account. 
    log_to_sfdc_ios.png
  8. 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.
    Select_content_ios.png
  9. 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.
    search_content_ios.png
  10. Give the email a subject and add a message to your customer or prospect. Tap Send to send the email.complete_share_ios.png

Note: Some file types may have a restriction placed on them by your admin to make them available for download only as a PDF.


Create a Share from within an active Experience

  1. In your Experience, tap the 3 dots in the corner and then tap Select Files.
    select_files_from_channel_ios.png
  2. Select the files you'd like to share with your customer and tap the Share button. Tap whether you'd like to compose an email share or get a link to your content.
    select_assets_to_share_ios-2.png

See how it's done on Android

  1. Open the Share tab from the bottom menu on the Home screen.
    Home_Screen_with_Shares.png
  2. Tap the compose button. tap_the_compose_button.png
  3. Add a recipient email address in the To field. 
  4. 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.
  5. Update the sharing Theme if desired. sharing_improvements_android_3.png
  6. 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.
    selecting_content_android_sharing_improvements_4.png
  7. 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.Sharing_4.png
    Sharing_5.png
  8. Give the email a subject and add a message for your customer or prospect. Tap Send to send the email.
    android_sharing_improvements_5.png

Note: Some file types may have a restriction placed on them by your admin to make them available for download only as a PDF.

You can also share selected content, without using collections, from within your active Experience.

  1. In your Experience, tap the three dots on the top right to open the drop-down menu. Tap the Select button.
    select_content_android_improvements_1.png
  2. Select the files you'd like to share with your customer and tap the Share button.
    Screen_Shot_2020-09-01_at_2_25_59_PM.png
  3. Select to share by email or link.
    email_or_link_sharing.png
  4. Add a recipient email address, enable or disable content downloads, and select the Theme you'd like to use.  email_sharing_android_improvements_2.png
  5. In the Content field, you can add additional content by searching, or by tapping the + icon, which opens a browser that shows your existing collections and Experiences.
  6. Send the email with the selected content.
    android_sharing_improvements_5.png

See how it's done on Windows

See this in action

 

Do this step by step
  1. Select the files you want to share with your customer, by right-clicking the assets, or by swiping down on the asset.swipe_down.png
  2. At the bottom right, you can select Share to open the Email screen. Creating a collection is not necessary for sharing your content.select_share.png
  3. Add a recipient email address.
  4. Select if recipients can download content using the Allow Downloads toggle.
  5. If applicable, choose to log to Salesforce.
  6. Select a theme using the drop-down menu. These are designated by your admin.
  7. You can select additional content by tapping Add Content and browsing your Experiences or your Uploads.
  8. Add a subject line and email body message, then tap Send.
    email_send.png
  9. Your contact receives an email with an invitation to view your shared content.view_content_in_share.png

Note: Some file types may have a restriction placed on them by your admin to make them available for download only as a PDF.  

If Salesforce integration is enabled, this Share is also visible in the Activity History of your contact or lead.

You can also log the Content Sharing for an Account or Opportunity in Salesforce if you use this CRM.
Add the Account, Contact or Lead when you share your assets. These items are automatically populated with the information stored in Salesforce.


See how it's done on the Windows Desktop app

On our Windows Desktop app, you can share your content without creating a Collection. Select one, or multiple files and send them using your selected Shared Theme.
If Salesforce integration is enabled, this Share is also visible in the Activity History of your contact or lead. If you are offline, your shares will queue up to be deployed as soon as you have an internet connection again. 

See how it looks

wda_filled_out.png


Do this step by step
  1. Hover over an asset in an Experience and click the Share button. You can choose to share via email, link, or by adding it to a Shared Space.
    WDA_Share_from_channel_view.png
  2. For email shares, enter your contact's email address. Fill in a subject line and email message.
  3. You can select additional content by clicking Add Content and browsing your Experiences or your Uploads. Enter a subject and a message. Toggle Log to Salesforce on if you would like to log this sharing activity to an account or contact.
  4. To deny downloading of content, uncheck Allow downloads in Sharing Settings. Your recipients see the content of the file, but they 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.
  5. To send yourself a copy of the share via email, check the box for Send me a copy. Interactions with the email sent to yourself will not be tracked. 
  6. Next, select the Sharing Theme you would like to use from the drop-down menu.
  7. Finally, if enabled by your admin, you will have the option to log the share to your CRM. Check the box and then select the relevant Contact and Account or Opportunity. wda_filled_out.png
  8. 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.
    WDA_share_user_view.png
  9. Your recipient has the option to download all files in a zip file.
    Download_assets_as_zip_file.png
  10. Depending on your settings, your recipient can download or only view the shared content. Recipients won't have the option to download the original copy of your shared content if you unchecked Allow downloads. They will only see the zoom out, zoom in, and view in full-screen buttons.
    prospect_zoom_in_out_buttons.png

Note: Some file types may have a restriction placed on them 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 within the Share.
  1. You can forward a copy to new recipients, view how it looks as a recipient, stop all notifications about this share, and revoke the access for the recipients.
    WDA_Existing_share_options.png
  2. The previous message will be automatically copied and you can change it in the editor. You can add additional recipients and assets in this forwarded share.

See how it's done on the Web app

On our Web App, you can share your content without creating a Collection. Select one, or multiple files and send them using your selected Shared Theme.
If Salesforce integration is enabled, this Share is also visible in the Activity History of your contact or lead.

See how it looks

new_share_ui_coronary_stent.png

Do this step by step
  1. Click the Share button to share an asset with your contact.
    Share_One_Asset_NV.png
  2. Choose between sharing via email, sharing with a link, or adding to a Shared Space.
    sharing_options.png
  3. To add the asset Shared Spaces, select the Shared Space(s) and then click Add. select_the_shared_spaces.png
  4. For email shares, enter your contact's email address. Fill in a subject line and the email body.
  5. You can select additional content by clicking Add Content and browsing your Experiences, My Files, or Collections.
  6. To deny downloading of content, uncheck Allow downloads in Sharing Settings. Your recipients see the content of the file, but they 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.
  7. To send yourself a copy of the share via email, check the box for Send me a copy. Interactions with the email sent to yourself will not be tracked. 
  8. Next, select the Sharing Theme you would like to use from the drop-down menu.
  9. Finally, if enabled by your admin, you will have the option to log the share to your CRM. Check the box and then select the relevant Contact and Account or Opportunity.  Screen_Shot_2021-03-30_at_10_44_10_AM.png
  10. 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.
    Prospect_view_of_share.png
  11. Your recipient has the option to download all files in a zip file.
    Download_assets_as_zip_file.png
  12. Depending on your settings, your recipient can download or only view the shared content. Recipients won't have the option to download the original copy of your shared content if you unchecked Allow downloads. They will only see the zoom out, zoom in, and view in full-screen buttons.
    prospect_zoom_in_out_buttons.png

Note: Some file types may have a restriction placed on them 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 within the Share.

  1. You can forward a copy to new recipients, view how it looks as a recipient, stop all notifications about this share, and revoke the access for the recipients.
    Settings_drop_down_in_share.png
  2. The previous message will be automatically copied and you can change it in the editor. You can add additional recipients and assets in this forwarded share.

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