What's in it for you
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 channels 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
Choose your success platform
 iOS |
 Android |
 Windows |
 Web App |
See how it's done on iOS
Create a share from the home screen
- Open the Share screen and select the Compose button.
- 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.
- Slide the toggle if you would like to allow recipients to download the content you are sharing.
- Select the desired Theme you would like to use to share your content. Your recipients will see the Share in this selected environment.
- Add assets by browsing your Channels. Select the files you would like to share via email.
Note: If your organization also has advanced Showpad Experiences Channels, you are not able to browse through that content. However, you can still search for content that is available in those channels.
- 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 for your customer or prospect. Tap Send to send the email.
Create a Share from within an active channel
- In your channel, tap the Select Files.
- Select the files you'd like to share with your customer and tap the Share button.
- Select the Sharing Theme you'd like to use.
- 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 channels.
- Send the email with the selected content.
See how it's done on Android
- Open the Share screen and select the Compose button.
- Select the desired Theme you would like to use to share your content.
- Add assets by searching Content, or by browsing your Channels. Select the files you would like to share via 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.
- Give the email a subject and add a message for your customer or prospect. Tap Send to send the email.
You can also share selected content, without using collections, from within your active channel.
- In your channel, tap the three dots to see the drop-down menu. Push the Select button.
- Select the files you'd like to share with your customer and tap the Share button.
- If you'd like to select specific pages from within a multi-page asset, open the file directly and tap the Share button. You will have the option to select the Entire Document or Select Pages.
- Select the Sharing Theme you'd like to use.
- 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 channels.
- Send the email with the selected content.
See how it's done on Windows
See this in actionDo this step by step
- Select the files you want to share with your customer, by right-clicking the assets, or by swiping down on the asset.
- At the bottom right, you can select Share to open the Email screen. Creating a collection is not necessary for sharing your content.
- Select the theme you would like to use and fill in all necessary and relevant information. Note that you can select additional content by browsing your Channels or your Uploads.
- Your contact receives an email with an invitation to view your shared content.
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.
- Click the Email button to share an asset with your contact.
- Enter your contact's email address.
- To deny downloading of content, uncheck Allow downloads. With this option, your recipients see the content of the file, but they can't download a copy of the original file.
- Select the theme you would like to use.
- You can select additional content by browsing your Channels or your Uploads.
- Enter a subject and a description for the email.
- Your contact receives an email with an invitation to view your shared content.
- 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. 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.
You can log the Content Sharing for an Account or Opportunity in Salesforce.
See this in actionDo this step by step
Add the Account, Contact or Lead. These items are automatically populated with the information stored in Salesforce.
Windows
If Salesforce integration is enabled, this Share is also visible in the Activity History of your contact or lead.
See this in actionDo this step by step
Select the files you want to share with your customer, by right-clicking the assets, or by swiping down on the asset.
At the bottom right, you can select Share to open the Email screen. Creating a collection is not necessary for sharing your content.
Select the theme you would like to use and fill in all necessary and relevant information. Note that you can select additional content by browsing your Channels or your Uploads.
Your contact receives an email with an invitation to view your shared content.
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 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.
- Click the Email button or generate a link to share an asset with your contact.
- Enter your contact's email address.
- To deny downloading of content, uncheck Allow downloads. Your recipients see the content of the file, but they can't download a copy of the original file.
- Select the theme you would like to use.
- You can select additional content by browsing your Channels or your Uploads.
- Enter a subject and a description.
- Your contact receives an email with an invitation to view your shared content.
- 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. 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.
You can log the Content Sharing for an Account or Opportunity in Salesforce. Add the Account, Contact or Lead. These items are automatically populated with the information stored in Salesforce.
