Set up an ACB Experience

The Automated Content Builder (ACB) app enables the creation of tailored documents and presentations, customized to meet prospects' specific needs based on their context and industry.

To equip sales teams with adaptable template assets, the ACB app needs to be installed, and an ACB Experience must be assigned to each user.

Now that the ACB app is installed, let’s walk through the process of creating an Automated Content Builder Experience and how to republish it when the app is updated.

See how it looks

Key features

• Enables the creation of tailored documents and presentations
• Helps provide customizable templates for sellers
• Uses real-time data on document creation

You need this to succeed

Do this step by step

• Create an Automated Content Builder Experience
• Manage tags specific to Automated Content Builder templates
• Republish Automated Content Builder Experiences after an app update

Create an Automated Content Builder Experience

1. Navigate to the Libraries tab.
2. If your organization uses multiple Divisions, select the desired Division from the top-left dropdown menu.
3. Click Experiences in the Distribution section of the left menu.
4. Click Create Experience.
5. Enter a name for the Experience, select Automated Content Builder from the list of Experience types, and then click Create.
6. This opens your new Experience on the Preview in the Experience Builder. Click Edit.
7. In the Features section, the following options can be enabled by entering true or false:
   • Salesforce integration: When set to true (default), the Account, Opportunity, Lead, Task, Contact, and User objects are automatically supported.
   • Debug mode: This experimental feature is set to false by default. When set to true, debugging is enabled during template creation.
   • Repeatable Form: This experimental feature is set to false by default. When set to true, you can indicatate nodes as repeatable.
8. In the File section, click the Enter tags field. Type the tags you’ll use to identify Automated Content Builder templates. Note that only existing tags can be selected.
   This makes any assets with the chosen tag selectable as templates in the Automated Content Builder Experience. These tags will also automatically be applied to assets uploaded from the Automated Content Builder Experience. 
9. Click Publish Experience in the top right corner.
10. This returns you to the Experiences page with your new Experience's details panel open. This is where you can optionally add a Cover Image for your Experience, which makes it easier for users to find it. Hover over the image placeholder at the top of the details panel and click the pencil icon. Choose the image of your choice, or upload the default ACB image provided at the bottom of this article.
11. Assign the Automated Content Builder Experience to the users who need access. See how it’s done.
    • We recommend assigning the Experience first to other admins who will create templates.
      

      Note: All Showpad admins assigned to the ACB Experience can create, edit, and remove all template assets and manage all data sources. Promoted Members are not permitted to create or manage ACB template assets.

    • Once templates are published, you can assign the ACB Experience to all users who should have access to it. Users can only use the published templates.

To create templates:

- First, read about the best practices to start with Automated Content Builder,
- Follow our use case for creating an ACB template based on Showpad User information,
- Or, directly dive into how to add placeholders to your templates.

Manage tags specific to Automated Content Builder templates

1. Navigate to the Libraries tab.
2. If your organization uses multiple Divisions, select the desired Division from the top-left dropdown menu.
3. Click Experiences in the Distribution section of the left menu.
4. Select your ACB Experience to open its details panel. Click Open Experience Builder
5. Click Edit.
6. In the File section, review the tags chosen to identify Automated Content Builder templates.
   Any asset with the chosen tag(s) will be selectable as a template in the Automated Content Builder app. In addition, these tags will automatically be applied to assets uploaded from the Automated Content Builder Experience.
7. Click Publish Experience in the top right corner to save your changes.

Note: Only existing tags can be selected. To add new tags, you’ll first need to create them in the Tags library.

Republish Automated Content Builder Experiences after the app has been updated

When a new version of the app is available, your Automated Content Builder Experiences need to be republished. When entering an ACB Experience, you’ll be notified by a blue banner informing you that a new app version is available.

1. Navigate to the Libraries tab.
2. If your organization uses multiple Divisions, select the desired Division from the top-left dropdown menu.
3. Click Experiences in the Distribution section of the left menu.
4. Select your ACB Experience to open its details panel. Click Open Experience Builder.
5. Entering the Experience, you’ll see a notification about an updated version. Click Publish Experience in the top right.

What’s Next:

- First, read about the best practices to start with Automated Content Builder,
- Follow our use case for creating an ACB template based on Showpad User information,
- Or, directly dive into how to add placeholders to your templates.