Previously on Showpad's Onboarding Guide...
We talked about branding your Showpad organization for your users by creating sharing themes for sharing the content and changing the colors in the mobile apps. You discovered how backgrounds, folder icons, and cover images for channels can distinguish your company when presenting content.
This time on...
We will show you how to upload your assets and structure them into channels. The backgrounds and cover images you created previously can now be applied to these channels. Tagging the uploaded assets and setting permissions makes it easier to manage the content.
Following this guide will take about 90 minutes. If you have a lot of content to upload, it can take an additional coffee or two.
Think McFly, think!
The next step is important when starting with Showpad. It's always possible to go back and make changes, but doing this right helps you a lot in the future.
Think about how you will organize your content. If you compare your Showpad organization with a house, how many rooms (channels) and closets (folders) do you need? Which items (assets) belong in what place? How would you label (tags) the items so it's easy to manage them in the future?
Read the following article about structuring content and you can use the attached Excel file at the bottom of that page to see some ideas and best practices.
Label your items so they don't get lost
It's possible that you will upload a lot of files in the next few moments. Let's use the comparison with the house again. How great would it be that you only have to move your items in the house and they automatically walk to their rooms (channels), straight into the correct closets (folders)? You can achieve this by tagging your items (assets). Tagging is a way to pull up relevant and related content quickly. We want to explain this first because you can already add tags while uploading your assets in the next step.
See the article about tagging to understand what it does.
Ready, set, upload!
Getting your content into Showpad is easy. We integrate with many platforms (Google, SharePoint Online, Dropbox,…) which allow you to import your assets into Showpad directly. Dragging and dropping is supported as well. When uploading assets, you can already bulk add the tags we just talked about for organizing your content automatically.
Read the article about uploading your assets to the content library.
Setting the right permissions
With your content online, you want to ensure the permission settings are correct for sharing this data. Can prospects download and share your pricing information? Do you really want your sales colleagues to annotate your holiday pictures? Well...do you really want to upload your holiday pictures to Showpad in the first place? The important lesson here is that you decide if assets can be shared, downloaded, or annotated.
Read all about changing the permissions for your uploaded assets.
Where is the remote?
Now that you're settling into your house, you can take a break and watch a little television. You want your sales reps to quickly switch product or services categories. We already talked about channels that contain the content you uploaded. It's time to configure the channels on your television set.
Channels allow you to organize your content and distribute it to the relevant users and user groups in Showpad. In each channel, you can set up a folder structure to organize your content exactly the way you want it. This allows your users to find the information they need, saving them time by tapping and clicking their remote control, and focusing on their conversations or tasks at hand. The background images and cover images you created before will be used in this step.
Walk through the process on how to create a channel here.
Move your assets to the right place
Now that you set up your channels, you can start creating folders and move your assets to the correct location.
Learn how to create folders in your channels.
Read how to move your content to the right place.
But wait, you can work smarter, not harder. Remember all that talk about tags at the beginning of this episode? This is where our intelligent smart folders can be extremely useful. Once your smart folders are configured, see how your assets are automatically added to the right place.
Read how tags help you with creating smart folders.
On the next episode...