Using the Showpad for Chrome extension in Gmail

Do this step by step

Adding assets from Showpad

1. Create a new email draft, click the Search box to look for content. You can add specific content by clicking the Showpad logo or the Add Content button.
   If you're using our Salesforce integration, you'll see the CRM options as seen below. The extension works without this integration, so don't worry if you don't see this option. Also, note that logging to Salesforce is only available when using Gmail. You cannot log shares to Salesforce in the browser extension.
   
2. Select the Recent, Experiences, Collections, or My Files tab to select the assets you want to add. All options work in a similar way, except My Files. We explain this below.
   
3. Open the folders to select the assets you want to add. If your Experiences contain links, they cannot be added. You can also click on Advanced Experiences in your Experiences tab and navigate to different assets that you'd like to include in your Share.
   The Advanced Experiences will look the same as you see them on the Web app making it easy to locate the specific content you want to include in your message.
   
4. Once you are in your desired Experience, select the assets. To deselect an asset, click it again. You can open the document in our Web app by clicking the Open in Web app icon, to see that it's the correct content you'd like to share.
   
5. You can also view your assets in a list or sort them by the last modification date by clicking the indicated filters.
6. Choose a Sharing Theme. They determine how your content is presented to your prospect or customer. Your administrator determines which themes you have access to. Note that you can choose a different theme every time you add one or multiple assets or Collections.
   
7. If you don't want prospects to download the Share, you can deny downloading by unchecking Allow Downloads. If your administrator marked an asset as not downloadable, and you check this option, the asset will still not be downloadable.
   If you uncheck Allow Downloads, your choice is saved when you compose the next email. What you selected during the last time you opened the plugin will apply to the share.
   
8. Click the Items Selected button.
9. To remove an asset from your email, select the link and remove it with backspace or the delete key.
10. Fill in your contact's email address, subject, and message. Click send.
    

Use the detailed search to find specific content

1. You can quickly search for content stored in Showpad directly from the Compose window. The results you see here, match the title, tags, and body of all the available content.
   
2. If you want to use the advanced search, click the Showpad icon or the Add Content button.
   
3. In the search bar, begin typing what you are looking for, or select an option from suggested results or recent search history.
   
4. Use the advanced filtering options to narrow down results by type or tags. Choose Type to select what you want to include in the search results. Check the boxes for Document, Experiences & Folders, Photo, and/or Video, depending on which results you want.
   
5. You can also filter the search results by tags. Click the Tags menu and select the ones you want to see included in the search results. Assets returned by the search will have all of the selected tags.
   
   We give you the ability to find the correct matching documents based on:
   
   1. whether the word appears in the title
   2. whether the word appears in the document and is a stemmed version of that word. We support multiple languages so words are appropriately matched to their language-specific stem
   3. whether the word is part of a tag 

Adding content from an external source

You can add content from external sources such as your computer’s hard drive to your email using the Showpad plugin. By doing so, you get valuable Share information on your prospect or customer’s activity on that content. Note that if you add content from an external source, it will be uploaded to your My Files in Showpad and stay there until you manually delete it.

1. Create a new email draft and click the Showpad button. Make sure you are logged in with either your Showpad or Salesforce account if you use the Salesforce integration.
2. Drag and drop the assets from your drive to the lower part of the Showpad window.
   
3. Alternatively, you can click Upload Content from the My Files tab or drag content into the My Files tab to add it that way.
   
4. Once your assets are uploaded and processed, click to select them. They will be surrounded by a green frame indicating they have been selected. To deselect an asset, simply click it again. These files will be uploaded to your My Files in Showpad. At any time, you can see how much storage you have left in your My Files.
   
5. You can sort your files by clicking the List View icon. Sort your assets by Name, Date, and Size.
   
6. Choose a Sharing Theme. They determine how your content is presented to your prospect or customer. Your administrator determines which themes you have access to. Note that you can choose a different theme every time you add one or multiple assets or Collections.
7. Add the Selected Items.
8. To remove an asset from your email, select the link and remove it with backspace or the delete key.