What's in it for you
A Share Space is like a virtual conference room where you can invite multiple stakeholders and have a running history of activity that occurs. This can be particularly useful during longer sales cycles. Keeping this in mind, when you create a Shared Space, you want to make it welcoming for participants. Get started by adding a description for participants to see and curate your content in a way that makes sense before you start inviting people.
- Create a new Shared Space
- Add content for your prospects to view
- Log your Shared Space to Salesforce
You need this to succeed
- A Showpad account
- Showpad Plus or Ultimate package
The quick way to awesomeness
- Create the Shared Space
- Give it a description
- Add content
Creating a new Shared Space
Note: CRM activity logging for Shared Spaces is only available to customers on the Ultimate pricing package.
- Open the Share tab, then navigate to Shared Spaces.
- Click New Shared Space to begin building your space.
- In the Shared Space title field, create a customer-facing name for this space. It will also be also helpful to differentiate it from others you may create later.
- Choose if participants can download content by toggling Allow Content Downloads on or off.
- Choose if participants can invite other people to the Shared Space by toggling Allow Invites on or off.
- Customers on our Ultimate package can choose to log the creation of the Shared Space to an account or opportunity in Salesforce, MS Dynamics, or C4C, if configured.
- Select a Sharing theme if desired, then click Done when you're ready.
- Once you have created your space, you can begin tailoring it to your intended audience. To add a short introduction or welcome note, hover over the description section and click the edit icon. Type the message you want participants to see when entering the space.
- You can also upload the customer's logo to help customize it for your audience. Drag and drop the image into the logo field, or click Browse to select a file. The maximum size of the logo permitted is 5 MB. To resize the photo you can drag the bottom right corner to you desired size. The header will adjust accordingly. The other aspects related to the look and feel of the shared space, such as your company logo, will be managed by your administrator.
- Under the banner, you will find the content added to that space. If you are first building your space, you will click Add Content located in the menu banner or at the bottom of your space. This will open the standard content picker you are used to seeing with traditional shares.
Note: For Advanced Experiences, you will not be able to browse content the traditional way. However, you can use the search bar to locate the specific content you would like to add to your space.
- After you add content and see it visible in the space, the asset name will default to the file name as it was uploaded. By clicking the pencil icon, you can change this to something more user-friendly or customer specific. You can also add a short description of the asset to be visible from the main page to help engage a customer to view the content. Note: This option is only available for customers on the Ultimate package.
- If an asset in the space is deleted or removed by an admin, it will have an Expired or Deleted label attached to it indicating it is no longer available. For deleted assets, all activity related will remain in order to maintain historical data. The icon will revert to a grayed out icon indicating the file type. You will no longer see comments related to removed assets.
- At any time, you can move the order of assets by clicking the three dots to the left of the asset and dragging it to the desired location. This way you can map out your sales conversation in advance and draw your customers to certain assets before others to tell your story.
- When you want to see how your shared space looks to your invitees, you can quickly preview it from their perspective by clicking the Preview link in the blue banner. This will also be where you access your settings, add content, invite new participants, and access insights at any time moving forward.
- By selecting the Salesforce button in the top banner, you will see the activities that were logged to objects in Salesforce, such as the Account, Opportunity, Contact, or Lead. When you scroll down you will have an option to log the current state of the Shared Space to Salesforce by clicking Add Log, and selecting the opportunity and contact or lead. Click Log when you're done.
- As the owner of this Shared Space, you will be able to live edit the space moving forward. Keep in mind, if the user who owns the Shared Space gets deleted by an admin, the Shared Space itself will also be eliminated.
- If you utilize a CRM integration, at any time you can click the CRM button from the top menu and choose to log the Shared Space activity. If you log to Salesforce, it will look similar to the following: