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.
This article will show you how to create a new Shared Space, as well as duplicate existing Shared Spaces. To save time and avoid reinventing the wheel each time you need a Shared Space, consider creating a template of your ideal Shared Space that you can duplicate and then customize for various customers, instead of starting from scratch each time.
See how it works
- Create a new Shared Space
- Create a custom URL
- Log your Shared Space to Salesforce
You need this to succeed
- A Showpad account
- Showpad Plus or Ultimate package
The quick way to awesomeness
- Creating the Shared Space
- Activate optional logging to a CRM
- Duplicate an existing Shared Space to quickly create a new one with existing settings
- 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.
- Customize the URL with the name you prefer. This URL cannot be changed anymore and will be visible when sharing your Shared Space.
- 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 your 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.
- 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.
Note: CRM activity logging for Shared Spaces is only available to customers on the Ultimate pricing package.
- 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. Keep in mind, if you, as a 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:
Duplicate an existing Shared Space
Instead of creating a Shared Space from scratch for each set of customers, save time by duplicating an existing space. When you duplicate a Shared Space, the title, logo, description, content, and content descriptions will be copied into the new Shared Space. The participant invites and comments made in the original space will not be duplicated, and the activity timeline will be cleared. Consider creating a template of the ideal Shared Space for yourself and your customers, that can be easily duplicated and repurposed.
Note: When you duplicate a Shared Space, you cannot edit the custom URL. It will default to a random URL.
- Navigate to the Shared Spaces tab and locate the Share Space you wish to duplicate.
- Click the three-dot menu icon and select Duplicate. A message will populate informing you of what will be duplicated. Click Duplicate.
- The title of the duplicated Shared Space will have the word Copy in front of the previous title. To edit the title of the Shared Space, open it and hover over the title. Click the pencil icon and add a new name for the Shared Space. This will help you differentiate the space and tailor it towards your customer.
Continue to the next article, where you learn how to add content to your Shared Space.