Install and share content with Showpad for Outlook 365

With the Showpad for Outlook 365 add-in, users can find their Showpad content in their email composer. You can browse and share content from your classic Experiences, Collections, and My Files with insights tracking, while still accessing the benefits of using your email provider, such as a custom signature, HTML capability, and more. If you're unsure where specific files are located off-hand, use the advanced search option to quickly grab which assets you want to add to your share.

When sending your content to multiple recipients through Outlook 365, it's technically not possible to see which contact opened your share, as it's only possible to track one email address. However, in your Share tab in Showpad, you'll see which devices and which browsers were used while viewing your shared content. Once you share content via Outlook 365, you will not have the option for Forward Copy to other recipients in the Showpad Shares tab.

See how it works

Key features

• Install from Microsoft AppSource or have your IT admin distribute the add-in
• Easily share Showpad content with your Outlook 365 account
• Add content from multiple sources: Showpad and local drives
• Upload content to My Files 
• See the activity on those Shares in Showpad
• See which devices and which browsers while viewing shares
• Use advanced search to add content
• Share content from hidden Experiences
• Allow or deny downloading of the Share
• Connect with your CRM and log shares as activity
• Retain the benefits of traditional email, like a custom signature

You need this to succeed

• An Outlook 365 account
• A Showpad user account
• The Showpad for Outlook 365 add-in
• The add-in is supported on Outlook on Mac (Microsoft 365) and Outlook on Windows (Microsoft 365), or Outlook on a web browser. Supported versions:
  
  • Outlook 2013, 2016, 2019 or later on Windows
  • Outlook 2016, 2019 or later on Mac
  • New Outlook

The quick way

• Install and add Showpad for Outlook 365 to Outlook
• Use the add-in to add content, compose, and share

Do this step by step

Installation

Note: If your company manages software distribution, your IT administrator can deploy the Showpad for Outlook 365 add-in by utilizing the provided XML manifest file.

1. From the email compose screen, find the Apps button, then click Add apps.
2. Search for Showpad for Outlook, then click Add.
3. Alternatively, navigate to this page and click Get it now. Log in to your Office 365 account and confirm by clicking Continue.
4. You will now have the Showpad for Outlook 365 add-in in your Apps panel.

Use the add-in to add content, compose, and share

1. You will be prompted to log in when you first open the add-in. Click Get Started. Add your organization's subdomain, then authenticate your account in the login pop-up.
2. In the Sharing Options section, select your settings. Choose if you want to allow recipients to download the shared content and if you want to log the activity to your CRM.
3. Next, choose a Sharing Theme. All the assets opened by your prospects will be hosted in the Asset Viewer branded by your selected theme. Once done, click the caret icon to collapse the Sharing Options menu.
4. In the Add Content section, browse for content within your Experiences, Collections, or My Files. Alternatively, use the search option to find and select specific content.
5. While browsing your Experiences, Collections, or My Files, select the assets you want to include in the message by checking the boxes, then click Insert items. Assets will be inserted into the email body as links.
6. While browsing through your assets, click the three dot menu next to one of them, and choose Select pages to share only chosen pages from the presentation. Click Preview to open the asset in the Showpad Web App.
7. To use the search bar, start typing the name of an asset you wish to include, then select it. Click Insert item.

   Note: The following BCC address is added to the email for activity tracking purposes: outlook-add-in@plugins.showpad.biz. When removed, tracking of your share will be disabled.

8. In the My Files tab, you can select Upload Content, which will redirect you to the My Files page in your Showpad Web App. This allows you to upload files from your device, which you can then select to include in your email Shares with the added benefit of Showpad's activity tracking.
   The uploaded file may not appear until the plugin is reopened.
9. Send your email with the included Showpad asset links once ready.
10. Here is an example of how the shared assets will look for your prospects. The style of the page depends on the selected Sharing Theme.
11. As soon as you send the asset links via email, Showpad creates a share for you. Explore this article to learn how to gain insights into your prospects' activity within the shared assets.