Share with the Showpad for Outlook 365 add-in

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 cannot add additional recipients like the traditional sharing method allows.

Key features

• Easily share Showpad content with your Outlook 365 account
• Add content from multiple sources: Showpad and local drives
• See the activity on those Shares in Showpad
• See which devices and which browsers while viewing shares
• Use advanced search to add content
• 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

The quick way to awesomeness

• Add the Showpad for Outlook 365 add-in
• Compose a new email and use the Showpad extension to add content

Do this step by step

1. From the email compose screen, click the Get Add-ins option.
2. Search for Showpad for Outlook, then click Add.
3. You will now have the Showpad for Outlook add-in in your toolbar. Click the three dot menu and select Showpad for Outlook to visualize it.
4. To add the Showpad App to your toolbar, navigate to Settings, then Customize Actions. Check the box for Showpad for Outlook and click Save. 
5. When you first open the add-in, you will be prompted to log in. Click Get Started. Add your organization's subdomain, then authenticate your account in the log in pop-up. 
6. In the Sharing Options section, select your settings. Choose if you want to allow recipients to download the share content, and if you want to log the activity to your CRM.
   Choose a sharing theme.
   Once done, click the carrot to collapse the Sharing Options menu and continue.
7. In the Add Content section, browse for content within your Showpad Classic Experiences, Collections, or My Files. You cannot browse content in your Advanced Experiences. Alternatively, use the search option to find and select specific content.
8. If browsing within the Showpad Experiences, Collections, or My Files, select the assets you want to include in the message by checking the box, and then click Insert Items. Assets will be inserted into the email body as links.
9. To use the search bar, start typing the asset name you wish to include, then select and insert.

   Note: A BCC address is added to the email for tracking purposes. When removed, tracking is not available for this share.

10. Send your email with the included Showpad asset links once ready.