Administrator
As a Showpad administrator, you can upload marketing content and create coaching materials for your sales reps. The following content is based on Showpad Platform. Depending on which package you have, you will see various configuration options. The sections below support you in being a successful Showpad Platform, Content, or Coach administrator.
Using the Library for Content and Courses
- Supported file types
- Showpad File Processing explained
- Upload files to the Content Library
- Updating assets in the Content Library
- Edit multiple assets simultaneously
- Add tags to label and categorize your content
Branding your account
- Design guidelines for visually appealing channels
- Build an immersive layout with Cover images
- Customize the app’s login logo
- Customize the app's color accents
- Customize the shared content viewer with sharing themes
- Customize a shared space for users with sharing themes
Working with Experiences to display content
- Creating a Classic Experience to organize and present content
- Content Guidelines: Tags, folders and channel structure
- Assigning users and groups to an Experience
- Adding content to an Experience
- Deleting content from an Experience
- Duplicating a channel to copy design and folder structure
Working with Pages to organize content
Managing Courses, Paths, and Pitch IQ's
- Guide to coaching users with courses
- Setting up courses for your users
- Configure and add content to your courses
- Assigning courses to users and groups
- Make bulk changes to course assignments
- Editing and adding details to published course modules
User Management
- User roles in Showpad
- Creating a single user
- Import users with a CSV file
- Deactivating a user
- Delete a user from Showpad's Online Platform
- Creating a user group
Communicating with Users
Managing Features
- Enable Showpad features using Admin Settings
- Receive weekly insights with the Admin Email Digest
- Setting up Sending domains for Showpad
- Set up privacy to comply with company and local regulations
- MDM (Mobile Device Management) setting options
- Prevent Share invites from going into the Spam folder
Setting up third-party Integrations
- Sync Google Drive content with Showpad
- Sync Cloud content with Showpad
- Install Showpad for Chrome in your organization
- Drive marketing automation with Marketo integration
- Share Showpad content using the email integration with Marketo
- Enabling Showpad and C4C integration
Configuring Salesforce Integration
- Guide to Integrating Showpad and Salesforce
- Integrate Showpad activities in Salesforce
- Setting up auto-provisioning for Salesforce users
- Showpad for Salesforce
- Salesforce Content Recommendations
- See which Showpad content wins in Salesforce
Configuring MS Dynamics Integration
Managing Single Sign-on
- Guide to using SSO and Showpad
- Using Okta for SSO with Showpad
- Using PingOne for SSO with Showpad
- Using ADFS for SSO with Showpad
- Using Azure AD for SSO with Showpad
- Log in on Showpad using OpenID Connect and Azure Active Directory
Working with Reports
- Guide to Reports for Administrators
- Discover the preferred sales content with Content Analytics
- Explore Content User Analytics to view user details
- See user and prospect shares with Activities
- Track sales paths with Navigation Analytics
- Anonymizing analytics to protect user privacy
