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
- Add tags to label and categorize your content
- Manage your existing tags
Branding your account
- Design guidelines for visually appealing channels
- Build an immersive layout with Cover images
- Customize the app’s login logo
- Customize the shared content viewer with sharing themes
- Customize a shared space for users with sharing themes
- Customize the app's color accents
Working with Experiences to display content
- Create interactive talks with Showpad Experiences
- Content Guidelines: Tags, folders and channel structure
- Creating a Classic Experience to organize and present content
- Assigning users and groups to an Experience
- Duplicating a channel to copy design and folder structure
- Adding content to an Experience
Working with Pages to organize content
Managing Courses, Paths, and Pitch IQ's
- Make bulk changes to course assignments
- Download and save course content
- 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
User Management
- User roles in Showpad
- Creating a single user
- Creating multiple users simultaneously
- 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 Cloud content with Showpad
- Drive marketing automation with Marketo integration
- Share Showpad content using the email integration with Marketo
- Enabling Showpad and C4C integration
- Use SharePoint as your content source in Showpad
- Install Showpad for Chrome in your organization
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
- Analyzing user activity with Coach reporting
- 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
