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
- Getting to know your admin dashboard
- Supported file types
- Showpad File Processing explained
- Upload files to the Content Library
- Updating assets in the Content Library
- Delete unnecessary assets
Branding your account
- Design guidelines for visually appealing Experiences
- 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 Experience structure
- Assigning users and groups to an Experience
- Adding content to an Experience
- Deleting content from an Experience
- Duplicating an Experience to copy design and folder structure
Working with Pages to organize content
Managing Courses, Paths, and PitchIQ's
- Guide to configuring courses with Course Builder
- Creating a course
- Adding sections and lessons to courses
- Adding a Test or Survey to a course
- Setting up PitchIQ modules
- Assign users and publish a course
User Management
- User roles in Showpad
- Creating a Showpad user
- Edit user details
- Import users with a CSV file
- Deactivating a user
- Delete a user from Showpad's Online Platform
Communicating with Users
Working with Homepages
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
- Use SharePoint as your content source in Showpad
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
