Administrator
As a Showpad administrator, you are usually from the marketing department. Managing marketing content and sales reps are the tasks you perform on Showpad's Online Platform. Here you find all the relevant sections that support you in being a successful Showpad administrator.
Getting Started
Content
- Prepare content sharing for your users
- Supported file types
- Showpad File Processing explained
- Upload files to the Content Library
- Uploading Microsoft Office documents
- Create visually appealing Pages to organize content
Design
Channels
- Content Guidelines: Tags, folders and channel structure
- Organize and present content using Channels
- Adding content to a Channel
- Creating a folder to organize content
- Previewing a Channel in the Channel Builder
- Use Smart Folders to organize assets automatically
Showpad Experiences
- Create interactive talks with Showpad Experiences
- Use the Atom Experience for a guided sales conversation
- Visualize products on a map with the Mapper Experience
- Use the Selector Experience for high volume product sets
- Processing changes for excellent User Experiences
- Upload custom Experience Apps to Showpad
User Management
- User roles in Showpad
- Creating a single user
- Deactivating a user
- Delete a user from Showpad's Online Platform
- Sort, filter, and edit groups and users
- Differentiate direct and partner licenses
Reports
Manage Settings
- Enable Showpad features using Admin Settings
- Recieve 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
Divisions
Integrations
- Sync your cloud content with Showpad
- Integrate Showpad with MS Dynamics
- Enabling Showpad and Dynamics 365 integration
- Drive marketing automation with Marketo integration
- Share Showpad content using the email integration with Marketo
- Enabling Showpad and C4C integration
Single sign-on
- Guide to using SSO with Showpad
- General approach for 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
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
