Showpad administration

Useful tools

• Getting to know your admin dashboard
• Use the Resource Center in the Showpad Online Platform
• Receive weekly insights with the Admin Email Digest
• Signing in on the Web app as an administrator
 

Content Library

• Upload content ▾
• Tags and content structure ▾
• Manage assets ▾
• Find and filter content ▾

Experiences

• Creating a Classic Experience to organize and present content
• Assigning users and groups to an Experience
• Adding content to a Classic Experience
• Deleting content from an Experience
• Duplicating an Experience to copy design and folder structure
• Creating a folder to organize content
 

Brand 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
• Define Google Fonts for Pages and Homepages
• Customize the shared content viewer with sharing themes
 

Courses, Paths, and PitchIQ's

• Guide to configuring courses with Course Builder
• Create a Course
• Add sections and lessons to Courses
• Add a Test or Survey to a Course
• Setting up PitchIQ modules
• Assign users, publish, and share a course
 

Pages

• Create visually appealing Pages to organize content
• Set up your Page layout
• Add content blocks to your Page layout
• Style your Page and rearrange content blocks
• Create Page Templates
• Manage and remove Pages
 

Custom Homepages

• Customize Homepages for users
• Create a Custom Homepage and add content
• Style your Custom Homepage and rearrange content
• Assign and publish Custom Homepages
 

Reports and analytics

• Question-based analytics ▾
• Content Reports ▾
• Coach Reports ▾
• Engagement Reports ▾

User Management

• User roles in Showpad
• Creating a Showpad user
• Bulk import users with a CSV file
• Editing user details
• Deactivating a user
• Deleting a user
 

Communicate with Users

• Display Spotlight messages for users on the Home Screen
• Inform your users by sending announcements
• Understanding the user's Home Screen recommendations 
• Exploring asset Info and user Feedback
• Exploring user feedback on Courses
 

Divisions

• Customize Content Structure with Divisions
• Control Division access with user groups
• Share Assets across Divisions with Global Permissions
 

Manage Features

• Enable Showpad features
• Enable Showpad AI features
• Managing your integrations
• Setting up Sending domains for Showpad
• Configure privacy settings to comply with company and local regulations
• MDM (Mobile Device Management) setting options
 

Third-party integrations

• Setting up Showpad and Salesloft Rhythm integration
• Install Showpad for Chrome in your organization
• Sync Google Drive content with Showpad
• Sync Cloud content with Showpad
• Utilizing the SharePoint sync updates (legacy)
• Install the next generation SharePoint Connector
 

Salesforce integration

• Guide to connecting Salesforce and Showpad instances
• Integrate Showpad activities in Salesforce
• Download and install the Showpad for Salesforce app
• Configure Salesforce connected apps and Visualforce Pages
• Add Showpad's Insights and Recommendations app to record pages
• Set up intelligent Content Recommendations
 

Salesforce Experience Cloud

• Showpad support for Salesforce Experience Cloud
• Integrate Showpad activities for Salesforce Experience Cloud
• Showpad insights app for Salesforce Experience Cloud
• Configure the Showpad Web Tab in Salesforce Experience Cloud
 

MS Dynamics integration

• Guide to Integrating Showpad and MS Dynamics
• Installing the Showpad Insights App in MS Dynamics
• Enabling Showpad activity logging for MS Dynamics 365
• Making the Showpad Insights App visible in MS Dynamics
• Embed Showpad within MS Dynamics
 

Single Sign-on

• Okta user provisioning with SCIM
• Guide to using SSO and Showpad
• Using Okta for SSO with Showpad
• Using OneLogin for SSO with Showpad
• Using PingOne for SSO with Showpad
• Using ADFS for SSO with Showpad
 

Showpad Apps

• Set up Automated Content Builder for automated presentation templates ▾

• Install custom Showpad Apps
• Analytics Export App
• Setting up the Showpad and Slack Integration
• Configuring Showpad notifications in Gong
 

HTML5 assets

• Web apps and HTML content guidelines
• Showpad URL scheme requirements
• API actions in HTML content
• Kick-start and prefill email shares or links