Showpad FAQs

What's in it for you

As you build out your content structure in Showpad, you may encounter a need to edit your tags. There may be lots of reasons such as adding additional spelling variations, introducing new descriptions to assets, or removing tags that are no longer needed. You are also able to organize tags into categories with multiple levels and bulk edit them.

This organizational structure is valuable to the administrator or any promoted member, because you as a team can decide the organizational structure of your tags. Without using these categories, tags will be auto-categorized alphabetically. By using categories, you will enable your team to find relevant content faster and within a clear system.

The goal is to facilitate a quick way for you to make the changes you need without disrupting the user's experience or creating more work for yourself in the long-term.

Because these tags may be affiliated with current assets, it's important that you are able to edit tags without affecting your existing content structure. You will be able to see by searching and scrolling which tags are currently in use and which are not. By providing multiple ways to manage tags, you can easily make modifications to your content configuration.

Key features

Edit existing tags without breaking the current structure

Categorize tags into multi-level groups based on criteria you set

Use Excel to generate a list of tags to add to the platform

Edited tags will be reflected in current smart folder configurations

The quick way to awesomeness

In the Online Platform, choose Library, the Division of your choice, then Tags

Create new tags by typing in the bar and clicking Create

View and categorize your current tags by creating, selecting, or dragging and dropping them

Do this step by step

Managing your tags

In your Content Library, choose the Division you want to work in and then Tags. You will see your tags in the middle of your screen where you can locate specific ones with the search bar in the upper right, or create new ones by typing in the middle bar. Make sure to either add a comma or hit enter between tags so they separate properly. You have the option to categorize your tags to making searching easier for your users and to keep your content organized in tiers. We will cover how to do that in step 6. Back to Top

Create new tags in the center bar, separated by commas or by pushing enter, then click Create. Edit or remove existing tags by clicking the corresponding icons.

You can delete tags in bulk by selecting multiple ones at once followed by Delete in the upper right.

You can also delete and edit individual tags. Click on a tag and hover over Details, then click the Edit button that appears. You may also use the trash icon to delete that tag.

You cannot delete tags that are in use. The Status column will indicate if they are. If you still want to delete the tag, first remove them from any smart folder, page asset block, CRM recommendation, saved filter and/or photo album if you want to delete them.

When you edit the tag name, Smart Folders will still work and use the latest edited tag to select assets.

Some admins find it easier to group tags by categories, and you can do so by creating new categories on the left side of the screen. Click the plus symbol next to Category to create a new top-tier category. To create subcategories, click the plus symbol beside the category you want to create a new one underneath.

Group tags into the categories you've created by dragging and dropping them. You can pull them over one at a time or in groups by selecting them first. Clicking the small dots beside the name of the tag will allow you to drag them into categories.

By default, tag categories are published, meaning the category is available to users for filtering content based on tags, for example, in advanced search. If you don't want the category to be seen by users in filtering, you can un-publish a category. To un-publish a tag category, hover over the category, then click the three dots and select Edit.Uncheck the box for Published, then click Update.

Organize your tags into categories, from broad ones that encompass many pieces of content down to specifics to keep your library organized. Here is a list of our best practices.

Back to Top

Use Excel to copy and paste a list of tags

Create, arrange, or rearrange the tags you want to use inExcel.

We need a list of tags, separated by commas. Add commas by usingthe formula =C1&","&A2 . Make sure you copied the first tag in field C1. Drag the formula all the way down and all tags will be added, separated by a comma.

Copy the tags.

In yourContent Library, selectthe target Division, and choose Tags. Paste the tags in the center bar and select Create.

If you want to categorize them, you will see them appear in Uncategorized Tags after you create them, and can repeat steps 6-8 from the above section. Happy organizing!

Best practices for managing tags

Theres an art to organization, and planning a structure before creating tag categories will go a long way toward making your content as easy to find as possible. Here are some of the best practices we use at Showpad to assist in your quest to attain the best library of content in the land:

Organize your tags into categories, from broad ones that encompass many pieces of content down to specifics to keep your library organized.

Three tiers per category should be the maximum, arranged from broad categories to specific tags. For instance, a parent tag of Content Type could have beneath it Document and under that, tags such as pdf or doc.

If youaren'tsure where to put a tag, we recommend making a miscellaneous or similar category. That way, you can see whats been sorted and what remains in your Uncategorized tags section beneath the ones that have been given homes.

Some organizations require a specific set of tags for each asset uploaded (e.g. at least one product tag, one collateral type tag, one industry tag, etc.). These categories should be arranged at the top of the category list, and relevant tags grouped beneath them. The order of the category tree will always be on par with how it has been set up by the tag manager. If you select that route, it will make loading new content and picking tags from the category list super easy.

Note: You can see what has been released on our What's New page. For more details on what will change for you when migrating from LearnCore to Showpad Coach, visit this page.

Introducing the new Windows Desktop AppWINDOWS APP

here

The newest version of the Windows App is coming for Showpad. The Windows Desktop App will offer much of the same look and feel of Showpad's current Web app but delivered on your Windows device for anyone on Windows 10 - April 2018 version. Now users can leverage the clean and organized Home Screen where they can easily search through content (on and offline!) as well as see their assigned courses and paths. Distributing sales collateral has never been so dynamic with the added ability to upload cover images or create Shared Spaces to create a more immersive buying experience for customers.

To learn more about the Windows Desktop app for admins, click here. For users who would like to learn more about the upcoming Windows Desktop app, click here.

Shared Spaces Improvements WEB APP

New functionality will soon make it easier to create and manage your Shared Spaces. With the upcoming release you will find the ability to duplicate Shared Spaces, giving you the opportunity to create a template of an ideal Shared Space that can be used as the starting point for all your future Shared Spaces. Copy and reuse the Shared Space for different customers and use cases. All the assets added in the Shared Space you duplicated will copy over to the new space, and you can easily update the title and logo for the space so its relevant for each customer. Participants and comments on assets will not be duplicated. We've also made it easy to archive Shared Spaces you are no longer using to help you stay organized and avoid the clutter.

Shared Spaces Improvements ONLINE PLATFORM

New data will also be available via the User Analytics Reports. Added columns allow you to see the number of active Shared Spaces a user has created, the names of each space, and the number of active Shared Spaces your users have access to. Use this data to leverage new strategies for easy content sharing, and to better understand how your users interact with prospects and customers via Shared Spaces.

Add URL assets to My FilesWEB APP

With the upcoming release, users will be able to add their own URL assets to My Files. As a sales rep, this can be helpful to share relevant information with your prospects that is not housed in Showpad, like a company blog post. This can be done seamlessly in your typical workflow, by simply selecting URL instead of File when adding content and pasting the URL address. Gain insights about view activity on URL assets in the Shares tab.

Improvements to PagesONLINE PLATFORM

Improvements to Showpad Pages are coming soon. To make the process of developing Pages for your users easier and more flexible, we are releasing some updates that will improve the Pages experience. These upgrades will include the ability to edit a Page from within Advanced Experience and more intuitive editing flows among other things. You will also have 20 additional fonts available to use and more variation in font size options.

Updates to our privacy policyWEB APP

As compliance with privacy laws is one of the foundations of Showpad, we are updating the Showpad platform privacy notice following a recent ruling from the European Court of Justice. In addition to requesting permission to analyze the interaction of the recipient with the content shared and to use a cookie in that process, the privacy notice now also makes it clear that the cookie is valid for 14 days and after that time period, consent will be requested again. The new privacy notice will also better detail what activities the cookie tracks and why, and informs the recipient of the possibility of opting out to view the content anonymously.

We also draw your attention to the fact that through the privacy setting, you can easily revoke all consent so that your recipients need to first consent to the new privacy notice before their next interaction with any shared contact. You can read our full privacy policy .

Assign individual users to a Path

ONLINE PLATFORM

Get learners up and running quickly with Showpad Coach by assigning individual users to Paths. The power is in the hands of the admin to add both groups and users individually to lists of courses and tests to complete within a Path. No stress if an employee was added to a group late or needs their own due date--this can all be managed with the click of a button. There will also be a definitive list of users and groups assigned, with priority levels that can be changed as needed from large groups to single learners.

Share PowerPoint presentations as PDFsALL DEVICES

Sharing great content and finalized presentations just got easier as you will soon be able to download PowerPoint presentations and other documents as PDFs. This means there will be no risk of deleted or changed slides once the presentation or document is shared. Users can choose to share presentations as a viewable or downloadable PDF instead of the original PowerPoint format. Admins can control whether content is available for download internally or externally, and whether the item will be downloaded in the original format or restricted to PDF only. These expanded options will give sellers plenty of options to best tailor how they share content with their recipients.

Search and share in kiosk modeALL DEVICES

Trade shows can be amazing hubs for demonstrations, innovations, and new connections. Thats why we are adding the capabilities to search and share within Experiences for devices in Kiosk mode. When prospects have questions, youll be able to quickly find and share the information you want to highlight and continue to sell better, faster, and create a great experience for the customer.

What's in it for you

MDM (Mobile Device Management) software allows companies to deploy and configure applications centrally. Showpad has made several configurations available to companies using MDM.

Key Features

Deploy Showpad's iOS or Android app with predefined settings

Compatible with MobileIron, Airwatch

Android for Work compatibility

See this step by step Demo Mode

Feature: lock a device into "Demo Mode". This can be useful for resellers and partners that want certain devices to only be used to demonstrate Showpad.

Setting: com.showpad.demoMode - should be set to 'true' or 'false' (without quotes).

Type:Boolean

Organization

Feature: administrators can set the organization name for the user so that the user doesn't have to know or enter it.

Setting: com.showpad.organisation - should be the organization subdomain (it would be 'acme' for a company usinghttp://acme.showpad.biz).

Type:String

Download Method

Feature: allows the administrator to choose between "Download All" and "Download on Demand". If this is not set, the user can choose for themselves.

Setting: com.showpad.downloadMethod - should be set to 'ondemand' (Download on Demand) or 'classic' (Download All).

Type:String ('ondemand' or 'classic')

Username

Feature: allows the administrator to specify a username for a particular device so that the end user doesn't have to know or remember it.

Setting: com.showpad.userEmail - should be set to '[email protected]' or any valid Showpad username.

Type:String. In most MDM systems this can be automatically set by entering a placeholder

Note that this final feature will not be available when you use the SSO feature.

Disable login screen swipe animation

Feature: allows the administrator to disable the swipe-through log in animation screen that provides an overview of Showpad features

Setting:com.showpad.disableIntro - should be set to 'true' or 'false' (without quotes).

Type:Boolean

In your MDM platform, you can change the managed app configuration settings. Some MDMs like MobileIron require these settings to be uploaded in the form of an XML file. You can find an example int he attachment (bottom of the article) Two common MDM platforms that Showpad integrates with are MobileIron (www.mobileiron.com) and AirWatch (www.air-watch.com).

Android For Work

Some specific additional settings are possible for Android devices:

COSU (Corporate Owned Single Use): When a device is only meant to be used for corporate purpose. Showpad will be the only app available on the device. Even if the device is rebooted, the Showpad app will automatically re-open.

Work profile vs private profile: MDM will install all work-related apps in the work profile of a user. These will be visible on the same screen as all other apps but will be marked with an orange briefcase. When you are in a work-related context, it is possible only to pull the apps from within the work profile and hide all private apps.

Corporate owned device: You can set a corporate-owned device so the user can only access work approved apps. The user will not be able to download apps for personal use.

For further information on Android for Work visit https://www.android.com/work/ If you are a Showpad Ultimate level admin and have a current MDM platform, please contact your customer success manager if you need additional help with the setup.

What's in it for you

There are several steps you can take to prevent the Share invitation to end up in the Spam folder of customers or prospects.

The quick way to awesomeness 1. Email body When sales reps send out Shares, it's important they use an email body and not send out empty shares. Empty Share emails can look suspicious to the stronger spam filters because it contains only a link.To make it easier to implement this, they can set a default email body.Find more info on setting a default email body here. 2. Set-up your sender domain within Showpad By default, shares are sent out from our "[email protected]" email address. For Online Meetings, the invitations are sent from "[email protected]".By allowing Showpad to send Shares and Meeting invites from your domain, these emails can be sent out from your user's email address which will make it less likely that the emails to end up in the Spam folder. This takes a small IT effort from your side, but we will help you through the process.In this article, you can find all information necessary. If you need any help, don't hesitate to contact [email protected] Note: Setting up the sender domain needs to be done by Showpad admins. If you are not an admin, please contact your administrator for more info.

What's in it for you

When your users share files from the Showpad platform, the email to the prospect is sent from [email protected] (regular shares) or [email protected] (for Shared spaces). If their prospects reply on that email, it's redirected to your user's email address.

However, to make it more personal and to avoid being marked as spam, it's possible to send the initial email from your user's company email address instead of using Showpad's default addresses. To do this, you can set up sending domains for your organization.

To configure the sending domains, you need to have access to your company domain and email settings.

Note: Cooperate with your IT department if terms like DNS, SPF, DKIM, and MX settings sound unfamiliar. You need access to these domain settings when configuring the more technical side of this useful feature.

Key features

Let users send out share emails using their company email address

Make share emails for prospects more personal

Share emails are less classified as spam

You need this to succeed

Administrator access on Showpad's Online Platform to check sending domain configuration settings

Cooperate with your IT departmentto add the sending domain configurations to your domain settings

The quick way to awesomeness

Collecting the sending domain details

Verifying the DNS settings

Going from red to green dots

Collecting the sending domain details

First, we need to find the configuration settings in Showpad's Online Platform. These details are necessary for your IT department to configure the sending domains.

Go to the Online Platform, Admin Settings,and Sending Domains.

Here, you have the option to choose between sending from Showpad domain or from your users' company email addresses. If you select the first option, all emails are sent via the default Showpad addresses. If you select the second option, only users who have sending domains configured are able to send emails from their own addresses. Others will still use the default way of sharing. To set up sending from the user's email address, select the second option and click Save.

Most likely you will already see a list of different sending domains you can configure. The domains you see here are automatically added, based on the email addresses of the usersyou added to the Online Platform. For example, when you create a user with [email protected] as email address, it will automatically add myorganization.com as a domain name in this list. The domains in the screenshot were added as an example.

DKIM is a signing key for the message which proves that content was not altered by any server along the way.SPF and SenderID allow a domain owner to add a file or record on the server that the recipient server cross-checks. This so-called Sender Policy Framework (SPF) is an email validation protocol designed to detect and block email spoofing and verifies that incoming mail from a domain comes from an IP Address authorized by the domain administrator.An extra mandatory permission (TXT) record is for verification. The TXT record is unique for each Showpad instance and ensures that no other Showpad instance will be able to send from your domain. Implementing SPF, DKIM and verification are necessary to make sending domains work.

Note: Adding the MX record is strongly encouraged to prevent internal sharing problems and is extra security against being marked as spam.

If you see that all the dots for a specific sending domain are red, it means that the configurations have not been set in place (yet) for that sending domain. If you wish to set it up, reach out to your IT team and provide them with the configuration settings. You can find these settings by clicking the DNS Configuration button.

Let's show in detail what this looks like and how you can provide these details to your IT team.DKIMHost: m1._domainkey.{HOSTNAME}Example:m1._domainkey.showpad.comValues:k=rsa; t=s; p=MIGfMA0GCSqGSIb3DQEBAQUAA4GNADCBiQKBgQDliDrtiw6YnNN+qhifgfb+U4aurzGRHrQSVcFncvHsxo4GwYvjM+wSvTDOgfIoGnHfBxkq/emhPhtpmIYgtrsZMUlt7Sw6ROJF5Cxg/YHmBAa9koNjPpGyhGTxwa4cPqhTOip2pQdHlX5y9o5fXs7gGRJ2kufr8VJvC902Dr8l4QIDAQABIf your DNS provider uses 'escaping', meaning you can't use semicolons, use a backslash and a semicolon instead:k=rsa\; t=s\; p=MIGfMA0GCSqGSIb3DQEBAQUAA4GNADCBiQKBgQDliDrtiw6YnNN+qhifgfb+U4aurzGRHrQSVcFncvHsxo4GwYvjM+wSvTDOgfIoGnHfBxkq/emhPhtpmIYgtrsZMUlt7Sw6ROJF5Cxg/YHmBAa9koNjPpGyhGTxwa4cPqhTOip2pQdHlX5y9o5fXs7gGRJ2kufr8VJvC902Dr8l4QIDAQABSPFHost: showpad.{HOSTNAME}Example:showpad.myorganization.comValues:v=spf1 include:sendgrid.net ~allMXHost:showpad.{HOSTNAME}Example:showpad.myorganization.comValues:mx.sendgrid.net.TXTHost: showpad.{HOSTNAME}Example:showpad.myorganization.comValues:showpad-verification=1234567asdfghjll (fictional)

Provide these details to your IT team and let them implement the changes on your company's domain settings.

Note: Depending on the domain configuration, it can take up to 24 hours before DNS changes are visible.

Back to the menu

Verifying the DNS settings

After the domain changes were implemented, you can activate and test the sending domain settings in the Online Platform.If all buttons are green, everything is set up correctly.

Verify that the sending domains are activated.

Click Verify DNS Settings for the domain that was set up. The buttons in the row for that domain should be green.

If some dots are red, it most likely means that some settings have not been configured correctly on your company's domain or more time is needed to implement the DNS changes. If this is the case, it is time to loop in your IT team to check all the necessary configurations.

Back to the menu

Going from red to green dots

We provide this helpful checklist in case the indicators are red.

Confirm with your IT team that the sending domains have been configured on the company's domain side.

The timespan of the changes to the DNS settings can take up to 24h to fully populate. That's the maximum time needed for all servers to know the changed records. We advise you to wait and try to verify the settings again on the next day.

Make sure you have not forgotten to add Showpad to the keys of your settings. For example, it can happen that the configuration was set in place for myorganization.com instead of showpad.myorganization.com

Make sure there are no extra spaces or missing letters in the settings. We advise copy-pasting keys and values to make sure everything is correct.

DMARC should be set to Relaxed.

If you have reached your threshold for SPF or DKIM records, please reach out to support.

What's in it for you

When purchasing an Android device in China, chances are it will be missing the Google play store. As a result, your users won't be able to download and install the Showpad Android app.

If your company is located in China or has a branch in that region, we can provide the installation file for your users. After contacting our support team, your users will receive an APK file, which can be used to install the Showpad app on their devices.

Be aware that Showpad push notifications on Android devices might be blocked in China, as this is a service created by Google.

Note: Some providers in China will also prohibit from installing APK files from unknown sources. In that case, there is little we can do. We suggest you cooperate with the local provider.

You need this to receive the installation (APK) file

Your users are located in China

Android devices

Email addresses of the users

AShowpad support request

The quick way to awesomeness

Create a support request explaining that you need the Android APK file.

Let us know the email addresses of the users in China who need the installation file.

Showpad support will provide the APK. We suggest having your IT teams help the users with the next steps.

Be aware that notifications will still be blocked because these are a Google service blocked in China

Note: We inform you, as the administrator, when the latest version is ready and which users have what APK version.

Installation using the APK file

Download the APK provided by Showpad Support on your Android device.

The system asks if you want to allow this APK to be installed or the system will instruct the user to allow installing from unknown sources in the settings.

After allowing the installation of the APK file, the app should install and it's possible to open Showpad on the Android device.

What's in it for you

The official and supported way to install the Showpad app on a Windows device is through the Microsoft store. Inspecific cases, we can provide an APPX installation file to deploy Showpad on your Windows devices, which bypasses the useof the Microsoft store.

If your IT team needs to have an APPX file to distribute Showpad, you need to contact support who can provide the installation documentation and installation file.

In this case, it is up to your IT team to find the best way to deploy it on the devices. We do not offer support for the installation as it is very company and infrastructure specific.

In case you experience errormessages using the APPX file, we suggest tosearch for the error code and find the possible solutions.

The other downside for doing the APPX installation is that we can't provide a new installation file automatically every time there is an update for the app.

You need to know this about the installation (APPX) file

Contact support for the APPX file and installation documentation

Understand that we don't support the installation and deployment part

Understand that we can't inform you about new app versions

Make sure to cooperate with your IT team for the deployment

What's in it for you

With countless sales conversations taking place within your organization each day, valuable information and training opportunities often slip through the cracks. Enabling MeetingIQ for your users allows them to invite a bot to their meetings to record and transcribe conversations. This encourages sales reps to be more present in their conversations, and as a marketing admin, you may find it beneficial to gather sales intelligence. Sales managers will gain valuable training insights from listening to their teams sales calls.

When MeetingIQ is enabled for users, they will see a new tab within the Web app called Meetings. This is where they will find all their past meeting recordings, as well as view anything upcoming.

For the MeetingIQ Bot to record a meeting its been invited to, there must be a valid meeting link in the users calendar invite. MeetingIQ is compatible with Zoom, GoToMeeting, and Webex.

Key features

MeetingIQ will record and transcribe users sales meetings

Define topics and keywords relevant to your organization

Enable MeetingIQ for certain user groups or all users

You need this to succeed

Showpad Coach Plus and/or Content Plus or Ultimate

MeetingIQ license

Zoom, GoToMeeting or Webex

Showpad Admin access

The quick way to awesomeness

Enable and configure MeetingIQ in the admin settings

Select all users or certain user groups

Do this step by step

Enable MeetingIQ and assign users

To enable MeetingIQ for your organization, navigate to Admin Settings and select Features.

Scroll down to find MeetingIQ, and use the toggle to turn the feature on.

Click the carrot toggle to expand the configuration settings.

If you wish to enable MeetingIQ for all users, select the All Users option. Otherwise, click Select Groups. Check the boxes for the groups you want to enable MeetingIQ for, or search the group name and select it from the dropdown list. Click Apply when youre done.

Define Topics

Topics are collections of keywords admins can define. MeetingIQ will automatically search for these topics in every meeting, so as an admin you can see how often they are mentioned and find these areas of conversation easier in the recordings.

Within the MeetingIQ configuration options, select the Topics tab.

Click Add Topic.

Enter a topic label, such as Pricing. Next add topic keywords, which are different words that would fall under the broad topic. For example, if the Topic Label was Pricing, the keywords could be pricing, discount, and price. When youre done, click Add.

Under the Topics tab, edit or delete previously created topics by clicking the edit pencil or trash can icon.

Rename your MeetingIQ Bot

As an admin, you can rename the Bot, which changes how it is reflected as a meeting attendee. Consider maintaining a name that references Bot or notetaker, to make it clear that the meeting is being recorded. The name can be a maximum of 30 characters, and can only contain Latin alphanumeric characters with space, hyphens, and underscores.

Within the MeetingIQ configuration options, click the Rename Bot tab.

Type in the new name you wish to call the bot, then click Apply.

To restore the MeetingIQ Bot to its original name, empty the Bot Name field and click Apply.

Whats in it for you Intense sales meetings require you to think on your toes and can feel like a flurry - you know you did well, but youcan'tremember exactly what that prospect asked, or what you told them youd follow up on. Showpads MeetingIQ Bot allows you to focus on selling while it records and transcribes your conversation, including a breakdown of who said what. This way, you can revisit you and your teams meetings later within your Meetings tab on the Web app.

Using MeetingIQ is as easy as inviting the MeetingIQ Bot to your calendar invites. MeetingIQ is available only in English and is compatible with Zoom, GoToMeeting, and Webex.

Key features

Record and transcribe sales conversations

View MeetingIQ recordings from your team

You need this to succeed

Showpad Coach Plus and/or Content Plus or Ultimate

A MeetingIQ license

Access to Showpads Web app on a web browser

A Showpad user account

Zoom, GoToMeeting, or Webex account

Whats on the menu

Weve created the following articles to help you get started using MeetingIQ:

Inviting MeetingIQ Bot to capture your conversations

How to sync your Google calendar with MeetingIQ

Find and learn from MeetingIQ recordings using filters and search

What's in it for you

In order for the MeetingIQ Bot to show up and record your conversations, you must invite the bot. As a sales rep, thereisn'talways time for extra administrative prep, so weve made using MeetingIQ as simple as adding the bot as an attendee to your calendar invites along with the prospect you will be meeting with. The invite must contain a valid meeting link in order for the bot to attend.

When invited, MeetingIQ Bot will dial in up to five minutes before the meeting is scheduled to start, to ensure the recording begins on time. The bot will record from the time there is at least one other attendee present. The recording will continue unless the bot is ejected, the meeting ends, or up to 15 minutes after all attendees drop. This way, if everyone drops and rejoins, for example, due to Wifi or audio issues, the bot will still record.

Key features

Easily invite the MeetingIQ Bot with your current flow

Uninvite the bot to any upcoming meetings

The bot will show up early to ensure the whole meeting is recorded

You need this to succeed

Showpad Coach Plus and/or Content Plus or Ultimate

Access to Showpads Web app on a web browser

A MeetingIQ license

A Showpad user account

Zoom, GoToMeeting, or Webex account

The quick way to awesomeness

Set up a calendar invite

Add the MeetingIQ Bots email address as attendee with other customers

Include a video meeting link

Do this step by step

Navigate to the Meetings tab.

Click Set Up Meeting.

In the Add Manually section, copy the MeetingIQ Bot address. This is the address you will add to the calendar invite you send your prospects or customers for the conversation you wish to record. Once you know this address, you can skip the first two steps and simply add the email address as a participant for any meeting you want to be recorded. The address will be .

Navigate to your calendar platform, for example, Google Calendar. Set up your invitation as usual, and invite the bot as an attendee along with the other potential customers. MeetingIQ requires a valid meeting link to record meetings, such as Zoom, GoToMeeting, or Webex.

If a mistake was made, for example, you invited the MeetingIQ Bot to a meeting but forgot to add a valid meeting link, you will receive an email from Showpad to let you know if the bot cannot record your meeting. Simply correct the error and resend the updated invite.

After the meeting occurs and the bot successfully recorded and transcribed it, there will be some processing time before the recording is available to view in the Meetings tab. You will see that the meeting is processing in the Past Meetings tab.

Uninvite the MeetingIQ Bot from upcoming calls

Navigate to the Meetings tab. Select Upcoming Meetings from the left side.

Choose which upcoming meeting youdon'twant to record. Click the three-dot menu and select Uninvite MeetingIQ Bot.

What's in it for you

Cut down on administrative tasks by syncing Showpad with your Google calendar. This way, the MeetingIQ Bot will be automatically added to any upcoming meetings you have scheduled with external participants and a valid meeting link. Skip the step of manually inviting the bot and no more worrying about forgetting anyone on the invite!

Note: For meetings where the MeetingIQ Bot was added via Showpad, either through the Google Calendar sync or from within the Meetings tab, the bot will not show as an attendee on the calendar invite.

Key features

Sync Google calendar with Showpad

Automatically have the MeetingIQ Bot attend meetings

You need this to succeed

Showpad Coach Plus and/or Content Plus or Ultimate

MeetingIQ license

Access to Showpads Web app on a web browser

Google email/calendar suite

A Showpad user account

Zoom, GoToMeeting, or Webex account

The quick way to awesomeness

Go the the Meetings tab

Click Set Up Meeting

Sync with your Google Calendar

Do this step by step

Navigate to your Meetings tab.

Click Set Up Meeting.

Click Connect to Google Calendar, then authenticate your Google account in the popup.

Click Done. In the Upcoming Meetings tab, you should now see all your meetings with a valid video link that are scheduled for the next 16 weeks. Keep in mind, the bot only automatically joins if there is a meeting link and at least one other external attendee.

Disconnect any time by returning to the Meetings tab, selecting Set up Meeting, and clicking Disconnect Google Calendar.

If you wish to uninvite the bot to any meetings, click the Upcoming Meetings tab. Select the three-dot menu for the specific meeting, then click Uninvite MeetingIQ Bot.

What's in it for you

Within the Meetings tab you will find a plethora of learning opportunities by watching recordings of your own sales meetings, as well as your teams. Take note of any conversational habits you can improve on, or watch recordings to refresh your memory on what was important to a particular prospect. If you know someone on your team has been especially successful combatting common objections, check out their meetings to see how they do it.

Key features

View recordings and transcripts of past meetings

Download meetings as MP4 files

Share meetings using Showpad

Filter or search to find what youre looking for

You need this to succeed

Showpad Coach Plus and/or Content Plus or Ultimate

A MeetingIQ license

Meetings recorded by you or other users in your group

Access to Showpads Web app on a web browser

A Showpad user account

Zoom, GoToMeeting, or Webex account

The quick way to awesomeness

Go to the Meetings tab

Use filters or search to find relevant meetings

View meeting recording and transcription

Download or share the meeting recording

Do this step by step

Find previously recorded meetings

Navigate to the Meetings tab. Select Past Meetings from the left side.

Click the Show dropdown menu to select which meetings you wish to view. My Meetings are all the meetings you created as a host. My Meetings as Attendee are any meetings you were invited to, not limited to the users in your group. My Teams Meetings are all the meetings from the users in your group. As a manager, you will also see meetings from any users who report to you in the My Teams Meetings filter.

Use the sort filters to arrange the meetings by date, subject, or organizer.

Type in the search field to find something specific. To narrow down what youre searching for, click the Advanced option in the search bar. You can limit the search results to Meeting Subject, People, or Organizations by checking the boxes. This will highlight search results only within those parameters. You can also click the date range drop-down to select a time period the meeting youre looking for wouldve occurred. Click the topics drop-down menu to select various topics you wish to search for in the meetings. Topics are predetermined by your admin. Click Apply after making your selections.

Viewing the recording

Select the meeting you wish to view. On the left side, you will see the video recording of the meeting, and on the right side, you will find the search options and transcription.

Click the search bar. You can type any word you wish to search for here, or use the options that populate from Top Speakers, Keywords, or Topics.

Keywords are the top five most used words in conversation, and you will see the number of times they were used. Click on any keyword to isolate those sections of the transcript it was used in.

Topics are determined by your admin and have various related keywords assigned to them. The topics counter will show how many times words related to a specific topic came up in conversation, and you can see them all highlighted in the transcription by clicking on a topic.

Use the bookmark icon to bookmark any section of the transcript. This will also create a tick on the timeline for when this part of the conversation occurred. When other users on your team view this recording, they will see your bookmarks.

While watching the video recording, you will find the option to jump back 15 seconds or forward 30 seconds, change the video speed, and control the volume. Click any section on the audio timeline to jump to that part of the recordings.

At the top of the transcript, use the toggle to enable Autoscroll, so the transcript flows with the video.

If any screen sharing was done in the meeting, you will also fine a Key Frames section. These key frames are screen grabs from any time in the meeting where there were significant screen updates. Select any of the screen grabs to view that point in the meeting. This can be particularly helpful to view something a customer was sharing, such as a slide deck.

Share or download MeetingIQ recordings

Navigate to the meeting you wish to share or download.

To share a meeting, click the Share icon. Select your preferred sharing method, either by Email or Get a Link. This can be useful to share a meeting with the customer or prospect who attended. You can also choose to add the meeting to a Shared Space.

To download the recording, select the download icon. The meeting will be downloaded as an MP4 file.

What's in it for you

this page

When you're getting started with Showpad, some basic terminology is very valuable to know. Here's an alphabetical summary of the language we often use to make your Showpad experience as effortless as possible. For administrators and users that are already familiar with our products, this helpful glossary can be used for explaining our great features in just a few words.

Activities

Showpad's reporting functionality in the Online Platform that gives administrators insight into how prospects interact with shared content from your organization.

Admin Email Digest

A weekly email update sent to admins that shows an overview of content and user trends.

Administrator

A content and user administrator, for Showpad, usually from the marketing department, who imports and updates presentable files for sales reps. An administrator also manages the users, sends out announcements and consults advanced analytics.

Annotations

A user's ability to add comments to a file after it is uploaded into Showpad using text or emphasize certain areas with a highlighter or pen tool

Announcements

Administrators can push messages with important information updates to users. If enabled on their device, users see this announcement in a notification.

API Explorer

Showpad's tool to assist developers on how to most efficiently utilize and interact with our RESTful client-server API.

App link

Unique URLs to content that can be used to direct from another document or mobile app.

Asset comments

Comments users can leave on specific assets that are visible to admins in the Online Platform.

Asset details pane

The information that can be viewed and edited in the OP when you click on an asset or group of assets

Atom Experience

This interactive Showpad Experiences channel can be used to analyze the needs of prospects.Sales reps can present their content in a visually and dynamicway with the Atom experience.

Augmented Reality (AR)

3D assets placed in an interactive experience of a real-world environment and presented in Showpad.

Automated Provisioning

A configuration that automates the task of creating and/or editing Showpad users.

Avatars

A pre-selected image that appears on the Web app and and iOS app when a user is logged in

Bookmark

A tool where learners can flag certain lessons and easily revisit them.

Bulk editing

The ability to edit multiple assets, users, or user groups simultaneously

C4C integration

A connection between C4C (Cloud for Customers) and Showpad that allows sharing activities to be viewed in a C4C account.

Certification

Emails that can be sent to learners showing an official sign of completion.

Classic Experience

A channel that organizes content in a structured and branded design. This content can be grouped by using folders and smart folders.

Channel Builder

Create and update Experiences in the Channel Builder section. Add designs, customized folders, and sharing themes to your channels. You can control which users and which user groups have access to particular Experiences.

Cloud storage sync

A connection between Showpad and certain cloud repositories that syncs content to Showpad automatically.

Collection

A personalized compilation of marketing-approved content that users can organize and present based on their prospects.

Comments

The ability for users to leave feedback on assets for other users or Administrators to view.

Contacts

Users can sync contacts from other platforms and manually add them in Showpad. Furthermore, administrators have access and can export these contacts from the Online Platform.

Content

All files you upload as an administrator and all files you share as a rep can be described as content in Showpad.

Content Analytics

Showpad's reporting functionality in the Online Platform that allows admins insight into how content is being used by sales reps in your organization.

Content Author

An admin who manages and owns certain assets.

Content Library

The section on Showpad's Online Platform where you upload your files and add corresponding properties, tags, and permissions.

Content Profiles

Tailored content specific to users based on various factors, including language and location.

Content tab

Where all marketing and user-created content is found on the front end of Showpad.

Course

The combination of content, assessments, and pitch assignments that make up your learning tool.

Course notes

An area where learners can type and save notes related to the course they are taking.

Cover images

An alternative to a background or logo, these images allow for great visual appeal by dynamically resizing and allowing a chosen focal point to better show available channels in the Showpad app.

Curriculum

A combination of multiple courses, typically encompassing a specific subject matter. Only available for admins in the Online Platform.

Dashboard

The main screen you see when signing in as an administrator on Showpad's Online Platform. It shows widgets where you instantly see relevant statistics about content and app usage.

Division

An organization can be structured in different regions. The content and corresponding users in those regions can be managedindependently from one another. You can easily configure and control this structure by using divisions.

Embedded media playback for PPT

The ability to playback media files added to a Powerpoint file in Showpad. Playback will occur with the play settings configured in Powerpoint.

Experiences

Showpad Experiences are guided and interactive channels for your sales reps. These interactive channels can start engaging conversations with prospects and customers.

Experience Apps

The ability to upload custom sales applications, created by your developers, into Showpad.

File property

Determine what you can do with particular content by changing the file properties in the Content Library. Share permissions, tags, and expiry dates are examples of these properties.

File type

The formats of content that Showpad supports.

Filter

A customizable tool within the Content Library allowing admins to find specific content quickly and easily.

Folder

A traditional folder where content can be organized manually within channels and divisions.

GDPR

General Data Protection Regulation. This requirement strengthens data protection for all persons in the European Union.

Global permissions

When content has global permissions, administrators can use these files from a global division in the channels of other divisions.

Global theme

The Global theme is a sharing theme that can be applied across all channels and divisions.

Gmail plugin

One of the functionalities in Showpad for Chrome that allows users to share and track content through their Gmail account.

Google Drive integration

Connection between an organization's Google Drive content and Showpad.

Invitation email

An email that is automatically sent when an administrator creates a user. It provides information on how and where to log in to Showpad.

Highlights

A tab where learners can view the highest-rated and most-viewed pitches, along with their own submissions.

Home Screen

The page a user is brought to upon login which contains recommendations and Spotlight messages.

Hold invitation emails

Disabling invitation emails until you are ready while you set up Experiences and add users.

Kiosk Mode

A presentation mode on the Showpad app that disables most functionality while allowing viewers to scan through content without compromising confidential data.

Locale

Language and location designations specific to individual assets that can be edited in the Content Library.

Likecontent

Sales reps can like pieces of content as a way to group their content.

Microsoft Dynamics app

Showpad's integration that allows an organization to view their Showpad activity within their MS Dynamics platform.

Manager

A role that grants certain admin permissions, specifically the ability to watch and grade pitch submissions for certain learners.

Mapper Experience

The Mapper Experience lets you visually map products and services. Highlight specific products and features in a visually recognizable environment to make sales conversations interactive.

Marketo integration

A one-way communication which feeds Showpad data into your Marketo account for better marketing automation.

MeetingIQ

An add-on that allows for the recording and transcribing of sales conversations using the MeetingIQ Bot.

Metrics

Customizable grading criteria configured by admins for assessing pitch submissions.

Module

The three optional components that make up a course: Learn, Test/Survey, and Pitch IQ

Mobile Device Management Configuration (MDM)

IT teams can manage applications on user's mobile devices across multiple providers. You can use our configuration to deploy Showpad on multiple devices at the same time.

My Assignments

The tab where users can find all of their required courses and paths.

My Files

A personal channel where sales reps can upload their content for sharing. The content is still trackable but not viewable by administrators.

My Team hub

The section in Showpad where managers can view their team's course progress and various user insights.

Navigation Analytics

A visual mapping feature in the Online Platform showing all sales paths on Atom and Mapper experiences. Also provides reporting on most common paths.

Office 365 integration

The ability for Office Online users to edit Powerpoint, Excel, or Word files and have them automatically updated in Showpad.

Online Platform (OP)

The administrator portal of Showpad where you can manage content, users, view analytics, send announcements and configure additional features and integrations.

Outlook Add-In

An integration where users can share Showpad content directly from within their native Outlook account on their Windows device when composing an email.

Outlook 365 plugin

A plugin that allows you to share Showpad content via email with your online Outlook 365 account.

Outreach integration

Using the Showpad for Chrome plugin, you can include Showpad content as dynamic links in email templates and sequences

Owner

This is the first person that was created while generating the Showpad organization. The owner has administrator access to all areas of the Online Platform and also sees the billing information. Ownership changes must be requested to your organization's Success Coach.

Page locking

A feature that allows admins to control whether certain pages of a document must be shared together.

Pages

Customizable landing pages with grouped content related to a topic or persona. This is the evolution of the previous Detailed Pages.

Path

An organized list of tasks and courses assigned to users.

Personalization Analytics

The tracking of all edited versions of a marketing-generated asset in the Online Platform.

Personalize tab

This section in the app houses users' Collections and any files they customized and uploaded into their Showpad account.

Pitch IQ

A tool to practice and receive feedback on recorded pitches in LearnCore.

Pitch IQ breakdown

The filter that allows you to see the status of your users' Pitch IQ submissions.

Pitch IQ panel

The group of admins and managers tasked with reviewing and grading pitches.

Processing

The act of flattening files upon upload to Showpad so they can easily be viewed while not taking up too much space on a user's device.

Promoted Member

A Promoted Member is a regular user in a division who is granted additional permissions. These permissions allow them to set up and configure the content structure, users and user groups, tags, and filters.

Push notifications

A feature where notifications can be pushed to a mobile device immediately.

Question breakdown

Filter that shows granular details for specific questions in a course.

Recommendations

Relevant content that is shown on the Home Screen when a user logs in.

Reports - Coach

The section in the Online Platform where admins can see insights into users, paths, and courses.

Reports - Content

The section in the Online Platform where administrators can generate content and user reports based on different criteria.

Screencastify

The downloadable tool required to record pitch submissions in Showpad Coach.

Salesforce integration

Showpad's ability to connect with the Salesforce CRM to track activity within an organization's Salesforce account.

Salesforce Contacts

The ability to sync Salesforce contacts to Showpad and log activity in Showpad back to those contacts in Salesforce.

Salesforce Content Recommendations

A Showpad feature that uses machine learning to recommend content to sales reps in Salesforce, based on deal data and pre-configured rules.

Salesforce Content ROI

A dashboard in Salesforce that allows marketers and sales reps to see which content leads to deals by incorporating Showpad data into their Salesforce account.

Salesforce Meetings

The ability to log all activity within a meeting time frame to Salesforce.

SalesforceShares

This allows users to view share data within their Salesforce instance.

Salesforce Web tab

A tab in your Salesforce account where users can easily access their courses and/or content.

Salesloft integration

A connection where one can generate unique URLs to share as assets in the SalesloftShowpad app for Salesloft.

Search

The name says it all - this is the tool used to locate content using various filter options to make finding desired content quick and easy.

Search in video

The ability to search for videos based on the automatic audio transcription provided via Google API.

Selector Experience

An interactive experience that instantly filters content based on criteria selected during a sales conversation. This dynamic channelnarrows down what prospects want in just a few taps.

Sending domains

You can set up shares to show as coming from your domain instead of the [email protected] address. This is accomplished by sending domains, a form of email authentication used to verify a sender's identity.

Share

The term used for content that has been sent to prospects. A Share has its activity tracked to determine the most useful content for deals.

Shared Spaces

A secure and collaborative space for users to invite external and internal people to view content, provide comments, and engage all stakeholders in the sales process.

Shared Content Viewer

When a prospect opens the shared content, it is presented in a branded environment, called the Shared Content Viewer. These environments are created by administrators by building Sharing Themes.

SharePoint Online Connector

A middleware connector that allows the syncing of content and their properties from SharePoint Online to the Showpad Content Library.

Sharing themes

A customizable design to match your branding when prospects view shares in the Shared Content Viewer.

Showpad for Chrome

A Chrome extension that supports sharing through the Chrome browser or via Gmail and through social media platforms.

Showpad for Salesforce

A downloaded app allowing users to see all Showpad activity logged as Insights information in Salesforce

Showpad Edit

A middleware tool to allow users to edit Powerpoint, Excel, and Word files on their devices without altering the original version.

Showpad sync

When enabled, courses can be accessed through Showpad as URL assets.

Single Sign-On (SSO)

Functionality allowing users and admins to securely log in to Showpad and LearnCore by using a central Identity Provider.

Slack integration

The ability to perform certain LearnCore administrative tasks using Slack commands.

Slide-level analytics

The option to view analytics by page, slide, or set of pages within a larger document.

Slideshow mode

A basic feature that allows a user to turn on a slideshow (with or without a timer) of multiple files within a folder

Smart folder

A feature within Showpad where administrators can configure folders to automatically pull particular content with specified file properties. These criteria can be file types, specific tags, and division sources.

Social

A setting that allows learners to comment and collaborate with other learners in a course.

Spotlight

An announcement on a user's home screen that directs them to certain content and messaging.

Sticky swiping

Allows you to do a quick swipe to navigate through pages of a multi-page document. To move on to the next file, you will need to a full swipe.

Subdomain

Another term for your organization used in your instance's URL before showpad.biz.

Subject Matter Expert (SME)

A knowledgeable learner granted certain content creation permissions

Task

Required exercises for learners outside of the standard course assignments.

Tag

Alabel that admins can add to content to make it easier to manage, find, and organize, particularly with Smart Folders.

Tag categories

Grouping of tags to help keep them organized.

URL assets

A link that acts as any other asset in that it can be shared to prospects and have its activity logged.

User

Users are typically sales reps who present content with the Showpad app on their mobile device. These are the main users of the front-end of Showpad and share content with customers and prospects.

User Content Analytics

Insights and tracking data for personalized content uploaded by sales reps.

User group

A way to organize users in the Online Platform. Groups allow controlling which Divisions and Channels users have access to.

User analytics

Showpad's reporting functionality in the Online Platform that allows administrators insight into how and in what ways their users put Showpad to use.

User insights

Shows course progress when clicking into a specific course.

Web app

The browser version of Showpad. Users can open the Web app on their laptop or computer to share content and to view sharing reports.

Webhooks

A tool that triggers specific actions based on certain events (content shared, viewed, or reshared).

Note:You can see the availability of the Showpad features on .

Use MeetingIQ to record and transcribe sales meetings Dec 11, 2019

Guide to using SSO and Showpad

Record and transcribe sales conversations with Showpad's newest add-on, MeetingIQ. Sales reps can worry less about taking notes during meetings and focus more on engaging with their prospects, and admins and sales managers can gain valuable customer insights from reviewing meetings, as well as pinpoint any gaps that may require extra training. Using MeetingIQ, sales reps can easily invite a Bot to their sales meetings who will record and transcribe the call down to a who-said-what level. Users can find their recordings as well as their teammates' within their Meetings tab, allowing them to learn from one another. Meetings can be shared, downloaded as an .mp4, and added to Shared Spaces. This feature is available in English only.

Find out more here:

Enable and configure MeetingIQ as an admin

Guide to using MeetingIQ as a user

Share via Outlook 365 with the Showpad for Chrome extensionSeptember 30, 2019

With the updated Showpad for Chrome extensions, Outlook 365 users can now easily insert and track Showpad content shared through their online Outlook account. When drafting a new message, a Showpad button will be available to quickly search through and add relevant assets to your email. These will appear as links to your recipients and they can click and view assets while that activity data is being stored in the user's insights.

Find out more here:

Use the Showpad for Chrome plugin with Outlook 365

Content and User analyticsimprovementsSeptember 24, 2019

With updates to Showpad's content analytics, admins can better understand asset usage in context to filtered divisions, channels, or tags. New fields also allow for deeper insights into an asset's sharing activity providing numbers on shares via Gmail and Outlook. The marketing Top Content table can now be exported with one row per asset on the table, or one row per asset and selected channels.

Improvements to content User analytics also allow for better understanding of user's engagement with the context of selected groups. Additional fields have been added to give further insight into for user engagement including collections created, in-app downloads, and My Files uploads, among others. The All Users table can be exported with one user per row, or one user per row and selected groups, which can help compare Showpad engagement across groups.

Find out more here:

Discover the preferred sales content with Content Analytics

Explore Content User Analytics to view user engagement details

Hide empty folders within experiencesSeptember 24, 2019

Folders can now be hidden in Experiences when they are empty. This can be particularly useful when you are building out your content structure and planning a system of organization. If this feature is enabled, users won't see the foldersuntil they are loaded up with content.

Find out more here:

Using folders to structure your content

Link Multiple Google Drives in Divisions September 24, 2019

Admin integrations now include the ability to link multiple Google Drives. You can link one personal or Shared drive to each different Division. Content will automatically sync to your library to keep it as up to date as possible.

Find out more here:

Sync Google Drive content with Showpad

Edit Google slides via ShowpadSeptember 24, 2019

Users can now make changes to Google slides from within Showpad. Collaborate with your team and get notified when a slideshow has changed since you last saw it, with the option to quickly update and continue with your presentation. Users can download slides from Showpad and edit their own copies, as well as adding their own presentations via My Files.

Find out more here:

Edit Google Slides to personalize your presentations

Stronger search capabilitiesSeptember 24, 2019

The Advanced search bar allows you to search based on expanded criteria easily. From tags to language, location and more, it means less time spent looking for your content and more time using it. Admins can to categorize tags in groups with optional tiers to make the search process and structure of content and Experiences more pleasant for users.

Find out more here:

Using the Search functionality

Manage and categorize your existing tags

Tailor content and Experiences by location, language, and metadataSeptember 24, 2019

The Locale filter option within your Library allows admins to organize content and Experiences by language and location. Create one Experience and give it up to 20 language options, then categorize it so that everyone sees it in the right language and context. Set up content profiles for users so that they automatically get relevant content based on their region, projects or area of expertise, and preferred language(s).

Find out more here:

Use the locale function to categorize assets and Experiences

Creating Content Profiles for your Users

Update Assets in bulk and add authorsSeptember 24, 2019

Admins can publish assets with helpful recognition to the content author whose name will be visible across Showpad. With the ability to edit assets in bulk, it has never been more simple to add tags, locale information, add or delete authors, and much more all at one time.

Find out more here:

Add content authors to Library assets

Edit multiple assets simultaneously

See yourself on Showpad CoachSeptember 24, 2019

With the introduction of avatars, you and your team can upload and adjust photos from the Web app that will be displayed on Showpad Coach. Visible on the Web app and iOS, avatars will give you a personal sense of who is reviewing courses, submitting paths, and more.

Find out more here:

Using Avatars in Showpad Coach

PitchIQ on iOSSeptember 24, 2019

Its possible to record PitchIQ submissions on the iOS app so that you can submit your knowledge on the go. Sales reps can now record and submit PitchIQ videos via webcam on iOS, making it easier for them to demonstrate their expertise from anywhere.

Find out more here:

Recording and submitting PitchIQs

Coach courses available on AndroidSeptember 24, 2019

Its now possible to take Coach paths and courses on Android devices. For learners on the go, log into the Showpad app for Android and see what has been assigned, whats in progress, and complete courses on a phone or tablet for speed and convenience.

Find out more here:

Completing courses with Coach

Following a learning path

Web app available in 11 languagesSeptember 24, 2019

Showpads Web app supports 11 language options. This means that one language can be swapped to another with the click of a button - you can go from French to English and back without buying a ticket.

Find out more here:

Use your preferred language in Showpad

Add your logo to the login screen March 19, 2019

You can now add a custom logo to your organizations login screen in the Showpad Platform. The new custom login logo feature allows you to customize Showpads login screen to better match your corporate branding. If you decide not to add a logo, you will see the Showpad logo by default.

Find out more here:

Customize the app's login logo

A new Home Screen with Spotlight messages and recommendationsMarch 19, 2019

Instead of jumping straight into the Present tab after signing in, users on Showpad's Web app will see a new Home Screen.The Spotlight messages at the top highlight important announcements about updated content and recently published coaching materials. Beneath these Spotlight messages, a section with recommended content or coaching materials shows tiles with automatically generated recommendations.

Find out more here:

Understanding the personal Home Screen for users

Creating Spotlights as an admin and understanding Home Screen Recommendations

Updated course creation options March 19, 2019

With LearnCore becoming Showpad Coach we've updated the course creation tool for a better experience for admins and promoted members who manage content and learning for their users. This tool will still look familiar, but weve added some bonus functionality to help make courses more flexible. This includes a short answer panel, due dates for panelists, and the option to add a custom course cover image.

Find out more here:

Guide to coaching users with courses

Central content repository for the Showpad Platform

March 19, 2019

All customers have access to a centralized content library for enablement and training. Both Showpad Content and Showpad Coach customers will be able to store collateral and training materials in one location where they can be used in courses, Experiences, and Pages. Furthermore, content that is created within a course will be saved to the library available for future use.

Find out more here:

Upload files to the Content Library

Manage complex organizations with DivisionsMarch 19, 2019

For organizations that require separate content repositories whether for location-based reasons, confidentiality, or something else, Showpad offers divisions as a means to manage more complexly structured organizations. Each division is its own content library but it is possible to share content across divisions. This also allows for more granular permission options when promoting users within a division.

Find out more here:

Tailor content to your organization's structure with Divisions

Expansion of user permission optionsMarch 19, 2019

The Showpad Platform now offers more granular permission options when promoting users within divisions. This includes specifying whether they manage users, content, courses, or reporting. This flexibility provides more flexibility in how admins, managers, and users interact with their Showpad account.

Find out more here:

Delegate permissions to Promoted Members in Divisions

Improved and unified user management

March 19, 2019

Showpad now provides a centralized user management flow for admins and certain promoted members. Streamlined user and group creation along with integrated sales and learning platform user management, this new offering allows larger organizations to more easily manage many users across different teams. We've also introduced the Manager role for both Showpad Coach and Showpad Content. This will allow sales managers to be more involved in direct coaching for their teams.

Find out more here:

User roles in Showpad

Updated PitchIQ and Test ManagementMarch 19, 2019

PitchIQ reviews and test short answer scoring for admins and managers is now accessible in the My assignments tab. Grade short answer questions and review pitch submissions by clicking the appropriate tiles in the My Assignments section under the Coaching tab. In course creation, admins will find new options for PitchIQ panels, such as setting rolling due dates for the panelists to complete their review.

Peers can now provide written feedback for their teammates within PitchIQs to Review.

Find out more here:

Scoring user's test submissions

Providing feedback on PitchIQ Submissions

Reviewing PitchIQs as a peer

Customize PitchIQ scoring criteria and panel

Learn from and interact with peers in the Social tab

March 19, 2019

Find top rated PitchIQ submissions and follow along on discussions your peers are having in the Social tab. Your teammates likely each have their unique way of pitching your companys products, and learning from pitches that are scoring highest can help you improve your own pitches. If you or your peers have asked questions in courses you're enrolled in, you can find them all compiled here so it's easy to write a reply or keep up with the threads.

Find out more here:

See top rated pitches and discussions in the Social tab

Engage with your team's learning in My Team

March 19, 2019

As a Manager,find all the Courses and Paths the users assigned to you as their manager areenrolled inthe My Team hub. Quickly surface which team members have incomplete assignments, failed tests or failed PitchIQs, so you can gain insights into the individual performance as well as team trends that need addressing. Clicking into any Course or Path within the My Team hub allows you to see more granular insights on individual user performance.

Find out more here:

Engage with your team's Courses and Paths with My Team

View individual User Insights

Find a test and survey Question Breakdown

Using the PitchIQ Breakdown

Checklists are now Paths for learning

March 19, 2019

In addition to courses, admins can create and assign users learning Paths. Paths are thoughtfully sequenced learning tracks, which may include online or offline tasks and courses. Think of Paths as a way to get users from Point A to Point B. These can be particularly useful forproduct certifications, sales skills certifications, or internal process changes.

Find out more here:

Create Paths to organize training initiatives

Following a Path while learning

Use the My Assignments tab to see all your required work

March 19, 2019

As a user or manager, the My Assignments tab is where you can find all of the Paths and Courses assignedto you as required, as well as any assignments you've opted-into, and any peer PitchIQ reviews you've been assigned to do. Managers will also find their tests to grade in this all-encompassing assignments page. With all your tasks at hand centralized in one place, you can spend less time searching and more time learning.

Find out more here:

Using My Assignments to see what needs to be done as a user

See your work as a manager in the Coaching tab

Support for multiple SSO providersMarch 19, 2019

The newly released platform provides support for multiple single sign-on providers in one instance. You can now use more than one SSO provider for easier user management and cross-company login flows. This includes support for providers like Okta, PingOne, Google Authentication, and Azure AD.

Find out more here:

Activity logging with C4C and Dynamics using the email pluginsMarch 4, 2019

Were happy to announce we've expanded our offering of CRM integrations by adding SAP C4C and Microsoft Dynamics 365 support for the Outlook Add-in and Gmail plugin. With these integrations, you can now automatically log all sharing activities to the right Opportunity or Account giving you a holistic view of all sales interactions with Leads or Contacts. Run reports on what content is being shared by sales to prioritize your content creation efforts accordingly. Additionally, when your CRM is linked to Showpad, users can log in to our platform using their CRM credentials for a seamless experience.

What's in it for you

We keep improving our Showpad apps and platforms regularly.This page lists all released updates to our platforms. The detailed information about new features is always communicated on our What's New page.

Updates to our mobile apps happen in phased releases. It can take up to a week until updates are visible for users who have turned on automatic updates.

Note:When you report a bug, our support team tells you when it's fixed. If you have any questions about bug fixes noted below, please contact our support team.

Choose your success platform

iOS

Android

Windows

Web app

Email plugins

OP/Integration

Developer

Showpad on iOS - release notes

Dec 9, 2019

7.2.3

Increased SCORM reliability

Bugfixes

Dec 4, 2019

7.2.2

Bugfixes

Added support for logging

Nov 6, 2019

7.2.1

Bugfixes

Oct 30, 2019

7.2

Improved fidelity of Pages across platforms

WebKit powered rendering for HTML assets

Support for iOS 13

Improved handling of cancelled downloads during Download All

Bug fixes and performance improvements

Sept 25, 2019

7.1.2

Bug fixes

Sept 5, 2019

7.1.1

Pitch IQ Web Cam submissions

Search and share in kiosk mode

Bugfixes

Aug 19, 2019

7.1

Language support for Russian and Korean

The ability to record, submit, and review pitches both online and offline

View top pitches

Bookmark pitches

Bugfixes

July 31, 2019

7.0.9

Searching for tag categories

Bugfixes

July 18, 2019

7.0.8

Bugfixes

July 11, 2019

7.0.7

Courses and paths are available offline

Single files shared from a collection show file name instead of the collection name

The subject is correctly prefilled

Bugfixes

May 17, 2019

7.0.6

Bugfixes

May 14, 2019

7.0.5

Bugfixes

Apr 10, 2019

7.0.4

Bugfixes

Mar 26, 2019

7.0.2

Bugfixes

Mar 20, 2019

7.0.1

Bugfixes

Mar 19, 2019

7.0.0

Coach functionality added

Bugfixes

Updated navigation menu

Feb 5, 2019

6.5.5

Bugfixes

Jan 23, 2019

6.5.4

Bugfixes

Allow Forward Copy of Shares created before v6.5

Jan 7, 2019

6.5.3

Polish available as language

Forward Copy any content shared by email

Dec 6, 2018

6.5.2

Bugfixes

Nov 30, 2018

6.5.1

Bugfixes

Nov 15, 2018

6.5

Revamped email editor for rich text editing

Allow email signature

Inline content links in email

Support for Pages

Oct 19, 2018

6.4.1

Improved downloading performance

Bugfixes

Sept 26, 2018

6.4

Rebrand release

Bugfixes

Aug 20, 2018

6.3

All downloads on Get a Link shares

Bugfixes

Aug 8, 2018

6.2.1

Allow downloads on shares

Bugfixes

July 11, 2018

6.2

Support for 3D/AR assets

July 6, 2018

6.1.1

Bugfixes

Apr 16, 2018

6.0.1.1

Stability and performance fixes

Updated privacy settings

Mar 27, 2018

6.0

Cover images

New home screen with Personalize tab

Feb 9, 2018

5.6.1

Bugfixes

Jan 29, 2018

5.6

Get a link for sharing content

Bugfixes

Dec 20, 2017

5.5.6

Bugfixes

Dec 18, 2017

5.5.5

Bugfixes

Nov 20, 2017

5.5.4

Bugfixes

Nov 13, 2017

5.5.3

iPhone X support

Bugfixes

Oct 24, 2017

5.5.2

Go back to home screen after 30 minutes

Bugfixes

Oct 10, 2017

5.5.1

Gif support

Bugfixes

Sep 29, 2017

5.5

Search improvements

Revamped share overview screen

Bugfixes

Aug 24, 2017

5.4.5

Announcement and URL tracking

Bugfixes

Aug 9, 2017

5.4.4

Readable timestamps

Bugfixes

July 26, 2017

5.4.3

Channel previews

Bugfixes

July 12, 2017

5.4.2

Bugfixes

June 19, 2017

5.4.1

Alphabetical default channel order

Bugfixes

May 11, 2017

5.4

Improved Salesforce logging

Bugfixes

Apr 12, 2017

5.3.7

Showpad Experiences support

Bugfixes

Apr 5, 2017

5.3.6

Download improvements

Bugfixes

Mar 13, 2017

5.3.5

Improved share and download permissions

Bugfixes

Mar 3, 2017

5.3.4

Maintenance

Feb 8, 2017

5.3.3

Improved downloading experience

Bugfixes

Feb 2, 2017

5.3.2

Bugfix

Jan 9, 2017

5.3

Improved login flow

1Password integration

Bugfixes

Showpad on Android - release notes

Nov 28, 2019

4.2.0

Bugfixes

Nov 6, 2019

4.1.0

Native support for pages

Bugfixes

Oct 22, 2019

4.0.7

Bugfixes

Support for Android 10

Support for sharing in Kiosk mode

Sept 11, 2019

4.0.6

Sunsetting contacts

Bugfixes

Aug 16, 2019

4.0.5

Bugfixes

Aug 1, 2019

4.0.4

Support for tag categories

Bugfixes

July 18, 2019

4.0.3

Bugfixes

July 11, 2019

4.0.2

Bugfixes

July 7, 2019

4.0.1

Bugfixes

July 4, 2019

4.0.0

Coaching tab

Bugfixes

June 14, 2019

3.0.8

Bugfixes

June 12, 2019

3.0.7

Bugfixes

May 22, 2019

3.0.6

Bugfixes

May 7, 2019

3.0.5

Bugfixes

Apr 30, 2019

3.0.4

Bugfixes

Apr 25, 2019

3.0.3

Bugfixes

Mar 13, 2019

3.0.2

Translation fix

Jan 15, 2019

3.0.1

Bugfixes

Jan 14, 2019

3.0.0

New Present and Personalize tabs

Bottom navigation menu

Nov 26, 2018

2.6.8

Bugfixes

Nov 10, 2018

2.6.7

Bugfixes

Nov 9, 2018

2.6.6

Bugfixes

Allow downloads for Get a Link

Oct 15, 2018

2.6.5

Upcoming Pages compatibility

Oct 15, 2018

2.6.4

Bugfixes

Oct 12, 2018

2.6.3

Allow downloads option

Bugfixes

Sept 25, 2018

2.6.2

Bugfixes

Sept 21, 2018

2.6.1

Rebrand release

Aug 30, 2018

2.6.0

My Files

Bugfixes

July 26, 2018

2.5.9

Bugfixes

June 4, 2018

2.5.8

Bugfixes

Apr 20, 2018

2.5.6

Bugfixes

Apr 17, 2018

2.5.5

Updated privacy settings

Bugfixes

Feb 5, 2018

2.5.4

Bugfixes

Feb 2, 2018

2.5.3

Bugfixes

Dec 4, 2017

2.5.2

Improved notifications

Bugfixes

Nov 20, 2017

2.5.1

Select pages in the content picker

Bugfixes

Oct 16, 2017

2.5

Improved search view

Bugfixes

Oct 2, 2017

2.4.4

Bugfixes

Sept 6, 2017

2.4.3

Bugfixes

June 27, 2017

2.4.2

Bugfixes

June 7, 2017

2.4.1

Improvements to Experiences

Bugfixes

May 11, 2017

2.4

Support for Experiences

Chrome log-in

Bugfixes

Mar 31, 2017

2.3.4

Sensitive data encryption

Bugfixes

Mar 3, 2017

2.3.3

Security improvements

Bugfixes

Feb 23, 2017

2.3.2

Split download and share permissions

Bugfixes

Jan 31, 2017

2.3.1

Share multiple files from folder or collection

Bugfixes

Jan 13, 2017

2.3

Sharing improvements

"Mark all as read" capability

Bugfixes

Showpad on Windows - release notes

Oct 7, 2019

1.6.14.2

Bugfixes

Aug 8, 2019

1.6.14.1

Bugfixes

June 11, 2019

1.6.14

Bugfixes

Apr 12, 2019

1.6.13.4

Bugfixes

Apr 1, 2019

1.6.13.3

Bugfixes

Mar 22, 2019

1.6.13.2

Bugfixes

Feb 28, 2019

1.6.13.1

Bugfixes

Jan 31, 2019

1.6.13

Support for URL assets

Bugfixes

Jan 15, 2019

1.6.12.2

Bugfixes

Dec 12, 2018

1.6.12.1

Bugfixes

Dec 6, 2018

1.6.12

Bugfixes

Support for conversation tracking

Nov 5, 2018

1.6.11

Bugfixes

Fall Release compatibility

Sept 21, 2018

1.6.10

Rebrand release

Bugfixes

July 30, 2018

1.6.9

Bugfixes

July 2, 2018

1.6.8.1

Bugfixes

May 7, 2018

1.6.8

Improved announcements

Apr 25, 2018

1.6.7.2

Bugfixes

Apr 17, 2018

1.6.7.1

Bugfixes

Apr 16, 2018

1.6.7

Updated privacy settings

Bugfixes

Feb 22, 2018

1.6.6.2

Bugfixes

Feb 9, 2018

1.6.6.1

Bugfixes

Jan 5, 2017

1.6.6

Changed background on all screens

Bugfixes

Nov 9, 2017

1.6.5.1

Bugfixes

Nov 3, 2017

1.6.5

Search improvements

Bugfixes

Oct 24, 2017

1.6.4.6

Bugfixes

Oct 18, 2017

1.6.4.5

Bugfix

Oct 12, 2017

1.6.4.4

Bugfix

July 25, 2017

1.6.4.2

Bugfix

June 21, 2017

1.6.4.1

Updated certificate

June 20, 2017

1.6.4

Kiosk mode

Bugfixes

May 30, 2017

1.6.3.1

Bugfix

May 11, 2017

1.6.3

Extra support for Experiences

Bugfixes

Apr 20, 2017

1.6.2

Salesforce content ROI

Support for Experiences

Bugfixes

Mar 14, 2017

1.6.1

Split permissions

Bugfixes

Mar 2, 2017

1.6.0

Proxy support

Bugfixes

Showpad Web app - release notes

Mar 19, 2019

Integrated Content and Coaching platform release

Mar 27, 2018

Shared Spaces

Search in video

Showpad Edit (for PowerPoint)

Nov 22, 2017

New home screen layout

Cover images

Present, personalize, share tabs

Improved personal uploads with My files

Sept 12, 2017

Email notifications on sharing interactions

July 5, 2017

Improved tracking of content

Sharing information shows date, device type, and location

June 15, 2017

Allow prospects to download shared content

May 12, 2017

Introducing Showpad Experiences for interactive talks

April 7, 2017

Relevant search results

Search for filenames, titles, and text

April 4, 2017

Improved control over file permissions

Showpad email plugins - release notes

Dec 11, 2019

Gmail Plugin 3.7.4

Bugfixes

Dec 5, 2019

Gmail Plugin 3.7.3

Bugfixes

Oct 23, 2019

Gmail Plugin 3.7.2

Bugfixes

Oct 16, 2019

Outlook Add-in 2.7.1.0

Validate organization name upon login

Bugfixes

Oct 8, 2019

Gmail Plugin 3.7.1

Bugfixes

Sept 30, 2019

Gmail Plugin 3.7.0

Support for translations

Sept 26, 2019

Gmail Plugin 3.6.5

Extend Chrome extension to support Outlook 365

Bugfixes

Sept 25, 2019

Outlook Add-in 2.7.0.0

Ability to change the preferred language

Bugfixes

Sept 19, 2019

Gmail Plugin 3.6.3

Support for Outreach

Bugfixes

Sept 3, 2019

Gmail Plugin 3.6.2

Bugfixes

July 12, 2019

Outlook Add-in 2.6.2.0

Bugfixes

June 25, 2019

Gmail Plugin 3.6.1

Bugfixes

June 18, 2019

Outlook Add-in 2.6.1.0

Bugfixes

UI improvements

June 4, 2019

Gmail Plugin 3.6.0

Updated advanced search for tag categories

Bugfixes

Apr 19, 2019

Outlook Add-in 2.6.0.0

Improved update process

Bugfixes

Apr 19, 2019

Gmail Plugin 3.5.0

Bugfixes

Apr 18, 2019

Gmail Plugin 3.4.0

New flow to select Share method first

Changed Channel tab to Experience tab

Mar 8, 2019

Gmail Plugin 3.3.0

Bugfixes

Autofill CRM recipients

Mar 4, 2019

Outlook Add-in 2.5.0.0

Bugfixes

Feb 4, 2019

Gmail Plugin 3.2.7

Bugfixes

Updated extension icon

Jan 8, 2019

Gmail Plugin 3.2.6

Bugfixes

Dec 19, 2018

Gmail Plugin 3.2.5

Bugfixes

Dec 19, 2018

Gmail Plugin 3.2.4

Bugfixes

Dec 5, 2018

Gmail Plugin 3.2.3

Bugfixes

Nov 19, 2018

Gmail Plugin 3.2.1

Bugfixes

Nov 14, 2018

Outlook Add-in 2.4.0.0

Bugfixes

Support for page locking

Notification for OS compatibility

Nov 13, 2018

Gmail Plugin 3.2.0

Bugfixes

Outreach functionality

Oct 16, 2018

Outlook Add-in 2.3.0.0

Share from Advanced Experiences

Oct 10, 2018

Gmail Plugin 3.1.5

Bugfixes

Oct 1, 2018

Gmail Plugin 3.1.4

Bugfixes

Sept 28, 2018

Gmail Plugin 3.1.2

Bugfixes

Sept 20, 2018

Gmail Plugin 3.1.1

Bugfixes

Sept 14, 2018

Outlook Add-in 2.2.0

Update logos

Bugfixes

Sept 14, 2018

Gmail Plugin 3.1.0

Bugfixes

July 10, 2018

Gmail Plugin 3.0.6

Bugfixes

July 10, 2018

Outlook Add-in 2.1.0

Support URL and 3D assets

Bugfixes

July 6, 2018

Gmail Plugin 3.0.5

Bugfixes

June 11, 2018

Outlook Add-in 2.0.0.0

Upload to My Files

Folder structure

Bug fixes

May 4, 2018

Outlook Add-in 1.8.10.0

Bugfixes

Apr 11, 2018

Gmail Plugin 2.1.5

Bug fixes

Support for GDPR

Apr 11, 2018

Outlook Add-in 1.8.9.0

Support for GDPR

Mar 20, 2018

Outlook Add-in 1.8.8.0

Bugfixes

Mar 2, 2018

Outlook Add-in 1.8.7.0

Bugfixes

Feb 23, 2018

Outlook Add-in 1.8.6.0

Bugfixes

Feb 22, 2018

Gmail Plugin 2.1.4

Bugfixes

Feb 19, 2018

Gmail Plugin 2.1.3

Bugfixes

Feb 13, 2018

Gmail Plugin 2.1.1

List View for Channels

Bugfixes

Feb 13, 2018

Outlook Add-in 1.8.5.0

Bugfixes

Feb 12, 2018

Outlook Add-in1.8.4.0

Bugfixes

Feb 2, 2018

Outlook Add-in1.8.3.0

Bugfixes

Feb 1, 2018

Gmail Plugin 2.1.0

Bugfixes

Jan 19, 2018

Outlook Add-in1.8.2.0

Bugfixes

Dec 21, 2017

Gmail Plugin 2.0.6

Bugfixes

Dec 7, 2017

Outlook Add-in1.8.1.0

Bugfixes

Nov 24, 2017

Gmail Plugin 2.0.5

Improved breadcrumb navigation

Bugfixes

Nov 23, 2017

Outlook Add-in1.8.0.0

Improved support for cover images

Improved search

Bugfixes

Nov 6, 2017

Gmail Plugin 2.0.4

Bugfixes

Nov 2, 2017

Outlook Add-in 1.7.3.0

Bugfixes

Oct 17, 2017

Outlook Add-in1.7.2.0

Bugfixes

Oct 4, 2017

Outlook Add-in1.7.1.0

Bugfixes

Oct 2, 2017

Outlook Add-in1.7.0.0

Bugfixes

Search improvements

Log emails to Salesforce

Sep 29, 2017

Gmail Plugin 2.0.3

Cover images support

Bugfixes

Sep 18, 2017

Gmail Plugin 2.0.2

Improved search results

Bugfixes

Sep 8, 2017

Gmail Plugin 2.0.1

Improved UI

Bugfixes

Aug 28, 2017

Gmail Plugin 2.0.0

List view

Bugfixes

Aug 24, 2017

Outlook Add-in1.6.0.0

Added advanced network settings

Bugfixes

Aug 8, 2017

Gmail Plugin 1.7.7

Bugfixes

July 31, 2017

Outlook Add-in 1.5.0.0

Bugfixes

July 25, 2017

Gmail Plugin 1.7.6

Uncheck CRM box for colleagues

Bugfixes

July 17, 2017

Gmail Plugin 1.7.5

Login improvements

Bugfixes

July 3, 2017

Gmail Plugin 1.7.4

Bugfixes

June 26, 2017

Gmail Plugin 1.7.3

Bugfixes

June 15, 2017

Gmail Plugin 1.7.2

Bugfixes

June 12, 2017

Gmail Plugin 1.7.0

Allow downloads

Bugfixes

May 31, 2017

Outlook Add-in 1.4.1.0

Bugfixes

May 18, 2017

Outlook Add-in 1.4.0.0

Search and navigation improvements

Bugfixes

May 18, 2017

Gmail Plugin 1.6.0

Bugfixes

Apr 5, 2017

Gmail Plugin 1.5.0

Channel template support

Bugfixes

Mar 31, 2017

Outlook Add-in 1.3.0.0

Installation improvements

Bugfixes

Mar 15, 2017

Outlook Add-in 1.2.1.0

Bugfixes

Mar 6, 2017

Gmail Plugin 1.4.0

Breadcrumbs for folders

Bugfixes

Jan 4, 2017

Gmail Plugin 1.3.3

Bugfixes

Showpad Online Platform & Integrations -release notes

July 30, 2019

Marketo

Marketo integration 1.2

General improvements

Aug 16, 2018

OP

LearnCore v1 integration

Mar 27, 2018

Marketo

Marketo integration

Mar 27, 2018

OP

Navigation Analytics

Mar 20, 2018

Salesforce

Improved UI

Nov 22, 2017

OP

Upload customer experiences

Nov 22, 2017

OP

Improved user content analytics

Sept 28, 2017

OP

Use SharePoint Online as a content source

Sept 5, 2017

OP

Improved announcements

July 7, 2017

API

Showpads Analytics API to download raw CSV data

May 12, 2017

Salesforce

Content ROI in Salesforce

Showpad developer information -release notes

0.8.0

Support for JavaScript API 7.0 in the SDK

0.7.0

Added local support for most Javascript API functions in the SDK

New 'upload' function for the web

0.6.3

Inject ShowpadUser in a better way to accommodate names with ' in them

0.6.2

Handle port in use in 'experience serve' better

0.6.1

Fix Service Worker build mistake

0.6.0

Fix a bug where the mocked tags and assets had a lower case label while it should be camel case

Add mocked result set for tags

Add authentication via Service Workers for assets

0.5.3

Fix a bug where the showpad auth command was not working

0.5.1, 0.5.2

Update README

0.5.0

showpad experience serve now serves the src folder by default. Use the --host option to change this.

showpad experience package now packages the src folder by default (instead of dist). Use the --src option to change this.

Add extra validation

0.4.8

Make sure all files are included

Serve the container from the correct folder

0.4.7

Bring changelog up-to-date

0.4.6

.npmignore now allows all necessary files to run

0.4.5

Fix issue when running the cli tool on Windows

Add unit test coverage

0.4.4

Update to the documentation

The config-url is now passed to the container iframe when running showpad experience serve

The config.json is now transformed and includes mock asset data

0.4.2, 0.4.3

Fixes for publishing to NPM

0.4.1

Fix issue where a Promise was not resolved when searching for the first time

0.4.0

Add the showpad asset search command

0.3.0

New command showpad as a base.

0.1.5

Add initial tests (more to be added soon)

Add side-bar to toggle features on and off.

0.1.4

Fix installation bug

0.1.3

Updated license

0.1.2

Updated version of Showpad.JS that fixes a bug where some callbacks weren't called.

0.1.1

Use a GET request to check if the application host is up.

0.1.0

Initial release

How it looks

For all of you reps on the go, the new Windows Desktop app will grant you the same great experience of the Web app on your Windows device. Beyond replicating the look and feel of the Web app, the Windows Desktop app will also include offline capabilities not currently available in the Web app as well as features that have been thus far exclusive to the Web app. Progressive browser technology allows the Web app features to be delivered on a Windows device in many beneficial ways for sales teams.

How to download the Windows Desktop app

The new Windows Desktop app will be available to those using Windows 10 (April 2018 update). Windows 8 will not support this app but will continue to work with the legacy Windows app. Upon release, the Windows Desktop app will be available for download in the Microsoft store. The installation process is the same as the previous version and will require a manual download so those who are not ready to move away from the current Showpad Windows appwon'tbe affected.

New and improved capabilities

When you log into the Windows Desktop app you will be directed to your Showpad Home Screen. This tailored landing page will display Spotlight messages sent from your admins as well as recommended content and learning resources that are specific to you. This Home Screen presents your Experiences in a clean and easy-to-navigate format so you are able to jump right in. Youll also notice a better touch screen experience as we have optimized the user interface for a smoother flow.

For all you users within organizations that have Showpad Coach or the Showpad Platform, you can now take your courses on your Windows device. If you need a quick refresher on product details or pitch approaches on the go, you can now sign in to Showpad on the Windows Desktop app and hit the ground running. This accessibility will give you the flexibility to revisit admin and manager provided tips and tricks wherever you are in the field.

Per many of your requests, users on Windows devices will now be able to build out their own Shared Spaces for selling! This will be the first offering of our collaborative microsite feature in a format beyond the Web app. For you reps whodon'twork solely from your desk, you will now have the flexibility to build out these interactive environments for prospects and customers without accessing the Web app.

Offline upgrades

With the new Windows Desktop app, it will be possible to browse and search content while offline. For reps out in the field, you no longer have to rely on a reliable internet connection to locate and show marketing material, price sheets, and any other collateral to prospects face-to-face.When viewing an asset, the option to Make Available Offline will be available. An extra benefit for your admins is the tracking of content analytics for activity both on and offline. As we continue to develop and improve the Windows Desktop app, more offline capabilities will become available down the road.

To help expedite the search for specific content, weve added enhanced functionality to the new Windows app that includes support for multiple languages, words that are part of a URL asset, and text that is included in audio transcriptions.

Things to consider

Some features that currently exist in the Windows app will not be included in the Windows Desktop app initially. A list of the functionalities that will not be initially available on the new app can be found below. This may influence whether certain organizations and users want to update to the new app upon initial release.

Kiosk mode

Creating a slideshow

Open content in another app

Downloading content on the asset level

Passcode lock functionality

Salesforce Meetings

Offline access to Meeting IQ and Coach Unlike the Web app, where content updates automatically, you will have the option to manually update their content as they do on the current Windows app. The refresh button will also alert you when new content is available in your account.

How it looks

The new and improved Windows app will offer many of the same functionalities as its predecessor along with features currently available on the Web app. Using progressive browser technology, users can get more out of their Showpad Windows app than ever before. The new app will provide several functionalities of the current Web app that can be taken offline. This will help enable your reps when they are on-the-go and in the field. Any organization using Windows 10 (April 2018 update) can download the new app upon release, but we will continue to support the legacy Showpad Windows app for those who are not ready to move to our new offering yet.

What's New

Users will now have access to their Home Screen on the tailored landing page shown when logging in to Showpad that showcases Spotlights and recommendations. The Home Screen also displays Experiences in a cleaner interface and allows users to organize Experiences in a preferred order. Instead of showing Experiences, Collections, and assets as a random list when you login, users will only see Experiences. You can add cover images to Experiences in your Showpad environment which creates a more immersive layout for your users and elevates your companys branding. Collections and My Files will now be nested in their own tab for easier navigation.

The Home Page will also show them all available sections of Showpad that your organization currently uses. One of the new additions is that Coach and Platform customers will be able to utilize learning and training initiatives through the Showpad Coach tab. When online, users will be able to take courses and tests provided by their admins and managers.

Per many field reps requests, users on Windows devices will now be able to build out their own Shared Spaces for selling! This will be the first offering of our collaborative microsite feature in a format beyond the Web app. For reps whodon'twork solely from their desk or office, they will now have the flexibility to build out these interactive environments without accessing the Web app.

Users will be able to search through content while offline so they have more flexibility when in various locations. Now internet access is not a requirement to get the right collateral to customers and prospects wherever reps may be. Not only can they search online but we have enhanced the search capabilities, including search in multiple languages, searching within URL assets, and detecting text found in audio transcriptions. While offline, device events will also be logged so that any offline sharing data is still retained in the Content Analytics and reflected once the user is back online.

Things to consider

There are some features familiar with the current Showpad Windows app that will not carry over to the Windows Desktop app at this time. In order to inform organizations that rely on these specific features for their Windows-based Showpad usage, a comprehensive list of differences is shown below. Customers are welcome to stay on the current Showpad Windows app for the time being so we encourage admins to work with their users on what functionalities are a high priority for getting the most out of Showpad. A list of features currently on the Windows Showpad app that will not initially be included in the new Windows Desktop app are listed below.

Kiosk mode

Creating a slideshow

Open content in another app

Download content at the asset level

Passcode lock functionality

Salesforce Meetings

Using Coach or Meeting IQ while offline

We are here for you

We've got your back whenever you are stuck using Showpad. On this page, we explain the different methods you can use to get help, search for information, and how you can share your thoughts about how to create the best buyer experience.

We have excellent sources to make sure you get what you need:

The Help Center is the first stop when you need answers. Here, you can learn why and how you should use a feature. We also provide tons of additional useful resources we know you need for your success.

The Community is the place to be for asking public questions, giving answers, and sharing ideas with other Showpad enthusiasts and specialists. It is monitored by many fellow fans, providing quick access to help and different perspectives for you to consider.

Our Status Page shows whether all Showpad systems are operational.

You can contact our support team by creating an online ticket -- just click the help button at the bottom of every page in the Help Center and Community.

Choose a key to unlock the Showpad-aid kit

If something is cloudy in your Showpad world, and you have a question, we offer the following great resources to clear the fog. Click the icons to find out more:

Help Center

Community

Status Page

Support

The Help Center leads the way

The Help Center has three main categories. This is your first stop to look for answers and information. Depending on your role within your organization, you can find the following information:

Administrators set up and manage Showpad content, coaching, and users

Users / sales leaders share and use content by using the Showpad apps and integrations

Developers create magic by using Showpad's API, SDK, and HTML apps

here

The quickest way to find what you are looking for is using the search functionality. Type your question and you will automatically see article suggestions.

To browse all content, open the categories and browse through the available sections.

When opening an article, you'll see all corresponding articles of that section on the right side of the screen.

Related articles can be found at the bottom of the page.

Back on the main page, the top menu gives you access to Showpad updates, upcoming features, other great resources like a glossary, all of the available features, and the locations to get the latest versions of our apps and integrations.

Using the community to have helpful interactions

In the Showpad community, you can help and inspire each other with questions, answers, tips, and tricks. Share with other fans what you love about Showpad. There are sections available for admins, users, and developers, making it easy to find topics of interest. It's the perfect spot to ask, share, and inspire each other.

We created community guidelines to make it a spot where enthusiasts feel welcome.

When opening the Community tab, you can browse the available topics. To contribute and create a new post, click New Post.

Give your post a descriptive title, add the Details and select the Topic where you want this post to live.

Posts and comments are moderated and won't be available straight away. To learn more about this, open the community guidelines.

You can edit and delete your post by clicking the settings icon.

To receive notifications about topics or posts, click the Follow button when you are signed in. If a new post is created on the topic you are following or a comment was added in the post you are following, you will receive an email notification. The posts you are following are also visible in your profile when clicking your name on top-right.

Seeing the system status using our Status Page

If there's major issue with the Showpad platform or the Showpad integrations, we inform you by showing a notification on our Help Center. You can always check manually if Showpad's experiencing an outage or not, by going to our Status Page.

Support has your back

Our standard technical support offering is like no other. The Showpad Technical Support team exists to facilitate an effortless support experience -- we want to solve your issues quickly and with as little effort from you as possible. We measure our success based on your satisfaction. We hold ourselves accountable to responding with your SLA 100% of the time. We aim to earn a positive satisfaction rating of at least 95% of the time. When wedon'tleave you satisfied, we want to know why so we can improve your experience for the next time.

Framing expectations to efficiently solve incidents

Our aim is to make administrators true Showpad champions, whether it's through onboarding guides on our Help Center, or through our Professional Services teams. Here's what we expect from you, as our precious customer.

It's preferable that Showpad users, learners, and sales leaders first consult their admin(s) in case of an issue

Up to 3 certified admins can contact our Showpad support team

The more information we receive from you from the start, the faster we might find a solution

From our side, we will

Give you regular updates

Make sure you know what the next steps are

At the time a case is resolved, you will understand what happened and what the resolution is

What Support has to offer

Offering

Standard

Availability

Business hours

SLA commitment

4 hours

Contact Methods

help.showpad.com web form

Requesters

Up to 3

Creating an online support request

If you have a Showpad issue or question and you need to contact our great support team, you can send an online request. When you have a profile, it's possible tofollow up on your requests and see all the previous interactions. This profile is also used to interact with our community, so we recommend you to sign in.

To create an online ticket,click the Help button at the bottom-right of the screen.

Enter the subject you'd like to receive information on. You'll see that we suggest our top articles that might help you with your question.

Clicking Contact us will open a form where you need to type your name, email address, topic, and message. Give us as much information as possible and you can always add a screenshot or screen recording by dragging and dropping files onto this form.

Another option is to create a request by selectingSubmit a request at the bottom of an article in the Help Center.

This will open a detailed form, where you can add as much information as possible.

To see the list of your requests, choose Sign in at the top right location of the page. Click your profile and select My activities. You will see your previous requests and filter them by status to find what you're looking for. On your profile, you can also see your community posts and comments.

Priorities and Expectations

Note: This is not a legal binding article. For the complete and official SLA document, click this link to read all of our terms.

What are Critical (P1)incidents

Issues with significant and critical business impact on production systems

The Showpad Service is down

The Showpad Service functions at a significantly reduced capacity

All end users cannot log in

When a Critical priority (P1) incident happens

The critical severity fault is diagnosed and corrected by the team

Showpad uses commercially reasonable efforts to resolve thecriticaldefect as soon as possible

What are High (P2) incidents

Issues with some business impact on a production system

One or more significant features of the Showpad Service are unavailable

When a High priority incident (P2) happens

A qualified member the staffbegins to diagnoseand correct the issue

Showpad will use the best efforts to resolve high severity defects within five days

What are Low (P3) incidents

The issue has no impact on the quality and the performance of the Showpad Service

These are for example, general usage questions

When a Low priority (P3) incident happens

A qualified member the staffbegins to diagnoseand correct the issue

Showpad will use the best efforts to resolve low severity requestswithin thirty days

Note:Want to get to know us? You can meet our support team .

What's in it for you

With Showpad's Salesforce integration, users can significantly reduce their administrative tasks. In Salesforce, we first allow requests coming from the Showpad domain. Then, we configure the Salesforce Integration in Showpad.

You need this to succeed

Active Admin privileges on both the Showpad and Salesforce platforms

Showpad Ultimate plan

Salesforce Enterprise or Unlimited plan

Select your Salesforce Experience

Classic

Lightning

See how it's done on Salesforce Classic

Configure CORS in Salesforce Classic

Setup a Salesforce instance in Showpad

Basic troubleshooting

Do this step by step

1. Configure CORS in Salesforce Classic

The first step in configuring theSalesforce integrationis to allow requests coming from the Showpad domain.Salesforce allows its customers to control which websites are allowed to use the Salesforce API. This helps keep your Salesforce instance secure by only allowing requests from known sites and denying all others.

This setting is called CORS (Cross-Origin Resource Sharing)and configuration is required for Showpad to integrate with Salesforce. The instructions below show how a Salesforce Admin can enable our Showpad domain to make requests to your Salesforce instance.

Setting this up allows:

Showpad to create a Salesforce Activity whenever a user in the Showpad app or the Web App shares content with a prospect or customer.

Showpad to create a Salesforce Event whenever a user on any mobile app wants to log a meeting to Salesforce.

Go to the Setup page in Salesforce.com as a Salesforce admin. CORS

In the left menu, search for CORS. You can also manually select Security Controls > CORS.

Add a New Whitelisted Origin.

Add https://*.showpad.biz and clickSave.

Note: If the permission Modify All Data is disabled in Salesforce, we will inform you on Showpad's Online Platform that we could not verify the CORS configuration. You will still be able to continue setting up the integration when you see this warning.

Back to Top

2.Setup a Salesforce instance in Showpad

To connect Salesforce and Showpad, you need to set up your Salesforce instance(s) in Showpad. You can configure multiple Salesforce instances if your company uses more than one. Open the Showpad Online Platform and log in with your Administrator credentials.

In Settings, select CRM under the Integrations section, then select Configure a Salesforce Instance.

Enter a Description for your Salesforce Instance. If you're planning to set up multiple Salesforce instances, be sure to choose appropriate names for each instance to make it easier to identify them.

If you're using a custom domain to access Salesforce, likehttps://companyxyz.my.salesforce.com, enable Use a Custom Domain and enter companyxyz.

Showpad user accounts can be automatically created when users log in for the first time with their Salesforce credentials. Learn more about the Auto-Provisioning option.

Click Next and Connect to Salesforce.

You'll need to enter your Salesforce credentials now. This login will be used as an Integration user to connect with Salesforce. If the user that is used to configure this integration is not a full admin, the following permissions are needed:

API Access

Read/Write for Task, Event, All Showpad Objects

Read/Write for Lead, Contact, Opportunity, Account

The integration works with a server to server communication. The outcome of this is that the originating IP address will not be the company's IP range or IP address, but a Showpad IP address. If you use IP restrictions, we advise reading our OAuth app recommendations. After logging in, the Showpad Online Platform will reopen. Your users will see a formwhen creating a new lead in Salesforce. You can configure the form in this screen. Repeat the steps for the Contacts form.

Three fields are required. By default, Email, Last Name, and First Name are selected.

Select the Fields you want to include.

Rearrange the fields by clicking, holding and dragging a field to a different position in the list.

You can now enable Content Recommendations for your sales colleagues. Refer to this page if you want more information. To use this feature, you will need to install the Showpad for Salesforce app via Salesforce's AppExchange. Click Save.

The last tab you will see is for enabling advanced logging to custom objects. Account and Opportunity will be selected by default, and you can check other boxes to indicate other relevant custom objects for the Related To field. This allows your users to relate shares to objects other than accounts or opportunities when logging tasks.

In Salesforce, the custom object needs to have the Allow Activities box checked in the Optional Features section.

Select the custom objects you want to log activity against then click Save. The list you see has the same objects that are available in the connected SFDCs instance in the Related To field of a Task. Users are not able to log meetings to a custom object.

It is possible to control which user groups can use the Salesforce integration. Click the Groups with Access tab and select All Usersor Selected groups.

When a Share is logged,you'll see the email body and a link to view the Share as therecipient in the comments of the Task Information. Depending on how your settings are configured, it will look similar to this for your users.

Back to Top

3. Basic Troubleshooting

OAuth authentication error

The Showpad and Salesforce integration works with a server to server communication. A consequence of this is that the originating user IP address will be changed with Showpad's address during the login process.

In cases where Login IP ranges are used, or when users experience OAuth sign-in errors, we recommend changing thesettings in the OAuth app from Enforce IP restrictions to Relax IP restrictions.

TheRelax IP restrictions setting allows users to run the connected Showpad app without IP restrictions. You can find these settings in the Salesforce Administer section.

Open the Connected Apps OAuth Usage options in the Manage Apps tab.

Find the Showpad Salesforce Integration app and click Install.

In the Connected Apps tab, you can see the OAuth policies and change Enforce IP restrictions to Relax IP restrictions.

Salesforce connection is not working on the Web app

Make sure you are working on a browser that fully supports HTML, for afull overview of our browser requirements, click here. For Internet Explorer users, please make sure you're working on IE11 or higher. Please make sure that in the Security settings, you have the miscellaneous option set to enable for both internet and intranet. If this is not the case, Internet Explorer will not allow the Showpad page to connect to the Salesforce domain and get the contacts and leads data.

Go to Settings, Internet Options, Security.

You should see an Internet icon, make sure it is selected. If they are using Local intranet, make sure to apply the same change there as well.

Choose Custom.

Scroll until you find the below, make sure Access data sources across domains is enabled

Apply and save.

Make sure to apply the same settings for their Local intranet as well.

You will also have to make sure you have your CORS set-up in your Salesforce instance.

XMLHttpRequest cannot load, the Response has status code 401

To make Salesforce API calls we need a valid access token. The access token is obtained on the Showpad servers and not in the user's browser. If the Salesforce setting "locks the session to the IP address" is activated, it means that we can only send api calls from the Showpadservers,because we requested the Salesforce token on our servers. Using that access token on a different IP address (your browser), it will not work due to this Salesforce setting. If you switch off this setting, the access token can be used in the browser as well and you'll be able to make Salesforce requests in the Web app. Note that the mobile apps don't use our servers to request a new access token, so they don't have this issue.

See how it's done on Salesforce Lightning

Configure CORS in Salesforce Lightning

Setup a Salesforce instance in Showpad

Basic troubleshooting

Do this step by step

1. Configure CORS in Salesforce Lightning

The first step in configuring theSalesforce integrationis to allow requests coming from the Showpad domain.Salesforce allows its customers to control which websites are allowed to use the Salesforce API. This helps keep your Salesforce instance secure by only allowing requests from known sites and denying all others.

This setting is called CORS (Cross-Origin Resource Sharing)and configuration is required for Showpad to integrate with Salesforce. The instructions below show how a Salesforce Admin can enable our Showpad domain to make requests to your Salesforce instance.

This allows:

Showpad to create a Salesforce Activity whenever a user in the Showpad app or the Web App shares content with a prospect or customer.

Showpad to create a Salesforce Event whenever a user on any mobile app wants to log a meeting to Salesforce.

Go to the Setup page in Salesforce.com as a Salesforce admin.

In the left menu, search for CORS. You can also manually select Security Controls > CORS.

Add a New Whitelisted Origin.

Add https://*.showpad.biz and clickSave.

Note: If the permission Modify All Data is disabled in Salesforce, we will inform you on Showpad's Online Platform that we could not verify the CORS configuration. You will still be able to continue setting up the integration when you see this warning.

Back to Top

2.Setup a Salesforce instance in Showpad

To connect Salesforce and Showpad, you need to set up your Salesforce instance(s) in Showpad. You can configure multiple Salesforce instances if your company uses more than one. Open the Showpad Online Platform and log in with your Administrator credentials.

In Settings, select CRM under the Integrations section, then select Configure a Salesforce Instance.

Enter a Description for your Salesforce Instance. If you're planning to set up multiple Salesforce instances, be sure to choose appropriate names for each instance to make it easier to identify them.

If you're using a custom domain to access Salesforce, likehttps://companyxyz.my.salesforce.com, enable Use a Custom Domain and enter companyxyz.

Showpad user accounts can be automatically created when users log in for the first time with their Salesforce credentials. Learn more about the Auto-Provisioning option.

Click Next and Connect to Salesforce.

You'll need to enter your Salesforce credentials now. This login will be used as an Integration user to connect with Salesforce. If the user that is used to configure this integration is not a full admin, the following permissions are needed:

API Access

Read/Write for Task, Event, All Showpad Objects

Read/Write for Lead, Contact, Opportunity, Account

The integration works with a server to server communication. The outcome of this is that the originating IP address will not be the company's IP range or IP address, but a Showpad IP address. If you use IP restrictions, we advise reading our OAuth app recommendations. After logging in, the Showpad Online Platform will reopen. Your users will see a formwhen creating a new lead in Salesforce. You can configure the form in this screen. Repeat the steps for the Contacts form.

Three fields are required. By default, Email, Last Name, and First Name are selected.

Select the Fields you want to include.

Rearrange the fields by clicking, holding and dragging a field to a different position in the list.

You can now enable Content Recommendations for your sales colleagues. Refer to this page if you want more information. To use this feature, you will need to install the Showpad for Salesforce app via Salesforce's AppExchange. Click Save.

The last tab you will see is for enabling advanced logging to custom objects. Account and Opportunity will be selected by default, and you can indicate other relevant objects by checking their boxes for the Related To field. This allows your users to relate shares to objects other than accounts or opportunities when logging tasks.

In Salesforce, when editing or creating the custom object it needs to have the Allow Activities box checked in the Optional Features section.

Select the custom objects you want to log activity against then click Save. The list you see has the same objects that are available in the connected SFDCs instance in the Related To field of a Task. Users are not able to log meetings to a custom object.

It is possible to control which user groups can use the Salesforce integration. Click the Groups with Access tab and select All Usersor Selected groups.

When a Share is logged,you'll see the email body and a link to view the Share as therecipient in the comments of the Task Information. Depending on how your settings are configured, it will look similar to this for your users.

Back to Top

3. Basic Troubleshooting

OAuth authentication error

The Showpad and Salesforce integration works with a server to server communication. A consequence of this is that the originating user IP address will be changed with Showpad's address during the login process.

In cases where Login IP ranges are used, or when users experience OAuth sign-in errors, we recommend changing thesettings in the OAuth app from Enforce IP restrictions to Relax IP restrictions.

TheRelax IP restrictions setting allows users to run the connected Showpad app without IP restrictions. You can find these settings in the Salesforce Administer section.

In Setup, search Connected Apps. Open the Connected Apps OAuth Usage options in the Manage Apps tab.

Find the Showpad Salesforce Integration app and click Install.

From the Connect Apps OAuth Usage list, click Manage App Policies.

Click Edit Policies. Click the IP Relaxation drop down menu, then change Enforce IP restrictions to Relax IP restrictions.

Click Save.

Salesforce connection is not working on the Web app

Make sure you are working on a browser that fully supports HTML, for afull overview of our browser requirements, click here. For Internet Explorer users, please make sure you're working on IE11 or higher. Please make sure that in the Security settings, you have the miscellaneous option set to enable for both internet and intranet. If this is not the case, Internet Explorer will not allow the Showpad page to connect to the Salesforce domain and get the contacts and leads data.

Go to Settings, Internet Options, Security.

You should see an Internet icon, make sure it is selected. If they are using Local intranet, make sure to apply the same change there as well.

Choose Custom.

Scroll until you find the below, make sure Access data sources across domains is enabled

Apply and save.

Make sure to apply the same settings for their Local intranet as well.

You will also have to make sure you have yourset-up in your Salesforce instance.

XMLHttpRequest cannot load, the Response has status code 401

To make Salesforce API calls we need a valid access token. The access token is obtained on the Showpad servers and not in the user's browser. If the Salesforce setting "locks the session to the IP address" is activated, it means that we can only send api calls from the Showpadservers,because we requested the Salesforce token on our servers. Using that access token on a different IP address (your browser), it will not work due to this Salesforce setting. If you switch off this setting, the access token can be used in the browser as well and you'll be able to make Salesforce requests in the Web app. Note that the mobile apps don't use our servers to request a new access token, so they don't have this issue.

Navigate to Session Settings and ensure the box for Lock sessions to the IP address from which they originated is unchecked.

What's in it for you

Kiosk mode is a feature you can use at trade shows and when presenting content on a device in-store. When activated, we hide confidential data and disable the majority of functionalities in Showpad. This feature gives prospects and customers the opportunity to browse through your products without worrying about confidentiality. Your Showpad administrator decides which confidential data will be hidden in Kiosk mode.

Kiosk mode is very powerful if youcombine it with the restriction options of your device. Keeping prospects locked inside the Showpad app with Kiosk mode enabled blocks them from tampering with your device and your content.

Note: When using Kiosk Mode with advanced Showpad Experiences channels, you can still open links that redirect to other channels.

Key features

Hide confidentialcontent

Disable Showpad sharing, searching and report functionalities

Keep prospects inside a channel

You can still print a document

Starting a photo slideshow is possible

You can still search for words in documents

Choose your success platform

iOS

Android

Windows

See howit's done on iOS

To restrict your iOS device to the Showpad app, use the iOS Guided Access feature. Find out how to enable it in this article. To use Kiosk mode in the Showpad app, follow these instructions.

Starting Kiosk Mode

Go to the channel or folder you want to be available in kiosk mode. Note that any content in subfolders will also be available in Kiosk Mode. In this example were starting Kiosk Mode on channel level, so all non-confidential content in all folders and subfolders will be available.

Tap the button in the shape of three dots.

Tap Start Kiosk Mode. Microsoft's Help Center If you open an advanced Showpad Experiences channel, you need to tap the menu icon and then the lock icon to start Kiosk Mode.

Enter a passcode if you didn't create one yet.

Tap OK when prompted.

Stopping Kiosk Mode

Tap the unlock button.

If your iPad comes with aTouch ID sensor, you can use it to exit Kiosk mode. If not, use the passcode you created.

See howit's done on Android

The steps below describe how to start Kiosk Mode with an active passcode lock. If youdon'thave an active passcode lock, your devices screen lock (PIN number, security pattern or password) will be used to start and stop Kiosk Mode. If you have neither an active passcode lock nor a device screen lock, you will be prompted to set up a passcode lock in order to activate Kiosk Mode.

To lock prospects in the Showpad app on your device, you can activate Screen pinning. You can find this in the Settings screen, Security, and activate Screen pinning under Advanced.

Go to the Channel or folder you want to be available in Kiosk Mode. Note that any content in subfolders will also be available in Kiosk Mode. In this example were starting Kiosk Mode on Channel level, so all non-confidential content in all folders and subfolders will be available.

Starting Kiosk Mode

Tap the button in the shape of three dots.

Tap Start Kiosk Mode.If you open an advanced Showpad Experiences channel, you need to tap the menu icon first and then the lock icon to start Kiosk Mode.

Enter a passcode with at least four numbers if you didn't create one yet.

You can select to have the Showpad app pinned. No other applications will open in this mode.

Tap OK when prompted.

Stopping Kiosk Mode

If you want to exit the pinned mode, tap and hold both the back and recent apps icons.

Tap the three dots.

Tap End Kiosk Mode.

Enter the passcode you created.

See howit's done on Windows

Kiosk mode in Showpad is available on Windows 8.1 and 10. When activated, the viewer stays locked inside a selected channel and its folders. You can easily select to activate Kiosk mode inside the Showpad app, but this won't prevent viewers from exiting the app. Especially for trade shows, we highly recommend creating a new guest account on your Windows device. This restricted user prevents your viewers from exiting the Showpadapp, and at the same time, it prevents tampering with your device and other apps and content. To create this restricted user, you will need Administrator privileges on your device. Before you have a trade show coming up, make sure to contact your internal IT helpdesk or marketing team if you don't have the necessary administrator rights on your machine. More information is available on . Grab a coffee; there are quite some steps to follow.

Creating the restricted Kiosk mode user

Go into the settings of your device.

Open Accounts, and create an additional local account, f.e. KioskUser

Log in with the KioskUseraccount you created. You can do this by pressing the Windows key + L.

Install the Showpad app with the KioskUseraccount

Switch back to your Administrator account and log in. You can do this easily by pressing the Windows key + L.

In the Accounts window, select Set up assigned access.

Select the KioskUser and choose the Showpad app.

Log out and back in using the KioskUser account by pressing Windows key + L. Now, the KioskUser is locked inside the Showpad app.

To exit, press the ctrl + alt + delete keys and switch back to your regular Administrator account.

Starting Kiosk Mode

Log in on your Windows device, with the assigned accessKioskUser account you created.

Log in on Showpad with your organization, username, and password.

With the keyboard attached, right-click to display the menu and select Kiosk mode.If you open an advanced Showpad Experiences channel, you need to tap the menu icon first and then the lock icon to start Kiosk Mode.

Choose a Passcode that contains at least 4 characters and select Save.

Confirm by selecting OK.

Stopping Kiosk Mode

Tap the Unlock icon

Enter the Passcode to exit and select Disable.

Press ctrl + alt + delete to exit the KioskUser Account.

What's in it for you

Achieve engaging presentations and pivot to meet the needs of your clients and prospects in an easy-to-use format with Advanced Experiences curated by your admin. Showpad Advanced Experiences help deepen conversations while displaying a lot of information in an appealing way.The Atom, Mapper, and Selector Experiences offer unique presentations tailored to your company's content.

Here's a quick guide to each Experience and what they facilitate:

Atom: A flexible mind map great for discovery, needs analysis, and first experiences

Mapper: Visual demonstration of products and features in a recognizable environment

Selector: Allows quick filtering of broad content for tailored conversations

Key features

Turn presentations into conversations

Share complex information easily

Pivot smoothly to different topics

Multiple Experiences for a variety of content

You need this to succeed

Showpad Plus or Ultimate plan

A Showpad Content account or participant invite

Advanced Experience(s) created by your admin

Choose your success platform

iOS

Android

Windows

Web App

See howAtom looks on iOS

This is the main page of our Atom experience example, your mind map hub that is easy to return to. Each node guides you down a path to content organized by topic.

Navigation in the Atom experience is done by tapping on nodes. They can lead to:

Pages

Assets

URLs

other Node links

There are two ways to navigate back to the main page. Select the X button in the left-hand side of the center node, or click the tabs in the upper left that provide a labeled path.

Note: Practicing different paths ahead of sales meetings will allow for quicker access to relevant content and will make for a confident presentation.

See how Mapper looks on iOS

Every Mapper experience will look different based on your company's customized design. The Mapper experience is best utilized to show concepts, products, and ideas in a recognizable environment. The first page presents options in the bottom center to direct you to the map that best suits your needs. In this example, the maps have been separated by role:

Once you've made your selection, you will be taken to the applicable maps. To see all available maps, choose from the Menu in the upper left-hand side. Clicking on arrows will reveal the sections beneath the map.

Navigating is done via the menu to jump to other maps or by the clickable elements within each map, which lead to content curated by your admin. Explore different zones to discover assets that will help your conversation. You may find the following types of content:

Pages

Assets from the Content Library

URLs

another map

See how Selector looks on iOS

The main page shows you a high-level view of content that can be filtered with a few taps. Diamonds with borders have associated tags and contain assets that apply to the selected sub-category. Choosing them will reveal a total of how many assets are contained within. You can see and select them by tapping 'view' in the lower righthand corner of the screen. Undo a selection by either clicking the highlighted tile or selecting the X next to the category on the bar at the bottom of the screen.

If the icon does not have a border, it will lead to another page of sub-category selectable tiles.

Note:Selecting multiple categories will include assets that fall into any of the selected groups. For example, choosing Category A and Category B would show results that fall into either of those options, not ones that match both exclusively.

Once you've selected filters and viewed the results, items can be shared or added to collections by using the Add To button at the bottom of the screen. Toggle between a list and icon display by tapping the view icon in the lower left-hand corner.

To return to the main Selector page, choose 'close' from the top right corner. The Selector experience will find and filter these types of content:

Assets from the Content Library

URLs

If you step away from Showpad, the iOS app will hold the last Experience or page viewed on screen for 30 minutes to make it easy to return to what you were looking at. Tap the back arrow in the upper menu bar to return to more content options.

See howAtom looks on Android

This is the main page of our Atom experience example, your mind map hub that is easy to return to. Each node guides you down a path to content organized by topic.

Navigation in the Atom experience is done by tapping on nodes. They can lead to:

Pages

Assets

URLs

other Node links

There are two ways to navigate back to the main page. Select the X button in the left-hand side of the center node, or touch the tabs in the upper left that provide a labeled path.

Note: Practicing different paths ahead of sales meetings will allow for quicker access to relevant content and will make for a confident presentation.

See how Mapper looks on Android

Every Mapper experience will look different based on your company's customized design. The Mapper experience is best utilized to show concepts, products, and ideas in a recognizable environment. The first page presents options in the bottom center to direct you to the map that best suits your needs. In this example, the maps have been separated by role:

Once you've made your selection, you will be taken to the applicable maps. To see all available maps, choose from the Menu in the upper left-hand side. Tapping on arrows will reveal the sections beneath the map.

Navigating is done via the menu to jump to other maps or by the clickable elements within each map, which lead to content curated by your admin. Explore different zones to find assets that will help your conversation. You may find the following types of content:

Pages

Assets from the Content Library

URLs

another map

See how Selector looks on Android

The main page shows you a high-level view of content that can be filtered with a few taps. Diamonds with borders have associated tags and contain assets that apply to the selected sub-category. Choosing those will reveal a total of how many assets are contained within. You can see and select them by choosing 'view' in the lower righthand corner of the screen. Undo a selection by either clicking the highlighted tile or tapping the X next to the category on the bar at the bottom of the screen.

If the icon does not have a border, it will lead to another page of sub-category selectable tiles.

Note:Selecting multiple categories will include assets that fall into any of the selected groups. For example, choosing Category A and Category B would show results that fall into either of those options, not ones that match both exclusively.

Once you've selected filters and viewed the results, items can be shared or added to collections by using the Add To button at the bottom of the screen. Toggle between a list and icon display by tapping the view icon in the lower left-hand corner.

To get back to the main Selector page, choose 'close' from the top right corner. The Selector experience will find and filter these types of content:

Pages

Assets from the Content Library

URLs

See howAtom looks on Windows

This is the main page of our Atom experience example, your mind map hub that is easy to return to. Each node guides you down a path to content organized by topic.

Navigation in the Atom experience is done by clicking or tapping on nodes. They can lead to:

Pages

Assets

URLs

other Node links

There are two ways to navigate back to the main page. Click the X button in the left-hand side of the center node, or select the tabs in the upper left that provide a labeled path.

Note: Practicing different paths ahead of sales meetings will allow for quicker access to relevant content and will make for a confident presentation.

See how Mapper looks on Windows

Every Mapper experience will look different based on your company's customized design. The Mapper experience is best utilized to show concepts, products, and ideas in a recognizable environment. The first page will always present options in the bottom center to direct you to the map that best suits your needs. In this example, the maps have been separated by role:

Once you've made your selection, you will be taken to the applicable maps. To see all available maps, choose from the Menu in the upper left-hand side. Clicking on arrows will reveal the sections beneath the map.

Navigating is done by via the menu to jump to other maps or by the clickable elements within each map, which lead to content curated by your admin. Explore different areas and zones to discover assets that best suit your conversation. You may find the following types of content:

Pages

Assets from the Content Library

URLs

another map

See how Selector looks on Windows

The main page shows you a high-level view of content that can be filtered with a few clicks. Diamonds with borders have associated tags and contain assets that apply to the selected sub-category. Selecting those will reveal a total of how many assets are contained within. You can see and select them by clicking 'view' in the lower righthand corner of the screen. Undo a selection by either clicking the highlighted tile or selecting the X next to the category on the bar at the bottom of the screen.

If the icon does not have a border, it will lead to another page of sub-category selectable tiles.

Note:Selecting multiple categories will include assets that fall into any of the selected groups. For example, choosing Category A and Category B would show results that fall into either of those options, not ones that match both exclusively.

Once you've selected filters and viewed the results, items can be shared or added to collections by using the Share button at the bottom of the screen. Toggle between a list and icon display by tapping the view icon in the lower left-hand corner.

To get back to the main Selector page, choose 'close' from the top right corner. The Selector experience will find and filter these types of content:

Pages

Assets from the Content Library

URLs

See howAtom looks on the Web app

This is the main page of our Atom experience example, your mind map hub that is easy to return to. Each node guides you down a path to content organized by topic.

Navigation in the Atom experience is done by clicking on nodes. They can lead to:

Pages

Assets from the Content Library

URLs

other Node links

There are two ways to navigate back to the main page. Select the X button in the left-hand side of the center node, or click the tabs in the upper left that provide a labeled path.There is a double arrow button in the top right corner of the application that can also be used to enter and exit fullscreen mode.

Note: Practicing different paths ahead of sales meetings will allow for quicker access to relevant content and will make for a confident presentation.

See how Mapper looks on the Web App

Every Mapper experience will look different based on your company's customized design. The Mapper experience is best utilized to show concepts, products, and ideas in a recognizable environment. The first page presents options in the bottom center to direct you to the map that best suits your needs. In this example, the maps have been separated by role:

Once you've made your selection, you will be taken to the applicable maps. To see all available maps, choose from the Menu in the upper left-hand side. Clicking on arrows will reveal the sections beneath the map.

Navigating is done by use of the menu or the clickable elements on the map. Toggle in and out of fullscreen mode with the double arrow button in the upper left-hand corner. Try out different areas to explore which areas lead to helpful pieces of content. You may find the following types of content:

Pages

Assets from the Content Library

URLs

another map

See how Selector looks on the Web App

The main page shows you a high-level view of content that can be filtered with a few clicks. Diamonds with borders have associated tags and contain assets that apply to the selected sub-category. Selecting those will reveal a total of how many assets are contained within. You can see and choose them by clicking 'view' in the lower righthand corner of the screen. Undo a selection by either clicking the highlighted tile or selecting the X next to the category on the bar at the bottom of the screen.

If the icon does not have a border, it will lead to another page of sub-category selectable tiles.

Note:Selecting multiple categories will include assets that fall into any of the selected groups. For example, choosing Category A and Category B would show results that fall into either of those options, not ones that match both exclusively.

Once you've selected filters and viewed the results, items can be shared or added to collections by using the Add to Collection and Share buttons at the bottom of the screen. Toggle between a list view and an icon view by clicking the box in the lower lefthand corner.

To get back to the main Selector page, choose 'close' from the top right corner. The Selector experience will find and filter these types of content:

Pages

Assets from the Content Library

URLs

What's in it for you

You can use your native language when working with our Showpad apps. If supported, Showpad will take over the language you set on your system or device. If you have multiple languages configured on your device, Showpad will automatically switch to the first supported language. If we don't support any of the languages you select, we'll automatically switch to English.

Note: When using Showpad's Web app, you'll see Showpad in the language you configured in your browser settings. If we don't support that language, it will be the system language that will be used.

Currently, we support the following languages:

English

French

German

Czech

Spanish

Italian

Turkish

Chinese (simplified - not traditional)

Japanese

Portuguese (Brazil)

Polish

Note: Showpad Coach features are available in English.

Seehow it looks

Web App

Key features

Use your native language when using Showpad

The language of your content does not change

Send out Shares in the language of your device

On the Web app, content will be shared in the language your administrator configured

Choose your success platform

iOS

Android

Windows

See howit's done on iOS

Showpad will simply take over the language you set on your iPad. If we don't support the language, we'll automatically switch to the firstlanguage on the device that we do support.You can check this in the settings: General / Language and Region /Device language and preferred language order. If the first language is not supported, we will switch to the first language in the preferred order list that we do support. Changing preferred language listIf your preferred language is Dutch and your second language in the preferred language order list is French, your app will be set in French since we do not support Dutch as a language. To make sure your app is configured in English, change the iPad language to English in the iPad Settings.

See howit's done on Android

Showpad will simply take over the language you set on your device.If we don't support the language, we'll automatically switch to English.

See howit's done on Windows

Showpad will simply take over the language you set on your device. If we don't support the language, we'll automatically switch toEnglish. It's important to know that sending out Shares will be done in the language your administrator configured for you.

See how it's done on the Web app

Showpad will simply take over the language you set on your browser. If we don't support the language, we'll use the language selected in your operating system. If neither language is supported, the language will default to English. It's important to know that sending out Shares will be done in the language your administrator configured for you.

What's in it for you

Microsoft PowerPoint provides an intuitive and clear way to display a lot of information. Like other types of documents, you can upload these files to Showpad. We convert all PowerPoint files to PDFs to ensure a great user experience while using the Showpad app.

When aprospect or customer downloads these files, the converted PPTX files will download in their original format, depending on how you, as an administrator, configured the permissions for these files.

Microsoft Office has options thatlet you embed fonts, for example, to match your documents with your company's branding. By using these options, the fonts, layout, and styling of the document won't change, and special characters don't become unreadable.To embed fonts in your Microsoft Office files, depending on which version you're using, please take a look at the article on Microsoft's support site.

PPTX and PPSX PowerPoint files can play embedded media on the Web app, iOS app, and the Windows app after the conversion by Showpad. In this article, you can find out more how this works.

Note: Only PPTX and PPSX files uploaded after Nov 14, 2018 will have playback capability. There will be no migration of existing presentations in Showpad. If unsupported effects are used on videos the rendering of the video may be impeded.

See how it looks

A PPTX with an embedded gif:

this article

Key features

Files are converted to PDF for a great user experience

You can upload PowerPoint documents with a file size of up to 2Gb

Microsoft Office documents with a file size of up to 500Mb are optimized for mobile usage

For Powerpoint PPTX and PPSX files, embedded media can play in the converted document

As a customer, if enabled, you can download the originalMS Office file

Note:While Microsoft Office documents with a file size of up to 2Gb can be uploaded and distributed, they cannot be previewed in channels. Reduce the file size to less than 500Mb for a better user experience.

How Showpad handles PowerPoint Files

Hyperlinks & Asset links

For hyperlinks and asset links, we advise converting your file to PDF and then add the links in the PDFs file.Take the PDF best practices into accountwhen doing so.

Note: Exporting to PDF from within Microsoft Powerpoint allows you to keep the links when uploading the PDF to Showpad.

Asset links are also an excellent way of achieving the same effect as an embedded video in a Powerpoint presentation. We advise converting the Powerpoint presentation to a PDF file, upload the video in Powerpoint separatelyadd then add an asset link behind the preview of the video. Read more about asset links in this article.

Powerpoint files with embedded media

For Powerpoint presentations, know that some functions arenative Powerpoint concepts and will therefore not be available in Showpad as the file is optimizedas PDF.

If your presentation includes videos or GIFsembedded in your PPTX and PPSX Powerpoint files, these will play back in Showpad with the play settings you designated in Powerpoint on all devices. Playback ability is only compatible for these two file types.

While the asset may be downloadable, the embedded media itself is not downloadable or shareable.

Best practices when using embedded media in PPTX/PPTS

We recommend reviewing these tips and recommendations when uploading PPTX/PPTS files that contain embedded media files:

Feature/Function

Best practices

Compatibility

Support for embedded media in Powerpoint assets in Showpad is supported specifically by PPTX and PPTS file types. PDF, Google slides, etc are not currently compatible.

Adding videos to PPT or PPTS files

For PPT or PPTS powerpoint files, playback for videos and GIFs is not compatible. You can use asset links to achieve using videos with presentations. If the videos also exist separately in Showpad, you can link from the presentation to the video.These asset links work offline within the Showpad app. The analytics for the video are tracked separately from the presentation. Read more about using asset links.

Video specifications

Video files are best rendered when using a reasonable bit rate. We recommend converting to MP4 for optimal performance. Videos from streaming services such as Vimeo or Youtube will not play in Showpad. Effects added to the video can impede the rendering of the video within the PPTX/PPTS. To learn more about best practices with uploading video files, review this documentation.

Available PPTX customization settings

For embedded media in PPTX on the Web app, the following settings will work: crop/trim (in space and time), rotate, flip, turn sound on/off. For embedded media in PPTX on mobile apps, the following settings will work: rotate, flip.

Full-screen mode

Double-tapping the embedded video on mobile will show the video in full screen. This is not the same for the Web app.

Auto-play videos

The distinction between whether a video in a PPTX is set to automatically play or be done manually is inherited from the Powerpoint settings. The exception to this is whenseveral videos are orchestrated on a slide, including at least one auto-play. In these cases, all videos become manual play.

Supported codecs

Processing failures may occur when the video is using an unsupported codec. The codecs supported by this feature can be found here.

Sharing embedded media in assets

While sharing assets that contain embedded media is supported, it is not possible to specifically share embedded media that is part of a presentation. It is also not possible to download a media file from a single slide.

Analytics

Assets containing embedded media will be tracked just as other assets are. There are not specific analytics, shared insights, or shared spaces insights for the embedded media files individually.

PowerPoint files with transparency

The layout and design can be broken after processing Powerpoint files that use transparent images. By changing this to solid fill, it can fix the problem. Right-click on the image in Powerpoint, format shape, fill, solid fill.

PowerPoint files with reduced image quality

The image quality can reduce when uploading PowerPoint files and PowerPoint files that are exported as PDF. This can happen when using smaller PowerPoint slide sizes with images that are bigger than the PowerPoint slides. The image quality improves when you make the original slide at least as big as the image.

If you encounter issues with uploading these files and processing fails, we recommend you reach out to [email protected] before clicking Continue or Cancel. This will allow us to investigate what is causing the processing issues with the affected files. Assets that contain embedded media that did not process successfully will render incorrectly to users.

Best practices for uploading other Microsoft Office documents

Learn about other Microsoft Document best practices and requirements by checking out .

What's in it for you

When a user logs in to the Showpad platform, they're immediately brought to the Home Screen. They are presented with the option to discover or search for content. As an admin, you can bring their attention to particular content and messaging using Spotlights.

This type of announcement lets you display up to 7 messages on their Home Screen. Beneath the message you've chosen to promote, users will also see recommended content, which is 100 percent controlled by machine, based on that individual user's activity.

See how it works

Key features

Highlight content and announcements on the Home Screen with Spotlights

Automatically recommend contentfor your sales reps

Link to an Experience in a Spotlight message

You need this to succeed

Access to Showpad's Online Platform

Admin role or promoted user with Manage Spotlights and Announcement permissions

The quick way to awesomeness

Navigate to the Collaboration tab in the online platform

Create a new Spotlight

Include an image and attach assets

Publish for your users to see on their home screen

Do this step by step

Navigate to the Collaboration tab, then select Spotlights.

Click New Spotlight.

Add a subject and write a message for the Spotlight.

To include assets with the message, click Insert Content within the message box. Use the search field to find content, or browse your experiences. Check the boxes for the content you wish to include, then click Insert Items.

To add a link to the Spotlight, copy the link you wish to share. This can be a link to an experience, external website, etc. Highlight the text in the Spotlight you wish to hyperlink, then click the link icon. Paste the link, then click Save. If you add a link to an experience, make sure the users receiving the Spotlight have access to it.

Note: To add a link to an experience, go to the Channel Builder, open your experience, and copy the Channel App Link from the settings tab.

To add an image, drag and drop into the box, or click Browse to upload your image. The max image size is 10MB. This image is visible in a 300px by 200px frame and will keep its aspect ratio after uploading.

Click the Show to dropdown menu, and choose Selected Channels or Selected User Groups.

Type into the User Group or Channels field and select from the list the Groups or Experiences you want to see this Spotlight message. If you select Experiences, anyone assigned to that Experience will see the Spotlight.

Check the box for Publish later if you wish to select a day and time the Spotlight message will be published. Leaving this box unchecked will publish the Spotlight upon clicking Publish.

Choose an optional Expiry date.

Choose to Save as Draft or click Publish.

In the list of all Spotlight messages, you will see a column of Read percentage. This is the percentage of users that viewed the Spotlight message on their home screen out of all the assigned recipients. If a user no longer has access to the Spotlight as a recipient, their view no longer counts towards this percentage.

Understanding the user's Home Screen recommendations

Below the Spotlights, a user will see their recommended content. If auser doesn't have any Spotlights assigned to them, they will only see their recommended content. Recommendations are completely AI-driven, and they are prioritized based on what your individual user is actually doing within Showpad. Users will see up to 8 recommendations, which can be a mix of content and coaching materials. The recommended asset's name and description will appear, if applicable.

Content recommendations will take into account:

New assets or experiences:Anything that was recently published that a user hasn't seen yet

Popular assets or experiences:Highly viewed assets over their lifetime that are not used by the user

Trending assets:Highly viewed assets in the last 30 days

Updated assets:Regularly used assets that have been updated

Similar assets:Anything that is similar to currentlyused assets

Coaching recommendationswill take into account:

Due courses:Uncompleted required courses assigned to the user that are due soon

Uncompleted elective courses:Uncompleted elective courses assigned to the user

Popular elective courses:Elective courses that other users have taken

Note: Updates to asset names and descriptions will require 15 minutes to reflect on the home screen.

What's in it for you

One of the most interactive features of Shared Spaces is the ability to comment on assets in the space. This can be beneficial for sales reps to add notes and start conversations with their prospects, or for external participants to ask questions. If you've allowed it in your settings, you will also receive notifications for new comments so you're easily able to keep up with the conversation.

See how it works

Key features

Comment on assets

Sort Shared Spaces to find what you're looking for

Quickly catch up with the Shared Spaces summary

You need this to succeed

An existing Shared Space

Content in your Shared Space

A Showpad account or a participant invite to the Shared Space

A Showpad Plus or Ultimate account

Working with Shared Spaces

To comment on an asset within a Shared Space, or to see what others have said, select the piece of content by clicking it. You will see a box on the right-hand side of the screen that says "Write a comment" where you can input your text. Hit enter when you're done and the comment will appear for all members of the space. Delete your comment by clicking the trash can on the right side of the box and confirming.

One collaborative function of shared spaces is the ability for participants to leave comments on assets. You can see these by viewing the asset itself, or view the most recent overall comments in the right pane of the space's main page. By default, all participants will receive a notification when a comment is posted. If a participant wants to @mention someone in particular, then only that person and any other participants of that specific thread will be notified of the comment.

If a participant adds a comment and then deletes it, the comment will be deleted from view on the asset; however, information about when the comment was added and deleted will remain in the activities.

After creating different shared spaces, you can view them all in a summarized fashion by navigating back to the main shared spaces tab. You can sort them by name or last activity.

In this view, each box will contain a shared space and it's overall summary. This includes the number of documents in the space, the number of comments, latest activities, and so on. These details provide a quick overview of what has been occurring within that particular space. You can expand the activities to get a bigger picture of what has occurred. You can also access the settings for the shared space or close it by clicking the ellipsis.

Note:Closing a space does not mean you are deleting it entirely. This means the space has been deactivated for participants but you, as the owner, will retain access to it. This will typically occur after a deal is won or it is no longer active.

When the number of shared spaces begins to grow, it may be helpful to filter them in order to find what you need quickly. In the summary view, you can sort by status (open, closed, or both) and by owner (owned by me, shared with me, or all).

What's in it for you

Use SharePoint Online as your single source of truth for managing your valuable content. Our SharePoint Online middleware connector automatically syncs documents, URLs, document properties, and permissions to Showpad and optimizes them for web and mobile usage. Distribute your SharePoint content in a branded environment your sales reps can access on Showpad's Web app and every mobile device with our apps and email integrations, online and offline.

Key features

Understand how and when your SharePoint content is used with the Showpad integration

Use SharePoint Online as your single source of truth

SharePoint URLs automatically convert into Showpad URL assets

Map certain asset properties to Showpad based on the column type in SharePoint

Use a Showpad Tenant URL to set up asecure OAuth 2 link between Showpad and Sharepoint

If the connection between SharePoint and Showpad is interrupted, your processed documents are still available in Showpad

Continue to upload assets directly to the Content Library as needed

The Showpad Connector only needs to be installed by the admin and added to each relevant SharePoint site. Showpad users shouldn't do anything to use this feature.

You need this to succeed

The integration works with Microsoft SharePoint Online

You have one subdomain on SharePoint Online

Administrator access on Showpad's Online Platform and SharePoint Online

Reach out to your Customer Success Coach to activate the SharePoint integration

Documents available in your SharePoint sites and subsites

Our Showpad Connector, available in the Microsoft Office Store

The quick way to awesomeness

In the Showpad Admin Settings, enable the SharePoint integration

Copy the Service ID, Client ID, and Token to configure your site connections

Download and install the Showpad SharePoint Connector from the Office Store for the desired sites and subsites

Fill in the Showpad Tenant URL (https://organizationname.showpad.biz)

Paste the generated Service ID, Client ID, Token, and an optional webhook URL

Optionally, add a webhook URL where all syncing activity will be logged

Select the document libraries you want to enable for this site and subsite(s)

Configure columns to map properties to Showpad

Setup and manage your content and channels in Showpad

Distribute your files stored in SharePoint Online securely via Showpad, ensuring sales always have access to the latest, on-brand content

Note: When using versioning on SharePoint Online, only major versions (1.0, 2.0,...) of your documents will automatically be updated and processed by Showpad

Do this step by step

In the Showpad Admin Settings, Integrations, enable the SharePoint integration.

Copy the Service ID, Client ID, and Token to configure your site connections so we can use them later to set up the link in the middleware connector.

When you're signed in on SharePoint Online, you can download the connector in the apps section.

Select Add Itand confirm that you wish to add the app by selecting Continue.

Configure the connector at the site collection level.We support multiple sites and subsites on one SharePoint subdomain.Add the app viaSite Contents and selectTrust It.

Configure the Showpad Connector App for your Site. Fill in the Showpad Tenant URL(https://organizationname.showpad.biz).Paste the generated Service ID, Client ID, and Token. In the Admin Email Addresses field, provide email addresses that should receive a notification when an error occurs during syncing. We use this type of OAuth 2.0 to make sure the connection still works when you change your SharePoint Online administrator password.Optionally, you can enter a webhook URL to determine where syncing activities are posted.

Select the document libraries you want to enable for this site and subsite(s) by sliding the toggle to green.

Now you need to create the columns in SharePoint in order to configure property mapping to Showpad. From the content library in SharePoint, you will see a list of your files. Click Add column to begin configuring the columns. You will be able to see these columns listed in the content library moving forward and you can edit them here.

The available properties to map to Showpad are dependent on the column type in SharePoint. The list of Showpad properties and their corresponding SharePoint column type are: File name: Single line of text. Note: If there is a column with Name already during installation, this mapping will occur automatically. Publish:Yes/No or Choice (with options of "Publish" and "Not published")

Note:Syncing to Showpad happens immediately when the value is set to "Publish." We recommend setting the default column value to "Not Published" first. When you're done uploading files, you can then bulk publish the files by changing the value to "Publish."

Note:We highly recommend bulk editing the files to have them all set to Publish by using the Quick Edit option in the Document library.Go to the Showpad Publish column, set the column fields to Publish and drag the corner of the cell's content on the other cells. Click Done to start publishing.

Division and tags: Single line of text, Choice, or Managed Metadata Description:Single line of text or Multiple lines of text Expiration date and release date:Date and Time Asset permissions:Yes/No

Note: For divisions, you can only map to Showpad when the division already exists. If you attempt to create a division through the integration, an error will be shown.

When mapping tags to Showpad, you can select Choice and add multiple options as SharePoint column types. This will result in each value becoming a separate tag. In order to distinguish the same values in different columns regarding tags, you can select an option to include the column name along with the tag (tags, incl. column name). This will prevent tags with differing meanings from being added to the incorrect files. When that option is selected the value will be shown as <Column Name> - <Column Value>.If you would like to separate tags in single-line text fields, do so using either a colon : or a semi-colon ;to distinguish them into two values.

In addition to property details, you can map certain file permissions to Showpad as well. When creating a Yes/No column in Sharepoint, you will see several permission options in the Showpad connector when you click the drop-down.

A selection of Publish as a mapping property is mandatory for content to sync to Showpad. When it is not included in your configuration, an error will be shown in your connector indicating that it is needed. You will also not be able to click Apply when configuration details are missing.

Every update to a file and every version update will also reflect in Showpad in the activity log. If syncing fails, an error message will appear indicating where the error is occurring. Document properties, like asset permissions, are also synced. When a file is deleted from SharePoint, it will also disappear in Showpad's Content Library.You can see a SharePoint iconin Showpad's Content Library to show the synced SharePoint documents.

Setup and manage your content and channels in Showpad. Distribute your files stored in SharePoint Online securely via Showpad, ensuring sales always have access to the latest, on-brand content.

What's in it for you

With Showpad for Salesforce, available in the Salesforce AppExchange, you can view all logged Showpad activity as Insights information in Salesforce.In this article, you will learn how to install and configure Showpad for Salesforce.

Key benefits

Search and access all of your sales material that's available in Showpad

Get notified when prospects interact with your shared documents

Easily log all meetings and sharing activities to Salesforce

Instantly find and share recommended content for any opportunity in Salesforce

You need this to succeed

Admin privileges on both the Showpad and Salesforce platforms

Showpad Ultimate plan

Salesforce Enterprise or Unlimited planwith access to Sales objects such as Opportunities

Select your Salesforce Experience

Classic

Lightning

See how it's done on Salesforce Classic

Install Showpad for Salesforce

Configure Showpad for Salesforce

Configure profile access for Visualforce pages

Customize page layout

How to install updates

How to temporarily disable triggers

Common Showpad for Salesforce errors

Do this step by step

1. Install Showpad for Salesforce

Click here to find Showpad for Salesforce on the AppExchange.

Click the Get it Now button and follow the installation instructions. configure the Showpad account

Note: The Showpad for Salesforce app in the AppExchange is free. Due to SFDC prerequisites, it shows a symbolic $1 fee.

Confirm the terms and conditions.

Log in with your Salesforce credentials and select to install for all users.

Showpad for Salesforce is now available in the list of Installed Packages.

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2. Configure Showpad for Salesforce

When the installation is completed, click Setup in the top menu.

In the left menu selectBuildand click Installed Packages.

Find the ShowpadForSF package and click Configure.

Enter your organizations Showpad subdomain. The subdomain is the Showpad organization name you use to log into Showpad. Click Save.

Note:Do not include Showpad's domain. Enter your organization name only, all in lower case.

Click Setup in the top menu.

In the left menu findAdminister, click Manage Apps,Connected Apps.

In the Connected Apps list, find the Showpad App and click Edit.

InOAuth Policies, open the Permitted Users drop-down list and choose Admin approved users are pre-authorized. When youre ready, select the Save button. This is the permission setting required for the integration with Showpad to work for users.

In the Connected Apps list click on the Showpad App.

Scroll down and in the Profiles section click the Manage Profiles button. Select the profiles you want to authorize to access the app. When youre ready, click the Save button.

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3. Configureprofile access for Visualforce Pages

Click Setup in the top menu.

In the left menu findBuild, click Develop,Visualforce Pages.

Click Security for the Showpad App page you want to configure profile access for.

Add profiles from the Available Profiles list to the Enabled Profiles list to grant users with these profiles access to the Showpad App Visualforce Pages.

Repeat these steps for any additional Showpad App pages you want to configure profile access for.

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4. Customize Page Layout

ClickSetupin the top menu.

In the left menu selectBuild, click Customize,Opportunities,Page Layouts and click Edit for the existing Page Layout you want to edit.

In the left column of the Layout Editor click Fields and drag the Section element to the appropriate place in the page layout.

In the Section Name field enter a name for the section and uncheck the Edit Page checkbox.

InLayout, click the 1-Column radio button and click the OK button.

In the left column of the Layout Editor scroll down, click Visualforce Pages and drag the Showpad App element under the new section that you just created in the page layout.

It is strongly recommended that you increase the default sizes of the section to improve usability for your end users. To do so, move your mouse over the Visualforce Page you just created and click on the properties icon.

In the Height field, enter a value of at least 400, select Show scrollbars, and click the OK button.

When youre ready, click the Save button to save your page layout. The Showpad information will now be displayed on the Opportunity page of every Opportunity record.

Repeat these steps to customize page layouts for the Account, Contact and Lead pages.

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5. Updates

You should check for updates in the AppExchange periodically. When a new version is available, you can download an updated package from the AppExchange manually.

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6. Temporarily disable triggers

If you need to temporarily disable triggers on activities and opportunities from the Showpad app, for example if you are importing high volumes of data, you can select to bypass apex triggers so it does not affect your reporting. It is important to return to this set up and uncheck the box once you are done with your data import or migration so the reporting connection functions again.

Navigate to Setup in Salesforce and search the quick find menu for Installed packages.

Click Configure for the Showpad for Salesforce App.

Select Advanced Config. Check the box for Bypass Apex Triggers. Click Save. The triggers from the package will be inactivated.

Once you are done with your data migration, be sure to return to the configuration and uncheck the box to activate the triggers.

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7. Common Showpad for Salesforce errors The user is not found in the Salesforce appor you receive an Error 400: Bad Request. When this occurs, the organization name is incorrect. The Salesforce Administrator should verify the Installed Packages and configure the Showpad account. It's also possible that the Showpad login (email address) does not match the email address field in Salesforce.

To fix this, the Salesforce Administrator needs to verify the following:

In Salesforce, navigate to 'Setup', 'Build', 'Develop', 'Installed Packages'.

Look for the ShowpadForSF package and then click Configure

Web App URL =organization.showpad.biz

Showpad Subdomain =organizationNow that the organization is filled in correctly, the user should show up in the Salesforce App.

No Showpad account could be found for this Salesforce account.

When the Showpad login oremail address doesn't match the email address field in Salesforce, you will receive an error message that the user could not be found. This issue often occurs when testing in Sandboxes or when companies have multiple domains. ([email protected] is not the same as [email protected]) Email aliasescan cause issues as well. ([email protected] is not the same as [email protected]) The Salesforce Administrator can update the email address field for all affected users in Salesforce. Each user can update their own email address or the email address can be updated in Showpad.

Navigate to 'Setup', 'Administer', 'ManageUsers', 'Users'.

Find user in the list and click Edit.

Update Email Address field to match the Showpad username.

The user must confirm the email address change.

Individual updated email address in Salesforce:

Select the 'username' menu.

Select the My Settings option.

Click Edit my personal information

Update email address field to match the Showpad username.

The Showpad for Salesforce app has not been configured correctly.

The OAUTH Policy's Permitted Users are incorrectly set. When this occurs, it means that the users have not been authorized to view the app.

When you receive an error that the Showpad for Salesforce App is not configured correctly, it means that the users have not been authorized to view the application.

To fix this error message, the Salesforce Administrator needs to verify this:

In the Salesforce console, navigate to 'Setup', 'Administer', 'Manage Apps', 'Connected Apps'.

Look for the Showpad App and clickEdit.

Find the Permitted Users field under the OAuth Policies section and select the option: Admin approved users are pre-authorized.

Once this is selected and saved, the Salesforce Admin can now select user roles that will be given permission to view the App.

Scroll to find the Profiles section and click the Manage Profiles button.

Select the user profiles that should have access to the App and click Save

The users are now correctly authorized to use the App.

Certain User Profiles cannot access the Showpad for Salesforce App.

If a particular user profile cannot access the Showpad for Salesforce App, it's highly possible that you will see a permission error. Once you, as a Salesforce Administrator, issue the Admin-Approved authorization, the following needs to be checked:

Scroll down to find the Profiles section.

Click the 'Manage Profiles button.

Select the user profiles that should have access to the Salesforce App.

Click 'Save'. The user will now have the correct permissions and will be able to access the Salesforce App.

Server Error The subdomain is incorrect in the configuration of the package.

Navigate to 'Setup', 'Installed Packages', and select Configure for the Showpad for Salesforce app.

The subdomain field should contain only the name of the organization. For example, using myorganization.showpad.biz will generate a server error. You would want to only input myorganization.

See how it's done on Salesforce Lightning

Install Showpad for Salesforce

Configure Showpad for Salesforce

Configure profile access for Visualforce pages

Add Showpad as a tab to Opportunity pages

How to install updates

How to temporarily disable triggers

Common Showpad for Salesforce errors

Do this step by step

1. Install Showpad for Salesforce

Click here to find Showpad for Salesforce on the AppExchange.

Click the Get it Now button and follow the installation instructions. To follow this guide, install the app in production.

Note: The Showpad for Salesforce app in the AppExchange is free. Due to SFDC prerequisites, it shows a symbolic $1 fee.

Confirm the terms and conditions.

Log in with your Salesforce credentials and select to install for all users.

If all went well, you'd now see the Showpad for Salesforce in the list of Installed Packages.

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2. Configure Showpad for Salesforce

When the installation is completed, click Setup in the top menu.

In the left menu under Platform Tools, select Packaging then Installed Packages.

Find the Showpad for Salesforce app, then click Configure.

Enter your organizations Showpad subdomain. The subdomain is the Showpad organization name you use to log into Showpad.

Note:Do not include Showpad's domain. Enter your organization name only, all in lower case.

If you need to temporarily disable triggers on activities and opportunities from the Showpad app, for example if you are importing high volumes of data, click Advanced Config. Check Bypass Apex Triggers. The triggers from the package will be inactivated. Once you are done with your data migration, return to the configuration and uncheck the box to activate the triggers.

In the left menu under Platform Tools, then click Apps. Select Connected Apps and click Manage Connected Apps.

In the Connected Apps list, find the Showpad App and click Edit.

InOAuth Policies, open the Permitted Users drop-down list and choose Admin approved users are pre-authorized. When youre ready, select the Save button. This is the permission setting required for the integration with Showpad to work for users.

In the Connected Apps list click on Showpad App.

Scroll down and in the Profiles section click the Manage Profiles button. Select the profiles you want to authorize to access the app. When youre ready, click the Save button.

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3. Configureprofile access for Visualforce Pages

Click Setup in the top menu.

Use the quick find menu to search for and select Visualforce Pages.

Click Security for the Showpad App page you want to configure profile access for.

Add profiles from the Available Profiles list to the Enabled Profiles list to grant users with these profiles access to the Showpad App Visualforce Pages.

Repeat these steps for any additional Showpad App pages you want to configure profile access for.

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4. Add Showpad as a tab to Opportunity pages

The following set up will add Showpad as a tab to the Opportunity object pages. This can also be done for other objects that make sense for your organization, such as Accounts, Contacts, or Leads.

Navigate to an Opportunity record in your Salesforce instance. Click the set up gear and then Edit Page.

If you have a Tabs component on the page layout already, click on it and select Add Tab. If not, drag and drop it from the component menu to the page layout, then click Add Tab.

Click on the newly added tab and select Custom from the dropdown menu as the Tab Label. Add a name for the label, such as Showpad. Click Done.

Click on the new Showpad tab within the page layout. From the left side menu, drag and drop the Visualforce Page component into the Showpad tab.

If you have multiple Visualforce Pages, select Showpad App from the Visualforce Page Name drop down menu.

Change the height to 400 pixels, then click Save.

The Showpad Tab should now be present on all Opportunity record pages. Repeat these steps for any other record types relevant for your organization.

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4. Updates

You should check for updates in the AppExchange periodically. When a new version is available, you can download an updated package from the AppExchange manually.

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6. Temporarily Disable Triggers

If you need to temporarily disable triggers on activities and opportunities from the Showpad app, for example if you are importing high volumes of data, you can select to bypass apex triggers so it does not affect your reporting. It is important to return to this set up and uncheck the box once you are done with your data import or migration so the reporting connection functions again.

Navigate to Setup in Salesforce and search the quick find menu for Installed packages.

Click Configure for the Showpad for Salesforce App.

Select Advanced Config. Check the box for Bypass Apex Triggers. Click Save. The triggers from the package will be inactivated.

Once you are done with your data migration, be sure to return to the configuration and uncheck the box to activate the triggers.

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7. Common Showpad for Salesforce errors The user is not found in the Salesforce appor you receive an Error 400: Bad Request. When this occurs, the organization name is incorrect. The Salesforce Administrator should verify the Installed Packages and . It's also possible that the Showpad login (email address) does not match the email address field in Salesforce.

To fix this, the Salesforce Administrator needs to verify the following:

In Salesforce, navigate to Platform Tools, Apps, then click Installed Packages. Find the Showpad App, then click Configure.

Make sure the Showpad Account Subdomain is set up correctly. If the Web App URL is organization.showpad.biz, the Showpad Subdomain =organizationNow that the organization is filled in correctly, the user should show up in the Salesforce App.

No Showpad account could be found for this Salesforce account.

When the Showpad login oremail address doesn't match the email address field in Salesforce, you will receive an error message that the user could not be found. This issue often occurs when testing in Sandboxes or when companies have multiple domains. ([email protected] is not the same as [email protected]) Email aliasescan cause issues as well. ([email protected] is not the same as [email protected]) The Salesforce Administrator can update the email address field for all affected users in Salesforce. Each user can update their own email address or the email address can be updated in Showpad.

Navigate to Setup. In the left side menu find Administer, Users, and select Users.

Find user in the list and click Edit.

Update Email Address field to match the Showpad username.

The user must confirm the email address change.

Individual updated email address in Salesforce:

Select the 'username' menu.

Select the My Settings option.

Update email address field to match the Showpad username.

The Showpad for Salesforce app has not been configured correctly. The OAUTH Policy's Permitted Users are incorrectly set. When this occurs, it means that the users have not been authorized to view the app.

When you receive an error that the Showpad for Salesforce App is not configured correctly, it means that the users have not been authorized to view the application.

To fix this error message, the Salesforce Administrator needs to verify this:

In the Salesforce Lightning console, navigate to Setup. From the left side menu, go to Platform Tools, Apps, then select Manage Connected Apps.

Look for the Showpad App and clickEdit.

Find the Permitted Users field under the OAuth Policies section and select the option: Admin approved users are pre-authorized.

Once this is selected and saved, the Salesforce Admin can now select user roles that will be given permission to view the App.

Scroll to find the Profiles section and click the Manage Profiles button.

Select the user profiles that should have access to the App and click Save

The users are now correctly authorized to use the App.

Certain User Profiles cannot access the Showpad for Salesforce App.

If a particular user profile cannot access the Showpad for Salesforce App, it's highly possible that you will see a permission error. Once you, as a Salesforce Administrator, issue the Admin-Approved authorization, the following needs to be checked:

Scroll down to find the Profiles section.

Click the 'Manage Profiles button.

Select the user profiles that should have access to the Salesforce App.

Click 'Save'. The user will now have the correct permissions and will be able to access the Salesforce App.

Server Error The subdomain is incorrect in the configuration of the package.

Navigate to 'Setup', 'Installed Packages', and select Configure for the Showpad for Salesforce app.

The subdomain field should contain only the name of the organization. For example, using myorganization.showpad.biz will generate a server error. You would want to only input myorganization.

What's in it for you

You can activate Single Sign-On (SSO) in Showpadand delegate authentication to an external Identity Provider (IdP). If you can't find your Identity Provider in our guide, you can use this article to see ageneral approach on how SSO works with Showpad.

Note: The SHA-256 Hash Algorithm is the recommended setting for all SSO integrations.

Key features

Use your companys identity provider to authenticate users in Showpad

Seamlessly integrate Showpad into your enterprise security policies

Auto-provision & assign users to the right groups in Showpad

Reduce password-related support requests

Reduce security threats to sensitive data loss by severing access

Centralized user, passwordand authorization management

You need this to succeed

Ultimate pricing plan or Platform Enterprise on Showpad

Available as an addon on Showpad Pluspricing plan

Administrator accesson both Showpad's Online Platform and the Identity Provider

An Identity Provider (IdP) service

Some SAML andHTTP-REDIRECT binding knowledge can be useful

We highly recommend using HTTPS in all communication

Users on the iOS platform will need iOS version 10.1 or higher if you still use HTTP communication

SAML metadata in the Showpad configuration has to include the HTTP-REDIRECT binding

The quick way to awesomeness

Sign up for an Identity Provider (IdP) and obtain its metadata

Create your users and groupson the IdP

Enable SSO in Showpad

Set up your SAML-based relation between the IdP service and Showpad

Definethe mapping between the IdP users and the Showpad users

Set up auto-provisioning

Do this step by step

Sign up for an Identity Provider.

Create your users and groupson the IdP.

To be able to link your Single Sign-On (SSO) Identity Provider to Showpad, you will needyour Identity Provider's metadatain the standard XML format. This XML file will be different for each IdP as each has its own entityID, public key, and Assertion Consumer Service (ASC) endpoints. Below is an example of a valid XML metadata file.

Enable SSO on Showpad's Online Platform. Go to Admin Settings, Sign-On, Add Configuration. Select SAML 2.0 if that's the service you're using.

Enter a name and select XML as your metadata source. Simply copy and paste the XML metadata from the file you created or the information you received from yourIdP. If you have an online location for this metadata, you can provide the URL to the XML file. This allows you to update your settings online instead of uploading updated XMLmetadata when the configuration changes.It is possible to enable to log out from the IdP when logging out of Showpad.

By default, we will use the recommended SHA-256 hash algorithm, but Showpad supports the older SHA-1 format as well.

You can also set up auto-provisioning to automatically allow new users to be created when they log in successfully for the first time.Map the corresponding fields for your users, available in your IdP. For example, the Email Field in Showpad will be mapped to the field email of the IdP.There are two types of roles you can enter in the Role Field:- Admin will give administrator rights after the first login. - Standard will create a regular user in Showpad.The Group Assignment Field will automatically add the user in selected groups. You can separate the groups with commas.Content license type and Coach license type will be available fields when Partner licenses are enabled for the corresponding offering. If this field is left blank, the user will not get a license.

What's in it for you

After receiving your invitation email and login credentials, you can log in on Showpad via the Outlook Add-in.

The quick way to awesomeness

Open the Showpadapp on your device

Enter and verify your Organization Name

Sign in with your email address and password

Start sharing your content with prospects and customers

See howit's done on Outlook

Showpad for Outlook lets you look for content on Showpad and send it from Microsoft Outlook. This allows you to save time by distributing your content using your preferred email platform. We provide a very useful article that shows how to install and configure Showpad for Outlook.

Click the Log In button when composing or replying to an email.

Enter your organization name. This is provided by your administrator. Click Continue.

Depending on how your administrator configured Showpad, you can log in with your Showpad account, your Salesforce credentials, or Single Sign-on login.

In case you select the default Showpad account, you must enter your email address and the password your administrator provided.

What's in it for you

Struggling to submit that Pitch IQ before a due date? Don't stress, here are some quick tips and tricks to help you on your troubleshooting mission.

You need this to succeed

LearnCore learner account

A Web browser

A Pitch IQ course assigned by your Admin

Troubleshooting Pitch IQ issues on the Web app

Below you will find some basic troubleshooting steps for when Pitch IQ just is not working how you want it to on the Web app regardless of browser type. Keep in mind, some Pitch IQ forms, like Screen Capture, require that you're using Chrome as your browser. If you're experiencing issues on the Web app, a good first step is to check if you are using an outdated browser version, and if so, update it. Below are specific troubleshooting tips depending on browser type:

Troubleshooting for Chrome

Troubleshooting for Safari

Troubleshooting for Firefox

Troubleshooting for Internet Explorer

Install Flash Player

Pitch IQ uses Flash Player. If you havent installed the latest Flash player, you will need to do so before using Pitch IQ.

Click the link you see in the error message to download Adobe Flash Player.

Onceyou'vedownloaded Flash and followed the install instructions, return to your Pitch IQ assignment and reload the page.

The first time you use Pitch IQ with your newly installed Flash Player, a message will pop up asking you to allow the camera and microphone access. Click Allow.

Allow your browser to access video and audio

If this is the first time youre using Pitch IQ, your browser should ask you to allow the site to access your microphone and camera. If not, follow the steps below to allow your browser to access your video and audio security permissions.

Chrome

On your web address bar, click Secure.

You should see security settings for Camera, Microphone, and Flash. Use the drop-downmenu to select Allow for each setting.

Similarly, you will find camera and microphone access permissions by clicking the camera icon in your web address bar. Make sure you're allowing LearnCore access to your camera and microphone here.

If your device is using macOS 10.14.2 or higher, you will also need to allow Chrome to access your camera and microphone in the system privacy settings. To do so, click the Apple drop-down menu in the top left. Click System Preferences, Security & Privacy, then select the Privacy tab. Make sure Google Chrome is checked for Camera and Microphone.

Reload your browser page after updating the security settings, and record your Pitch IQ.

Safari

Go to the Safari drop-down menu and select Settings for this Website.

A security setting box will open, where you will see options for camera and microphone access.Hover to the right to populate a drop-down menu for Camera and Microphone and select Allow.

Reload your browser page after updating the security settings, and record your Pitch IQ.

Firefox

In the web address bar of your Firefox browser, click the lock symbol.

In the drop-down menu that opens click the arrow to the right of Connection.

When the site security for LearnCore menu opens, click More Information at the bottom.

A new window will open and default to the Security page. Click Permissions from the top menu.

Scroll down on the list of permissions until you see Use the Camera and Use the Microphone. Uncheck Use Default, and select Allow. Close the menu window.

Refresh your browser and record your pitch!

Internet Explorer

Click the lock icon on the web address bar.

Under Website Permissions, make sure Adobe Flash is toggled to On.

Reload your Pitch IQ page. Record your Pitch IQ.

Please see the GDPR and Privacy & Security information on Showpad's main website for more information.

What's in it for you

If you prefer working on a laptopinstead of a portable device, you can use Showpad on your PC or Mac by logging in on the Showpad Web app on your browser. Yes, you can use your colossal desktop machine to impress customers, as long as it has an up-to-date, compatible browser. Disclaimer: In this case, portability is your concern.

View all available experiences, content, courses and handle your shares the same way as you do on the Showpad app. On the Web app, your content and courses are always up-to-date, so there's no need to perform an update each time you sign in.

Note: This article gives you a quick overview of the available features on the Web app.Depending on your subscription, you might see not all tabs mentioned below.

Homewelcomes you with important information and recommendations.

Contentshows your Experiences, Collections, and your personal My Files.

Coachingis all about learning. It displays your courses in My Assignments, Library, Social discussions, and Bookmarks you added.

Sharesshows tracked sharing activity to determine the most valuable content for your deals.

My Team is only visible if you're an admin logged in as a user, or if you're a manager of a team. The My Team tab gives an overview of all the courses and paths your team is enrolled in.

See how it works

Key features

Access organization content via your browser

See all available experiences, collections and your personal files

Take courses and participate in social discussions

View sharing statistics

Use advanced search to look for particular content

Share content via email or generate a link you can share

You need this to succeed

At least the Showpad Essential plan

An up-to-date web browser (IE 11, Edge, Safari, Chrome, Firefox)

The quick way to awesomeness

Make sure you know your organization name

Go to https://YourOrganizationName.showpad.biz

Use your login credentials

Browse through the tabs

Sign in to the Web app

The Showpad Web app can be accessed by Showpad users via the unique Showpad URL (https://YourOrganizationName.showpad.biz) of your company andwith your Showpad username and password. If your administrator enabled Single Sign-On, you can use your Salesforce (or other) account. These login options are not visible if they are not activated.

Note: Due to security settings, using www.YourOrganizationName.showpad.biz to sign in, will not work. Make sure not to include "www". Always sign in using https://YourOrganizationName.showpad.biz.

go through this article

The Home Screen

After signing in on Showpad's Web app, you see a Home Screen that welcomes you with important information through Spotlight messages and recommendations. This page deserved its own article that explains all the particular features. Click here to learn more about the Home Screen.

Using the Content tab

In the Content tab, you can see the Experiences tab with previews to quickly access the content your marketing team provides.

Click on the experience of your choice to see all available content. In this example, we opened the Information experiences and it displays the content our marketing colleagues provided. Click the Showpad icon or the Home tab to go back to the main screen.

It's possible torearrange the experiences by holding the mouse button and dragging and dropping them in the order you want.

In the Collections tab, you find and manage all your personal collections.

Click Content and go to Collections.

You can see an overview of the collections you created. To add a new one, click New Collection. Sort and view collections by clicking the View icon and the column properties.To learn more about collections, you can find all the information in this article.

My Files allows you to upload and structure your own content.To learn more about uploading personal content to My Files, you can see all the information in this article.

See your courses and tasks in the Coaching tab

The Coaching tab is available on the Showpad Coach and Platform packages. Here, you can find the paths and courses to follow and pitches to use as a sales rep.

To learn more about the My Assignments, Library, Social, and Bookmarks tabs, take a look at this section of the Help Center. It explains all the features, step by step.

Using the Shares tab

The Shares tab contains an overview of all the content you shared and shows valuable insights. You can also share content with buyers from this screen. If you have Shared Spaces enabled, you can find these microsites in this location.

View or create your shares by opening the Shares tab. Open Email & Links.

Find out more about the insights in this article.

If available, click Shared Spaces to see the Shared Spaces you created. Learn more about Shared Spaces in this section.

Using the search function

On top-right of the screen, you can look for specific content and learning materials by clicking the search icon. To learn more about the search feature, you can .

What's in it for you

Ready to start winning by sharing your available content? Here's where it all starts for you. See how you can download the latest version of the Showpad app for your device.

See how it works

Key features

Find the app in the online stores

Install the app on your device

Share deviceswhen needed by logging out and logging in witha different user account

You need this to succeed

A tablet with the following requirements

A login to download and install the app

Choose your success platform

iOS

Android

Windows

See howit's done on iOS

Note: You need an Apple ID to download and install the application on your iPad. If youdon'thave an Apple ID, tap Create New Apple ID and follow the instructions.

Go to the App Store on your iOS device and type Showpad in the search bar. Log in

Tap GETand then INSTALL when prompted, and the Showpad app will appear on your device home screen.

Log in on Showpad.

See howit's done on Android

Note: You need a Google Account to download and install the application on your Android device. For users in China who don't have access to the Google Play Store, inform your administrator to request an installation file.

Go to the Google Play Store on your Android device and type Showpad in the search bar.

Tap Install to download Showpad app to your tablet.

After installing, the app will ask for access to various settings. Adjust as necessary then choose Accept.

Log in on Showpad.

See howit's done on Windows

Note: The Showpad app is only available for Windows 8.1 and Windows 10 tablets and PCs.Showpad will not work on Windows phones.

Go to the Windows Store and search for Showpad. Tap Install to start downloading and installing the Showpad app.

on Showpad.

How to create a Windows account

Note: Any Hotmail.com, Live.com or Outlook.com account will work.

Create a Microsoft account or use an existing Microsoft account:

To Create a Microsoft account, go to www.signup.Live.com. Here, youre able to fill in the requested information to create your new Microsoft account. Upon completion, you will receive an email confirmation from Microsoft in your inbox.

If you already have a Microsoft account, please go to www.Live.com and log in with your credentials to confirm the account is still active.

Connect your Microsoft account to your Windows device:

First, click the Start Menu button.

Then, select PC Settings (displayed as a gear icon).

Select Accounts - Select Connect to a Microsoft Account. Here, be sure to enter your Microsoft account credentials and proceed to validate the account by choosing to receive a special code by email or text message.

Enter this code to confirm.

What's in it for you

Courses make up the most valuable aspect of your coaching. They contain all of the content that will help you gain the knowledge you need to be successful in your sales role. Once you've finished the learning portion of a course, assessments will ensure you absorbed the right information and help you see where you need to improve. Tests can be simple multiple choice questions, as well as written short answers.

See how it works

Key features

Complete courses and lessons in the Learn section

Test your knowledge with Tests and Surveys

You need this to succeed

Courses with a test component provided by your admin

A Coach license

The quick way to awesomeness

Navigate the course you're working on

Gain knowledge through completing lessons

Test what you learned with an assessment

Choose your success platform

iOS

Android

Web App

See how it's done on iOS

Note: Taking a test on iOS will open a Web browser within the Showpad app.

If you've just finished the Lesson in a course, you will be moved on to the test. Otherwise, navigate to a course with a Test component. Tap the Test tile from the Course Overview. here

A message will pop up to let you know that taking the test on the iOS app will open a browser, and ask if you're sure. Tap Open. You will be redirected to a browser window within the app.

Read the passing score, average score, number of attempts you have. The Test Breakdown will let you know how many of each question type are included. When you're ready, tap Start Test.

For multiple choice questions, tap the box to select the your answer. If more than one answer is correct, you'll be able to check multiple boxes. Tap Next.

For short answer questions, type your answer in the text box. Tap Next.

Text match questions will provide a shorter answer field. Type in your response, and it must match the correct answer. Tap Next, or skip it to come back later.

Whenyou'veanswered or skipped all the questions, you'll have a chance to to review your test before submitting it. Check over your answers. To add an answer for questions you skipped or to change an answer, tap the edit icon next to the question.

When you're ready, tap Submit. A message will pop up to make sure you're ready to submit your test. If so, tap Submit Test. If not, tap Cancel.

If your test did not include any short answer questions, which require grading by your admin or manager, you may see your score right away. If not, you will see that your test is pending review.

When you're ready to exit the test browser, tap Done to return to the Showpad app.

See how it's done on Android

If you've just finished the Lesson in a course, you will be moved on to the test. Otherwise, navigate to a course with a Test component. Tap the Test tile from the Course Overview.

A message will pop up to let you know that taking the test on the iOS app will open a browser, and ask if you're sure. Tap Open. You will be redirected to a browser window within the app.

Read the passing score, average score, number of attempts you have. The Test Breakdown will let you know how many of each question type are included. When you're ready, tap Start Test. If you've already started, click Resume Test.

For multiple choice questions, tap the box to select the your answer. If more than one answer is correct, you'll be able to check multiple boxes. Tap Next.

For short answer questions, type your answer in the text box. Tap Next.

Text match questions will provide a shorter answer field. Type in your response, and it must match the correct answer. Tap Next, or skip it to come back later.

Whenyou'veanswered or skipped all the questions, you'll have a chance to to review your test before submitting it. Check over your answers. To add an answer for questions you skipped or to change an answer, tap the edit icon next to the question.

When you're ready, tap Submit. A message will pop up to make sure you're ready to submit your test. If so, tap Submit Test. If not, tap Cancel.

If your test did not include any short answer questions, which require grading by your admin or manager, you may see your score right away. If not, you will see that your test is pending review.

When you're ready to exit the test browser, tap the X in the top left to return to the Showpad app.

See how it's done on the Web app

Onceyou'vecompleted all the lessons within a course, it will move into the Test section, if one has been included in the course by your admin.

Read the passing score, average score, number of attempts you have. The Test Breakdown will let you know how many of each question type are included. When you're ready, click Start Test.

For multiple choice questions, click the box to select the your answer. If more than one answer is correct, you'll be able to check multiple boxes. Click Next.

For short answer questions, type your answer in the text box. Click Next.

Text match questions will provide a shorter answer field. Type in your response, and it must match the correct answer. Click Next, or skip it to come back later.

Whenyou'veanswered or skipped all the questions, you'll have a chance to to review your test before submitting it. Check over your answers. To add an answer for questions you skipped or to change an answer, click the edit icon next to the question.

When you're ready, click Submit. A message will pop up to make sure you're ready to submit your test. If so, click Submit Test. If not, click Cancel.

If your test did not include any short answer questions, which require grading by your admin or manager, you may see your score right away. If not, you will see that your test is pending review.

If youre ready to take the Pitch IQ, click Continue To Pitch IQ, and for more information, you can read all about completing Pitch IQ submissions .

What's in it for you

Mastering your pitches will make you feel confident when delivering them to prospects. With PitchIQ, you can practice as much as you want to find what works best for you. Onceyou'vedone a few drafts and feel likeyou'venailed the pitch, you can publish it for peer review.

Feedback on your clarity, knowledge, confidence, enthusiasm, and goal achievement will be provided by your peers, vice versa, to allow for continual improvement.

See how it works

Key features

Practice your pitch

Test your understanding

Receive feedback on your performance

You need this to succeed

A device with video and/or audio recording, depending on pitch type

Courses provided by your admin

A Chrome browser for Screen Capture pitches

A Coach license

The quick way to awesomeness

Navigate to My Assignments

Select a course with PitchIQ

Demonstrate your knowledge verbally, or written

Submit your PitchIQ

Choose your success platform

iOS

Web App

Note:Web cam PitchIQs can be submitted via the Showpad iOS app. All other PitchIQ formats should be submitted via the Web app.

See how it's done on iOS

Navigate to the Coaching tab on the iOS app.

In the My Courses and Paths section, select the course containing a PitchIQ component you wish to complete.

Click Start Course. Navigate through any applicable lessons, then proceed to the pitch component. Read the information for the PitchIQ to understand the target time, passing score, and goal of the pitch. When you're ready, select Start PitchIQ.

The first time using the PitchIQ function on iOS, you may have to allow microphone and camera access to the device. Click Ok.

When ready, hit record icon. Give it your best, then click the stop button.

In the top right corner, select to save the recording as a draft, or click Submit if you're satisfied.

Once your pitch has been submitted, you will be prompted to return to the course overview.

See how it's done on the Web app

Record and submit Webcam pitches

Record and submit Audio pitches

Record Voiceover on PDFs

Use your Chrome browser to record Screen capture pitches

Upload a file for Media pitches

Complete written pitch submissions

Submitting a Webcam Pitch

Webcam uses your device's camera and microphone to capture all verbal and nonverbal communication cues. This is the most common PitchIQ type, as it simulates live interaction with prospects.

Navigate to a course containing a webcam PitchIQ component in your My Assignments tab. If you've just completed the lesson or test component within a course, you may be moved to the pitch automatically.

In the left menu, you will find details about the PitchIQ including Due Date, Target time, Passing Score, Scoring Criteria, and Goal.

If it's your first time using PitchIQ, you may need to click Allow Access so Showpad can access your computers microphone and camera.

When you're ready, click Start Recording.

When youre done recording your pitch, as soon as you hit Stop, it will replay. Watch it through to ensure the video and audio quality is good. Select to Re-record, Save draft, or Submit your pitch. You may see all or only some of these options, depending on your admins set up. You can save up to three drafts.

Re-recording your pitch will delete your currently recorded draft. If you save the pitch as a draft, it will show up on the right side of your page under Saved Drafts. You can only submit one pitch per course, so once you have a pitch that you feel confident submitting based on the scoring criteria and goal, click Submit. You can only save three drafts.

Completing a Voice Over PitchIQ Voiceover PitchIQs require you to record your audio or audio and video while walking through a document. Your admin may upload a filed for you to use, or they can choose that you upload your own file.

Navigate to the Voice Over PitchIQ in your My Assignments tab.

In the left menu, you will find details about the PitchIQ including Due Date, Target time, Passing Score, Scoring Criteria, and Goal.

Click Next.

If it's your first time using PitchIQ, you may need to click Allow Access so Showpad can access your computers microphone and camera.

You can use the arrows to flip through the PDF if there are multiple pages, so you can practice before recording. When you're ready, click Start Recording.

When you're done, click Stop Recording.

Play your recording back to make sure you're satisfied with it. Select Re-record, Save as Draft, or Submit. If you click Re-record, you will lose the original recording. If you select Save as Draft, you can record again but save the current recording. You can only save three drafts. If you're satisfied, click Submit.

You will see that your pitch is pending review. Once you review reviews, you can view the Official Average as well as the Total Average, as well as your Total Score and whether you passed or failed.

Completing an Audio PitchIQ

Audio only PitchIQs use your device's microphone to best simulate cold calls.

Navigate to a course containing an Audio PitchIQ component in your My Assignments tab. If you've just completed the lesson or test component within a course, you may be moved to the pitch automatically.

In the left menu, you will find details about the PitchIQ including Due Date, Target time, Passing Score, Scoring Criteria, and Goal.

If it's your first time using PitchIQ, you may need to click Allow Access so Showpad can access your computers microphone and camera.

When you're ready, click Start Recording.

When youre done recording your pitch, as soon as you hit Stop, it will replay. Click play to make sure the audio sounds good and you're satisfied with the pitch. Select Re-record,Save as draft, orSubmityour pitch. You may see all or only some of these options, depending on your admins set up. You can save up to three drafts.

Re-recording your pitch will delete your currently recorded draft. If you save the pitch as a draft, you will find it under the Saved Drafts section. You can only submit one pitch per course, so once you have a pitch that you feel confident submitting based on the scoring criteria and goal, click Submit.

Media File

Media File pitches allow you to sumbit a video or audio file you've recorded outside of Showpad. Accepted file types are .mp4, .mov, .wmv, .webm, and .mp3.

Navigate to a course containing a media file PitchIQ component in your My Assignments tab. If you've just completed the lesson or test component within a course, you may be moved to the pitch automatically.

In the left menu, you will find details about the PitchIQ including Due Date, Target time, Passing Score, Scoring Criteria, and Goal.

Click Upload File. Select a file from your device.

Once the file is uploaded, click Next.

Click play to watch the file you uploaded and ensure the audio and video is good. Click Submit when you're ready.

Completing written PitchIQs

Write PitchIQs simulate authoring an email or document.

Navigate to a course containing a write PitchIQ component in your My Assignments tab. If you've just completed the lesson or test component within a course, you may be moved to the pitch automatically.

In the left menu, you will find details about the PitchIQ including Due Date, Passing Score, Scoring Criteria, and Goal.

To complete your PitchIQ, write a Pitch Title and craft your assignment in the Pitch Body. Use the rich text edit options to format your email as you wish.

Select to Save as Draft or Submit your written pitch.

Screen Capture

Screen Capture PitchIQs can be webcam or audio only, and they allow you to record videos of your screen, while recording your video and/or audio.

Navigate to a course containing a screen capture PitchIQ component in your My Assignments tab. If you've just completed the lesson or test component within a course, you may be moved to the pitch automatically.

In the left menu, you will find details about the PitchIQ including Due Date, Target time, Passing Score, Scoring Criteria, and Goal.

Click Share Screen and Begin Recording.

Choose if you want to share your entire screen, or just the application window. If you have multiple screens, select which screen you want to be recorded, then click Share.

Navigate on your shared screen and speak through your screen share pitch, the click Stop Recording when you're done.

Note: Presenting in fullscreen mode can have limitations in the behavior of the screen recording and video won't be visible. Recording the entire screen for any kind of presentation prevents this from happening.

Click play and watch the the video through to make sure you're satisfied with the pitch. Select Re-record,Save as draft, orSubmityour pitch. You may see all or only some of these options, depending on your admins set up. You can save up to three drafts.

Re-recording your pitch will delete your currently recorded draft. If you save the pitch as a draft, you will find it under the Saved Drafts section. You can only submit one pitch per course, so once you have a pitch that you feel confident submitting based on the scoring criteria and goal, click Submit.

Why should you watch these self-onboarding episodes

Episode twelve: Majority reports

Welcome to the Showpad family! We are eager to set you up for success on the Showpad platform. The following self-onboarding episodes explain how you can start building your account in a logical and structured way as an Administrator.

Episode guide

Go ahead, grab a bag of popcorn if you want. You can also tap and click with greasy fingers. We highly recommend watching and reading the episodes in thefollowing order. There's no joy in knowing who the villain is at the start, right?

Episode one: The meaning of Showpad Understand why Showpad exists and how it makes your account successful.

Episode two: Megastructures Structure your marketing material to distribute content to your sales users efficiently.

Episode three: The Place Beyond Classic Experiences Take your content presentation to the next level with Advanced Experiences.

Episode four: Your brand awakens Use your design skills to brand your Showpad environment.

Episode five: There's something about users Learn how to create and manage your users, who will use Showpad on their devices.

Episode six: Paths of glory Organize courses and tasks to create a structured learning plan

Episode seven: Pitch perfect Allow users to record their sales pitches and receive coaching and feedback

Episode eight: Tablets and training wheels Inform the users you created how they can start using Showpad and set them up for success.

Episode nine: A million ways to learn in the test Assess your users' understanding of the course content provided to them

Episode ten: The secret of your success Discover valuable Showpad gems, like sending announcements, to interact with your users.

Episode eleven: Perfect harmony Explore some of our useful integrations that can help streamline your sales enablement journey.

Dive into the world of Showpad analytics to see what content works and what doesn't.

Note: If you find any plot holes in this series, click the Help button at the bottom and we're happy to give you some spoilers.

This time on...

onboarding index

You are an important Showpad customer and we want to set you up for success. In this first episode of the self-onboarding guide, we want toexplain what the Showpad platform is all about. As a Showpad administrator, discover where you can get all the information to accomplish your adventurous mission, together with your sales reps and your buyers. Showpad provides a platform where sales reps can better engage prospects with strong marketing content as well as access important training and coaching tools on-the-go to ensure they are leveled up at all times.

Reading this introduction to Showpad will take about 20 minutes.

Creating the best buyer experience

Showpad is all about creating the best buying experience for your customers. Our platform makes it simple to present your company's products and services interactively. Gone are the days where your sales reps had to be heavyweight lifting champions to carry a ton of leaflets and brochures. And this is only one of the problems you solve with Showpad Content.

Your sales colleagues can finally have an interactive conversation with prospects and customers using all your available digital marketing content. With tablets in their hands, or using the web browser as a platform during an online sales meeting, it is so much easier and faster to have a conversation with potential buyers. One of our goals is to ban the following sentences during the sales process:

"I'll have to search for that particular brochure. I swear I took it with me."

"Oh, the pricing on this leaflet seems outdated, let me change it with my pen."

"I will send a link to a product video later today. My brochure can't play movies, heh."

"Don't mind that coffee stain on this one-pager."

"I need a tool to follow up on my inside sales."

"My dog ate the pricing information."

While some examples are quite tongue-in-cheek, you understand the importance of having all marketing content available in the palm of your hand. Your sales reps will love it, and your buyerswill like it even more.

Regain control over your marketing content

Centralizing all your sales and marketing materials in one place is just the first step. Showpad uses powerful tagging and metadata to organize your content easily. These features guarantee that salespeople always find what they need.

You create separate channels to organize everything logically and structurally. It's these channels that your sales reps see while presenting your products and services.

The best part is that everyone will always have the latest version of the documents available when the marketing content gets updated. You can send custom announcements when new versions of your content are available. Yes, you can also use these announcements to spread some sales love, but we recommend keeping it informative as well.

Manage your Showpad users

Let's talk about your colleagues who will use Showpad out in the field. They have a tablet with the Showpad app in one hand and use the other hand to block out the sun out of their eyes, watching the horizon, looking for opportunities. (There is nothing wrong with romanticizing the life of sales reps.)

We didn't forget about your inside sales colleagues who are probably less mobile. They can rock using Showpad's Web app and play their sales air guitar when nobody's watching.

You, as an administrator, create and manage these fearless users. You assign them to particular groups and channels to make sure they only see the content they need and have access to the learning materials that will help them close deals.

Learn what marketing content works

...and see what content could be more effective. This is one of the biggest advantages of using Showpad. Companies can spend a ton of money on beautifully designed brochures, but what's the purpose if nobody distributes or reads that content? The reports section in Showpad lets you visually see what documents are used the most while having the sales conversations. It finally answers some of these questions:

"Which material was used and shared the most in the past months?"

"Should we focus more on these particular products?"

"Does that format of the product presentation work better?"

Enable your users with on-the-go coaching

...and be confident that they have the learning tools they need to close deals. Showpad Coach provides a streamlined approach to onboarding, training, and coaching your sales reps.

"How do we educate our reps on new product lines or services?"

"What is an efficient way to disseminate important updates to users?"

"Do our sales reps have the proper training to sell effectively?"

What to do when you're stuck

Now that we explained briefly why Showpad exists, it's useful to know where you can get help. Well, dear friend, you are already here! The Showpad Help Center explains all available features and is dividedinto two big sections.

The administrator part shows all information necessary to build out your Showpad organization.

The user part explains all front-end action. It explains everything yourcompany's inside and outside sales warriors need while driving their horses, with mobile devices and laptops in their hands.

If you have an additional ten minutes, browsing our glossary makes you familiar with the language we often use to make your Showpad experience as effortless as possible.

If you have a Showpad issue or question that isn't answered on this Help Center, you can contact our great support team. Read the full article about contacting support.

Showpad's Mission Control: The Online Platform

Great story, but I want to start pressing the buttons and see how it works.The Online Platform is for administrators like you. It's available via the web browser and not on the Showpad app, which is used by your users. Play the video below to see how it's done.

To access the Online Platform:

Go to https://organizationname.showpad.biz. The organization name was created when you enrolled to Showpad and is available in the welcome email you received. In most cases, this is the company name.

Enter your login. The login is the email address you used to sign up or what was provided by another colleague. This is also visible in the welcome email you received.

Enter the password you chose while signing up. Always keep it secure. If it's 123456, now is the time to change it.

On the next episode...

We'll show you how to get started once you access the Online Platform for the first time.You understand what Showpad is all about, so youre ready to start thinking about structure and how to upload content. Follow the next guide to learn how to do this or go back to the .

What's in it for you

Downloading an asset from the Showpad library can be especially handy when youre working with multiple administrators and not everyone has all the necessary content on their computer. To download an asset from your library, proceed as described below.

Do this step by step

Click Library in the top menu. If your organization uses Divisions, click the relevant Division.

Click the asset you want to download to your computer.

Click the button in the shape of 3 dots in the asset information panel and click Download.

Previously on Showpad's Onboarding Guide...

In the previous episode, we explained what Showpad is all about and how it sets you up for success. We showed you how to get the most out of your marketing material and how it helps equip your sales reps to create an excellent buying experience. We also explained what to do when you need assistance.

This time on...

onboarding index

We will show you how to upload your assets and structure them into Classic Experiences. For those using Showpad Coach or the fully integrated platform, you can also leverage this content in all courses and tests. Tagging the uploaded assets and setting permissions makes it easier to manage the content. Organizations with more complex structures can leverage Divisions to create multiple user and content environments within their single Showpad account.

Following this guide will take about 90 minutes. If you have a lot of content to upload, it can take an additional coffee or two.

Thinking about the optimal content structure for your organization

The next step is important when starting with Showpad. It's always possible to go back and make changes, but doing this right from the beginning helps you a lot in the future.

Read the following article about structuring content if you want to see some ideas and best practices.

Configure your content blueprint

When developing your Showpad environment, you can think of it like you're building a house. Before you take out any tools or buy materials, you draft a blueprint. When presenting to prospects, you want your sales reps to be able to quickly switch product or services categories. We already mentioned about Classic Experiences which is where you upload and organize your assets. To get started you want to create your Classic Experiences like you would building plans.

Classic Experiences allow you to organize your content and distribute it to the relevant users and user groups in Showpad. In each channel, you can set up a folder structure to organize your content exactly the way you want it. This allows your users to find the information they need and focusing on their conversations or tasks at hand. Once your blueprint is in a good state, it's time to start buying those materials. Continue on to learn about uploading content.

Walk through the process on how to create a channel here.

Now that you set up your channels, you can start creating folders so you can move your assets into the correct location once you've uploaded content.

Learn how to create folders in your channels.

Ready, set, upload!

Getting your content into Showpad is easy. We integrate with many platforms (Google Drive, SharePoint Online, Dropbox,) which allow you to import your assets into Showpad directly.Dragging and dropping is supported as well. When uploading assets, you can add the tags you would like in bulk. You can also assign a content author to specific assets. Learn more about tagging next.

Read the article about uploading your assets to the content library.

Read how to move your content to the right place.

Label your items so they don't get lost

It's possible that you will upload a lot of files in the next few moments. Let's use the comparison with the house. How great would it be that you only have to move your items in the house and they automatically walk to their rooms (Classic Experiences), straight into the correct closets (folders)? You can achieve this by tagging your items (assets). Tagging is a way to pull up relevant and related content quickly. This means you can also use tags as a way to quickly find content to add to courses and tests for Showpad Coach as well. To make finding content easier, you have the option to organize your tags into categories. If you don't they will sort alphabetically by default. This will be explored more in-depth in a future episode.

See the article about tagging to understand what it does.

Setting the right permissions

With your content online, you want to ensure the permission settings are correct for sharing these assets. Can prospects download and share your pricing information? Do you really want your sales colleagues to annotate your holiday pictures? Well...do you really want to upload your holiday pictures to Showpad in the first place? The important lesson here is that you decide if assets can be shared, downloaded, or annotated. The option to make assets able to be annotated or downloaded from within a course can be configured in the course setup section for Showpad Coach.

Read all about changing the permissions for your uploaded assets.

Automate your content organization process

But wait, you can work smarter, not harder. Remember all that talk about tags at the beginning of this episode? This is where our intelligent smart folders can be extremely useful. Once your smart folders are configured, see how your assets are automatically added to the right place.

Read how tags help you with creating smart folders.

On the next episode...

Now that uploaded your marketing content andstructured it into channels, youre ready to learn about branding your environment to take it to the next level. Follow the next guide or go back to the .

What's in it for you

We want to make it as easy as possible for you to engage with Showpad experts to learn and ask questions. To help you grow as a Showpad customer, you can join our Monthly Office Hours for both Showpad Content and Showpad Coach.

Every month we present a different popular topic and open the floor for questions. Each session is scheduled for one hour.

First, click the product you'd like to learn more about

Monthly Office Hours for Showpad Content

Every 3rd Thursday of the month, you can join our Monthly Office Hours for Showpad Content. We offer them at different times so its convenient from your location:

02:00 PM, CT forthe US

14:00, GMT+1 for EMEA

Seethe topics we have on our menu for Showpad Content

Date

Topic

Registration

TBD

Topic coming soon!

Monthly Office Hours for Showpad Coach

You can join our Migration Office Hours for LearnCore users migrating to Showpad Coach.

2:00 pm, US CT

See the topics we have on our menu for Showpad Coach

Date

Topic

Registration

Dec 4, 2019

Optimizing Insights through Coach Reporting

Registration Link

What we talked about in the past

Here are the Showpad topics we have previously covered. If you are interested in viewing the recordings, feel free to email [email protected] and we are happy to share the link.

Nov 21, 2019

Content

Optimizing Insights through Content Analytics

Nov 13, 2019

Coach

Getting Ready to Migrate: Rolling Out Showpad Coach

Oct 17, 2019

Content

Product Release Training for Admins of Showpad Content

Oct 16, 2019

Coach

How to Create Courses and Paths

Oct 2, 2019

Coach

Understanding and Using the Pitch IQ Module

Sept 26, 2019

Content

Success Planning with Showpad Content

Sept 18, 2019

Coach

Understanding and Using the Test Module

Sept 4, 2019

Coach

Understanding and Using the Learn Module

Aug 22, 2019

Content

Tagging and Smart Folders

Aug 21, 2019

Coach

Whats Next After Migration?

Aug 7, 2019

Coach

The Differences Between Learncore and Showpad Coach

July 18, 2019

Content

How to Drive Adoption

June 20, 2019

Content

Clean Your Content

May 16, 2019

Content

Special Feature Training: Pages

April 24, 2019

Coach

Special Edition: Introducing Showpad Coach

April 18, 2019

Content

Special Edition: Platform Release Overview

Mar 21, 2019

Content

Sharing using Showpad

Feb 28, 2019

Content

Analytics for Admins

Jan 17, 2019

Content

Special New Year Edition- Invite Your Users!

If you have any ideas or something you wish us to talk about, feel free to contact us.

What's in it for youYou can easily incorporate a map inside the Showpad app, e.g. to show the location of the head office and subsidiaries.

Do this step by step

Copy the URL of the location, e.g. https://www.google.be/maps/place/Moutstraat+62,+9000+GentThere are a few other parameters that can be added to this URL: zoom level, latitude, and longitude points, type of map,... Please check the reference page to find out more.

From the Content Library select Add a URL. https://developers.google.com/maps/documentation/ios/urlscheme

Here you can upload a custom icon for your URL, add a name, paste the URL, remove the label (the name), and prevent it from showing up when using Kiosk Mode.

The link to the location is created.

Open Channel Builder, select the Channel where you wish to place the link and drag and drop the link there.

If you don't have any other content or folders in your channel, the user will be redirected to the URL when opening the channel. If you have extra content, you will see the location icon.

Linking to the Google EarthappIt is also possible to link to the Google Earth app from within Showpad. This can be nice to e.g. show your head office in street view.

The procedure is the same as described above, only the URL will be different.E.g. comgooglemaps://?center=51.052051,3.728868&zoom=14&views=traffic&mapmode=streetviewReference:

What's in it for you

On Showpad's Online Platform, you can easily export a list of all the assets in your library and their properties, such as the id, asset name, size, expiry date, tags, in what channel it's used, the security permissions, the views, likes, and the slug you can use for asset linking. You can export this information to a .csv or Excel file to easily review the content and create a visual overview.

See how it looks

Key features

Export Content Library data to an Excel or CSV file

Create a custom visual overview of your content

Use the slug information to create an Asset Link to fileshowpad://file/slug?modal=1&page=5

Do this step by step

Click Library in the top menu. If your organization uses Divisions, click the relevant Division.

Click the Settings button.

Depending on the required export format, click Export All to .csv or Export All to .xls. Note that the list will always contain all assets, regardless of how many are displayed on the screen.

What's in it for you

When you log in to Showpad on your computer using your administrator credentials, Showpad automatically redirects you to theOnline Platform where you can manage your content and users, send announcements, etc.

If you want to access Showpad'sWeb app, you can do so via the Online Platform only. The idea behind this is that you can easily switch between the Online Platform and the Web app to quickly verify how the changes made on the Online Platform are reflected on the Web app.

When viewing the Web app as an administrator, you can just as easily switch back to the Online Platform. To access the Web app as an administrator, proceed as described below.

Note: The Online Platform is supported on web browsers only. Working in the Online Platform cannot be done on mobile browsers.

See how it works

Do this step by step

Log in to Showpad on your computer with your administrator credentials. You can type in your organization subdomain at https://showpad.biz then click Continue.

Fill in your details and click Log In.

ClickSwitch to Web App in the top menu.

To switch back from the Web App to the Online Platform, open the Account menu and click Admin.

What's in it for you

As your content library grows, you may need to use filters to organize your content and make it easier to find related assets based on file type, specific properties or tags and source. You can use filters to create photo albums and group pictures in the content library.

See how it looks

Key features

Organize photos in the Library

Save the photo album filter to configure Smart Folders

Do this step by step

Click Library in the top menu. If your organization uses Divisions, click the relevant Division.

Open the File Type drop-down list and select Photos.

If necessary, set additional filter criteria:

Property: select the required properties filtered assets should have.

Tag: select which tags the filtered photos should or shouldnt have.

Source: select which sources should be included in your filter. If your organization works with Divisions, you can for example filter out photos that do not appear in your library.

When youre ready, click the Save Filter button.

Enter the name of your filter.

Select Photo Album.

Click the Save button. Your photo album is now displayed in the Photo Albums list. To view the content of a photo album, just click it.

What's in it for you

PDF documents uploaded to Showpad are processed before they are added to the Content Library. We do this automatically toprevent slow loading documents on devices, and users can have a great Showpad experience. To avoiderrorsduring the optimization of these PDF files,the general rule is to keep your files as simple as possible. If the optimization fails, you have the option to upload the file. However, the Use optimized file option will be grayed out in the file properties and the original document will be used instead. Back to Top

The quick way to awesomeness

We recommend you to follow these guidelines for using an optimized PDF file and guarantee a great user experience.

Recommendations for creating PDF files

Optimizing PDF files with Acrobat Pro or a similar tool

Troubleshoot PDF issues whenoptimizing didn't work

1. Recommendations forcreating PDF files

Familiarize yourself with the export possibilities and settings of your native application (Adobe Illustrator, Photoshop, Indesign or similar). Try to create the document in your native application with the following guidelines.

Images

Optimizing for web

Enable optimize for web to reduce file size without losing quality.

Resolution

Avoid full resolution images with a large file size. A resolution between 72DPI and 100DPI should give a good result. If you have to zoom up to 50% on an image document, use a higher resolution of 150DPI.

Transparency flattening

Enable transparency flattening If your document containstransparency.

Color models

Use RGB image settings instead of CMYK (used for printing) to see the correct colors.

Image complexity

Avoid using complex images with lots of layers or vectors.It's better to flatten andexportas an image. You can use this image in a PDF document. When using vectors in tools like Adobe Illustrator, we also recommend removing unnecessary vectors before creating asset links in order to make it work.

Annotations

Annotations on a PDF are not visible in Showpad. It's better to recreate the PDF without the annotations before uploading.

Fonts

Embedding

Use subset embedding for optimal performance. Your document will load faster if only the characters that are actually used in the document are stored in the PDF file. If you want to avoid the file size being too large, avoid full font subsetting. This will create a copy of the entire font set including characters not utilized in the document. However, if you want to later make changes that may include those characters, fully embedding will be necessary. If you don't embed fonts your PDF reader will guess what closest matches your custom font, known as font substitution. Substitution can result in significant differences between the intended design and what actually appears when the file is uploaded into Showpad.

PDF elements look different on Showpad after uploading.

If the uploading and processing succeeded but looks different on Showpad, you can turn off Use optimized file on the Online Platform. This displaysthe original file instead of the optimized Showpad version.

As an administrator, open the Online Platform.

Go to Library & Channels.

Select the PDF you uploaded.

Scroll downto Optimization in the file properties.

InDesign settings for successful processing results.

We recommend you the following settings in InDesign. You can save these presets for future use with Showpad.

General Settings.

Compression.

Output.

Advanced.

Note:PDF files, secured with a password, cannot be processed. You can still use the file in your Content Library and channels, but it won't be optimized. If you want to let Showpad optimize the file, you will need to remove the password.

Back to Top

2. Optimizing PDF files with Acrobat Pro

If you havePDF documents that are not processed or viewed as expected on Showpad, you can useAcrobat Pro or a similar tool to optimize your document. Upload your document to the Asset Library afterapplying these settings:

Open the file in Acrobat Pro.

Go to File, Save as other, Save as Optimized PDF

The defaultMobile setting is a great start if you encounter an issue with PDF files. Click Save and upload the document to Showpad to see that this resolves your issue. You can customize these settings by changing the recommendedresolution of the images and using thesubsetting of fonts. Read the guidelines above to optimize images and fonts. In this screen, you also have the option todiscard objects that are not necessary. These objects can be interactive, like buttons to trigger a link.

Note:These objects have a parameter, i.e. Mouse Actions. Those actions are not compatible with touch devices, like your iPhone. For that reason, it is crucial that you don't use these objects. When you want to include a link, you must use standard hyperlinks in your PDF in order for it to render correctly on mobile devices.

If you still encounter a problem after using the Mobile setting, enableTransparencyand selectLow or Medium Resolution.Save and upload to the Asset Library.

Another option is to flatten the file to a lower PDF version. If this conversion fails, you will get an error message displaying the underlying issue. This is why it fails to process on Showpad, and you can resolve the error in your original file.

PDF color changes on iOS

The reason why colors in photos or PDF documents look different on your iPad is probably that they use the CMYK color profile. The iPad does not supply a device calibrated CMYK profile which may cause CMYK content not being displayed correctly. Typically colors are too saturated. You will need to re-save the PDF as RGB. To do so, please follow the following steps in Acrobat Pro:

Open the file in Acrobat Pro.

Go to Tools, Print Production, Preflight and convert the imageswith the RGB profile.

Click Analyze and fix.

You can achieve the same result in Preview on a Mac, by creating a Generic PDFX-3 document with the Quartz Filter. As a test, you can open the file in iBooks. If you see that the issue is also present in this app, it means the issue is iOS related and is not caused by Showpad. You'll need to check withthe creator of the file and try to recreate the PDF with theRGB profile.

PDF font changes

Some fonts allow for better readability results than others so, it is advised to choose fonts that allow good online readability when creating a PDF document. However, as creating documents from scratch is not always the case, it might happen that you already have the finalized PDF and cannot change the font. If, after uploading a PDF document to Showpad, users notice readability issues (e.g. blurry characters) there is a quick fix that will increase the font quality:

Open the PDF document using Adobe Acrobat and navigate to the Tools tab.

Select Print Production, under Protect & Standardize.

Choose Flattener Preview and enable Convert All Text to Outlines and Convert All Strokes to Outlines. Also, make sure to apply those changes to all pages.

Click Apply, save the document and upload it again to Showpad.

3. Troubleshoot when optimizing didn't work

It is possible that you still receiveprocessing errors after optimizing your PDF file. Most likely, your file became corrupt, and you'll need to find a way to resolve this issue before uploading again. There are several possibilities you can try if errors still occur. Some examples: The PDF document contained image masks that were not down-sampled.

Open the file in Acrobat Pro.

Go to File, Export to, Postscript.The file will now be totally flattened.

Open the .ps file you just generated.

The file will now open in Acrobat Distiller as aPDF, with all the elements flattened.

Upload the flattened PDFto Showpad.

If this doesn't solve the problem, you'll need to check withthe creator of the file.

Processing or viewing issues because of image masks.

Image masks are often used when using transparent images in PDF documents. Using masks can cause an issue when the PDF is processed on our Showpad servers. Even though your file will not always be stopped at processing, you may end up with viewing issues later on. Therefore, as a rule of thumb, we recommend flattening transparency in Acrobat Pro.

Open the file in Acrobat Pro.

Go to Tools, Print Production, Preflight, PDF Fixups, Flatten transparency.

Select a low or medium resolution.

Save the file and upload to Showpad.

Pages show offset

If pages are partially cut off, the page boxes of the PDF are not set-up in a right way. PDFs are divided into page boxes. Pages boxes will define the format and size of the PDF pages. For typical use on theweb, you need to make sure that the media box and the crop box are the same. You can usePreflight in Acrobat Pro to make sure they are set with the same values.

Vertical scrolling on long sized files

If you have a long PDF file with a custom height (not a standard A4, A3,... format), you have to split up the pages manually. Pages are not cut automatically during the processing on our servers.

What's in it for you

Uploading content is one of the first steps to do as an administrator. All the files, also called assets, should be uploaded to the Showpad Library. This library serves as a central repository where you can manage your content, modify its properties, add tags, etc Whenyou'veset up a content structure with Experiences, folders, and Smart Folders, you can quickly organize your content and distribute it to your users. Content in the Library is also available to be used within Showpad Coach courses. Each file can be used in multiple courses making it easier to store all learning content in one centralized location.

See how it works

Key features

Upload content to use in Experiences

Import from a local drive or from cloud storage

Upload files with a size up to 2Gb

Microsoft Office files with a size of up to 500 MB are converted to PDF

Add URLs as assets

The quick way to awesomeness

Click Add and choose which type of files you want to upload

Select local content from your computer, cloud solution, or add a URL

Alternatively, you can create a new Page to add content to

Wait until processing is finished

Add assets to Experiences and courses

Do this step by step

There are three ways to add assets to the content library:

Locally from your computer

Import from cloud solutions

Adding a URL

Once your content is uploaded, it's processed to ensure its displayed correctly on all devices. When the processing is finished, the content will appear in the library.

Upload content from your local computer

Click Library in the top menu.

If your organization uses Divisions, click the relevant Division.

Under the Assets & Experiences tab, click Add and choose the appropriate option. this article

Click Upload files to add content from your local device.

Click the Browse link to choose assets stored on your computer, or drag and drop the content into the Upload section.

If you would like to add tags, click inside the Add Tags field.

Select an existing tag from the list or enter a tag of your own and press Enter. Repeat these steps to add more tags.

If you're using Divisions, you can choose to share the asset on all Divisions or not by checking the Global box.

When youre ready, click the Upload button.

Back to Top

Import content from a cloud solution

You can import your content from different sources. Keep in mind that assets will be importedand they will not change when you update the source. Folder or tree structure of your cloud solution will not be imported either. If a file is deleted or overwritten with a new version on, for example, Dropbox, it will not change in Showpad automatically, unless you import it again.

Note:When using Google Drive, natives files are converted to MS Office files upon synchronization to Showpad. Gslides become PPTX files, Gsheets become XLSX files, Gdocs become DOCX.

Click Content in the top menu.

If your organization uses Divisions, click the correct Division.

Click the Add Content button.

Click Import from...

Click the cloud solution you want to import content from. In this example, we will import content from Box.You will need to connect this account using your cloud solution credentials. In this example, we will import content from Box.

Click the Allow Showpad to access my Box account button and follow the login procedure on the screen. Click Grant access to Box (Or other).

Select the assets you want to upload.

Now, you can add existing tags to the assets you're about to import. You can also define that they're available on all your Divisions if you're using them. When youre ready, click the Import Content button.

The files will be added to the processing queue and will be available shortly.

Back to Top

Add and track a URL

You can add URLs to your Experiences, collections, and smart folders. This allows for the same tracking ability as all other compatible asset types. In addition, you can assign custom thumbnail images to the URLs within Showpad or have a default icon appear in lieu of a preview image. As admins, you can control the permissions of any URLs added to Showpad. Your sales reps are then able to share the permitted URLs to prospects and track whether these are accessed. The tracking of these assets is visible as an In-App View in the user analytics. Unlike the other asset types, URL assets cannot be liked or commented on. You also cannot bulk add URL assets into the content library.

For information on how to add content to Experiences, check out.

Note:Users cannot add URL assets to their My Files/My Uploads Experience.

Click the Library tab. If your organization uses Divisions, click the correct Division.

Click the Add then Add a URL.

You will have the option to upload a custom icon (at least 500x500 pixels) to be displayed for the URL asset similar to a thumbnail for other asset types.Otherwise, a default icon is used, pictured above.

Enter the URL you want to add to the content library. Type the Name you want displayed for the URL Asset. Add an optional description if you would like, and then paste or type the URL in the box.

Note: Showpad does not validate the URL, so check that it is entered correctly. This also means that you can add any type of URL you would like and it is not limited to http:// or https://. However, it will not allow you to enter a URL that is not in a valid URL format. Some URL types may be blocked by browser security, such as local file URLs.

You can add tags to the URL asset, similar to other assets, that will help when filtering content and adding to smart folders. As anadmin, you can also determine the permissions related to this URL asset. Select View in Showpad to have the external website open in Showpad, but know that some browsers don't allow this, and will open in a new tab. If you don't want the name of the URL to be displayed, check offHide name in Channel. Once you've selected all the options you want, clickAdd.

When you are viewing your content library, URL assets will be identifiable by the .url file extension.Like other content in the library, you will be able to edit details about the URL asset in the right pane when the asset is selected.

Note: For organizations that use Showpad divisions, it's important to note that URL assets do not transfer when you duplicate an Experience to another division unless they are in a smart folder. Duplicating Experiences among the same division does not affect URL assets.

What's in it for you

To prevent sensitive information from falling into the wrong hands, it's important tosecure your valuable assets. We provide several permission options to make sure your content is secure.

See how it works

Key features

Decide if assets can be shared, downloaded, or annotated

Make content available in Kiosk Mode

You need this to succeed

Administrator access on Showpad's Online Platform

Assets in your Library

The quick way to awesomeness

Open the file permissions while selecting a file in the Content Library.

Can be shared: Your users can share, and prospects can reshare. They can share this file via email, plugin or link. However, theycannotdownloadthe content if only this checkbox is activated.

Can be downloaded:You can download this file. Unchecking this box prohibits users from downloading or editingthis content. They won't be able to open the document in other applications on their device. Users will still be able to view the file, but downloading or sharing of the originalcopy will be disabled. Your users can allow and deny downloading of content when creating a Share. If you, as an admin, deny downloading, your users won't be able to override your setting. In other words, when they allow downloading of content and you don't, your setting will apply.It's still possible to add the file to a Collection if the file cannot be downloaded. However, when you try to share a collection with a file that cannot be shared, it will not be included in the Share.

Note: While these permission settings makeit harder to download files by removing the download button, it's not possible to prevent visitors from using other techniques to capture content.

Can be personalized: Users can edit PowerPoint documents by using the Showpad Edit middleware, Microsoft PowerPoint, and the Web app. The personalization option is only available if pages of an asset are allowed to be separated as well.

Can be annotated: Users can add notes and drawings on the document.

Show in Kiosk Mode:This document will be displayed when a mobile device is in Kiosk Mode. Kiosk Mode is very useful at trade shows where customers or prospects may need to access Showpad without being able to see all Channels and content. Those assets will be displayed with a lock icon in front of the filename. See how users can use Kiosk Mode.

Allow pages separation: Users can mix and match all pages of this document with other content. Disabling this option means that users can't select pages to share and the document will always be shared as a whole. If you enable the Enforce grouped pages option, you can group the pages that will be locked together. See how to use this option.

You have an additional permission option for assets if you're using Divisions. Global assets are available in other divisions and may need this extra security setting. You won't see this permission option if you don't use Divisions.

Global:Share the selected asset(s) with your other Divisions or not.

Do this step by step

You can change the permissions of a single file by following these steps:

Click the Library tab and select a division, if relevant.

Select the asset you want to modify and click the pencil icon beside Permissions.

Select the desired permission settings for this asset, as described above.

If you want to change permissions in bulk, follow these steps:

Select the assets you would like to configure.

Select an option and click Edit.

Scroll down to the drop-down menu for Permissions.

Select the desired permissions and click Apply.

What's in it for you

After signing in on Showpad's Web app, you see a Home Screen that welcomes you with important information and recommendations. The Spotlight messages at the top are sent by your admin and highlight important announcements about updated content and recently published coaching materials. Beneath these Spotlight messages, you find a section with recommended content or coaching materials. The tiles you see are specifically recommended for you. These recommendations are based on what was recently published and what was viewed the most by you, to name two possibilities.

Note: The Home Screen is currently available on Showpad's Web app. Mobile apps will receive this feature later.

See how it looks

Key features

The Home Screen is your first stop after signing in

Be informed by your admin with up to 7 Spotlight messages

See recommended content and coaching materials in up to 8 tiles

If there are no Spotlight messages, you will only see recommendations

Search for content and coaching materials

You need this to succeed

Available on Showpad's Web app

Spotlight messages are sent by your administrator

Experiences, content, courses, paths, or pitches added by your administrator

The quick way to awesomeness

Sign in to Showpad's Web app

Scroll through Spotlight messages

Browse the recommended content and coaching materials

Search for content and coaching materials

See this step by step

Spotlight messages

Spotlight messages are sent by your administrator. You can see up to 7 messages. They scroll automatically if you have multiple messages. Scroll manually through them by using the arrows. Using the search functionality

Spotlight messages can also include external links and links to courses.

Note: If there are no available Spotlight messages, this section will not be visible and you'll only see recommendations.

Recommendations

Underneath the Spotlight messages, you see tiles that show recommended content and coaching materials. Recommendations are completely AI driven and selected based on what you are doing within the Showpad platform. You see up to 8 recommendations, which can be a mix of content and coaching materials. The mix of tiles is based on your personal activity and therefore can be different than what your colleagues see.

This is what you can discover in these Home Screen tiles:

New assets or experiences: Anything that was recently published that you haven't seen yet

Popular assets or experiences: Highly viewed assets over their lifetime that were not used yet

Trending assets: Highly viewed assets in the last 30 days

Updated assets: Regularly used assets that have been updated

Similar assets: Anything that is similar to currently used assets

Coaching recommendations will take into account:

Due courses: Uncompleted required courses that are due soon

Uncompleted elective courses: Uncompleted elective courses assigned to you

Popular elective courses: Elective courses that other users have taken

Searching

Searching for content and training materials is also a great feature on the Home Screen. To find out more about how the advanced search works, take a look at the article.

Get to know us

Jesse

The thing I like most about being a part of the technical support team is the constant change in day-to-day activities you encounter. Everything from helping a new user on-board, working with IT teams on implementing the latest integration for their environment, to collaborating with colleagues on documentation to ensure they are accurate and up-to-date. All with the ultimate goal of improving and learning something new in the process. WhenI'mnot in the office, I enjoy watching movies, playing games of all kinds (board, card, video), hiking, snowboarding and spending time with my family.

Tanguy

Support is like constantly switching professions. You first start as a doctor, carefully listening to a patients pains, but then immediately grab your detectives magnifying glass and dive into the mysterious case. After finding the culprit, you direct the engineering teams like an air traffic controller who has to land five planes on the same airstrip. Finally, when everyone arrived at their destination, you transform the technical gibberish to an essay like a real translator. When I am not riding my motorcycle, I enjoy this great opportunity and pretend I am every single one of these experts!

Elaine

Finding out the real issue is only the beginning of technical support. Our goal is to come up with the most complete and satisfying solution possible. To be in Showpad support is to be among the most gracious, helpful and hardworking people Ive ever worked with! I am inspired by our consistent efforts to improve our skills and elevate the team. During my off time, youll find me attempting the traveling salesman problem with my bicycle and a clutch of Portland breweries.

Travis

Travis here! The thing that has always drawn me to Technical Support and has kept me in the Support world for the better part of a decade is the joy of helping each person I interact with find success. I look at every inquiry, issue, or request as a unique learning experience for both myself and my audience. I sympathize with customers when things don't work the way they should and I love when a simple idea can connect the dots to solve an issue, especially when the issue is complex. I live to learn and the beauty of Technical Support is that there is always an opportunity to do so. When I'm not supporting Showpad Customers, Partners, and Developers, you might find me playing music and singing, coding something, gaming, or enjoying the great outdoors and all they have to offer.

Cedric

"Cedric? That's my favorite Harry Potter character!" I'm quoting an unknown hotel receptionist to let you know my name. The wizardry I do for the Showpad support team is managing and updating the Help Center you're currently visiting. I feel satisfied when describing complicated information as easy as possible. When not updating Showpad articles, I'm creating music, flying drones, and watching rocket launches on YouTube. That's what wizards do, right?

Michal

Hi, I'm Michal. Happy to help you out with your technical Showpad questions. When I'm not out there helping out my fellow humans, I like watching and discovering street art (huge Banksy and Space Invader fan). I enjoy thinking of my own creative projects, which include woodworking and improving myluthier skills.

Kaitlin

As part of the Support team here at Showpad, I find great satisfaction in helping our customers understand our product in a straight-forward and meaningful way. As I've learned along the way, technical concepts don't need to be overwhelming. It's all about keeping it simple - and this is what I try to do when working on the Help Center you're visiting right now. When I'm not writing How-Tos and learning the ins and outs of our product, I enjoy all the perks of living in Portland: indulging in the beer and food scene, exploring the outdoors whether it's the woods or the beach, and (of course) hanging out with my dog and two cats.

Kathy

You can call me Kathy or Katie, I'll make sure to look up for both names. This is the result of being part of a kick-ass global team and me being undecided which name I like most. In between coaching the technical support engineers in EMEA, helping our customers, meeting with the engineers and the team in the USA, Id like to free my mind while running, swimming and eating chocolate, ice-cream or cake (or combined). Dont ever let me choose between a cat or a dog.

Mary

My goal as a member of the Support team here at Showpad is to provide easy to comprehend how-tos to help you, our customers, get answers effortlessly.I'maiming to keep things simple and facilitate conversation and engagement in our Customer Community. WhenI'mnot at Showpad, you could find me in a hot yoga class, or biking to breweries around Portland!

Steve

Hey - I am Steve and I am super excited to be here. I have never been a part of a team comprised of such smart, diverse, and genuinely caring individuals Krittens! What a great recipe for a productive and successful support team. Outside of work, I play ice hockey and the guitar. I also enjoy traveling, photography, fishing, chess, and wine. Have you ever tried a Sauternes with a little Gorgonzola on the side?

Keith

In many ways, I kind of tumbled into the world of support but have found it to be one of the best decisions of my life. I am a true believer in the idea that youcan'tdo it alone and there is nothing more rewarding than helping people be successful in their goals. The best thing about working in support is that you have the wonderful opportunity to engage with a lot of customers as well as a lot of different people and teams within the organization, and of course, be a part of an amazing team. As for a bit about myself personally, I am drawn to the worlds of music and languages. If I am not at the office, I am probably behind a piano or playing my saxophone, or at some musical venue enjoying a show because music makes my world go round. I also love learning new languages because it's like opening a door to a new world.

Ben

Before I joined Showpad, I did a lot of everything at a small company, but mostly it was technical support. I have always enjoyed helping people. From the little kid in the Boy Scouts, as a leader for the Boy Scouts.I'malways eager to find out how things work. Both small and big things. I have taken apart numerous broken household appliances. I enjoy the times where I can share knowledge and explain things to other people. Outside office hours I enjoy my time with my three daughters, biking, baking bread, working in the garden, enjoying the beauty of nature,... and a good night's rest.

Sarah

Thanks for reading my bio! I'm a happy helper out in this world and I hope that the work I do makes a difference for you and others as we all try to make meaningful creations. In addition to helping folks understand Showpad, I write, draw, and am a huge fan of pro-wrestling. I play tennis and I used to be a decent pole vaulter. Finally, you may view the moment I met a sloth right here in my photo!

Devon

I like solving problems, technical support is being a problem solver for everyone, therefore I like doing technical support. I'm incredibly excited to be part of the team here at Showpad. When I'm not on the other end of the Internet helping you out, I'm either eroding the fabric of society as a millennial, or playing a frankly absurd amount of games: board, video, and Magic. When I'm passionate about something, I get deep into it, and I've been passionate about games all my life. I run a Destiny clanfor LGBTQ+ folks, my first memory is watching my dad play Doom, and I consistently remember the names of more games journalists than extended family members.

Jake

A lifelong learner with a love of technology. I also love the challenge of solving problems. But what I found the most enjoyable out of technical support is the people I meet along the way. The support team at Showpad are some of the brightest and most talented.I'mhonored to be among them. When I am not at Showpad, I love cooking, spending time with family especially my kids, and traveling to experience new adventures wherever life may lead me.

Evan

Hi, there! My name is Evan. Originally hailing from Youngstown, Ohio, I have been in Chicago for 4 years developing my skills in the tech world. Outside of work I love to cook, trying new beers, collecting vinyl records, and playing the drums!

Nathalie

Customers are people so as a 'people lover', providing the best possible value to making customers successful in what they want to achieve is what I love to do. Always looking for the next step, improvement, challenge - learning, and growing is what gets me out of bed in the (mostly early) morning. Being on this journey with our awesome, inquisitive, creative Showpad support team is great fun. Beyond work, I really cannot sit still: family, biking, hiking, running, some reading and I just love raspberries.

Jef

Hi,I'mJef!I'mfascinated with software and tech, and the way they make our lives and jobs easier. I got into support to help people and to make sure the software has the biggest possible impact! Outside of work,I'man avid PC gamer and I get uncharacteristically competitive while playing. I also like board and card games, I play the guitar every now and then and I thoroughly enjoy a good pun or learning a new word that I am probably never going to use.

Julien

What do I like about technical support? Well, answering this question with a short answer is not really possible because this is such a versatile role. But I believe what I like the most is to know that there is always someone willing to help out when you ask! And "Showpadians" are truly good and natural at doing this. And well, it does feel good to know someone has your back, doesn't it! :-) When I'm not providing support to our customers, I like to travel across our beautiful planet and discover its wonders! The options to do this are almost endless, but lately, my means of exploring are mainly hiking, running, scuba diving, eating, and, if possible, surrounded by great company!

Adam

All highly successful support teams that Ive been a part of have had one competency in common: they were all filled with intellectually curious people who ask great questions. Showpads Support team is second-to-none in this regard. Seeing the team here describe their roles as similar (in some ways) to that of a doctor brings a smile to my face. Support people have to know how to best diagnose an issue with a minimum of back and forth, as well as know all corner cases and theoretical workarounds to help keep their clients up and running whenthey'refaced with a deeply ingrained issue, the core of which might take some time to fully resolve. When done properly, its highly complex, rewarding work.

In my free time I can be found following various New York-based sports teams, wandering through parks with my toddler daughter, and trying to eat my way through every restaurant in Chicago.

Previously on Showpad's Onboarding Guide...

We covered various features that we recommend you train your users on so they can successfully use Showpad. This included how to install and login to Showpad, various ways to share content, how to use the available email plugins, and more.

click here

This time on...

Now we will focus on how your users can leverage the Coach side of Showpad. We'll show you how users will complete courses and tests as well as the steps to submit PitchIQ recordings for review. The episode is intended to empower you to educate your users on the platform so they can continue to learn and develop deeper knowledge and skills to close deals. In addition, we'll introduce the My Team tab which is where managers and certain promoted members can review their team's courses and paths.

Following this guide will take about 120 minutes.

Time to learn!

You've spent a good amount of time building out courses for users using various content. To get the most out of this effort, it's important that users can easily access the learning resources available to them. Users can find all their assigned courses in the My Assignments tab. They can review all courses that you have enrolled them in. By clicking the course tile, they can open the course and access all the learning content that comprises the course.

Learn more about completing courses with Coach

Take the test!

To make sure the course content is proving useful and effective, tests and surveys are a great tool to assess user's understanding of the information provided to them. It also reinforces the material so users are more likely to retain and apply it in their sales process. Users can find their tests under My Assignments. For all courses that include a test, the test will become available to them once they complete the learning portion. Depending on how you configured the test, they may be answering questions that are multiple choice, true or false, and, in some cases, they will be asked to submit written short answers which are graded by admins and/or managers.

Explore more about completing tests and surveys

Record your pitch!

Going beyond written tests, PitchIQ gives users the opportunity to practice their sales pitch and elicit feedback from managers and peers. Considering the subject matter, you will provide a prompt and select the metrics from which you assess their submission. Users will then record themselves using their webcam, microphone, and other tools depending on what type of pitch assignment is being given.Users can review the feedback and incorporate tips and tricks to improve their approach and build their confidence.

Find more information about recording and submitting PitchIQs

What's available in the My Team tab

Admins and managers can review their teams learning progress under the My Team tab. This gives them an easy way to get an overview of how their team's users are doing with their assigned courses and paths. They can filter down and see who still had assignments to complete along with the option to trigger a reminder. This section is also where managers and admins will review and grade any short answers and pitch submissions.

Engage with your teams courses and paths with My Team

Personalize your learning dashboard

To make their Showpad Coach environment more personalized, users have the option to upload an avatar to their account. This small image will appear as your profile picture in your Showpad Coach environment. You can zoom in or out to get the image the correct size. Learn more about using Avatars here

On the next episode...

Now you are equipped with the information to help your users use Showpad for their learning and development goals. In the next chapter, we'll dive a little deeper into the advanced features available for admins in Showpad. If you need to go back to the beginning, to return to the onboarding index.