Manage your Shared contents

"Shares" is a tab located in the side menu. From here you can create new shares, or then view, edit and re-share your previous shares.

Who is this for?

👤 Users and Administrators

👁️‍🗨️ Available for all subscription plans


In this article

Shares: An overview

Manage Individual Shares

FAQ


➡️ How to Share your content

Shares: An overview

'Shares' is a convenient tab located on the side menu of the Showell App. It allows you to easily access and manage all the Shares you create. Additionally, you can create new Shares directly from this menu.

With 'Shares', you can re-share or edit the content of your Shares. What's more, you can gain valuable insights through the gathered Share Analytics. This will help you to understand the level of interest your prospects or customers have in your shared content. For example by identifying the most popular content, you can focus your attention on what truly captures their interest and deserves follow-up.

Share Management

Search and Filter

Quickly search or filter your shares to find exactly what you need.

  • Search: You are able to search any Share by its subject, message or recipients email address
  • Filter by: Provide your Share list with filters such as Active/Expired, Last visited, Recipients or Owner

Create a new Share

Click on the '+ Create Share' button in the top right, to create a new Share

Find all your Shares in the Shares List

Easily view a summary of all your created shares, including key details such as the number of files, PIN protection status, primary analytics data, and creation/expiration/activity dates at a glance.

you can access additional options by clicking the '3 dots' next to a Share:

  • Share: Opens up all the Share options
  • Copy Link: Handy if you'd like to re-Share the Share Link, you can quickly copy the link back to your clipboard
  • Open link in browser: Open the Share link right away (as a new tab) in your default browser
  • Copy PIN code: Copy the PIN code to your clipboard for easy sharing with the Share recipient(s).
  • Analytics: Jump right away to in-depth Share Analytics
  • Clone Share: Make a copy of your Share. This is handy if you want to Share the same contents with another recipient(s), but make some personalized changes.
  • De-activate/Activate: Quickly make the Share Link (un)available.
  • Remove: Remove the Share link completely.

Share Drafts

When offline, you have the ability to create your Shares. When you regain an internet connection, you can then Share, and so also create, the Share Links.

  • Click the '3 dots' next to a 'Draft'-Share > Share
  • OR Open the 'Draft'-Share > Share

 



Manage Individual Shares

You have the ability to re-share or update any Share you create with fresh content, a new message, or by making changes to its settings. Additionally, you can manage its collaborators and delve deeper into analyzing the Share by accessing data on the visitors and the opened files.

When you edit a Share, the Share link will remain the same to ensure that anyone visiting the Digital Sales Room through the Share Link can still access and view the updated content effortlessly.

To manage a Share: Navigate to the 'Shares'-tab in the Side menu, and click the Share you like to edit or analyze.

Manage a Share

1. Contents, Preferences and Analytics Tabs


Contents:

  • From here you can make changes to the Files in the Share. Add, remove, sort or add new AI recommended files
  • All functionalities work the same, as when you Create a Share
  • If you have collaborators with this Share, that might not have access to all contents, you can also update their file access
  • Remember to click 'Save'. This guarantees that the Digital Sales Room is updated for your visitors to navigate and explore the new files.

Preferences:

  • You can adjust your subject, message, brand, PIN, expiration date and other options
  • All functionalities work the same, as when you Create a Share
  • Collaborators:
    • You have the option to add or remove collaborators for this Share and specify their permissions for viewing or editing. As the current Share Owner, you also have the ability to transfer ownership to a collaborating colleague if needed
    • As an Admin, you can change the Ownership and collaborators of any Share
  • Remember to click 'Save'. This guarantees that the Digital Sales Room displays your renewed subject and message, and that all settings have been adjusted.

Analytics:

2. Share and other options


Share:

  • Copy link: This will Copy the Share link to your clipboard. You can paste this to your email, social media, SMS or other communication channels.
  • Share by email: This will open your default email App and compose a new email with your subject, message and share link to the Digital Sales Room. Simply add the recipients email address(es) and hit the send button.
  • Open link: This will open the Share Link as a new tab in your browser.
  • QR-code: The Share Link can also be opened by scanning the QR-code with a mobile device.

Other options (located under the 3 dots '...'):

  • Open link in browser: Open the Share link right away (as a new tab) in your default browser
  • Copy PIN code: Copy the PIN code to your clipboard for easy sharing with the Share recipient(s).
  • De-activate/Activate: Quickly make the Share Link (un)available.
  • Remove: Remove the Share link completely.

 

💡 FAQ


Can I search my Shares?

You can easily search for your Shares within the 'Shares' area or by utilizing Showell's Advanced Search feature. This allows you to search for Shares based on their subject, message, and recipients' email addresses. Additionally, you have the option to filter your Shares based on criteria such as Active/Expired, Last visited, Recipients, or Owner.

Do I get notified when someone opens my Share Link/Digital Sales Room?

If you are the owner of a Share (default upon creation), you will be notified by email whenever someone visits the Digital Sales Room via the Share Link. If you prefer not to receive these notifications, you can disable this function while creating or managing the share, or click here for more information on how to disable this option by default.

Can I de-activate a Share?

If you want to temporarily deactivate a Share (and then perhaps reactivate it later), you can do so by accessing the Share tab in the side menu. Click on the three dots next to the Share and select "De-activate (set to expire now)."

To activate the Share again, simply follow the same steps but choose "Activate (set to expire in 30 days)." Alternatively, you can open the Share itself > Preferences-tab, and select an expiration date of your choice.

Can I change ownership of a Share?

If you want a colleague to continue managing your Share, perhaps during an absence or holiday; you, or a Showell Administrator, are able to change the Share ownership. For more information: Manage Share Ownership

What happens to all my Showell Presentations and Shares when I update a file?

File-updating-process

Showell