Share your content

Share any content or presentation you'd like, provide it with a custom message, and manage its sharing options. This will make sure to impress your customers when viewing the shared materials from the Digital Sales Room

Gather materials you'd like to share

There are several methods for sharing one or multiple files or presentations. Explore the following options to find the best way that suits your needs:

• Underneath a File/Folder thumbnail (A): Click the 3 dots underneath a file or folder > Click Share
• Collect multiple files (B): Collect Files > Click Share
• By opening a file: Open a file > In the top right corner, click the 3 dots > Share file
• From the 'Shares' menu: From the side menu, click the 'Shares' tab > Click 'Create Share' in the top right. You will now open the Share window, where you can Add files.
• Sharing a Presentation: Click 'Presentations' in the side menu > Click the 3 dots next to a presentation > Share

 

---

Customize & share

1. Manage files

• Add files to your share:
  • Click 'Select files from Showell' > Navigate the 'File Browser' and add more materials.
  • Alternatively, you can directly add files from your device by dragging and dropping them or clicking 'Click to upload'. This action will not only include the files in your share but also store them in your My Files for future reference. You can choose the specific location within your My Files where you wish to save them by selecting from the dropdown menu.
• Removing files from your share: Next to a file, click the 3 dots > 'Remove'
• Organize your files: Select and hold a file and drag it to the right spot. This will determine the file order within the Digital Sales Room. Additionally, you'll find organizing options under the 3 dots next to the file.
• Downloading options: Toggle the 'downloadable'-button on/off and choose the files that can be downloaded by the share recipient(s).
  • 💡 As an Admin, you have the ability to set the "download option" default from your Workspace settings.
• AI Recommended files:
  • You can rely on Showell AI to suggest files for you to include in your share. Just click on the '+ Add' button next to a recommended file to incorporate it into your Share.
  • Wondering how it works? The AI reviews all the Shares created by you and other Workspace users. By analyzing your selected files, it suggests recommendations based on the content you and other users have previously shared together.

2. Personalize

• *Add Recipients: Available with CRM integrations such as Dynamics and Salesforce
• Subject: Add a topic for your share
• Message: Write a personalized message to the share receiver
• Use Previous message: Quickly add previously written messages by clicking the 'Use previous message'-button. These messages act as templates.

3. Set your preferences

• Enable Messaging: Allow recipients to communicate directly on the share page, enabling real-time discussions about the shared content. For more information: Messaging
• Ask for email: If you ask for a recipients email, you will receive notifications on share tracking activity. You will also find out who has been viewing your shared material.
• Verify email: Require visitors to verify their email.
  • This option can only be used when 'Ask for email' is enabled
  • Allowed visitors: You can specify a list of email addresses of visitors who are permitted to access the share. Alternatively, you can grant access to all visitors from a specific company by entering one or more domain names, such as 'acme.com'.
  • When visitors access your Share, they will need to verify their identity by entering a 6-digit code sent to their email. This verification process is required only once per visitor.
• Brand: If your Workspace has the Custom Branding feature enabled, you have the option to select from various brands for your Digital Sales Room. This will customize the logo, color, and icon in your Share link.
• Set PIN code: Set a pin if the files you are sharing are confidential and you'd like to add an extra layer of security. You can provide the recipient with the PIN via any communication channel of your choice.
• Set Expiration date: Choose the date you would like this share to expire. By default this is set to 6 months. Just click the 'X', if you don't want this share to expire.
• Enable notifications: Determine if you'd like to receive email notifications when your Share Link and its files have been visited.
  
• Follow links in shared folders: Enable this toggle to ensure links to Showell content in shared folders are visible.
  
• Team collaborators: Set access rules for other users to collaborate on your Share. For more information: Share Collaboration and Ownership

4. Share

By clicking the 'Share'-button, You create the a Share Link to the Digital Sales Room, and you are provided with options on how you'd like to provide it to the receiver:

• 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.