Share your content: Deep Dive

Introduction

In this article we will have a deep dive and guide you through the process of creating a fully tailored Share. This can be divided into five straightforward steps:

1. Collecting the materials you wish to share

2. Organizing the materials within the Share

3. Personalizing your Share for a tailored experience

4. Setting various preferences such as Messaging, Visitor Access, Team collaboration and more

5. Sharing your finalized Share with your prospects or customers!

 

➡️ Just want to know how sharing works, and how to create a quick Share?

In the article "Sharing Simplified: How It Works", we explain the functionality of Sharing within Showell and outline the simple, streamlined process for creating Shares.

 

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1. Collect materials

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

 

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2. Manage materials

Once you have collected the materials, or if you start creating a share from under the 'Shares'-tab, the Share window will pop-up and you can now manage your content.

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/sort 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.

Share Sections:

• You can create sections within your Share, which will serve as 'dividers' in the Digital Sales Room. This feature enhances navigation for your customers or prospects, making it easier for them to explore the materials you have shared.
• To create a new section within your Share, look for the 'plus' icon between the files you've added. Click on this icon and enter a name for your new section. This will help organize your files, as those categorized under a section title will be displayed accordingly in the Digital Sales Room (DSR).

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.

 

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3. Personalize the Share

Now that you have managed the Share content, you can proceed with personalizing the Share.

Subject:

• Add a topic for your share
• If only one file is added, its name will be set as the subject by default, but you can change it as you please

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.

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.

Recipients*:

• *Available with CRM integrations such as Dynamics and Salesforce
• Share materials directly with your CRM leads, opportunities, or contacts

Related to*:

• *Available with CRM integrations such as Dynamics and Salesforce
• Relate Shares directly with your Appointments, Emails, Phone Calls, Opportunities or Events/Meetings

 

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4. Share preferences

You're almost done! With your Share content organized and your Share personalized, you now have the opportunity to customize various preferences to enhance the Share experience.

Messaging

• Enable Messaging: Allow recipients to communicate directly on the share page, enabling real-time discussions about the shared content
• We provided a dedicated article with more information: Messaging

Visitor Access

• 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.
• 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.
  • By enabling the 'Ask for email' option: You can enhance security by requiring visitors to verify their email addresses. To do this, enable the 'Verify email' option. 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.

• • • By enabling the 'Verify email' option: You can, optionally, 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'.

Team collaboration

• Team collaborators: Set access rules for other users to collaborate on your Share
• We provided a dedicated article with more information: Share Collaboration and Ownership

Additional settings

• Enable notifications: Determine if you'd like to receive email notifications when your Share Link (Digital Sales Room) have been visited. Note that you can choose to permanently turn this off from your User Settings.
• Follow links in shared folders: Enable this toggle to ensure links to Showell content in shared folders are visible.

 

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5. Sharing options

Great job! Your Share is now well-organized, personalized, and all preferences are configured to your satisfaction. When you click the Share button, a new window will appear, allowing you to select how you'd like to distribute the Share link (to the Digital Sales Room) for your customers and prospects.

Options on how you'd like to provide the link to the receiver(s):

• 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.