Admin App essentials

• Access the Help Center and other resources within Showpad
• Sign in on the Web App as an administrator
• Plan your content structure
• Receive weekly insights with the Admin Email Digest
• Configure your admin personal settings
• Quickly access content with global search

See all 7 articles

User roles and groups

• Filter and edit user groups
• Assign managers to groups and direct managers to users
• Create and populate a user group
• Give users more permissions as Promoted Members
• Promote a user to administrator
• User roles in Showpad

Communication

• Review and manage Page comments and feedback
• Review and manage file comments and feedback
• View user feedback on Courses
• Display Spotlight messages for users on the Home Screen
• Send Announcements to notify users

Content libraries

• Maintain Experiences in the library
• Maintain Paths in the library
• Maintain Courses and Curriculums in the library

Classic Experiences

• Preview a Classic Experience in the Experience Builder
• Set a Cover Image for a Classic Experience
• Set the background and logo of a Classic Experience
• Set folder icons in a Classic Experience
• Lock a Classic Experience to control content updates
• Convert a folder to a Classic Experience

See all 18 articles

Question-based analytics

• Gain deeper understanding with AnalyticsIQ
• Compare assets and tags with Scorecards
• Sharing Frequency: How often are users sharing through Showpad?
• Shared Spaces Usage: Are users using Shared Spaces?
• Buyer Views: What content is most viewed by buyers?
• Win Rate: How do courses influence win rate?

See all 16 articles

Automated Content Builder

• Test ACB template configuration
• Map ACB template placeholders to preconfigured data nodes
• Create and Manage Data Stores for ACB templates
• Create ACB Data Sources for Salesforce and External APIs
• Configure ACB data nodes
• Upload templates to the ACB Experience

See all 12 articles

Asset Connect

• Sync DAM systems using Asset Connect
• Sync assets using AEM

Courses and Curriculums

• Use SCORM Courses to unify online learning
• Create and manage Curriculums
• Download Course content
• Mark assigned Courses as completed
• Edit published Courses with the Course Builder
• Manage Courses in the Courses library

See all 11 articles

File upload guidelines

• Guidelines for 3D asset uploads
• Guidelines for uploading videos
• Guidelines for uploading Office documents
• Guidelines for uploading PDF files
• Supported file types

Feature management

• Configure AI-powered Message Composer beta settings
• Showpad APK installation on Android devices
• MDM (Mobile Device Management) setting options
• Configure privacy settings
• Set up sending domains to send Email Shares from your organizations domain
• Prevent Email Shares from being marked as spam

See all 14 articles

Custom Homepages

• Assign and publish Custom Homepages
• Customize Homepages for users
• Create or delete a Custom Homepage

Advanced Experiences

• Create a Selector Experience to customize presentations in real time
• Create a Mapper Experience to visualize products
• Create an Atom Experience to guide the sales conversation
• Use Advanced Experiences to engage users in interactive conversations

User management

• Use SCIM 2.0 via Entra ID
• Use SFTP Provisioning to add and remove users and groups
• Verify a users mobile app version
• Verify a users push notifications settings
• Export a user list
• Resend a user invitation email

See all 14 articles

Content reports

• Anonymizing analytics to protect user privacy
• Track sales paths with Navigation Analytics
• View Share insights with the Activities report
• Discover preferred content with Content Reports

PitchIQ

• Refresh PitchIQ review assignments
• Edit PitchIQ review settings after Course publication
• Customize PitchIQ scoring criteria
• Set up a PitchIQ module

Cloud storage connectors

• Install the Next-Generation Box Connector
• Install the Next-Generation Google Drive Connector
• Install the Next-Generation Dropbox Connector

Upload & manage files

• Integrate Google Maps to show locations in Showpad
• Add localized variants
• Unlink externally synced files in the Files library
• Download an asset from the library to your computer
• Export a list of files
• Use LibraryIQ assistance to improve library health

See all 14 articles

Pages

• Create Reusable Sections for Pages (Beta)
• Export a list of Pages
• See where a Page is used
• Archive, restore and permanently delete Pages
• Secure your Pages with permissions
• Add tags to Pages in your Pages library

See all 20 articles

Single Sign-On

• Log in on Showpad using OpenID Connect and Entra ID
• Set up SSO for Showpad with Entra ID
• Set up SSO for Showpad with AD FS
• Set up SSO for Showpad with PingOne
• Set up SSO for Showpad with OneLogin
• Use Google for authentication with Showpad

See all 10 articles

Coach reports

• Customize Coach reports to highlight trends
• Save and export Coach reports
• Analyze learning activity with Coach reports

Manage Experiences

• Process Showpad Experiences
• Delete an Experience
• Duplicate an Experience to copy design and folder structure
• Set a Cover Image for an Experience
• Customize the design of Experiences
• Edit Experience details and settings

See all 7 articles

Gong connector

• Configure Showpad notifications in Gong
• Distribute Gong meeting recordings in Showpad

Paths

• Manage Paths in the Paths library
• Create Live Training sessions and track attendance
• Create a Path to organize training initiatives

C4C

• Configure the Showpad Web Tab in C4C
• Enabling Showpad and C4C integration

Edit file details

• Add localized subtitles to video assets
• Elevate search results with effective titles and keywords
• Use links and app links to connect your content
• Add or update an External ID
• Customize thumbnails for files and Pages
• Lock document pages to have them shared together

See all 13 articles

Tags

• Unlink external tags in the Tags library
• Share tags across Divisions
• Translate tags and tag categories with Showpad AI
• Categorize your tags in a hierarchy
• Label and organize your content with tags

Engagement reports

• Engagement reporting for direct managers
• View the impact of your Shared Spaces with engagement reports
• View an individual users analytics
• Compare users with User Engagement reports

Slack connector

• Setting up the Showpad and Slack integration

Competencies

• Define roles and link Team Competencies to Courses
• Create and manage Team Competencies

Content management

• Guidelines for Best Performance

Organize content

• Create Content Profiles for Dynamic Content Filtering
• Set the locale property to categorize your content

Email add-ins

• Deploy Showpad for Outlook using an MSI

SharePoint connector

• Install the Next-Generation SharePoint Connector

Report Builder

• Build Team Competency reports
• Guide to the Showpad Report Builder

Shared Spaces Quick Actions

• Set up Shared Space Quick Actions

Divisions

• Share files across Divisions with Global permissions
• Control Division access with user groups
• Customize content structure with Divisions

Google

• Install Showpad for Gmail in your organization

HTML assets and apps

• Prefill email Shares or links
• Image Placeholder to improve User Experience
• API actions in HTML content
• URL scheme requirements
• Guidelines for web apps and HTML content
• Introduction to web apps and HTML content

Marketo

• Share Showpad content with Marketo
• Drive marketing automation with Marketo integration

Microsoft Copilot for Sales

• Enable the Showpad connector for Microsoft Copilot for Sales

Templates and branding

• Define Google fonts for Pages and Homepages
• Customize Showpads accent color
• Customize Showpads login logo
• Modify your organization name
• Create Shared Space templates
• Create and manage Email Share templates

See all 8 articles

Microsoft 365

• Allow users to edit Microsoft 365 files

Analytics

• Guide to Showpad analytics and reports

Integrations

• Install the Outreach Galaxy plugin

MS Dynamics

• Embed Showpad within MS Dynamics
• Set up content recommendations in MS Dynamics
• Making the Showpad Insights App visible in MS Dynamics
• Enable Showpad activity logging for MS Dynamics 365
• Installing the Showpad Insights App in MS Dynamics
• Guide to Integrating Showpad and MS Dynamics

Showpad Apps

• Analytics Export App
• Install custom Showpad Apps

Salesforce

• Configure Coach reporting in Salesforce
• Setting up auto-provisioning for Salesforce users
• Configure the Showpad Web tab in Salesforce
• Showpad Content ROI reports within Salesforce
• Set up intelligent Content Recommendations
• Add Showpads Insights and Recommendations app to record pages

See all 10 articles

Salesforce Experience Cloud

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

Salesloft

• Set up Showpad and Salesloft Rhythm integration

SharePoint

• Use SharePoint as your content source in Showpad (legacy)
• Manage the SharePoint sync updates (legacy)