1. Click the ADD button on the top right side of your screen
2. When you click this button, you can choose between Presentation, File, App and Folder.
3. Click on FILE.
4. In the pop-up window, click IMPORT FILES FROM ANOTHER SYSTEM.
5. Select the system from which you want to import files.
6. You have the option to choose from a list of recent files or you can search by name.
7. Check the file(s) you want to import.
8. When you’re done, click IMPORT SELECTED FILES.
9. The file is now added to your Content screen and can be recognized by the logo of the system from which you imported the file.

1. Click IMPORT AUDIENCES at the top of the audience list to upload contacts from your CRM.
2. Choose the CRM system you want to import from.
3. You can then search for audiences by date or by name.
4. Click SEARCH BY DATE or SEARCH BY NAME.
5. A list of matching audiences will appear.
6. Select the audiences you want to import from the list.

(Feature available on request)

• Click on the three dots in your Outlook toolbar.
• Click ‘Get Add-ins.’
• Search for Salesdrive and add it to your toolbar.
• Search for the content you want to share.
• Click the green ‘SHARE‘ button.
• A link will be automatically added to your email message.
• Your email is now ready to send!

Create custom properties

1. In the audience list, click the three dots next to the audience’s name.
2. Select Edit in the pop-up menu to access their audience details.
   • Alternatively: when an audience is selected, you can also click the Audience tab at the top of the screen.
3. In the Audience Details section, scroll down to fill in the audience properties setup specifically for your account.
4. Do this for each audience.

Filter audiences by custom properties

1. Click the filter icon (funnel icon) at the top of the audience list.
2. In the pop-up window, make your filter selection.  
3. Once you’ve chosen your filters, click APPLY FILTERS.