• Click the RECORD A PERSONAL VIDEO MESSAGE button at the bottom of the screen.
• A pop-up will appear asking for permission to access your camera and microphone — click Allow.
• Click START RECORDING to begin your message.
• You can stop the recording at any time (it will automatically stop after 1 minute).
• Take a look at your video. Want a redo? Go ahead and record again.
• Once you’re satisfied, click SAVE VIDEO to upload it to the Buyer Portal.
• Want to see how it looks? Click PREVIEW PORTAL at the top to check your video in the portal.
• That’s it — your video is now live and visible to your prospect!

• In the left menu, click Audiences and select the audience whose Buyer Portal you want to customize.
• Once you’ve selected your audience, click on Portal Settings.
• Under the Portal Background section, you’ll see the option to upload a background video.
  Click UPLOAD BACKGROUND VIDEO, then choose a video file from your computer.
• We recommend uploading a short, silent looping video. Something that makes the Buyer Portal feel personal and on-brand.
• And that’s it! Your audience will now see your custom background video when they open their Buyer Portal.

When sharing content with an audience, you can choose how secure their access should be.

• Go to Audiences in the left-hand menu.
• Select an audience.
• Click on Portal Settings.
• Click the dropdown menu under ‘Secure the portal’ to select one of the 3 available access types:

1. Link only: The audience receives an email with a personal portal link. They can access the portal immediately by clicking Continue.
2. PIN code: The audience must enter a 4-digit PIN code before accessing the portal. This code is shared manually by the Salesdrive user.
3. Temporary access: The audience must request access by clicking the ‘Send email‘ button. The Salesdrive user receives this request and must approve access before the portal can be viewed.

• Click on Audiences in the menu on the left.
• Select an audience.
• Go to Portal Settings.
• Under Customize Portal background, upload an image or a video to personalize the experience.

1. Select the audience you want to share in the left-hand column
2. Click on the 3 dots and press ‘Share with team(s)’ OR go to AUDIENCE in the top menu and click on the ‘Share with team(s)’ button
3. Select the team you want to share your audience with
4. Click on ‘Start sharing’
5. Tick on what you want the selected team to be able to do with the shared audience
6. The changes will be saved automatically

You can also stop sharing the audiences by following the same first steps as above and click on the ‘Stop sharing’ button.

1. Click on the specific audience you want to delete
2. Go into the Audience information by clicking on “Audience” in the top menu
3. Click on the “Delete” button to delete the audience
4. There is also the option to click on the three dots next to the audience name on the home screen. Here you have the option to delete the audience as well

! Please note this can’t be undone.

1. Click on the ‘People’ icon in the top left corner to be able to select multiple audiences at once
2. Click on the ‘Company’ icon in the top left corner to be able to select all audiences in one company
3. Selection buttons appear in front of the audience & company names to be able to select multiple audiences at once

Go to the ‘Video’ tab in the help function to find videos about this topic.