1. In the “Show” screen which is also your home screen, click on an existing presentation
2. A pop up appears where you have to select the option “Share with team(s)”
3. You will see a pop up screen which gives you the option to share with the specific teams of your choice
4. Select the team you want to share the presentation with
5. Give this team the access you want them to have to this specific presentation
6. Your presentation will be shared with the team

Details about the Visitor center / Portal

A Visitor center is an exclusive portal for every individual Audience. An Audience can view all the presentations shared by you in his Visitor Center.

When you as a Salesdrive user share the presentations with your Audience, the Audience gets a link to open his Visitor Center in the browser. When the Audience clicks on the link shared, he is asked to confirm his name and give consent to the usage of cookies, he can see the preview of all the presentations shared with him.

Once the Audience clicks any of the presentations shared with him, he can view them. All the Audience activities are tracked as analytics data which can be very useful for you as the Salesdrive user to understand your Audiences.

The audience can share a specific content file or the entire Visitor Center / Portal with a colleague or manager by clicking on the “Want to share this information with someone?” button. A pop up appears where you can add the name and email address of the person you want to share the content with. After clicking the “Send” button, the information is shared with this specific person.

The Portal also contains the option for the audience to remove him/her self out of the system. All data of this specific audience will be anonimised.

1. From the list of shared presentations under the SHARED tab, click on any of the presentations
2. On the right side of the screen you will see the option “STOP SHARING THIS ITEM”
3. When you click on this button, the selected presentation will no longer be shared with the selected Audience

1. Go to ‘SHARED’ in the top menu
2. On the left side of the screen you will see the option “PREVIEW (audience’s name) PORTAL”
3. When you click on this button you will be redirected to the Visitor Center/ Portal
4. In the Visitor Center you can see a preview of all the presentations shared with that particular Audience

1. From the list of Audiences in your home screen select any specific audience you want to see an overview of the shared content of
2. Click on the “SHARED” tab
3. You will see the screen shown below. This basically shows an overview of all the presentations you have shared with the selected Audience

SHARE DETAILS

Access expires: Enable this to set an expiry date while sharing a presentaion. If this option is enabled you can enter a date – for example 06/12/2019 – only till this day the presentation will be avialable in the visitor center. If the “Access expires” button is not enabled, the presentation will be available to the Audience untill you stop sharing it with him.

Notify me when viewed: Enable this option if you want to receive notification via email when your Audience views the shared presentation

1. From the list of Audiences in your home screen select any specific audience you want to share a presentation with
2. In the “Show” screen which is also your home screen, click on an existing presentation
3. A pop up appears where you have to select the option “Share”
4. You will see a pop up screen which gives you the option to share via email or via link
5. If you want to share via link, click on “Via link”
6. Access expires: Enable this to set an expiry date while sharing a presentation. If this option is enabled you can enter a date – for example 06/12/2019 – only till this day the presentation will be avialable in the visitor center. If the “Access expires” button is not enabled, the presentation will be available to the Audience untill you stop sharing it with him.
7. Notify me when viewed: Enable this option when you as a user of Salesdrive, will get a message that the presentation is viewed
8. After all the fields are filled, you can now click the “Share with audience” button
9. You will see a link being displayed
10. Click on the “Copy” button to copy the link

1. From the list of Audiences in your home screen select any specific audience you want to share a presentation with
2. In the “Show” screen which is also your home screen, click on an existing presentation
3. A pop up appears where you have to select the option “Share”
4. You will see a pop up screen which gives you the option to share via email or via link
5. If you want to share via email, click on “Via e-mail”
6. Type the subject of the email in the “Subject” field
7. Type the message of your email in the “Message” field
8. Access expires: Enable this to set an expiry date while sharing a presentation. If this option is enabled you can enter a date – for example 06/12/2019 – only till this day the presentation will be available in the visitor center. If the “Access expires” button is not enabled, the presentation will be available to the Audience untill you stop sharing it with him
9. Notify me when viewed: Enable this option when you as a user of Salesdrive, will get a message that the presentation is viewed
10. Put myself in cc: check this box if you want to put yourself in cc while sharing the presentation with your Audience
11. After all the fields are filled, you can now click the “Share with audience” button to send your email
12. You can cancel sending via e-mail by clicking on the “Cancel” button

More about the visitor center is explained in the subsequent sections

1. From the list of Audiences in your home screen select one or more audiences you want to share a presentation with
2. In the “Show” screen which is also your home screen, click on an existing presentation
3. A pop up appears where you have to select the option “Share with selected audiences”
4. You will see a pop up screen which gives you the option to share via email or via link