Content

Articles

Getting to Know your Content Library
In addition to giving you easy ways to communicate with your clients and prospects, ClearSlide can serve as your one-stop-shop for all things related to  Content . Anything you could possibly need for a customer conversation or a discovery dial...
How to Build A Custom Presentation
ClearSlide allows sellers to personalize assets for their buyers by combining different files, reordering/hiding slides and pages, and adding text and images, all without leaving the platform. In order to customize text and images within an Asset, ...
Create and Manage Lead Forms
Create a new Lead Form    Create your own Lead Form to request the information that is important to you so you can follow up with people who viewed your content.  Tip: For more information on how to use a Lead Form see...
How to Use a Lead Form
When hosting a ClearSlide Live Meeting or sending a ClearSlide Trackable Link use a Lead Form to capture contact information of who is attending your meetings and viewing your content. Use this information when you are ready to follow up with attend...
How to Create a Collection
Many organizations find that their users want to see Assets in a "folder" type system that's more similar to other content repositories they've used in the past. So, in addition to organizing Assets by "Tag" you hav...
Content Feedback
Improve collaboration with social commenting on content.  Users have the ability to share feedback via commenting and like/dislike for the assets they are using to interact with customers.   Write a comment for a specific asset on the a...
How to Find Content with Intellisearch
ClearSlide’s IntelliSearch uses Artificial Intelligence to help you find any content you’re looking for, instantly. Search across content titles, tags, text, and slide notes for a full picture of available, relevant resources. Use th...
How to Search and Sort Content
Whether you're new to ClearSlide or your company uses a LOT of collateral, your  Content Library might feel a little crowded from time to time. Thankfully, there are a variety of ways that you can search and sort through your  Content...
How to Use Web Slides
Websites can be inserted directly into your Content as "Web Slides." Web Slides function as fully operating websites. Web Slides can be added directly to an existing Asset, or you can create a brand new Asset and add the Web Slide as ...
How to Navigate the Audio/Video Library
If you've been perusing the Content area of ClearSlide, you may have noticed that upon upload, Audio & Video files are housed in a separate section of the Content library. Given some of their unique qualities (ex: ability to auto-play), they...
How to Customize an Existing Asset
Once a document has been uploaded into ClearSlide, there's a possibility that you'll want to make changes to it. Maybe move some slides around, maybe add or remove some slides. You want to tinker, we get it! From the Asset details page fo...
How to Lock an Asset
For those times when content needs to be shared, but you don't want people making their own version of it, you can lock your assets. Oftentimes this function is leveraged by Marketing Teams who want to provide content to the client-facing team,...
How to Update Previously Sent Asset
Do you have content that is updated regularly? Do you ever wish that you could replace the old content that you sent to a client with the new, shiny version so they always have the latest copy? Well, thankfully for you, ClearSlide can help with th...
How to Play Favorites (Bookmark Content)
We all have our favorite pieces of content to work with. The ones where that are aesthetically pleasing and have a talk track that you find easy to flow through. Understandably, you want those Assets to be close at hand whenever you need to send ou...
How to Create a Presentation
A custom deck goes a long way when engaging a prospect or customer, but creating this content takes time. ClearSlide Presentations give you the flexibility to create custom feeling decks from the documents already in your content library without hav...