How to Use ClearSlide for Gmail

Access the full power of ClearSlide directly from your Gmail inbox! 

Without leaving your inbox, track email engagement metrics in real-time, access approved content from the ClearSlide library, and schedule and start meetings.  

All email activities and engagement data are automatically logged back to your CRM, saving hours of manual data entry.  

Getting Started 

Download the Gmail extension

Click ‘Add to Chrome’ then ‘Add extension’. 

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When Gmail reloads click the ClearSlide logo at the top right to log in to your account.

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Once you’ve logged in, click on the ClearSlide icon in the upper right, then click the hamburger icon (the three lines) in the notification center and select ‘Preferences’. This is where you can choose the default settings for any emails you send with ClearSlide. 

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 Email Options: 

1.Track Opens : Know when someone opens your email 

2.Track Links: Know when someone clicks on any link in your email (even non-ClearSlide links!) 

3.Log Emails to CRM : Log emails back to your CRM 

 

Advanced Options:  

Learn more about how to leverage each "advanced option" here.

  1. Send view alerts: Receive an email when your content is viewed in addition to a notification in the ClearSlide notification center.
  2. Include download options: Allow your recipient to download the content you’ve shared. Generally, we don’t recommend turning this option on as there is no way to track engagement data after they download it. Learn more here
  3. Expire link automatically: Limit the amount of time your recipient has access your content.  
  4. Allow viewer feedback: Gather feedback on the content you share.  
  5. Don’t allow forwards: Prevent anyone except the initial recipient from viewing your content. 
  6. Require contact info when forwarded:  Require anyone who views your content to complete a form. Use this to track how a document is shared by the initial recipient or as a lead generation form. 

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Composing an email using ClearSlide templates and assets 

Click ‘Compose’ to start a new message 

When you click compose, you’ll see a ClearSlide logo with options to search ‘Templates’ and ‘Assets’ underneath the subject line area.  blobid2.png

 

Create a link to track engagement 

If you’ve created a message from scratch, you can include a trackable link that shows how the recipient interacts with your content. 

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Click ‘Assets’ to access your ClearSlide content library. Scroll through, or type keywords into the search bar. Click “Insert Link” when you’ve selected an asset.  

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Once your link is inserted, click ‘Display’ and choose how you want your link to look: hyperlinked text, a button, or a thumbnail image.  

To control access to your content, click ‘Adv. Options’ to the right of ‘Animate’ and you’ll see a list of options. 

  1. Send view alerts: Receive an email when your content is viewed.  
  2. Include download options: Allow your recipient to download the content you’ve shared. Tip: Generally, we don’t recommend turning this option on as there is no way to track engagement data after they download it. Learn more here
  3. Expire link automatically: Limit the amount of time your recipient has access your content.  
  4. Allow viewer feedback: Gather feedback on the content you share.  
  5. Don’t allow forwards: Prevent anyone except the initial recipient from viewing your content. 
  6. Require contact info when forwarded:  Require anyone who views your content to complete a form. Use this to track how a document is shared by the initial recipient or as a lead generation form. 

To see what the link you’ve created looks like, click “Preview”. 

Use an email template 

To access an email template, select ‘Templates’ underneath the subject line. If you have a specific one in mind type a relevant keyword in the search bar at the top.  

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When you select a template, the subject line, text and any attached content will be inserted into your email draft.  

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Choose how you want your email template to look 

Click on the “Edit” button on the lower left corner of your message to access display options. You can choose to display the asset above your message, below your message, as a small tile to the right of your message, or a link at the bottom.   blobid7.png

Toggle the “Animate” option in the middle to transform the image into a gif that flips through several pages to give recipients a preview of the content you’re sharing.  

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To control access to your content, click ‘Adv. Options’ to the right of ‘Animate’ and you’ll see a list of options. 

  1. Send view alerts: Receive an email when your content is viewed.  
  2. Include download options: Allow your recipient to download the content you’ve shared. Tip: Generally, we don’t recommend turning this option on as there is no way to track engagement data after they download it. Learn more here
  3. Expire link automatically: Limit the amount of time your recipient has access your content.  
  4. Allow viewer feedback: Gather feedback on the content you share.   
  5. Don’t allow forwards: Prevent anyone except the initial recipient from viewing your content. 
  6. Require contact info when forwarded:  Require anyone who views your content to complete a form. Use this to track how a document is shared by the initial recipient or as a lead gen form. 

Click “Remove” if you want to remove the selected template from your email draft. 

 

Using the notification center to track email engagement activities 

Track insights such as email opens, link clicks, and forwards. 

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Activity View 

The Activity View updates in real time to show you emails with the most recent customer activity, and highlights what’s new since you last checked in. See the total number of views (represented by the eye) and number of clicks (represented by the cursor arrow) that an email has received as well as the most recent action. Click the arrow to its right to see more detail. 

Detail View 

Know exactly who/what/when has happened with your email.  

  • Aggregated email metrics are available at the top.  
  • The ‘Latest Activity’ section shows the most recent actions customers have taken with the email. 
  • Waste no time sending an email to a customer who has engaged by hovering over the activity and clicking ‘Follow Up’. This opens a new email with the customer’s address already inserted. 
  • The ‘Assets and Links’ section displays a list of all the assets and links you’ve included in your email, as well as the number of views each one received.  
  • The last section displays every recipient of the email and a breakdown of their actions. 

Inbox Insights: Click the ‘Pulse’ icon to the left of an email for a quick overview of that email’s opens and clicks.  

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Did you know?  Using our Gmail integration, you can track clicks on ANY link in your email. If someone clicks on your LinkedIn profile hyperlinked in your signature, you’ll know. Same with that article they claimed they didn’t read. The more you know... 

 

Instantly scheduling and starting meetings 

Got a response from your recipient and eager to follow-up? Start ad-hoc meetings or schedule meetings pre-populated with your unique meeting link, access code, and conference numbers without leaving your Google Calendar.  

Click “Create” in your Google Calendar like you would for any normal meeting, then click “More Options” at the bottom to open the meeting scheduler.  

Alternatively, you can click “Schedule Meeting” underneath the search bar of your inbox and it’ll take you straight to creating a meeting in your Calendar.    blobid11.png

 

Enter the name of the company you’re meeting with (or mark internal meetings as “Internal”). This will ensure proper logging in ClearSlide and your CRM. 

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You’ll see your meeting information already populated in the body of the meeting invitation. Add the rest of your meeting details, attendees and send away! 

When it comes time for your meeting, you can click “Start Meeting” straight from your inbox. Attendees simply have to click the link to join. No installations, loading time, or delays, ever.