Personalize a Marketing Stream or Sales Stream

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Learn how you can personalize the design of your Marketing Streams and Sales Streams to create highly customized content experiences.


 

Before you begin

  • To personalize Marketing Streams, you need to be an Account Admin or Content Manager.
  • Additionally, Sales Reps can manage Sales Streams as long as they have been given the Edit Stream Appearance permission.

 

About personalizing Streams

In Uberflip, you can quickly and easily customize the appearance of a Marketing or Sales Stream. This allows you to personalize Streams for particular audiences, which is useful for ABM and sales enablement use cases:

Personalizing_your_Streams_with_Stream_Templates.png

In this article we will look at the various ways you can personalize a Marketing or Sales Stream to tailor it to your audience.

 

Configure a Stream's appearance

To personalize a Stream, use its Appearance tab. This tab will only appear on Marketing and Sales Streams, not on Source Streams.

  1. If you have multiple Hubs, select the Hub you want to work with using the Hubs menu.
  2. Click on Content in the sidebar menu, then find the Stream you want to personalize under the Streams tab on the right.
  3. Click on the Stream to edit it.
  4. While viewing the Stream, click on the Appearance tab in the menu at the top:

    Hubs___Manage_-_Uberflip.png
  5. Under the heading Appearance, use the dropdown to change the selection to Banner+Logo.

    Hubs___Manage_-_Uberflip.png
  6. Selecting this option will add a banner to the top of the Stream, and will enable various customization options that you can use to personalize the Stream's appearance.

 

Banner+Logo appearance options

When you select the Banner+Logo template for your Stream, you can configure the following options:

Account Domain (Marketing Stream) / Prospect Email (Sales Stream)

These fields are not currently active, so you can ignore them if you want. They exist to support a possible future feature for tracking ABM analytics.

Banner Title

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Use this field to add a text title to your banner. The text you enter will be displayed in large letters in the center of the banner:

Example_Stream.png

  • The color of this title is controlled by the Title Color setting.
  • This setting will only affect the title shown in the banner, and won't replace the Stream's default title (which appears below the banner).
  • If you prefer to use a Prospect Logo and/or Company Logo, or just a Banner Color or Banner Image with no text, you can leave this blank.

Banner Color

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Use the color picker to set a solid background color for your banner. By default, this will be set to your brand color (set under Appearance>Branding>Color>Background+Link Color in your Hub). Set the color using your mouse, or type in a HEX, RGB or HSL code.

Example_Stream.png

  • If you set a Banner Image, the selected image will override the Banner Color setting. However, if you set Banner Opacity to a value less than 100%, the color set here will be visible as an overlay on the image (to an extent determined by that setting).

Title Color

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Use the color picker to set a color for your Banner Title — ideally, a color that contrasts well with your Banner Color or Banner Image. Set the color using your mouse, or type in a HEX, RGB or HSL code.

  • If you have not entered anything into the Banner Title field, this color setting will be ignored.

Banner Image

Hubs___Manage_-_Uberflip.png

Click on Upload to choose an image to use as the banner for the Stream. Make sure to follow our image size guidelines when choosing your banner images.

Example_Stream.png

 

Banner Image Opacity

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Use this setting to determine how visible you want the Banner Color to be as an overlay on the Banner Image. A value of 100% means only the Banner Image is visible, while a value of 0% means only the Banner Color is visible. Values between 0% and 100% will display the Banner Color as a translucent overlay on the Banner Image, with the translucency determined by the set value. For example, a setting of 50% looks like this:

Example_Stream.png

Prospect Logo

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If the Stream is intended for ABM, use this setting to place the prospect/target account's logo in the banner. Use the Search Clearbit field to search Clearbit's database of logos, or use the Upload button to upload a custom logo.

This setting works together with the Company Logo and Glyphicon settings, so setting a Prospect Logo will automatically enable those settings as well. When enabled, the Company Logo is displayed on the left, the Prospect Logo on the right, and the Glyphicon between them. This is shown centered on the banner, above the Banner Title (if set):

Example_Stream.png

  • The Prospect Logo setting controls whether the Company Logo and Glyphicon are displayed: if you do not set a Prospect Logo, the Company Logo and Glyphicon settings will be ignored.
  • If you set a Banner Title, it will be shown in a smaller font if the Company Logo/Prospect Logo/Glyphicon element is displayed compared to when it appears by itself.

Prospect Logo Background Color

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Use the color picker to set a background color for the Prospect Logo. Set the color using your mouse, or type in a HEX, RGB or HSL code. Use the transparency slider to determine how visible the background color is.

  • This setting only takes effect if the Prospect Logo you set has a transparent background.
  • If you do not set a Prospect Logo, this setting will be ignored.

Company Logo

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This setting works together with the Prospect Logo setting, and you configure it the same way.

  • If you do not set a Company Logo, your Hub's favicon will be used instead (as set under Appearance>Branding>Images>Favicon Image).
  • If you set a Company Logo but no Prospect Logo, this setting will be ignored.

Company Logo Background Color

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Configure this setting the same way as the Prospect Logo Background Color setting.

  • This setting only takes effect if the Company Logo you set has a transparent background.
  • If you set a Company Logo but no Prospect Logo, this setting will be ignored.

Glyphicon

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This setting works together with the Prospect Logo and Company Logo settings, and will appear between them in your banner. Use the dropdown menu to select between five different Glyphicons (symbols).

  • If you do not set a Prospect Logo, this setting will be ignored.

Hide Hub Menu and Footer (Marketing Stream only)

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Turn this setting to the on (green) position to hide the Hub's top menu and footer when this Stream is viewed:

Example_Stream.png

  • This setting is not shown on Sales Streams, as it is enabled on them by default and cannot be disabled.

Hide Item Navigation (Marketing Stream only)

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Turn this setting to the on (green) position to hide the Item navigation elements in this Stream, like the Other Content in This Stream carousel and and Next Item/Previous Item buttons.

  • This setting is not shown on Sales Streams, as it is enabled on them by default and cannot be disabled.

Hide Stream Title

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Turn this setting to the on (green) position to hide the Stream title that appears just below the banner:

Example_Stream.png

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