Get started with Sales Streams


Learn all about Sales Streams: what they are, how they work, and how you can use them in your Hub.


What Are Sales Streams?

As with other types of Streams in your Hub, a Sales Stream is a collection of your content items, presented as an attractive content experience. But unlike other Streams, which are typically intended for fairly wide audiences, Sales Streams are hyper-focused: they are created and personalized for a very specific audience, in many cases just a single person.

As the name suggests, Sales Streams are primarily intended to be used by your sales team. By giving them access to your content library, along with a fast and convenient way to share that content with their leads and prospects, Sales Streams enable your sales team to sell more effectively by fostering conversations at all stages of the buyer journey.


How Do Sales Streams Work?


You can create Sales Streams just like any other type of Stream, from the Content section of the Uberflip app. In addition, there are also two other ways you can create a Sales Stream:

To create and share Sales Streams, your users must have their own user account within your Uberflip account, and must be assigned to the Sales Reps user group (or otherwise be manually given the relevant permissions). You can assign as many users to the Sales Reps user group as you have purchased Sales Streams seats (licenses). In addition, Admins and Content Managers can also create Sales Streams.

Creating a Sales Stream does not count towards your number of Marketing Streams, and your Sales Reps can create unlimited Sales Streams.


Existing Sales Streams can only be viewed by the Sales Rep who created them, and the Primary User on the Uberflip account. When viewing a list of Streams, any type of user except the Primary User will only see Sales Streams that they have created themselves (if any).

For detailed instructions on creating and using Sales Streams, see below.


Like other Stream types, Sales Streams consist of a Stream homepage with a title, an optional description, and at least one Item tile:


You can also go beyond this default appearance, and further personalize a Sales Stream by enhancing it with a customizable banner (and even the prospect organization's logo):



Because Sales Streams are designed to privately share content with a small audience of known individuals, they are:

  • Hidden: Sales Streams are only accessible through a direct link, and can't be found or viewed by regular visitors to your Hub
  • Isolated from your main Hub: Items within Sales Streams do not link to their original Source Streams

As a result, clicking on any Item within a Sales Stream will open the content on a new page which is still within the Sales Stream, and there are no links out to the larger Hub (only to other content Items within the same Sales Stream). This ensures that your target leads/prospects with whom you share the Sales Stream are kept within the experience that you have specifically curated for them.


Next Steps

Ready to begin using Sales Streams on your Hub? Learn how to use them here:

Create and Share a Sales Stream

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