Create and Share a Sales Stream

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Learn how you can leverage content in your conversations with leads and prospects by creating personalized content experiences with Sales Streams.


 

Before You Begin

  • To create Sales Streams, you need to be a Sales Rep (Account Admins and Content Managers can also do this).

 

About Sales Streams

Your marketing team creates a ton of content which is designed to generate leads, and to advance prospects through your funnel. Instead of just throwing all of that content onto the internet and hoping someone consumes it, they use Uberflip to create content experiences. This basically means presenting relevant content in a way that is attractive, structured, and engaging.

As a salesperson, you can use Sales Streams to create your own content experiences in Uberflip. This allows you to share content with your prospects in a compelling way, helping to drive conversations with them. A Sales Stream is essentially a self-contained "mini content experience" — a personalized collection of relevant content created just for a specific prospect:

Hi_John_.png

Once created, your new Sales Stream will only be accessible from a specific (and customizable) URL that you can share with your prospect.

 

Create a New Sales Stream

Creating a Sales Stream is easy, and only takes a few minutes. There are three ways you can create a Sales Stream:

  • From scratch: Create a brand new Sales Stream from the ground up using the Uberflip web app.
  • By copying an existing Stream: Copy an existing Sales or Marketing Stream to form the basis of your new Sales Stream, then customize and personalize it.
  • Using the Uberflip Extensions: Create a Sales Stream as you're drafting an email to a prospect with the Uberflip Extensions for Chrome and Outlook.
From Scratch By Copying an Existing Stream Using the Uberflip Extension

Follow these steps to create a brand new Sales Stream, where you choose each piece of content to be included yourself.

    1. Log in to Uberflip at https://app.uberflip.com
      • Your Uberflip admin should have provided you with your username and password
    2. After you log in, you should be on the Content section of Uberflip, where you can see all the content that you have access to.
    3. Here, make sure you're on the Streams tab:
      Hubs___Manage_-_Uberflip.png
    4. Just below the tab, click on the New Stream button:
      Hubs___Manage_-_Uberflip.png
    5. This will open the Add a Stream menu. Here, click on the Sales Stream button (this should be the only button shown):
      Fullscreen_2019-07-05__4_27_PM.png
    6. On the next screen, type in a name for your Sales Stream. This will act like the title text on your Sales Stream. This is a good place to put a greeting to your prospect, but it can be anything you want.
      Hubs___Manage_-_Uberflip.png
    7. Use the field below that to type in a description for the Sales Stream. This text will appear at the top of your Sales Stream, below the name you entered in the previous step. You can use this field to personalize your Stream and include a brief message to your prospect.
      Hubs___Manage_-_Uberflip.png
    8. When you're ready to proceed, click on the Create button.
    9. Your Sales Stream is now created, and you'll be taken to its Stream menu where you can add content Items to it. To begin, click on the Add Items button:
      Hubs___Manage_-_Uberflip.png
    10. This will open the Add Items to Sales Stream window, where you can choose which Items you want to include. Items from all Streams in your Hub(s) will be shown, and you can narrow this down by using the dropdown menus and search box along the top:
      Hubs___Manage_-_Uberflip.png
    11. To add any Item to your Sales Stream, simply click on it. A checkmark will appear in the top right corner of selected Items to indicate they will be added to the Stream. To remove any previously selected Item, just click on it again to remove the checkmark.
    12. You can see the number of Items currently selected in the lower right. Add these Items to your Sales Stream by clicking on the Add button:
      Hubs___Manage_-_Uberflip.png
    13. You'll be returned to the Stream view, where the content Items you added will now be shown. Content will be displayed in your Stream in the order shown here. To reorder Items, simply drag-and-drop their tiles into the desired order.
    14. To preview your Stream, click on the Open button in the top right:
      Hubs___Manage_-_Uberflip.png
    15. Your Sales Stream will open in a new tab, and you can see what it will look like to your prospect:
      Hi_John_.png
    16. Now that everything is set up, you're ready to share your Sales Stream!

 

Share a Sales Stream

When your Sales Stream is set up and ready, all that's left to do is share it with your intended prospect. There are two ways to share it, with the URL and with the built-in sharing options:

Direct (URL) Sharing Options

Follow these steps to simply share the direct URL for the Sales Stream, for example in an email. You can also customize this URL if you want (see this article). 

  1. Log in to Uberflip and navigate to your list of Streams (Content > Streams tab) and click on the Sales Stream you want to share to view it.
  2. While viewing the Stream, click on the Open button near the top right to open it in your browser:
    Hubs___Manage_-_Uberflip.png
  3. While viewing the Sales Stream in your browser, simply copy the URL from the address bar:

    Hi_John_.png

  4. You can now paste the URL anywhere you want to share it (like an email), and anyone with the URL can view the Sales Stream.

 

Next Steps

Now that you know how to create and share Sales Streams, learn how you can further enhance those content experiences by customizing their look and feel, and how you can work with your existing Sales Streams, in this article:

Customize and Manage Your Sales Streams

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