Create and share a Digital Sales Room (DSR)


Learn how you can leverage content in your conversations with leads and prospects by creating personalized content experiences with Digital Sales Rooms (DSRs).


Before you begin

  • To work with DSRs, you must be a member of the Sales Reps, Account Administrators, or Content Managers user groups.


About DSRs

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 DSRs 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 DSR is essentially a self-contained "mini content experience" — a personalized collection of relevant content created just for a specific prospect


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


Create a new DSR


The best way to create DSRs and do sales engagement is with Sales Assist. Check out the Sales Assist guides to learn more.

Creating a DSR in Uberflip is easy, and only takes a few minutes. There are two ways you can create a DSR:

  • From scratch: Create a brand new DSR from the ground up using the Uberflip web app.
  • By copying an existing Stream/DSR: Copy an existing Marketing Stream or DSR to form the basis of your new DSR, then customize and personalize it.
From scratch By copying an existing Stream/DSR

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

  1. Log in to Uberflip at
  2. After you log in, you should be on the Content page in Uberflip, where you can see all the content that you have access to
  3. Click New Stream (in the Streams tab)
  4. The Add a Stream modal will open
  5. Click Digital sales room in the Curated Streams list
  6. Fill out the DSR form that opens, which includes: 
    • Internal Stream Name (optional)
      A name for your DSR that won't be shown publicly. It's just for you and your team.
    • Stream Page Title (required)
      A title for your DSR that will appear at the top of the DSR page. This will be seen by your prospect.
    • Stream Page Description (optional)
      A brief description of the DSR for your prospect. You can use this field to personalize your DSR and include a brief message to your prospect.
    • Stream Purpose (required)
      Choose a purpose for this DSR. This won't be shown to your prospect.Screen_Shot_2023-02-13_at_1.27.55_PM.png
  7. When done, click Create
  8. Your DSR is now created, and you'll be taken to its Stream menu where you can add content Items to it. To begin, click Add Items 
  9. The Add Items to Sales Stream modal will open, 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:
  10. To add any Item to your DSR, click on it. A checkmark will appear in the top right corner of selected Items to indicate they will be added to the DSR. To remove any previously selected Item, just click on it again to remove the checkmark.
  11. You can see the number of Items currently selected in the lower right. Click Add to add them to the DSR
  12. You'll be returned to the Stream view, where the content Items you added will now be shown. Content will be displayed in your DSR in the order shown here. To reorder Items, simply drag-and-drop their tiles into the desired order.
  13. To preview your DSR, click Open in the toolbar
  14. Your DSR will open in a new tab, and you can see what it'll look like to your prospect

Now that everything is set up, you're ready to share your DSR!


Share a DSR

When your DSR 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 DSR, for example in an email. You can also customize this URL if you want (see this article). 

  1. Head to the Content page in Uberflip (Content > Streams tab) and click on the Sales Stream you want to share
  2. In the Stream editor, click Open in the toolbarmceclip3.png
  3. While viewing the DSR in your browser, simply copy the URL from the address bar


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


Next Steps

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

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