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 work with Sales Streams, you must be a member of the Sales Reps, Account Administrators, or Content Managers user groups.
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:
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 two 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.
Follow these steps to create a brand new Sales Stream, where you choose each piece of content to be included yourself.
- Log in to Uberflip at https://app.uberflip.com
- 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
- Click New Stream (in the Streams tab)
- The Add a Stream modal will open
- Click Sales Stream in the Curated Streams list
- Fill out the Sales Stream form that opens, which incudes:
- Internal Stream Name (optional)
A name for your Stream that won't be shown publicly. It's just for you and your team. - Stream Page Title (required)
A title for your Stream that will appear at the top of the Stream page. This will be seen by your prospect. - Stream Page Description (optional)
A brief description of the Stream for your prospect. You can use this field to personalize your Stream and include a brief message to your prospect. - Stream Purpose (required)
Choose a purpose for this Stream. This won't be shown to your prospect.
- Internal Stream Name (optional)
- When done, click Create
- 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 Add Items
- 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:
- 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.
- You can see the number of Items currently selected in the lower right. Click Add to add them to the Stream
- 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.
- To preview your Stream, click Open in the toolbar
- Your Sales Stream 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 Sales Stream!
Follow these steps to create a new Sales Stream by copying any Sales Stream you previously created, or a Marketing Stream created by your marketing department.
When you do this, your new Sales Stream will be pre-populated with the content from the Stream you copied: from there, you can simply add or remove content to customize the Stream for your prospect. This is especially useful if you find yourself sharing the same pieces of (usually high-value) content with most of your prospects, for example.
Tip
To really save time, create a Stream that contains just the content Items you share the most. You can then create all your new Sales Streams by simply copying this "template Stream" every time.
- Log in to Uberflip at https://app.uberflip.com
- 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
- In Streams tab, find the Sales or Marketing Stream you want to duplicate and click it to open it
- In the Stream editor, click the three-dot "meatball" menu
- In the menu that opens, click Copy to Another Sales Stream (on a Sales Stream) or Copy to a Sales Stream (on a Marketing Stream)
- This will open the Copy to a Sales Stream modal. Fill out the form, which includes:
- Internal Stream Name (optional)
A name for your Stream that won't be shown publicly. It's just for you and your team. - Stream Page Title (required)
A title for your Stream that will appear at the top of the Stream page. This will be seen by your prospect. - Stream Page Description (optional)
A brief description of the Stream for your prospect. You can use this field to personalize your Stream and include a brief message to your prospect. - Pick a hub for this Sales Stream (If you have multiple Hubs in your account)
Use this to choose the Hub in you want to create the copied Sales Stream in. By default, the same Hub you're copying from will be pre-selected.
- Internal Stream Name (optional)
- When you're done, click Copy
Your Sales Stream will be created, with all of the Items from the original Stream already included. From here, just add or more Items and customize the Stream as needed, then you're ready to share your new Sales Stream.
Note
While copying a Stream will bring over all the content Items from the original Stream, none of the other Stream or appearance options will be copied, so you would need to recreate these on the resulting 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:
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).
- Head to the Content page in Uberflip (Content > Streams tab) and click on the Sales Stream you want to share
- In the Stream editor, click Open in the toolbar
- While viewing the Sales Stream in your browser, simply copy the URL from the address bar
- 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.
Follow these steps to share your Sales Stream directly to Facebook, Twitter, LinkedIn, by email, or using HootSuite with the built-in sharing tool.
- Head to the Content page in Uberflip (Content > Streams tab) and click on the Sales Stream you want to share
- In the Stream editor, click the three-dot "meatball" menu, then click Share
- In the Share this Stream menu that opens, click the option you want to use to share the Sales Stream
- Depending on your choice, the corresponding app will open, where you can then share 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: