Create and share a Sales Stream


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.
From Scratch By Copying an Existing Stream

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
  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 Sales Stream in the Curated Streams list
  6. 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.Screen_Shot_2023-02-13_at_1.27.55_PM.png
  7. When done, click Create
  8. 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 
  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 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.
  11. You can see the number of Items currently selected in the lower right. Click Add to add them to the Stream
  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 Stream in the order shown here. To reorder Items, simply drag-and-drop their tiles into the desired order.
  13. To preview your Stream, click Open in the toolbar
  14. 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!


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. 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 Sales Stream 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 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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