Learn how you can customize the look and feel of your Sales Streams, as well as how to manage your existing 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.
Note: Who can manage Sales Streams?
Sales Streams are only visible to the user who created them, so all users can only manage their own Sales Streams (including Account Administrators).
The only exception is the Primary User on the Uberflip account, who can see all Sales Streams created within the account by any user.
Customize a Sales Stream
You can customize the look and feel or your Sales Streams in various ways to further personalize them for your intended audience. You can change the Sales Stream's URL Path, customize different Stream Options, and modify the appearance of the Sales Stream:
You can customize the last portion of the Sales Stream's URL, after the slash (the URL path):
By default, the URL path is set to the name that you chose when you created the Sales Stream, but you can change it to anything you like. To do that, open the Sales Stream in the Uberflip app (Content > Streams tab > click on the Sales Stream), then click on the Metadata tab. Here, type the URL path that you want to use instead into the URL Path field:
Your change will be saved automatically, and will take effect immediately. Any previous URL paths for the Sales Stream will be shown underneath the URL Path field:
Any URL path shown here will remain active, and can be used to access this Sales Stream. To remove a previous URL path, click on the x button to its right. Removing a URL path will mean that the Sales Stream can no longer be accessed using that URL.
Your Sales Stream has a number of different options that you can enable or disable. You can find these under the Options tab in the Sales Stream:
Each option's effect is described on that tab, and every option can be immediately turned on or off using its toggle switch on the right side.
You can go beyond the basic design of your Sales Stream and customize its appearance in various ways, including adding a banner, personalizing it with your prospect's logo, etc. For full details on how to do this, see this article.
Modify content in an existing Sales Stream
You can work on your existing Sales Streams at any time to add, remove, or rearrange content Items. To modify a Sales Stream, open it in the Uberflip app (Content > Streams tab > click on the Sales Stream).
While viewing the Sales Stream, you can rearrange the Item Tiles that represent each piece of content by simply dragging-and-dropping them into the desired order.
To add or remove content Items in the Sales Stream, click on the Manage Items button in the top left:
The Update Sales Stream window will appear, where your currently selected Items will be indicated with checkmarks:
- To add new content to the Stream, click on an Item Tile to select it (selected Items are indicated with checkmarks)
- To remove a piece of content from the Stream, click on the Item Tile of a previously selected Item (the checkmark will be removed)
To save your changes and return to the Stream view, click on the Update button.
Archive a Sales Stream
As you create Sales Streams, your list of Sales Streams will grow. Often, you can reuse a previously created stream by copying it. But if you no longer need a Sales Stream and want to declutter your list, you can also archive Streams.
To archive a Sales Stream, open it in the Uberflip app (Content > Streams tab > click on the Sales Stream), then click on the three-dot "meatball" menu in the top right. In the menu that appears, click on Archive Stream:
If you accidentally archived a Sales Stream, or simply discover later that you still need it, you can also recover archived Streams. For instructions, see this article.