Sales Assist: Create, manage, and share Streams

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Using Sales Assist, you can create and customize your own personalized content Streams (destinations) and share them with your prospects. This article will show you how.

Create a Stream

Sales Assist also allows you to collect multiple pieces of content, and use them to create a self-contained microsite called a Stream.

Streams allow you to showcase a small collection of content that you've curated for your prospect. You can personalize a Stream with a custom headline and message, and use a template to make it look great:

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To create Streams, follow these instructions:

Create a Stream from scratch

You can create your own Streams to quickly build personalized destinations for your prospects.

Option 1: Start by selecting content

You can start creating a new Stream by first choosing the content that will be in it. This option is useful if you have some specific content in mind, or if you want to really personalize the Stream for your prospect.

  1. In the Search section, find some content you want to add to your Stream, then hover your mouse over it.
  2. Click on the Add button:
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  3. This will add the content to your basket, which means it's selected to be included in your Stream. Repeat the process of adding content to your basket until you've added all the Items you want.
    • You can add up to 20 Items to a Stream in total.
    • Items that have been added to your basket will stay there, even if you change your search filters or perform a whole new search. Don't be afraid to keep searching to find the perfect content!
  4. When you're ready to proceed, click on the New Stream button.
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  5. Fill out the Create a New Sales Stream form to personalize the destination for your prospect:
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    • Prospect (optional): Enter the email or just the domain (the part of the email after the @ symbol) of your prospect. Don't worry, nothing will be sent to them yet! Sales Assist just uses this information to find the prospect's company logo.
    • Heading (required): This is your destination's headline, shown in large text across the top.
    • Message (optional): Use this to enter a brief personalized message for your prospect. It's shown immediately below the heading.
    • Template (optional): Select a premade template to style your destination (i.e. the banner, colors, etc.).
  6. Click on Create Stream.
  7. Your Stream will now be created, and the Manage Stream page will be shown. Here, you can customize your Stream (see below) before sharing it.

Option 2: Start without selecting content

You can also create a new Stream without first selecting content. This option is useful if your organization uses templates that "pre-fill" your Stream with selected content: in this case, just choose the appropriate template while creating the Stream, then either keep only the pre-filled content, or add/remove content as needed.

  1. In Sales Assist, click on the Streams button in the navigation menu.
  2. In the top right corner, click on the +New button.
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  3. This will open the Create a New Sales Stream form. Simply complete this form as described in Option 1 above, then click on Create Stream.
  4. Your Stream will be created, and you'll be taken to the Manage Stream page. From here, you can customize your Stream (see below), for example by adding or removing Items.

Info

Once you've created at least one Stream, you'll also see an Existing button below the basket. Use this button to select an existing Stream to add the content in the basket to (rather than creating a new Stream):

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Duplicate an existing Stream

You can copy any existing Stream to create a new Stream. This is useful if you have an existing Stream that you want to reuse for a different prospect.

  1. Go to the Sales Streams section
  2. Find the Stream you want to duplicate
  3. Hover over it, and click Duplicate
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  4. In the Duplicate This Stream window, enter a heading, message, and prospect for the new Stream:
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  5. Click on Create Stream.
  6. Your new Stream will immediately be created. The new Stream will have the new heading, message, and prospect and logo you just set, but will otherwise be an exact duplicate of the existing Stream (the same template, content, customizations, etc.). From here, you can either modify the Stream further, or just share it right away.

Customize a Stream

After creating a Stream, you can customize it in various ways. Sales Assist will show a live preview as you make changes so you can see how it looks. You can:

  • Change the heading, message, prospect, or template
  • Add a welcome video
  • Add Stream sections
  • Add a custom banner image
  • Add a passphrase, to protect Streams with sensitive contents
  • Add, remove, or change the order of Items in the Stream

To customize a Stream, use the Manage Stream page. This page is shown automatically whenever you create a Stream, but you can also reopen it manually at any time:

  1. In Sales Assist, click on the Streams button in the navigation menu.
  2. In the list of Streams, hover your mouse over the Stream you want to customize.
  3. Click on Edit:

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  4. The Manage Stream page for the selected Stream will open.

To learn how to use the various customization options, follow the instructions below:

Change a Stream's heading, message, or prospect logo

You can modify a Stream's heading, message, or prospect and logo at any time.

  • Open the Manage Stream page for the Stream you want to customize. Then:
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    1. To change the heading: Enter new text you want to use into the Heading field. The heading on the Stream will be updated immediately.
    2. To change the message: Enter the new text you want to use into the Message field (or remove the text). The message on the Stream will be updated immediately.
    3. To change the prospect logo: Click on the current logo to open the Set Stream Logo window. Search for the company name and click the correct logo, or upload a logo from your computer. 

      The new logo will appear in the preview to the right, and will be updated on the Stream immediately.
      • You can also change the prospect by entering a new prospect email address (or domain) into the Prospect field. Doing this will not change the current prospect logo.
      • If you want to just remove the prospect logo altogether, click on remove logo below the preview.
Add a welcome video

Add a welcome video that will auto-open when your prospect visits your Stream for the first time. 

  1. Go to the Streams page in Sales Assist.
  2. Hover over the Stream you want to add a welcome video to and click Edit.
  3. Under the Details tab, enter the video URL into the Welcome Video URL field.
    Note: This can be hosted on any platform that supports embeddable video. 
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Add Stream section headings

Break your Stream into organized sections by adding section headings.

  1. Go to the Streams page in Sales Assist.
  2. Hover over the Stream you want to add a heading to and click Edit.
  3. Click the Items tab.
  4. Click the meatball (three dot) menu icon, then click Add a Section Heading.
    A new section heading will appear at the top of the Items list.
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  5. Hover over the section heading Item and click Edit.
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  6. In the modal that appears, enter a heading name, then click Update.
  7. Drag and drop your new section heading to where you'd like it in your Stream.
  8. Drag and drop your other items into place if needed. 
Add a calendar booking CTA

Add a calendar booking CTA to your Stream or Items, so your Stream viewers can instantly book a meeting with you. 

  1. Go to the Streams page in Sales Assist.
  2. Hover over the Stream you want to add a heading to and click Edit.
  3. Select the Items tab.
  4. Click the Add Calendar button.
    Note: If the button is grayed out, there is already a Calendar Item in your Stream. Find it, hover over it, and click Configure to continue.
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  5. In the modal that opens, enter the URL of your calendar, then click Confirm.
    Note: Sales Assist can integrate with most embeddable calendar booking services.  
  6. Enter a tagline, button label, and choose to display the CTA at Item level, Stream level, or both.
  7. Drag and drop your calendar CTA where you'd like it displayed among your Items.
Change a Stream's template

The template you have applied to a Stream determines its appearance. Even after you have created a Stream, you can still change the template used by the Stream at any time.

  1. Open the Manage Stream page for the Stream you want to customize.
  2. Click on More Settings.
  3. Use the Template dropdown to select a new template:
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  4. The new template will be applied immediately. To see the change, click on Preview Stream.
Add a custom banner image to a Stream

When you choose a template for your Stream, it will (typically) include a preset banner image. If you want, you can replace the template-default banner image with one of your choice.

Info

To do this, you'll need the URL where the new banner image is hosted. The URL must end with the image file extension (e.g. .jpg, .png, etc.) to work.

  1. Open the Manage Stream page for the Stream you want to customize.
  2. Click on More Settings.
  3. Enter the URL of the banner image you want to use instead into the Custom Banner Image field:
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  4. The new banner will be applied immediately. To see the change, click on Preview Stream.

Note

If you change the template of this Stream after setting a custom banner, the custom banner will be removed and replaced with the banner specified in the template.

Add a passphrase to a Stream

If you need to ensure that only a specific audience can view the Stream, you can protect it by adding a passphrase: anyone who visits the link must enter the correct passphrase before they can view the content in the Stream.

Tip

This option is especially useful for Streams that include sensitive content, such as pricing information.

  1. Open the Manage Stream page for the Stream you want to customize.
  2. Click on More Settings.
  3. Enter the passphrase you want to use into the Passphrase Protect field:
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    • The passphrase must be between 6 and 40 characters in length, and must contain at least one letter and one number.
  4. If the passphrase meets the requirements, you'll see a green checkmark beside the Passphrase Protect field, and the passphrase will be applied immediately. To see the change, click on Preview Stream:
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  5. Lastly, don't forget to tell your prospect what the passphrase is!
Add, remove, or reorder Items in a Stream

Add an Item

You can add Items to an existing Stream.

  1. Open the Manage Stream page for the Stream to which you want to add Items.
  2. Select the Items tab.
  3. Click on Add Items

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    Tip

    Want to create a new Item from a file? Click Create an Item.

  4. Add Items to your basket as usual.
  5. Below the basket, click on Current Stream

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  6. The new Items will be added to the Stream immediately.

Remove an Item

You can also remove Items from an existing Stream.

  1. Open the Manage Stream page for the Stream from which you want to remove Items.
  2. Select the Items tab.
  3. In the basket, hover your mouse over the Item and click on Remove:
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  4. The Item will removed from the Stream immediately

Reorder Items in a Stream

The order of Items in the Items tab matches the order content appears in the Stream. You can change the order of Items in a Stream by drag-and-dropping them in list:

  1. Open the Manage Stream page for the Stream you want to customize.
  2. Click on the Items tab.
  3. Click-and-hold on any Item you want to move to a different place in the order, then drag it to the desired position:
    Items_Tab_Reorder.gifThe new Item order will be applied immediately

Tip

This works anywhere the basket is shown, so you can even determine the order of Items in your Stream while still filling the basket.

Share a Stream

When your Stream is ready, you can easily share it with your prospect.

Sharing a Stream creates a variety of embed options. All you need to do is choose which embed option you want, then simply paste into an email:

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As with all content you share through Sales Assist, embed links for Streams contain a unique share tracking code that allow the app to keep track and notify you when a prospect engages with your shared content.

To share a Stream, follow these instructions:

How to share a Stream

You can share any new or existing Stream that you've created in Sales Assist.

  1. From the Streams page, hover over your Stream and click Share

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    or from the Manage Stream page, click Share at the bottom of the page
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  2. Choose the embed option you want to use. There are five options, with previews:
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    1. Banner Image with Logos*: Your logo and your prospect’s logo over your Stream's banner.
      *This option is only available when:
      • A logo has been uploaded to the Hub Thumbnail field in your Uberflip account  (Appearance > Branding > Images (photo icon) > Hub Thumbnail)
      • You have set a prospect logo on the Manage Stream page
      • The Stream has a banner image set
    2. Image and Text: Link preview, with logos and Stream heading. 
      Note: If a prospect logo or Hub Thumbnail is not set, logos will be replaced by Stream description.
    3. Tile Image: A compact image that functions as a clickable link to the content.
    4. Just Text: Just a text link, no image.
    5. Just the Link: No embed, just the underlying URL (including its share tracking code) that you can link to.
  3. Each option will appear just as shown in its preview. Click on Copy to Clipboard below the option you want to use.
  4. Finally, just paste the embed into an email (or elsewhere) to share it with your prospect (e.g. right-click anywhere in the email and click Paste, or just press Ctrl+V/Command+V).

Share image

By default, the image used for the embed tile will be taken from the first Item in the Stream.
Want to use a different image? Change the order of Items in the Stream, or add a custom image with these steps:

  1. On the Manage Stream page, select the Details tab
  2. Select the Sharing sub-tab
  3. In the Custom Share Image field: paste a URL, select a preloaded image, or click the cloud icon to upload an image

Manage your Streams

In this section, we'll look at how to manage the Streams you have created.

Managing Streams

You can manage your own Streams in various ways. You can:

  • Archive Streams that are no longer needed
  • Use advanced edit options to make changes to a Stream beyond what is available within Sales Assist
  • Transfer a Stream to a teammate

To manage your Streams, go to the My Streams section:

  1. Click on the Streams button in the navigation menu.
  2. You will see a list of Streams you have created. Hover your mouse over the Stream you want to manage.
  3. Click on the Edit button:

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  4. The Manage Stream page will open for the selected Stream.

Tip

From the My Streams section, you can also directly preview, share, or view engagement activity for each of your Streams.

To archive, advanced edit, or transfer a Stream, follow these instructions:

Archive a Stream

When you no longer need a Stream, you can archive it. This will effectively delete the Stream, removing it from your list of Streams in Sales Assist.

Important

When you archive a Stream, a Sales Assist admin can still recover it for you if needed. However, any share data associated with the Stream will be lost forever as soon as you archive it.

  1. Open the Manage Stream page for the Stream you want to archive.
  2. In the top right, click on the Archive Stream button:
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  3. After confirming that you want to archive the Stream, it will be removed from your list of Streams immediately (and associated share data will be removed from the My Shares section).
Transfer a Stream to a teammate

Transfer a Stream you've created to a teammate so they can continue the work.

Note: Transferring a Stream will remove it from your Streams list. You'll no longer have access to this Stream unless it's transferred back to you.

  1. Go to the Streams page in Sales Assist.  
  2. Click the meatball (three dot) icon, then click Transfer to Teammate. Untitled_design__22_.png
  3. Search for your teammate, and click their name once you find them. 
  4. Click Confirm.

The Stream will now appear in your teammates Streams list in Sales Assist. Your teammate will be notified by email. 

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