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Learn how to make Paperflite work for you including setup, adding content, personalizing it, and viewing analytics

How do I Optimize My Content?

Are you a content marketer or a strategist trying to optimize content? Well, we have you in our thoughts (because we have been through the same pain.). :) Paperflite now lets you discover keywords...

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By Dinesh Ravindran

updated 2 months ago

Outlook Add-in

All of us use email such as Outlook for our daily work. What if you could bring all your content inside Outlook that you could ship out readily? Guess what? We've thought about it already. :) We...

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By Dinesh Ravindran

updated 2 months ago

Custom Fields

When you have a lot of assets across your company, it is important to demarcate them to avoid confusion later.  In this post, we will look at how you can categorize your content assets in...

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By Dinesh Ravindran

updated 2 months ago

Daily Digest

The daily digest is a comprehensive email that reaches your inbox every day, keeping you apprised of the important notifications and figures about your content.  It contains: Your top 5...

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By Dinesh Ravindran

updated 2 months ago

Email Parameters

Email parameters allow you to personalize your emails at scale.  Within Paperflite you can add these email parameters to your email templates and they will auto-populate data such as First Name,...

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By Dinesh Ravindran

updated 2 months ago

User Groups

A User Group is a set of people who have similar objectives, profiles, and goals. At Paperflite, they help you bring organizational structure. This feature lets you combine your users into groups...

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By Dinesh Ravindran

updated 2 months ago

Getting Started

Setting up

What will you learn from this post? You will learn to set yourself up as a user at Paperflite. Getting started with Paperflite as a user is as easy as you can imagine. If you’re part of an organization, then you’ll be invited by your Paperflite...

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By Dinesh Ravindran

updated 2 months ago

Create Collection

3 things that you’ll learn in this post What are 'My Collections'? How do 'My Collections' work? How you can add assets to 'My Collections'? What are ‘My Collections’? Collections are storyboards that can be used to send to customers based on...

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By Dinesh Ravindran

updated 2 months ago

Create Streams

3 things that you’ll learn in this post What are Streams and why do you need them? How Streams can be created? How assets can be added to Streams? What are Streams and why do you need them? Streams are groups of assets created/published by your...

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By Dinesh Ravindran

updated 2 months ago

Stop Using Passwords - Single Sign-On

How many passwords can you remember? Or, let us put it this way - how many passwords do you remember? Possibly two? At max three.  Forget remembering passwords, hitting the 'Forgot Password' link has become second nature to us. Not if you're...

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By Dinesh Ravindran

updated 2 months ago

Share Content

Using the 'Compose' Feature

2 things that you’ll learn in this post How to use Compose? How to add assets in a jiffy in Compose? A lot of content is produced to be shared outside your organization. In this post, let’s look at how you send it outside your organization....

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By Dinesh Ravindran

updated 2 months ago

Stream Access

Content that is created for use within the organization can be shared with specific individuals or teams. Administrators can invite their team members to view/contribute new pieces of content to Streams. Click here to know how you can set...

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By Dinesh Ravindran

updated 2 months ago

Collaborate Collections

If you're reading this, you probably already know how to create Collections in Paperflite. Click here just in case if you'd like to refresh your memory. Imagine yourself and other team members working on the same project/deal together. How do...

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By Dinesh Ravindran

updated 2 months ago

Generate Link

3 things that you’ll learn in this post Using links to send content Various features of 'Generate Link'  Launching campaigns on social media with links How do you track the performance of every piece of content that you ship out? It is as easy as...

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By Dinesh Ravindran

updated 2 months ago

HTML Viewer

A poor reading experience can leave your prospects and customers disheartened. And, moreover, with intrusive elements such social sharing buttons can make it even more cumbersome. We are no fans of it either! That is why Paperflite lets you upload...

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By Dinesh Ravindran

updated 2 months ago

Email Gating for Lead Generation

Imagine yourself having access to awesome content that can make leads fall in love with your business. It is an incredible opportunity for you to reach out to them before they go cold. So, how can you convey your value proposition to them? By...

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By Dinesh Ravindran

updated 2 months ago

My Hub

Edit Stream

Streams are the origin for all your content on Paperflite when you launch them for the first time. They’re visible to folks with whom you’ve shared Streams and not yet visible to customers. We can make edits to Streams, add/remove content from...

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By Dinesh Ravindran

updated 2 months ago

Edit Stream Properties

In this post, we will see how Streams once created can be edited to suit your needs. Step 1 Log in to the Paperflite platform at https://app.paperflite.com . On the homepage, go to ‘My Hub’ on the left-hand pane. Click on a Stream tile and notice...

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By Dinesh Ravindran

updated 2 months ago

Add Groups to Streams

You’ve added content to your Streams and you’re now looking to organize it. How do you do that? On the Paperflite homepage, go to My Hub to access your Streams. Click on a Stream. The top-menu in each stream has a number of functions. Let us...

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By Dinesh Ravindran

updated 2 months ago

Delete Asset in Streams

Step 1 Log in to the Paperflite app and on the homepage, go to ‘My Hub’ to access your Streams. Step 2 When you’re inside a Stream, click on ‘Delete’ and choose the asset that you’d like to delete. Notice a check-box beside each asset that gets...

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By Dinesh Ravindran

updated 2 months ago

Rename Asset in Streams

Here is how you can rename an asset inside a Stream. Step 1 When you’re logged on the Paperflite app, on the homepage, go to the left-hand pane, and click on ‘My Hub’.  Step 2 Click on ‘Rename’ to change the name of an asset. You'll notice the...

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By Dinesh Ravindran

updated 2 months ago

Copy Assets in Streams

What if you’d like to create a copy of an asset in a different Stream or a Collection? Let us look at how we could do this. Step 1 Log in to Paperflite. Go to ‘My Hub’ and choose a Stream. When you’re inside a Stream, select click on ‘Copy’ on the...

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By Dinesh Ravindran

updated 2 months ago

Move Assets in Streams

Imagine you’d like to move assets from one Stream to the other or to a Collection. Let’s see how we can do this. Step 1 On the Paperflite app in the left-hand menu-bar, click on ‘My Hub’ and then click on the Stream from where you’d like to move...

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By Dinesh Ravindran

updated 2 months ago

Link Data Sources to a Stream

All of us have content residing in different places such as Box, Dropbox, Google Drive, OneDrive and SharePoint.  How easy would it have been to link all your content repositories with Paperflite? Well, that’s exactly what you can do, so you are...

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By Dinesh Ravindran

updated 2 months ago

Organize Your Content - Add Sections

We often struggle with organizing our content. Not if you're a Paperflite user. Our platform gives you a lot of options to keep your content in an orderly manner. In this post, let us look at how you can create sections within Collections and...

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By Dinesh Ravindran

updated 2 months ago

List View

List View The list view can be toggled with a stream or a group.  It replaces the traditional tile view of assets with a list that displays metrics such as opens, shares, downloads and time spent.  Here's how you do it. Step 1 Go to the Hub, and...

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By Dinesh Ravindran

updated 2 months ago

Search Content in Hub

A lot of times content can be strewn across the Content Hub in different Streams, and you might be searching for it all over the place. Using Paperflite's search tool, you can look for specific assets in Streams and Groups across the Content Hub. ...

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By Dinesh Ravindran

updated 2 months ago

Move or Copy Content

When your organization deals with large amounts of content there will be a constant need for organizing and rearranging of content. With the Move or Copy feature in Paperflite, you will be able to move multiple assets across your streams and...

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By Dinesh Ravindran

updated 2 months ago

My Collections

Turn a Collection Live

Imagine if you’ve shared a Collection with a prospect sometime back. You realize that you’d like to add more assets to it and let them know about it. Let us see how you can do this. Step 1 Log in to Paperflite at https://app.paperflite.com . When...

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By Dinesh Ravindran

updated 2 months ago

Edit Collection

Collections are groups of assets that can be shared with folks external to the organization. These can consist of a variety of different forms of assets such as PDF, DOCX, PPT, MP4, GIFs, MP3, Wistia and Vimeo, etc. i.e., any content that can...

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By Dinesh Ravindran

updated 2 months ago

Personalizing a Collection

Collections can be edited/personalized based on the needs of your prospects to make it visually appealing for them. In this post, let us understand how this is done. Step 1 Log in to the Paperflite app. Go to ‘My Collections’ and click on a...

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By Dinesh Ravindran

updated 2 months ago

Clone your collection

Ever felt the need to collaborate a collection and yet, work on it as your prospects are looking at it. At Paperflite , we have thought about it too. :) We call it 'clone' your collection. Here you go with a short video that tells you how to...

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By Dinesh Ravindran

updated 2 months ago

Edit Asset Properties

What leads us to read an article on the web or what prompts us to watch a video? Probably it is a Facebook suggest or it could have come from a Twitter feed. A nudge from a social media channel is an endorsement that the piece is worthy of our...

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By Dinesh Ravindran

updated 2 months ago

Content ROI

View Analytics

Analytics is a core element of Paperflite. We call it ‘Audience Intelligence.’ Each piece of your content – whether it is a video, an image or a Microsoft Word document – it is measured for its efficacy, i.e., how well is it accepted by your...

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By Dinesh Ravindran

updated 2 months ago

Conversational Analytics

In this post, let us understand how we measure conversational analytics in Paperflite. Step 1 Log in to the Paperflite app at https://app.paperflite.com . You will land on Paperflite’s homepage that has the left-hand menu-bar with all the...

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By Dinesh Ravindran

updated 2 months ago

Paperflite-SharePoint Integration

You have content strewn across different data sources in online storage repositories to retrieve them when you need them. At Paperflite, our objective is to ensure all your content is just a few clicks away. So, if you are a SharePoint fan, where...

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By Dinesh Ravindran

updated about 1 month ago

Asset Analytics

Every asset is valuable because it can convince the prospect to consider your offering more than the competition. Paperflite lets you pull out analytics for every asset in a number of ways – through Streams, Collections and Conversations. Let us...

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By Dinesh Ravindran

updated 2 months ago

Prospect Analytics

Every contact engages with your content in various ways. Some view it extensively, some re-share it, some download it for future reference. The ‘Rolodex’ feature gives you contact-level analytics. When you pull up a contact name, you know the...

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By Dinesh Ravindran

updated 2 months ago

Reports

Apart from the different ways of viewing analytics, you can also view analytics via the Paperflite 'Reports' feature. Access to the Reports is provided to a few key administrators who’re responsible for content strategies, budgets, its application...

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By Dinesh Ravindran

updated 2 months ago

Viewing Page-level Analytics

Paperflite now lets you view analytics at a thumbnail-level. What does that mean? It means that you can view analytics for each page of a document. As you hover over the graph, you notice analytics loading up with thumbnail previews appearing for...

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By Dinesh Ravindran

updated 2 months ago

Rolodex

Contacts

Paperflite stores the details of all your prospects and leads at ‘My Rolodex.’ Log in to Paperflite, move to the menu-bar on the left, and hover over the fourth icon from top. Click on ‘My Rolodex’ to see all your contacts. Who are your contacts...

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By Dinesh Ravindran

updated 2 months ago

Add New Contacts

Contacts are people with whom you’ve shared content in the past. Step 1 Log in to Paperflite and on the homepage, click on ‘My Rolodex.’  Step 2 Notice the button for adding a contact at the top of your screen marked with a ‘+’ symbol. Click on...

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By Dinesh Ravindran

updated 2 months ago

Update a Contact

Contacts once created might see some changes in their profile that needs to be updated. Here’s how you do it. Step 1 Log in to Paperflite and on the left-side menu-bar, click on ‘My Rolodex.’ Step 2 On the top-left corner, search for the contact...

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By Dinesh Ravindran

updated 2 months ago

Delete a Contact

In this post, we will see how do you delete a contact. Sometimes, a spring cleanup is a good thing to do and we recommend that :). Cleaning up your contacts from time to time helps you maintain an uncluttered list of prospects/customers, one that...

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By Dinesh Ravindran

updated 2 months ago

Distribution Lists

Using Distribution Lists is the easiest thing to do instead of populating every email id in the 'To,' 'CC', and 'BCC' fields. Here's how you do it in Paperflite. What are Distribution Lists? Distribution lists are used to initiate conversations...

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By Dinesh Ravindran

updated 2 months ago

Settings

Make Profile Changes

Need to change your profile details? It has never been any easier. Changing/updating your profile details is easy and seamless at Paperflite. Let us look at how you can tweak it according to your liking. Step 1 First and foremost, we recommend...

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By Dinesh Ravindran

updated 2 months ago

Change Password

There are two ways you can change your Paperflite password. The first is through the app, which we will explain first. Here’s how you get this done. Step 1 Log in to Paperflite at https://www.paperflite.com and head over to the menu-bar on the...

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By Dinesh Ravindran

updated 2 months ago

Email Templates

Using an email template allows you to write better copy instead of spending time drafting emails from scratch. You can simply add better content to your existing drafts and send it to your prospects/customers. At Paperflite, we’ve enabled the...

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By Dinesh Ravindran

updated 2 months ago

Integrations

SalesLoft Integration

A platform like SalesLoft enables you to skyrocket your prospect/customer engagement efforts and integrating SalesLoft with Paperflite will equip your sales teams with the right set of content that will sell like hotcakes! Paperflite enables...

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By Dinesh Ravindran

updated 2 months ago

Chrome Extension

Google's Chrome extensions are tiny widgets that sit on top of your browser that make your browser more powerful. Paperflite's Chrome extension lets you keep a tab on how your leads are interacting with your content. Once you start using it,...

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By Dinesh Ravindran

updated 2 months ago

Freshsales Integration

As a salesperson, your number one priority is selling stuff that makes your customers happy and come back for more. Period. Nothing else matters in sales. At Paperflite, we always put ourselves in your shoes and think how as a salesperson, you’d...

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By Dinesh Ravindran

updated 2 months ago

Klenty Integration

As a sales rep, what if you'd like to know which content is driving more engagement with your lead lists? You're not content with just open rates and click rates, what you're looking for is actionable insights on prospects that are more likely to...

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By Dinesh Ravindran

updated 2 months ago

Integration with Outreach

As a salesperson, you need all your tools available at hand for you to work effectively. So, what if you were able to get everything done while using your favorite tool to send sequences and personalize them. Why? Because as a sales rep, you spend...

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By Dinesh Ravindran

updated 2 months ago

Integrate with Gmail

Imagine a situation where you could have all your email conversations in one place and even track how your content is weaving its way through the client organization. Integrating with your email provider is one way of keeping your house in order....

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By Dinesh Ravindran

updated 2 months ago

Integrate with Outlook

As a sales rep, you spend a lot of your time on Outlook setting up meetings, replying to your leads/prospects and doing a lot more. Isn't it time for you to use Outlook and Paperflite together? If your teams use Outlook 365 for their outreach,...

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By Dinesh Ravindran

updated 2 months ago

Pipedrive Integration

As a salesperson, you need all your tools available at hand for you to work effectively. So, what if you were able to get everything done while using your favorite CRM system. Why? Because as a sales rep, you spend an incredible amount of time on...

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By Dinesh Ravindran

updated 2 months ago

Salesforce Integration

Salesforce is a favorite CRM amongst sales reps because it helps them: Get their account planning right Launch email campaigns with ease Communicate with their prospects seamlessly Collaborate with teams internally Automate their mundane tasks...

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By Dinesh Ravindran

updated 2 months ago

Zoho CRM Integration

At Paperflite, our number one prerogative is that our users should not be using a number of software to get their job done. The easier you make it for them, the easier it is for them to close deals. Zoho CRM is an easy-to-use CRM that empowers the...

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By Dinesh Ravindran

updated 2 months ago

Integrating Gmail via SMTP

In this post, we will understand how you can track your emails to multiple recipients. Let us dive into then. A lot of times, marketers and sales reps send emails to multiple recipients in one go and want to track them. But, software such as...

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By Dinesh Ravindran

updated 2 months ago

HubSpot Integration

HubSpot is one of the most nimble and sought after CRM of a sales rep. HubSpot is particularly known for its integration story. Any sales rep usually spends an incredible amount of time on the CRM filtering leads, polishing emails, following up,...

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By Dinesh Ravindran

updated about 2 months ago