Paperflite for PerfectionLearning

Overview of using Paperflite efficiently

Usecase

Step 

1

Account Setup

Update a profile photo, first and last name, email ID, and phone number. This is the information that will appear on every share you make externally.

Profile:

Enable notifications on your Paperflite account so you are notified every time your prospect opens your email or engages with the content you have shared.

Notifications: 

Integrate your Outlook account with Paperflite, this way every email you send from Paperflite will have your email ad the sender address and you will see these emails within the sent folder on your Outlook account.

Integrate Outlook 
with Paperflite:

Step 

2

Finding Content

Within the content hub you will see streams (folders) indicative f the different content types that are available within the organisation. Clicking into a stream will show all content related to that stream.

Stream:

Alternatively, click on the search icon on the top left corner and type in the key word of the content you are looking to find and you will have your results populate straight away.

Search:

If your keyword is giving you a lot of additional results, use the filters in the right panel of the page to narrow down your search.

Filter:

Step 

3

Creating Collections

This is a microsite that allows you to personalize content sharing. While creating a collection, you are able to add the following information:

Creating a Collection:

  • Banner
  • Logo
  • Personalized note
  • Content to be shared​

The pre-approved collections from the marketing team can be cloned and personalized prior to sharing with prospects.

Clone Collection:

Step 

4

Sharing

When emailing from Outlook, you can attach content from Paperflite via the plugin, thereby making this a personalised share with an option to track engagement.

Via Email:

If you are looking to share to multiple prospects within an account, you can also generate a link with an email gate. This will allow you to share easily and yet every user who gets access to the content, has to identify themselves

Generating a link:

Step 

5

Conversations

Every piece of content shared externally with prospects will have a record within the conversations section.

Conversations show you the following metrics:

    • Email opened/Link clicked
    • ​Cumulative time spent on the content
    • Time spent on every individual content piece added to the collection