You can easily import a PowerPoint presentation by clicking ‘+’ under ‘Start a New Presentation’ on the presentations page. Then clicking ‘+ Import PowerPoint’.

You then will have the option to either drag and drop your presentation in the box or click ‘Select Presentation‘ to choose your presentation to import. Click ‘Upload Presentation‘ to begin processing the PowerPoint.

To add PowerPoint slides to an existing presentation, click ‘+ Insert Slide’ then choose Powerpoint.

*Note, depending on the presentation, the system may take some time to process.

**Also, carefully review the processed presentation to ensure all your slides are imported. Some PowerPoint presentations contain embedded tags or other data that cannot be imported and are ignored in processing. If this happens, you will have to take an image of the slide to upload to Slidecast.

HTML slides enable you to build highly customizable HTML pages to use as slides in your presentation. Combined with placeholders that merge your contact’s information, they provide you with a powerful way to customize a slide for your client.

1.     Click the “+ Insert Slide” button, then either click “Blank” or “Template” to get an HTML slide added to your presentation.

2.     Name your slide and click the preview image below to edit.

3.     The editor opens with the default slide loaded.

4.     You can edit any element of the slide to craft your own design or choose “Select a Template” at the top right to find one from hundreds of other pre-designed ones.

You can manually add contacts using the ‘Create Contact’ button or ‘Import’ contacts using an Excel, CSV or TXT file.

Google and Integrations contacts: If you signed in using a Google Gmail login, your contacts are synced with Google every time you log in and when you make changes to a contact. If you are integrated with an Integration Provider (like HubSpot), your contacts will also be synced on login and when you update a contact.

To add a contact, click the “Create Contact” button inside the contacts page.

When on the contacts page, click the ‘•••’ next to the ‘Create Contact’ button. Then select ‘Import’

Click the link for the template file you wish to use. Excel, CSV, or TXT file.
This will download a template that can be easily filled with your contacts.

Click ‘Select Your File’ and choose your updated contact list. Or simply drag and drop the file into the marked area. Click ‘Upload File.’

Slidecast will immediately begin processing your list of contacts, and you will be notified when your contacts are ready to use

2.     Find the contact you want to work with

3.     Click ‘Launch’ to start a Slidecast or click ‘Self-Guided’ to send them your presentation.

You can view the history of your presentations with contacts. When inside the presentation click ‘•••’ then select ‘History’.

You can view the history with a specific contact. When on the contacts page click into the contact and then select ‘History’.

We’re excited for you to be able to work with Slidecast from within HubSpot.

Clicking ‘Install app’ will take you to the Slidecast signup screen.

Enter your mobile number and verify it. Next enter your name and email. Finally enter your password. You may optionally just sign in with your Gmail account. Once you have signed up to Slidecast, you’ll be taken to the Integrations tab within the “Your Account” page with the HubSpot integration pre-selected.

Note, you may optionally choose to select “Workflow (Automation).” However, please ensure you have a paid account supporting Automation in order to successfully integrate with Slidecast. If you do not, the integration will fail.

Click “Save.”

You will be taken back to HubSpot to sign in with your account, if you’re not already.

Once you do, and have agreed with the permissions being requested, you’ll be brought back to Slidecast, and you’re done. Your contacts will automatically be synched from HubSpot and you’re ready to begin working from within HubSpot.

Note, every time you log in to Slidecast, the system will sync with HubSpot. Note that from your contact in HubSpot, any changes to the following fields will update the corresponding record immediately in Slidecast: First name, Last name, Email, Mobile. That’s because these fields are required for Slidecast to work correctly within HubSpot. So if you make a change to any of these fields, be sure to refresh your contact page in HubSpot.

Once you’re back in HubSpot, go to your contact, and you should be able to see a Slidecast card on the right.

You’re now able to do your most common Slidecast activities directly from within HubSpot.

1.     “Launch a Guided Slidecast with [Contact]” takes you to a Slidecast with that contact. Once they connect and the Slidecast is running, an activity is recorded (if the contact is a part of a Deal, activity is also recorded there). Note, to see it, you may have to select Integrations > Slidecast.

2. “Send [Contact] a Self-Guided Slidecast” will send an email and text to your contact with a link to a Self-Guided presentation. Once they start it, an activity is recorded (if the contact is a part of a Deal, activity is also recorded there).

3. “Communicate with [Contact]” allow you to Send a Text or Start a Voice Call with your contact.

4. “View [Contact]’s History” allows you to see a history of interactions with your contact.

5. “Configure Slidecast” allows you to manage your presentations from within HubSpot.

Contacts:

1. Creating contacts in Slidecast (directly, or through a new contact starting a presentation or joining one) will create the contact in HubSpot.

2. All Slidecast activity for contacts will create an event timeline in HubSpot for that contact.

3. All Slidecast activity for deals (with associated contacts) will create timeline events for that deal (and the contact).

Workflow:

If you have enabled “Workflow (Automation)” for the integration, and you have a paid HubSpot account supporting Workflow, you can use this feature.

1. You can enroll a Contact Workflow for both the Start and End of a Presentation by going to ‘Presentations’,

2. Click the presentation,

3. Choose ‘Advanced‘ (if the card is collapsed, click the name of the presentation to expand),

4. Select the appropriate workflow for the ‘HubSpot Self-Guided On Start‘ and ‘HubSpot Self-Guided On End‘ events.

5. Click ‘Save Presentation‘

6. Within HubSpot, send the self-guided link to the same presentation to the contact. Whenever they click the link and start that presentation, the On Start workflow selected will be enrolled. When they click the ‘Stop‘ presentation button, the On End workflow will be enrolled.

And that’s it. If you have any questions, you can always call us (866.844.2001), email us (support@slidecast.com) or use the Contact Us form on this site to get in touch with us.

Keyword: Your keyword gives your contacts access to your presentation in an easy way. Just select an easy-to-remember keyword, and if it’s available, you’re free to use it in your link.

Form Options: For contacts that come to your presentation, you can decide whether they fill in a basic information form or enter without filling in anything. Remember, by not requiring them to fill in a form, you’re not going to have access to Analytics data for each person viewing your presentation.

Account: Once you have paid for a Slidecast account, you’re able to set up your account as a Billing account for your company. That means you can invite your colleagues to “join” your company by adding them to your account. To do this, name your account appropriately and copy and disseminate the Company Code to anyone else you would like to add to your account.

When they sign up, they will be able to use your code to join their account to yours. Once you accept them as sub accounts, your account will be responsible for their billing.

Default Email Template: You can change the default email template used for all new presentations, but changing it here. All new presentations will default to your design, which you can then modify within the presentation itself.

Other: You’re also able to change your password, merge your Google account, update your credit card, view your billing history, add or remove features, and manage your personal details.