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This handbook is your go-to resource for everything you need to know about Paperflite Collections. Whether you’re a seasoned Paperflite pro or just getting started, we’ve got you covered.
WHAT'S INSIDE
A Handbook on Collections
1. What are Collections?
2. What are Collections within Paperflite?
3. Why Should You Use Collections?
4. Who’s Using Collections? (Hint: Everyone!)
5. Types of Collection Layouts
6. Types of Viewers
7. Curating the Best Collection Experience
8. Best Practices for picking you visuals
9. Optimising Content It’s What’s on the Inside That Counts
10. Organising Your Collections - Folders for Easy Access
11. Sharing Your Collection
12. The Proof is in the (Analytics) Pudding
TABLE OF
CONTENTS
1.
This handbook is designed for everyone in your organization who wants to use Collections to create more engaging and effective content experiences. Whether you’re in sales, marketing, customer success, or product, this handbook will help you get the most out of Paperflite Collections.
Who’s this Handbook for?
Product
Customer Success
Marcom
Sales
Marketing
Everyone
in your organisation
What’s Inside?
• Pro tips and real-world examples to inspire you.
• A clear explanation of what Collections are and why they’re so awesome.
• Step-by-step instructions on how to select the right layout, share, and track your own collections.
What are Collections?
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Create New Collection
Presentations
Case studies
Videos
Sales
The word “collection” can mean different things to different people.
For a collector, it might be a prized assembly of rare items.
To a marketer, it might be a collection of various marketing collaterals.
For a sales professional, it could be a collection of documents to be shared with a potential customer.
But….
Like Literally,
In the context of Paperflite, Collections take on a more specific and powerful meaning.
They are digital spaces where you can beautifully organize and share your most valuable resources –presentations, videos, case studies, and more. Forget messy email attachments and scattered files.
What are Collections within Paperflite?
Collections are Paperflite’s answer to disorganized content.
Why Should You Use Collections?
See who’s
viewing your
content and
what resonates
most.
Tailor collections to
specific audiences
or goals for
maximum impact.
Organize all your
content in one
central hub,
making it easy for
your prospect to
find what they
need.
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(Hint : Everyone!)
Who’s Using Collections?
CLICK TO EXPLORE
Personalised Collections
Digital Sales Rooms
Sales
Turn prospects into customers with personalized collections and collaborative deal rooms.
Sales Training
Prospect Resource Hubs
Post-event follow up
Teams that also make use of collections
Reach out to us if you want to know more on how different teams use Collections for various scenarios.
Marcomms
Designers
Founder’s
Office
Finance
Teams
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Lead Magnets
Internal Comms
Marketing
Generate leads, enable internal teams, and drive engagement with captivating collections.
Sales Enablement
Success Stories
Product Launches
Onboarding
Best Practices
Customer Success
Onboard new customers smoothly and build a thriving community.
Resource Hubs
Community Building
Product Release Notes
Product Roadmaps
Product
Showcase your latest releases and roadmap in an interactive way.
A layout for how a collection of assets would be arranged is vital for a binge-worthy experience and we have 3 types of layouts created for specific use cases
Think of it as a modern take on a bulletin board, but way more interactive and visually appealing. It’s like a neatly organized mosaic of information, arranged in eye-catching tiles
Metro Experience
1
WHERE TO USE METRO :
Marketing
Content libraries, campaign landing pages, even data reports can get a metro makeover.
Customer Success
Revamp your knowledge base, create interactive onboarding experiences, or showcase customer success stories.
Product showcases, client brag boards, sales resource hubs… you name it.
Sales
+ Add Asset
+ Add Asset
+ Add Asset
Carousel Experience
If your collection has a narrative, carousel is your best friend. It’s like a curated art gallery, guiding users through a visual story.
WHERE TO USE CAROUSEL :
Walk clients through your project’s lifecycle step by step.
Project Overviews
Customer
Testimonials
Let your happy customers do the talking.
Product Launches
Build excitement by unveiling features one by one.
2
3
Deal Room Experience
Paperflite’s Deal Room is designed to streamline your sales cycle, acting as a virtual war room where you and your client can collaborate on proposals, RFPs, and contracts. It’s like having a 24/7 open house for your deal – minus the nosy neighbors.
WHERE TO USE DEAL ROOMS :
Keep all your documents organized and easily accessible for your clients.
Sales Proposals
RFP
Responses
Make sure everyone’s on the same page, from your team to the client’s stakeholders.
Partner Portal/ Enablement
Share resources and collaborate with partners to close deals faster.
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EXPERIENCE
Metro
CLICK TO EXPLORE
EXPERIENCE
Deal Room
EXPERIENCE
Carousel
Types of Collection Layouts
CLICK TO EXPLORE
Types of Viewers
VIEWER
List
VIEWER
Gallery
VIEWER
Immersive
Provides a full-screen, interactive experience, perfect for showcasing individual assets with maximum impact.
Immersive Viewer
3
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Best suited for image and video-centric collections, emphasizing visuals with a focus on individual assets and an infinite scroll for sections.
Gallery Viewer
2
Think of viewers as different lenses through which your content is perceived. With Layouts, you decide how your assets are to be organized, with Viewers, you can specify how your collection is to be viewed.
1
Ideal for collections with numerous assets, allowing users to easily browse and select the content they want to explore.
List Viewer
Curating the
Best Collection
Experience
Matches made in Paperflite ♡
The key to creating a captivating Collection lies in
selecting the right layout and viewer combination.
LET’S EXPLORE SOME IDEAL PAIRINGS
PAIRING METRO :
PAIRING CAROUSEL:
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PAIRING DEAL ROOMS:
Best Practices for
picking your visuals
Visuals are the heart and soul of your collection, captivating your audience and enticing them to explore further.
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These are your content previews, offering a glimpse into what each asset holds.
Choose visually appealing thumbnails that accurately represent the content.
Asset Thumbnails
CLICK TO NAVIGATE
Dimensions : 400 x 400 pixels
File Size : 2MB or less
Your brand’s visual identity. Ensure your logo is high-quality and prominently displayed within your collection.
Logos
Dimensions : 400 x 400 pixels
File Size : 2MB or less
Sets the tone and atmosphere for your collection. Select or upload a banner image/video that aligns with your message and brand. You can even add filters and gradients to ensure your banner content pops out.
Background Banner
Don’t worry, you don’t need to be a Photoshop whiz.
Where to Find Images
Paperflite’s got your back with:
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Optimizing Content
You’ve got the looks down, but what about the brains? Let’s make sure your collection’s content is just as enticing as its visuals.
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It’s What’s on the Inside That Counts
Description Length
Keep it snappy! A few sentences to pique interest is all you need. Save the novel-length descriptions for, well, novels.
Content Diversity
Mix it up! Don’t just throw in a bunch of PDFs. Add videos, presentations, images – variety is the spice of life (and collections).
Relevance
Make sure everything you include actually supports your collection’s goal.
No random cat memes allowed (unless your collection is about feline overlords and drooly underdogs, of course).
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Organizing
Your Collections
Paperflite understands that you might create a wide array of Collections for different purposes. To keep things organized and accessible, you can utilize Folders.
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Folders for Easy Access
Within the Collections tab, you’ll see several default folders:
But wait, there’s more!
You can also create your own custom folders to group Collections based on specific use cases or themes. This is a fantastic way to streamline your workflow and find the right Collection quickly.
All Collections
Owned by Me
Collaborated
Live
Templates
How to Create a Folder :
Go to the Collections tab.
Click on the ‘+Add New Folder’ button next to the existing folders.
Name your New Folder.
Drag and drop the relevant Collections into the newly created category
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You can create folders for :
To store all your client-specific proposals and presentations.
Client Pitches
The possibilities are endless!
Sales Enablement
Marketing Campaigns
Customer Onboarding
Internal Communications
You’ve put in the work, now it’s time to let your collection take flite!
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Sharing Your Collection
Make teamwork a breeze by using our collaboration features
Internal
Collaboration
It’s time to share it with the world (or at least, the people you want to see it).
External Sharing
Turn your collection live!
Live
Collections
Internal Collaboration
Paperflite makes teamwork a breeze with its collaboration features. Gather insights, refine your collection, and ensure everyone’s on the same page before hitting that “share” button.
TEMPLATES
Save time and effort by creating templates for different scenarios. It’s like having a pre-made recipe for your favorite dish – just add your ingredients and you’re good to go!
COLLABORATION
Invite team members to view, and edit your collection. It’s like brainstorming with your colleagues, but without the endless meetings.
External Sharing
Now that your collection is polished and ready for prime time, it’s time to
share it with the world (or at least, the people you want to see it).
Personalized Link
Anonymous Link
UTM Links
Gated Access
Live Collections
Turn your collection live! This means that any new content you add will automatically be updated for anyone who has access to the collection. No need to send out multiple emails or worry about outdated information. It’s like having a self-updating news feed for your content.
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The Proof is
in the Pudding
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Wondering how your collection is performing?
Who’s Tuning In
Paperflite’s analytics are like your personal backstage pass, giving you the inside scoop on:
See exactly who’s viewed your collection, even down to the individual recipient.
Track how many times each asset has been viewed, shared and how long people are spending with your content.
Engagement on Point
Click Through Rates
Know which links are getting the most clicks, so you can see what’s resonating with your audience.
Bonus Pro Tips
(Because Everyone Loves a Bonus)
Keep it Simple
Focus on the most important information and avoid overwhelming your audience with too much content.
Use High-Quality Visuals
Choose images and videos that are relevant, engaging, and visually appealing.
Write Clear and Concise Descriptions
Highlight the key benefits and takeaways of each piece of content.
Personalize
Tailor your collections to
specific audiences or use cases.
Experiment
Try different layouts and content combinations to see what works best for your team and your customers.
Track Your Results
Highlight the key benefits and takeaways of each piece of content.
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Schedule a Demo to see how Paperflite can help your teams have access to content anywhere, anytime.
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