Ingage is a powerful design tool for interactive sales enablement content. Customizing a Sample Presentation or creating unique content with Template Pages using the following guides.
Contents
Creating a New Presentation
Editing an Existing Presentation
Navigating the Storyboard
Editing a Page
Using Actions
Creating new presentations is limited to Creators and Admins on an Ingage account. Editors, Creators, and Admins can edit content. If you think you should be able to create and/or edit content, please reach out to your account Admin to adjust your account permissions.
Creating a New Presentation
To create a new presentation:
- In the Ingage App click the green plus icon in the upper right corner
- Tap or double click the Theme you'd like to use in your presentation
Editing an Existing Presentation
To edit an existing presentation:
- In the Ingage App click the three dots in the lower right corner of the thumbnail for the presentation you'd like to edit
- In order to present or edit a presentation, it must first be downloaded, if Download is an option in the menu, click Download
- Once the presentation is downloaded, click the same three dot menu
- Click Edit to begin editing
Navigating the Storyboard
When editing an Ingage presentation, the Storyboard is your 100 yard view of the components of your presentation
Preview
Click the Play button in the upper right corner to Preview your work the way it would appear in the field
Click the X in the lower left corner of your Preview to return to the Storyboard
Title
The title of your presentation can be edited in-line at the top of the Storyboard by clicking into the section title field, if you're working on a new presentation this field will read Untitled Presentation
Sections
Click Add Section to add a new section to your presentation
When you have more than one section in a presentation, each of the section names will appear in bold all caps above the pages within that section
Section titles can be edited in-line by clicking into the Section title field
Hovering over a section title reveals a menu illustrated by two horizontal lines to the right of the section title: Click on these two lines and drag the Section title to reorder the sections in the presentation, right click on these two lines to reveal additional Section options (Copy, Cut, Delete, Hide)
Pages
Click and drag a Page to reorder the pages in a Section, or to move the page to a different Section
Right click a page to reveal additional Page options (Copy, Cut, Delete, Hide)
Double click on a page to begin editing
To add a Page to your presentation:
- Click the green plus button in any Section to add a page to your presentation
- Select from basic Page Layouts or click on one of the Template Pack titles in the left side bar to view additional Template Pages
- Select the page(s) you'd like to add to your presentation
- Click the green Add Page(s) in the upper right corner
Most pages in Ingage are Freestyle pages, full of components that can be altered as you see fit, one page stands apart. Check out this article on Using an HTML Page to learn about the dark horse in the Page Layouts Template Pack.
Sharing Panel
In the upper right corner of the Storyboard is your Sharing Panel
Check out these articles to learn more:
Publishing Changes to Ingage Content
Sharing Content Via Web Link
Theme
Check out this article to learn more about creating and applying Themes:
Customizing Content Using Themes
Nav Bar
It is best practice to edit your Nav Bar settings within your theme, as opposed to at the presentation level, you can learn more about editing the Nav Bar using this article:
Customizing Content Using Themes
All Pages Button
With this box checked, Viewers will see a grid icon in the lower right corner of the presentation that allows them to view all pages from a birds-eye-view, and navigate to a specific page in the presentation by clicking or tapping on the page's thumbnail
Import
This tool can be used if you have an existing presentation from a non-interactive presentation software that you would like to begin collecting analytics on in Ingage
Please note, uploading images, PDFs, Power Points, or Keynote Presentations will NOT upload all of the individual assets for further editing. It will simply upload each page as a flat, uneditable image
Open Presentation Tag
This tag will be used if you use the Open Presentation Action to access this presentation. Learn more about Open Presentation in the following article:
Using the Open Presentation Action
Editing a Page
Double click on a page to begin editing
Preview
Click the Play button in the upper right corner to Preview your work the way it would appear in the field
Click the X in the lower left corner of your Preview to return to the page
To Undo
Mac
Edit > Undo in the toolbar
or Command + Z on your keyboard
Windows
Click the left facing curved arrow above the canvas
or Ctrl +Z on your keyboard
At the top center of the screen is the Section Title, with arrows to either side, click the left facing arrow to edit the previous page, the right facing arrow edit the following page
When no features on the Canvas are selected, the following page settings can be manipulated in the Style Panel on the right sidebar:
Page Options
Page Name
The name listed in this field will be used when viewing analytics on the presentation
Swiping
Normal will allow the Viewer to swipe forward or backward in the presentation
Forwards Only will prevent the Viewer from swiping back to the previous page in the presentation
Backwards Only will prevent the Viewer from swiping forward to the next page in the presentation
No Swiping will prevent the Viewer from swiping forward to the next page or back to the previous page in the presentation
Navigation of the presentation using Section Titles or the All Pages button are not effected by these Swiping Settings, learn more about presentation navigation in the following article:
Presenting With Ingage
Lock Page
This option is only visible for Creators and Admins on your Ingage account
Selecting Lock Page will prevent Editors from making changes to this page when editing the presentation
Page Background
Change the background of the page by selecting a Color, Gradient, or Image
When you select a feature on the Canvas, like an image, video, text box, etc. the tools to edit this feature become visible in the Style Panel in the right side bar
Some sample content uses the Pinned setting to hold features in place, scroll to the bottom of the Style Panel and use the checkbox next to Pinned to pin or unpin an object
To add a feature to the page, click the + plus button in the upper right corner and click on the feature you'd like to add
Check out the following Feature Guide for information about what each feature can help you accomplish, and how to edit each feature type: Feature Guide
Using Actions
Actions can be added to Text, Images, and Shapes to make the feature clickable
To add an Action to a feature:
- Click the feature you'd like to add an Action to
- In the upper right corner of the right side bar, click Action to access the Action Panel
- Click the green Add Action button
- Click the Action you'd like to add
To edit an existing Action:
- Click the feature whose Action you'd like to edit
- An orange pill shaped button will appear below the feature, click this button to edit the Action
To delete an Action
- Click the feature whose Action you'd like to edit
- In the upper right corner of the right side bar, click Action to access the Action Panel
- Click Delete Action
Check out the following Action Guide for information about what each Action can help you accomplish, and how to edit each Action type: Action Guide