Profiles
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      Customizing Content with Company, Team, and User Profiles

      Custom sales enablement content is the name of the game with Ingage. Take it further with variable attributes at the Company, Team, and User levels to personalize one presentation to suit many situations.

      Contents

      How Profile Information is Used
      Downloading Customized Profile Enabled Content
      Updating Your Company Profile
      Updating Team Profiles
      Updating User Profiles
      Building Content with Profile Values (Alpha Version)

      Custom profile details only work when presenting content directly from Ingage. If a presentation with custom profile details is shared via public weblink, anyone viewing the presentation will see default variables.

      How Profile Information is Used

      Adding key photos, logos, URLs, and other pieces of text to your profiles allows one presentation with pages from our new Profile Pages template pack to have different details and pieces of media depending on who is presenting.

      Company details like your logo will be present when a presentation is viewed by anyone at your company

      Team details like a team photo or location specific insurance certification will apply based on which Team a specific presentation is accessed from

      User details like a headshot or personal bio will apply based on which user launches the presentation

      Downloading Customized Profile Enabled Content

      To download Customized Profile Enabled Content:

      1. Access the Marketplace online (link: Ingage Marketplace) or click Marketplace in the Ingage app
      2. Locate Profile Pages within the Page Templates section, or use the search bar in the upper right corner to search "Profile Pages"
      3. Use the following guide for downloading Page Templates: Using Content from Ingage Marketplace

      Once you've downloaded the template pack, use these pages in your presentations by following this guide on adding pages to a presentation: Adding a Page to Your Content

      Updating Your Company Profile

      Admin Only
      To update your Company Profile:

      1. Manage your account by heading to teams.ingage.io or click Manage in the left side bar of the Ingage App
      2. In the left sidebar, click Manage and select Company from the expanded menu
      3. Click the Profile tab on the left
      4. Make changes
      5. Click Save Changes

      Updating Team Profiles

      Admin Only
      To update a Team Profile:

      1. Manage your account by heading to teams.ingage.io or click Manage in the left side bar of the Ingage App
      2. In the left sidebar, click Manage and select Teams from the expanded menu
      3. Select the Team you'd like to edit
      4. Click Profile in the top right
      5. Make changes
      6. Click Save Changes

      Updating User Profiles


      Admin Only
      To update the User Profile on behalf of your rep:

      1. Manage your account by heading to teams.ingage.io or click Manage in the left side bar of the Ingage App
      2. In the left sidebar, click Manage and select Users from the expanded menu
      3. Select the User you'd like to edit
      4. Click Profile in the top right
      5. Make changes
      6. Click Save Changes

      Building Content with Profile Values (Alpha Version)

      Though our team at Ingage is still turning the screws on a more user friendly version of this feature, you can add fields in pages you've designed that make use of Profile Values.

      To access a menu of available values:

      1. While in Edit mode on a page in your content, click View in the application menu at the top left of your screen.
      2. Select Show Dynamic Values from the expanded menu
      3. Here you can see the available values on the left, and details currently populating this value on the right
        1. Values begin with the Profile level: company, team, or user and are followed by descriptive text
        2. Details include the type of media in parenthesis: IMAGE, TEXT, or URL
        3. Values that have not been set at the Profile level include the phrase Default Value in red in the right column

      To use Profile Values in a component:

      1. While in Edit mode on a page in your content, select the component you'd like to fill with a Profile Value
      2. Scroll to the bottom of the Inspector in the right side bar to locate the Automation field
      3. Add the Profile Value as listed in the Dynamic Values menu, ex: company.logo or user.rep_bio
      4. To preview your work, press the Play button in the upper right corner

      To use Profile Values in a Web Action:

      1. Click on the Component with the Action associated with it
      2. Click Choose Website
      3. Scroll to the bottom of the Inspector in the right side bar to locate the Automation field
      4. Add the Profile Value as listed in the Dynamic Values menu, ex: company.logo or user.rep_bio
      5. To preview your work, press the Play button in the upper right corner