SoloFire Spark App User Guide - WindowsAUGUST 2019

SoloFire Spark App User Guide - Windows

Getting Started 01

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Pulse

You and Your Team Stats

Recently Added

Contact Activity

Content

Share

Present

Settings

The purpose of this user guide is to provide a step-by-step instruction on how to use and navigate the SoloFire Spark App to help you capture the sale

Compatibility:Requires Windows 10 64 bit

Messaging

Forgot Password

App User Guide

Login

Getting Started

After opening the app, you will be asked to enter your login credentials

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Pulse

Once you have successfully logged in, the Pulse Dashboard will appear. From here you have instant access to Stats, Recently Added, Contact Activity, Trending, and Messaging.

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Recently Added2

Contact Activity3

Trending4

Messaging5

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App User Guide

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See first hand how you’re doing compared to your peers, and how your team is doing overall. A lot of the time field based reps aren’t sitting next to each other every day so we want to make sure you still feel apart of the team!

Good content is priceless but sometimes it is hard to find. SoloFire brings recently added or updated content to the forefront for easy access. The app will automatically update to let you know of any new content uploaded. You can then filter the content by name, date, and type.

*By default content is sorted in descending

order from newest to oldest. Content in here is

no older than 30 days.

Pulse (cont)

Your stats are shown at the top, your teams stats are below

Tap to change the duration

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You and Your Team Stats

Recently Added

Tap within the Recently Added section2

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There are two ways to view recently added content...

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Get detailed contact activity every time you share content with your customers. With an interactive timeline for each contact, you can see when they open your files and what they viewed. You can look back at every interaction throughout history.

Pulse (cont)

App User Guide

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Contact Activity

There are two ways to view contact activity...

1 Tap the icon on the sidebar

Tap within the Contact Activity section2

After you tap, the contact activity will expand bringing up an interactive timeline for every contact you share content with.

1 Tap to filter the timeline view

Tap the contact name to bring up the individual timeline

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Tap within the box to see what content you shared

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Tap within the box to see what content your contact viewed

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App User Guide

Content

Tapping the Content button located in the upper right hand navigation takes you to your email cart. SoloFire also tracks the files you share with your customers and instantly notifies you when they receive and view those files.

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Tap a document to view it

Add document to share queue

Add document to agenda

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Pulse (cont)

Inside the SoloFire app, under Pulse, is a message center so you can stay up to date with all the important announcements sent from your admins. Now you don’t have to worry that you will accidentally pass over them in your email inbox.

Messaging

There are two ways to view messages...

1 Tap the icon on the sidebar

Tap within the Messaging section2

*These messages are unidirectional from the

admin to the app user. Meaning app users can’t

respond to admins or send other users messages.

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Share

Tapping the Share button located in the upper right hand navigation takes you to your share queue. SoloFire also tracks the files you share with your customers and notifies you when they open and view those files.

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App User Guide

Present

Tapping the Present button located in the upper right hand navigation takes you to the Present page where you can easily build a custom presentation using content tailored to that specific prospect’s needs. You can share any of the content with your prospect so they can review the information after the meeting.

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Presentation folders

Create new presentation

Tap on thumbnail to present

Add content to share queue

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*swipe left to duplicate, edit, or remove

Share via emailEnter in the contact’s email, subject, and

message. Tap send.

*to send an email to multiple people at once,

seperate each email address by a comma

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Share via textEnter in the contact’s name and phone

number, or add a contact from “Your

Contacts” by tapping the + to the right.

Enter message and tap send.

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View previosuly shared content3

Tapping X removes a document from the share queue

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Tap Forgot Password

From there you be directed to another screen. Enter your email associated with your account, click submit.

You will get an email with a link to set your password. If you didn't receive the email, you might have entered in the wrong e-mail. Or check your email spam folder to verify that the email didn't get sent to your spam folder.

Click the link, it will take you to a new window to reset your password. Enter in your new password and confirm it, click submit. Your password has been reset.

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Open the app to be taken to the login screen, from there you will be able to reset your password.

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Settings

Tapping the Settings button located in the upper right hand navigation will allow you view the Settings menu. From this menu, you can perform a variety of tasks.

Log out of the app

Switch configurations

Clears all files in your share queue

Clear all presentations you’ve created

Sign into your SalesForce account

Refresh downloaded content assures that your local files are the most recent version

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App User Guide

Forgot Password