Article Overview
Learn how to effectively create and manage screens and slides in Amplify for a dynamic display of sales data and achievements. This guide covers everything from accessing your screens to customizing slides for your specific needs, ensuring a tailored and engaging presentation of key metrics.
Tip: Only users with Admin or Owner access levels can complete the following steps.
Part 1: Log in to Amplify on Desktop
Log in to Amplify and access screens settings.
- Log in to Amplify at app.amplify.salesrabbit.com and sign in using your SalesRabbit credentials (email and password).
- You can also log in to Amplify from your SalesRabbit account by selecting the Amplify option at the top of the left-hand side bar menu.
- In Amplify, navigate to the left-hand side bar menu and scroll to the bottom for the option that says "Manage".
- Once you click Manage, a menu will pop up. In that menu, select the option that says "Screens".
Part 2: Create a New Slide
Creating a new slide.
- Once on the Screens management page, click on the "+ Create" new slide button in the top right corner.
The creation page will pop up next where you will be prompted to select the metrics or other data to be presented on the Slide.
- This type of setup involves more steps than the quick create, but will give you the possibility of tailoring the slide to a specific selection of products, teams, users, periods or any other parameter we support.
The Data points are the following:
Metrics - Creating a slide based on a single metric, Activity flow or Scorecard.
Gamification - All slides that relates to XP, achievements, or battles.
Media: have an image or an image with captions, time countdown, web page or youtube video
Recognition: birthdays, the Feed, and Work Anniversary screens.
Part 3: Layout and Background
Customizing the Slide by selecting layout and background options.
Choosing Layouts
- Select the option for "Layouts" and then select from the options above. This will affect how the slide looks as well as how the data is presented.
- Adjusting Settings
- Title: Title or name of your slide as it will appear on screen as well as within the Playlists management page.
- Description: Description of what your slide is about. Entering a description makes it easier to search for and identify this specific slide.
- Period: Timeframe within which you want to collect data. You can select CustomDates to define your own timeframe or choose one of predefined values: Budget (your current budget period), Week, Month, Quarter, Year, Day, Yesterday, Last Week or Last Month. Note that choosing your own CustomDates will require you to update this slide one the end date is passed.
- Variant: select the type of view you would like the slide to have.
- Background: In the last steps of the slide creation you will be given the option to choose between a set of pre-added background images, and the possibility to upload your own. Our background images are designed to work well with the colors of the text and numbers in the slides, so we recommend choosing one of them.
- Save when your done.