SalesReach Pages have Content Sections such as Assets, Bios, and Proposals. Read more about setting those up.
This information was also covered in Step 10.
Content Sections feature dynamic interior controls.
How to add Content Sections to SalesReach Pages
Assets, Bios, and Proposals are all Content Sections.
Within the visual builder is a dynamic interior where you can control the layout of your SalesReach Page. Click the button "add content section" to add sections to your Page.
Content sections may be added, removed, and reordered. Within the Visual Builder dynamic menu, each section is added as a row that can be opened like other drawer menu items using the chevron to expand or collapse.
Use the upwards pointing double chevron arrow to move the Asset up one position.
Use the downwards pointing double chevron arrow to move the Asset down one position.
- Bio - You can add one Bio to a SalesReach Page. This references the information you put into the Bios section of the Content Library. If you created multiple Bios you select from them here.
- Click "Create New Bio" to be taken to the Content Library Bios section
- Social Links - Click to place a checkmark next to whichever social media icon you want to be included with your Bio Section of your Page.
- Click "Edit Account Settings" if you wish to change anything like your social links. Remember those changes will be global.
- Assets - This Content Section references the Assets you created in the Content Library. In rows of four, you can add Assets to the page. In the Visual Builder, assets are ordered top to bottom and correspond with the left to right positions on the SalesReach Page. If you have more than four Assets to share, click the "Add Content Section" button again to add another Assets section.
- Headline - introduce your Assets section(s) and add it to the Page Navigation with a headline on the Page above your assets
- Click "Add / Edit Assets" to bring up the Content Library interface modal and select from the Content Library an Asset you want to add to the PAge. You may also unselect Assets in this modal to remove them from the page.
- Asset Controls - Each Asset is added as a row in a list. This is another flexible region. Locate the Asset, click the handle on the left and drag it to move the Assets to the order them on the page. Use the "x" icon to the right of the Asset title to remove Assets from the page.
- Click "Create New Asset" to be brought to the SalesReach Content Library Asset Creator.
- Proposal - This Content Section is unique to each Page. Manage your Proposals from the page and keep proposals organized. The Proposals Module will store your proposal information and create a Proposal icon along with a date stamp when enabled on your Page .
- Headline - introduce your Proposal section and add it to the Page Navigation with a headline
- Copy - Include a brief message explaining what this section is about or what the viewer of the Page should do.
- Include Signature - this toggle switch activates a hand script typeface generated from your first and last name in Account Settings. Toggle blue to the right to activate and grey to the left to deactivate
- Click "Attach New Proposal" to add a document or link to a proposal from your proposal management software into SalesReach. Each time you do this SalesReach will store it at the Page-level. Note: if you delete the Proposals module or section you will also delete the Proposals you created within the module.
- Create Proposals within the Visual Builder on each Page: add a title, button/CTA text, and choose if you're going to link to an externally hosted proposal or upload your own proposal document. Scroll down and you will see the upload control, just as you've seen in the content library. You may also create a password for Proposals. Click "Save" to create the Proposal or "Cancel" to exit.
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- Select Proposal: Only one Proposal may be on a customer-facing Page. If you attached multiple documents or links to be used as proposals in the Proposals Module, you must select a radio button next Proposal to place it on your Page