Uploading content

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There are two ways to upload content within the Saleswhale app, from the Content Manager and from your Touchpoint editor.

 

Content Manager

To locate your Content Manager, navigate to the Conversations panel and locate and select the "Content Manager" button in the upper right hand corner.

 

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Once you are in the Content Manager, locate the "Upload File" button to begin uploading your files.

 

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From the pop-up window, you have the option to drag and drop the files you wish to upload or to click the "Select a File" button to navigate to your file for upload. In both cases, the file will automatically upload.

 

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A green message will appear to inform you your file has been successfully uploaded.

 

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Touchpoint Editor

You can also upload your content directly from the touchpoint editor. From your touchpoint editor, locate and select the "Add Attachments" button. This will pull up a panel to the right.

 

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At the bottom of the panel, you will find an area where you can drag and drop the files you wish to upload or you can click the "Select a File" button to navigate to your file for upload. In both cases, the file will automatically upload.

 

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A green message will appear to inform you your file has been successfully uploaded.

 

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