Buyer Sites

What is a Buyer Site?

More than a functionality, Buyer Site is the simplest way to share content with the Buyer or Prospects from within the SalesHood platform. 

The Buyer Site feature allows a Seller to Create and Share the content to multiple Buyers, Prospects, or any other users. The Buyer Site content can be created in the form of Video, File, Links, etc. and shared in just one click.

Once the Buyer Site is shared, the users can be access and view it in their web browser or mobile app. The analytics of every Buyer Site such as the number of views, location the site was viewed from, time & date, etc. is captured in the Analytics section.

How to enable Buyer Site

The Buyer Site can only be enabled from the SalesHood backend.  The Buyer Site functionality can be enabled for separate user(s) or the entire instance. A Coach User can send a new request to get the Buyer Site enabled for any specific user or the whole instance.

Create a Buyer Site

Once the Buyer Site is enabled in a user account, it can be accessed directly from the Homepage by clicking on the Handshake icon on the left from the global navigation menu.

Once in the Buyer Site menu, follow these steps to create a new Buyer Site:

1. Under My Sites , click on the Create Site button to create a new site. You can also select the down arrow next to select the option From Template to create a new site from an existing Buyer Site Template.

2. A pop-up window Add New Site will appear > provide a Title and Welcome Message, Buyer Logo (optional) to the Site

3. Once the Buyer Site is created, click +Add button on the right to add content to it

4. Every separate content you’re adding, provide the details and add the content in its respective pop-up box.

5. Once all the content have been added, click Share

6. Copy the URL and share it with the Buyer externally using email, text, etc.

Buyer Site Content

Within a Buyer Site, content such as videos, existing documents from the Library, Files, and External Links can be added for your Buyers and prospects to engage with. As mentioned previously, the following content can be added to your Buyer Site by selecting the +Add option under Shared Content in your Buyer site.

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Record a Video

The Video Content is extremely helpful when you want to provide a video to your Buyer/User. You can record a Video in the Camera, Screen or Overlay mode to add it to your Buyer Site to explain them things in a visualizing manner using the recording.

  1. In the +Add > Select the Record Video option
  2. Click Record button to add your recording
  3. Give a Title, Description (optional), and Thumbnail (optional) to the recording
  4. Allow Downloads using the toggle to enable or disable users from downloading your recorded video
  5. Click Save 
Select from Library

Select from Library option lets you select an existing document from your instance library you want to add to the Buyer Site.

Please note that in order for files to be visible in the Buyer Site Library selection, the files you wish to share with customers must have the External Facing tag set to Yes.

The tag can be adjusted while viewing a file in the Information panel on the right hand side of the page. If you hover towards the right External Facing option and select the pencil icon, you can then set the option to Yes or No.

Any existing document such as Word Doc, Spreadsheet, PDF, etc can be added from your library to the Buyer Site by following these simple steps:

  1. In the +Add > Choose Select from Library option
  2. In the Pop-up window > Search for the desired File in the Search Bar or navigate through different folders to add the content
  3. Click Add

The selected content will be added to the Buyer Site.

Upload File

This option allows you to add any content from your external drive to the Buyer Site. The content in the form of Document, Video, Image, etc can be added to the Buyer Site directly from your device.

These are the steps to upload a file to a Buyer Site:

  1. In the +Add > Select the Upload File option
  2. Click Upload button or Drag & Drop a file to add
  3. Provide a Title, Description (optional), and Thumbnail (optional) to the File
  4. Allow Downloads using the toggle to enable or disable users from downloading the file
  5. Click Save

Using the Share Link option any Link/URL can be added to a Buyer Site. The end-user can therefore view the Link added in the Buyer Site in the Preview Screen.

To add a Link into the Buyer Site, follow these steps:

  1. In the +Add > Select the Share Link option
  2. In the Share Link Pop-up window > Provide a Title, URL, Description (optional), and Thumbnail (optional)
  3. Click Add

The Link added in the Buyer Site will be previewed in the Preview Box.

Editing the Buyer Site

Edit, Deactivate and Delete the entire Buyer Site

Clicking on the “…” option beside the share button allows a user to Edit, Create Template, Deactivate and Delete the Buyer Site that has been created.

  • Edit: The Buyer Site Title, Welcome Message, Buyer Logo can be can edited from the Edit option
  • Create Template: Use the current Buyer Site you are viewing to create a reusable template for others to use
  • Deactivate: This option best works in case the Buyer Site needs to be made inaccessible bit not fully deleted. When the Buyer Site is Deactivated, the end-users are unable to access it. The Deactivated Buyer Site is displayed with an Inactivate tag in the menu. The Buyer Site can be reactivated by clicking on the Reactivate button from the “…” option.
  • Delete: The entire Buyer Site can be deleted by clicking on the Delete option
Edit the Buyer Site content

Once the content within the Buyer Site has been added it cannot be replaced, however, the Title and Thumbnail of the content can still be updated.

In order to Feature or Update the Title and Thumbnail of the Buyer Site content, simply hover over the content and click on the “…” option.

  • Feature: Highlight the content with a Star. Any Buyer Site content can be featured to express its importance featuring it. Only one content can be featured in the whole Buyer Site.
  • Edit: Used to update the Title or Thumbnail of the content.
  • Delete: A Buyer Site content can be deleted by clicking on the Delete option.
Arrange the order of the content

Once different contents are added within the Buyer Sites, changing its order is possible. To change the position of the content, you can simply drag the content at the desired position.

Buyer Site Analytics

The Buyer Site data captured can be viewed in the Analytics tab. From the number of views to the locations where the site was opened, all the Buyer Site engagement is recorded and available in the Analytics.

Clicking on the Analytics tab opens up the Buyer Site data.

Within the Analytics tab different engagement data lets you see the performance of the Buyer Site and its content

  • Total Site View: Reflects the number of times the site was accessed.
  • Video/Link/File Views: Displays the number of times the Video, Link and File were viewed.
  • Download: Indicate the total number of download for a Video or File.
  • Opened in the new tab: Indicate the count of the URL opened in a separate tab.
  • Engagement Feed: The Engagement Feed contains the data on when, where and which content of the Buyer Site was accessed. This shows a complete view on Date & Time, Location and Time on Content spent for different Buyer Site contents.

Note: The Engagement Feed can be filtered further selecting different Type from the drop-down or Clicking on the individual Buyer Site Content on the right.

Buyer Site Demo Video

Please find below the demo video showing the entire Buyer Site creation and sharing from the SalesHood platform.

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