Instance Settings & Management

General 

• CRM bcc email. Many CRMs have the option to BCC an email to a single address so that it is tracked in the CRM by the sender. When using this option, Salesframe will automatically fill in the BCC address when sending memosites via email from Salesframe. 

• Print to PDF: Printing PDFs of presentations can be disabled from the tool. 

• Optimize PDF-files: You can have better quality with larger file size or smaller files with more compression. 

• PPTX conversion format: PNG or JPEG. PNG is higher quality but might take a bit longer to load 

• PPTX editability by default: Whether uploaded PPTX-files are editable by default or not. 

Memosites 

• Choose a subdomain for your memosite urls 

• Set up a disclaimer message that is visible on all memosites 

• Default memosite labels is set here 

• You can enable drift or pipedrive chatbot on a memosite 

• You can set memosites to be visible for All users, Admins, Admins and mangers or no-one 

• Privacy notification about memosite tracking can be set on or off 

• Allow PDF download of memosite 

• You can add url for your own privacy policy or otherwise more information 

• Set up the default language  

Single Sign-on 

Single sign-on can be self-set up from this menu. We use OAUTH and support Entra ID, Salesforce, Google, ADFS3 and if you would like to use another provider, just let us know and we can add the support. 

Tracking 

If you want to use different analytics tools for analyzing Memosite data, we currently support HubSpot, Marketo Munchkin, Google Analytics and Leadfeeder tracking. Just enter the tracking code and press save. 

Web hooks 

You can use Web hook to send information about Salesframe activities to many compatible systems. For example this enables you to get a notification in Slack when your customer opens a memosite. You can contact our support anytime if you have any questions or suggestions on how to use web hooks, we are glad to assist you. Right now we support “File Uploaded”, “Memosite opened” and “Memosite created” events but we can add more if you tell us what you need. 

Connected apps 

It is also possible to use Salesframe authentication to access other apps. This is usually used when accessing a ROI-calculator or some other interactive tool within Salesframe. 

SharePoint 

This is where you can define settings for your Sharepoint integration.