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Mediafly
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Knowledge Base
Mediafly Admin Settings
Admin Guide: Workspace Management
Admin Guide: Group and User Management
Admin Guide: Content Management
Engagement Content
Getting Started with Mediafly
Working with Content and Workspaces
Sharing, Personalization, Preferences and Integrations
Digital Sales Rooms
Content Troubleshooting
Apps and Requirements
Value
Getting Started with Value
Using the Design Studio
Items Library
Output Reports
Marketing Tools
Value Integrations
Additional Value Resources
Advanced Insights
Getting Started with Advanced Insights
Setup and Configuration
Advanced Insights Integrations
User Management / Access and Visibility
Value Data Analytics
Salesforce Specific
Hierarchy
Report Management
Creating and Editing Reports
Reporting Types (Visualizations)
Dashboards and Cards
Creating and Editing Dashboards
Out of the Box Dashboards
Creating and Editing Cards
Goals
Machine Learning
Available Machine Learning Models
Administration: Machine Learning
Activity by Day
Energy Score
Content Properties and Types
Inspection
Coach
Settings: Onboarding
Settings: Basics
Call Card Overview
Settings: Smart Alerts
Coach Integrations
Revenue Intelligence
Opportunities / Pipeline
Classic Insights
Admin Guide to Insights & Reporting
Product Updates
Resources
Genius Drive
Mediafly Admin Settings
Admin Guide: Workspace Management
Fundamentals of Workspaces for displaying and presenting content
Creating Workspaces
Creating and Managing Workspace Templates
Creating customized graphics for Workspaces
Adding graphics to Workspaces with Media Library
Admin Guide: Group and User Management
Global User Management
User & Group Permissions - Best Practices
Creating and Updating Users in Engagement
Adding users with bulk import
Creating user groups and assigning permissions
See All - 10
Admin Guide: Content Management
Uploading content
Using Story Mapper to create pivotal content experiences
Environment Branding in Mediafly Engagement
Transfer ownership of Collections, Workspaces, My Items, Shares action
Bulk Edit Content Metadata
See All - 10
Engagement Content
Mediafly MCP...it begins!
Product Vision Overview: Engagement
Getting Started with Mediafly
Mediafly AI Offerings
Global Navigation
Using Mediafly On Mobile
Quick Start Guide for Administrators
Logging in using Two-factor Authentication (2FA)
See All - 7
Working with Content and Workspaces
Configuring notifications and user preferences
Creating a personalized playlist of content with Collections (web)
Promoted Content
Banner Builder
Feedback
See All - 16
Sharing, Personalization, Preferences and Integrations
Working with content offline
Sharing content and tracking engagement with Mediafly
Creating personalized content using a Template
Creating personalized content with Document Builder
Creating personalized video presentations with Screen Recording
See All - 14
Digital Sales Rooms
Digital Sales Rooms (DSRs)
Actions Plans in DSRs
Content Troubleshooting
Managing Third Party Cookies
Admin: Taking a screen recording on your device
Admin: Adjusting Levels of Logs Gathered in the Mediafly iOS App
Finding Local Logs from the Device for the Desktop Apps
Sending logs from apps
See All - 6
Apps and Requirements
System Requirements, Supported Devices and File Types, System Limitations
Domains and Email Addresses to Safelist
Value
Getting Started with Value
Mediafly Value Overview
Unique URLs for Templates in Value
Benefits on the Fly in Mediafly Value
How is Tool Builder calculating ROI or Payback?
Publishing and Updating Templates
See All - 9
Using the Design Studio
Getting Started with Design Studio
Using the context menu to quickly edit your template
Driving Inputs using Data Tables
Creating and Managing Rules
Items Library
Items - Overview
Item Audit Log & Analysis History
Benefits
Challenges
Charts
See All - 13
Output Reports
Output Report Authoring Basics
Report Tag Library
AI Value Report Summary
Report Template Management
Reporting Tags 101
See All - 8
Marketing Tools
Setting up marketing automation
Iframe Best Practices for Value Marketing Tools
Value Integrations
Salesforce
Marketo
Additional Value Resources
Translating your Value Tools into Multiple Languages
Calculations for Financial Tools
Mapping Salesforce Fields in Value
Advanced Insights
Getting Started with Advanced Insights
How do I enable the Intelligence Platform to access my Google email, calendar and drive?
SAML Enabling Single Sign-On Setup: Revenue Intelligence
Log in to Access Revenue Intelligence Resources
Setup and Configuration
Configuring Stage Name Mappings for Inactive / Deleted Opportunity Stages
Switching From Per User Connection to Service Account (Office 365 & Google)
Service Account FAQ
Service Account Setup for Google Integration
Service Account Setup for Office 365
Advanced Insights Integrations
How to remove sandbox data and integrate full production CRM
Advanced Insights: Reporting Engagement data in Intelligence
Setup Office 365 Integration
Setup Google Integration
Setup SAP C4C Integration
See All - 6
User Management / Access and Visibility
Who can share dashboards?
Enabling / Disabling Content Types
Who can export data?
How do I add/remove Intelligence Admin Access?
Who can create reports and dashboards?
See All - 6
Value Data Analytics
Value Advanced Reporting with Intelligence
Value360 Insights Dashboard
Salesforce Specific
Using SFDC Custom Domain to login into Sandbox
Mapping a Salesforce Lookup field in Intelligence
Intelligence Platform Salesforce Tabs
Getting Started With the Intelligence Platform Salesforce Integration
Mapping Custom Salesforce Fields in Intelligence
Hierarchy
Dashboard Hierarchy Settings
Team Hierarchy
What if a user is missing from the hierarchy?
What hierarchy should I use and why?
What is Intelligence Hierarchy?
See All - 10
Report Management
Custom Math Expressions
How to Create the Right Report
How do I use Report Tags?
CSV Data Export
All Reports Page
See All - 6
Creating and Editing Reports
What is Historic Reporting? How does it work?
How can I remove a column from all reports?
How do I hide/show a column on a report?
Editing Reports with Filter Pills
Rearrange, Resize, and Sort Columns in Reports
See All - 13
Reporting Types (Visualizations)
Heat Map Report
Idealized Funnel
Activity Report
Scatter / Bubble Chart Report
Inflow / Outflow, Net Value Report
See All - 27
Dashboards and Cards
Schedule Dashboard / Report Emails
Interactive Cards
Dashboards Page
Creating and Editing Dashboards
Sharing Dashboards & Reports
How do I delete a dashboard?
Adding Cards to a Dashboard
Creating and Editing Dashboards
Subscribe to Dashboards
Out of the Box Dashboards
Sales / Marketing Alignment Dashboard Guide
Commercial Pipeline 1:1 With Opp Splits Dashboard Guide
Forecast Accuracy Dashboard Guide
Conversational Intelligence Advanced Sales Math Dashboard Guide
Placeholder Cards
See All - 31
Creating and Editing Cards
Cards that may need customization
Copying and Editing Cards
Goals
Creating Recurring Revenue / SaaS Goals
Goal Cards w/ Forecast Overlay
Exporting / Importing Goals
Goals Overview
How do hierarchy changes impact goals?
See All - 7
Machine Learning
Advanced Sales Math // Win Rate by Number of Pushes
Advanced Sales Math // Win Rate by Inbound Emails
Advanced Sales Math // Win Rate by Number of Contacts
Advanced Sales Math // Win Rate by Number of Meeting
Advanced Sales Math // Win Rate by Activity Total
See All - 6
Available Machine Learning Models
Predicted Close Date Machine Learning Model
Confidence to Close Machine Learning Model
Ideal Opportunity Profile Machine Learning Model
Administration: Machine Learning
Enabling Machine Learning Models
Managing ML Models
Split Property in ML Model Configuration
ML Property Mapping
Activity by Day
Activity Definition Filters
Managing Activity Definitions
Attachment/File Activity Types
Managing Activity by Day
What can Activity by Day do for you?
See All - 7
Energy Score
Managing Energy Score
Energy Score
Content Properties and Types
What Content Types does Intelligence Support?
Opportunity Fields
Account Fields
Google Meeting Fields
Office 365 Meeting Fields
See All - 6
Inspection
How can I group or remove fields on a CRM record details pane?
How can I inspect the activity of a record?
How can I inspect the details of a record?
Coach
Settings: Onboarding
Enabling the Mediafly Notetaker for Zoom
Log in to Access Coach Resources
Settings: Basics
Linking your Calendar
Accept your Invite to Coach
External & Internal Sharing
Conversation Intelligence API
CI Supported Transcription Languages
See All - 8
Call Card Overview
Call Card
AI Call Summary
Settings: Smart Alerts
Create Smart Alert
Smart Alerts Overview
Out-of-the-Box Smart Alerts
Setting up Triggers for Smart Alerts
Notification or Trend Types and Settings
Coach Integrations
Coach Custom Integration
Slack Integration Requirements in Conversation Intelligence
Salesforce.com Integration
Revenue Intelligence
Opportunities / Pipeline
Movement vs Progression
Pipeline Coverage Reports
Job Orders Pipeline Reporting
Pipeline Review for Reps
Pipeline Hygiene for Reps
See All - 18
Classic Insights
Admin Guide to Insights & Reporting
Definitions and usage of Insights Scores
What is share engagement score?
Usage Reports
Advanced Search Syntax Specification
Engagement Insights
Product Updates
Advanced Insights - Workspace page insights
Resources
Logging into the Mediafly Community
Welcome to the Mediafly Community Hub
Genius Drive
Maturity Model Assessment (Mediafly + Genius Drive)
No connection
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