Using Elements in SalesHub™ Pro for Personalized Communications
Introduction
The Elements feature in SalesHub™ Pro allows you to personalize customer interactions by adding dynamic content to your communications. This guide will walk you through how to use the Elements feature to enhance your customer engagement.
Accessing the Elements Feature
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Log in to your account
- Enter your credentials at the SalesHub™ Pro login page
- Ensure you have the proper permissions to access this feature
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Navigate to the Visual Builder by clicking the property name in the top left corner
- Select or create the experience you wish to enhance
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Locate the Elements button
- Look for the "Manage Elements" button in the lower right hand corner
- This is represented by a red pencil icon
Step-by-Step Guide to Using Elements
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Open the elements library
- Click the "Elements" button to display all available element options
- Browse through the categories to find the appropriate element type
- Link
- Voice Memo
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Insert the element onto your Asset or Experience
- Click "Create" to activate the custom element
- Generate a Share link and then preview to ensure it meets your needs
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Customize the element
- Choose from various options such as title, icon, and color
- Edit the element parameters as needed for your specific communication
- Adjust formatting, phrasing, or other element-specific settings
Best Practices for Using Elements
- Be Strategic: Use personalization thoughtfully rather than overloading communications
- Test Before Sending: Always preview your content to ensure elements display correctly
Need additional help? Submit a support ticket through our Support Request Form and our team will assist you promptly.