Clip 3.0 Desktop
Clip 3.0 is our Content Management System (CMS) where you will find our company documents as well as internal resources. You can build presentations using Clip 3.0 and you will be able to track all the content that you send from Clip 3.0 to the Merchant. You will be notified when your content was viewed by the Merchant as well as which pieces of content the Merchant found most engaging. Clip is also integrated with Salesforce therefore as you send content to your Salesforce Contacts, the Clip email will be logged in your Contacts/Accounts Activity History.

Clip 3.0 is the website version and is found on CMAG launchpad. The website version is to be used on a computer. If you do not own a computer and you use an iPad for your selling needs, check out the next lesson, Seismic App - iPad which is the mobile version of Clip 3.0 with slight variations to that of the computer version.

Connecting Clip 3.0 to Salesforce: 

See instructions to the right to download under Lesson Files. ➡️
If you are viewing on an iPad, scroll down to the bottom of the page for Lesson Files. ⬇️

*If you primarily use an iPad for your selling needs and not a computer, please skip this lesson and move onto the next lesson "Seismic App - iPad."

Clip Seismic Cover Image
Getting Started Video: Learn how to set-up your user information, upload a picture of yourself (please keep it professional) and connect Clip/Seismic to Salesforce. Once you connect Clip with Salesforce, all content that you send using Clip/Seismic will be logged in your Salesforce Accounts Activity History. 

Overview Video: Learn how to navigate your way around Clip to find the content that you need when you need it. 

*Click on each video below to view it. TO RECEIVE CREDIT, you must watch the entire video, including answering all questions, and AT THE END TAP 'Submit Answers', then tap X to close that window.
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GETTING STARTED
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OVERVIEW
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WORKSPACE
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WORKSPACE - COLLABORATION FEATURE
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LIVEDOC PRESENTATIONS
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LIVESEND
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ENGAGEMENTS