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Playlists group items, such as media, products and pages, so you can share them together with one link. This page also covers My Uploads, where you find the media you’ve uploaded, and how to create new media.

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Where to find it

In the app, tap your profile picture at the top of Home, then tap My Playlists. Your Share tab may also have a tab with the same list, such as Playlists.

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What’s on the screen

My Playlists opens a screen titled Playlists. The plus icon at the top right creates a playlist. Each playlist appears as a card that shows pictures of its items and its name.
  • Your own playlists have two icons on the card. The minus icon deletes the playlist. The plus icon opens the Add To drawer, where you can tap MySite to add the playlist to your MySite.
  • Playlists from your company have no icons. You can open, share and copy them, but you can’t change them.
Pull down to refresh the list. If you have no playlists yet, you see No playlists and a Create Playlist button.

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A playlist’s page

Tap a playlist to open its page. The top has Back, a three-dot icon and the playlist’s name. Below that:
  • Two buttons switch the items between a list and a grid.
  • Each item appears as a card. Tap a card to open the item’s page, or tap its share icon to share the item.
  • On your own playlists, each card also has a drag handle and a minus icon. With two or more items, the hint Drag to Re-arrange content appears.
  • On a company playlist, each card has a plus icon instead. It opens the Add To drawer for that item.
  • An empty playlist shows No Items Added.
  • The bar at the bottom shows the playlist’s views and leads, and the Share Link button.
The three-dot icon opens:
  • On your own playlist, the Add To drawer with MySite, Edit and Delete.
  • On a company playlist, Copy to my Playlists.

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My Uploads

To see the media you’ve uploaded, tap your profile picture at the top of Home, then tap My Uploads. The screen is titled Uploads. Your Share tab may also have a tab with the same list, such as Uploads.
  • Each upload appears as a card with its views and leads at the top. Tap a card to open the upload’s page.
  • The share icon on a card shares the upload. The plus icon opens the Add To drawer, where you can add the upload to your MySite or a playlist, or save it for later.
  • Pull down to refresh. The list also refreshes when an upload finishes.
  • With no uploads, you see No uploads. You may also see an Upload button, which opens New Media.
To copy a media item into your uploads, open the item’s page, tap the three-dot icon, then tap Copy to Uploads.

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An upload’s page

An upload’s page shows the upload, with Share Link at the bottom. On an upload you made, the three-dot icon at the top right opens the Add To drawer with MySite, Playlists, Save for Later, Edit and Delete.

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Tasks

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Create a playlist

1

Start a new playlist

On the Playlists screen, tap the plus icon at the top right. If you have no playlists, you can tap Create Playlist instead.You can also start on the Share tab: tap the plus icon at the top, then tap Create Playlist in the New Shareable drawer.
2

Name it

In the New Playlist drawer, enter a name in Title.
3

Create it

Tap Create Playlist. The new playlist appears in your list.

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Add items to a playlist

1

Open the Add To drawer

On the item’s page, tap the three-dot icon at the top. Where an item’s card shows a plus icon, you can tap that instead.
2

Tap Playlists

The Playlists drawer lists your own playlists. A check mark shows the ones that already have this item.
3

Choose a playlist

Tap a playlist. A message confirms that the item was added.
To add the item to a new playlist, tap Create Playlist in the Playlists drawer, enter a name and tap Create Playlist. Then tap the new playlist in the list. To take the item out of a playlist from this drawer, tap a playlist that has a check mark.

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Share a playlist

1

Open the playlist

Open one of your playlists or a company playlist.
2

Tap Share Link

Tap Share Link at the bottom of the screen. See Sharing content for the share options.
To show one of your playlists on your MySite, tap the three-dot icon on its page, then tap MySite. See MySite.

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Arrange and remove items

1

Open your playlist

Open one of your own playlists. You can’t rearrange a company playlist.
2

Reorder items

Touch and hold an item, then drag it to a new place. The app saves the new order.
3

Remove items

Tap the minus icon on an item’s card. The item is removed right away, without asking you to confirm.

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Copy a company playlist

1

Open the company playlist

On the Playlists screen, tap a playlist from your company.
2

Copy it

Tap the three-dot icon at the top right, then tap Copy to my Playlists. A message confirms the copy, and it’s added to your playlists.

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Rename a playlist

1

Choose Edit

On your playlist’s page, tap the three-dot icon, then tap Edit.
2

Enter the new name

In the Edit Playlist drawer, enter the new name in Title.
3

Save

Tap Save Changes.

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Delete a playlist

1

Choose Delete

On your playlist’s page, tap the three-dot icon, then tap Delete. Or, on the Playlists screen, tap the minus icon on the playlist’s card.
2

Confirm

In the Delete Playlist message, tap Delete.
Deleting a playlist can’t be undone.

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Create media

The plus icon at the top of the Share tab opens the New Shareable drawer, with Create Trackable Link and Create Playlist. If your company lets reps create media, it also has Create Media.
1

Open New Media

On the Share tab, tap the plus icon at the top, then tap Create Media.
2

Add your file

Under Media, tap Upload Media to choose an image or video, or Upload Document to choose a PDF. To choose a different file, tap the trash icon on the preview. For a video, you can also tap the plus icon under Select Cover Image to choose a cover image.
3

Add a title and description

Enter a Title, which is required. A Description is optional.
4

Add a button, if you want one

Turn on Enable Action Buttons, then enter Button Text and Button Link. The link must be a web address, such as example.com/page. If you leave off https://, the app adds it.To add a form that collects contact information from new leads, also turn on Lead Capture. Then only Button Text is required.
5

Save

Tap Save. A message asks you to confirm that the post makes no income or product claims that aren’t allowed, and says that uploaded media is monitored for compliance. Tap Agree. When the upload finishes, the Uploads screen opens.
If something required is missing, a message tells you what to add.

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Edit or delete an upload

1

Open the upload

On the Uploads screen, tap an upload you made.
2

Choose Edit or Delete

Tap the three-dot icon at the top right, then tap Edit or Delete.
3

Finish

Edit opens the Update Media form, which has the same fields as New Media. Make your changes, tap Save, then tap Agree. If you tap Back instead, the app asks whether to discard your changes. Tap Agree to leave without saving.Delete asks you to confirm. Tap Delete. Deleting an upload can’t be undone.

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Tips

  • Company playlists can’t be changed. To get a version you can change, copy it to your playlists.
  • To see how a playlist is doing, check the views and leads at the bottom of its page.
  • The plus icon at the top of the Share tab is unavailable while an upload is in progress.

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Frequently asked questions

Open the item’s page and tap the three-dot icon at the top. Where the item’s card shows a plus icon, you can tap that instead. In the Add To drawer, tap Save for Later. A message confirms that it’s saved.If your company has added a list of saved items to your app, your saved items appear there.
It’s a playlist from your company. Company playlists have no icons on their cards, and their three-dot icon offers only Copy to my Playlists. Copy the playlist to get a version you can change.
Your company chooses whether reps can create media in the app. If it hasn’t turned this on, the New Shareable drawer shows only Create Trackable Link and Create Playlist.