Skip to main content
Instead of sending random content and hoping something sticks, use playlists to give every rep a repeatable way to share the right content with the right person at the right time. A playlist groups media and pages into one page you can share. Brand teams create company playlists in the admin’s Playlists screen. In the mobile app, reps can share those playlists, copy them to My Playlists, and create their own.

​
Share: make a strong first impression

Sharing good content cuts through the noise and starts real conversations, whether you use your company’s content or your own. Build each playlist from a mix of content:
  • Photos, videos and documents
  • An attention-grabbing opener that works in the first 3 seconds
  • Product demonstrations and testimonials
  • Before-and-after results
  • Lifestyle content that inspires
Keep the quality high:
  • Images: sharp and well lit.
  • Videos: short, about 1 to 3 minutes.
  • Documents: clean, easy-to-scan PDFs.

​
Engage: turn interest into conversations

Engagement turns passive viewers into conversations. Fluid helps you spot the right moment:
  • Catch Up, in the mobile app, suggests follow-ups, for example when a contact views a page you shared, starts a video but doesn’t finish it, or abandons their cart. Your company chooses which suggestions are on in Catchups.
  • Messaging lets you reply in the app while their interest is high.
  • Playlist analytics in the admin show how often each playlist is shared and viewed.
Make the most of it:
  • Respond within hours when someone engages.
  • Follow up on what they viewed, not on what you want to sell.
  • Notice which content gets the most interaction, and use more of it.

​
Personalize: tailor playlists to each audience

Content that fits the person converts better than one-size-fits-all.
  • Build focused playlists for specific needs, such as a product line or a common question.
  • Make different playlists for customers and for potential team members.
  • Use what a contact viewed to decide what to share next and when.

​
Set up your playlist system

1

Organize your content

Review the content you have and sort it into categories, such as product showcases, opportunity stories, training resources and success stories. Then create a playlist for each theme.
2

Plan how you'll share

When you share with a specific person, send a SmartLink to that contact, so what they view is tracked to them. Prepare a few short replies for common questions so you can respond quickly.
3

Monitor and refine

Watch what people view and which playlists lead to orders. Keep what works and replace what doesn’t.

​
Tips

  • Keep videos to 3 minutes or less.
  • End with a clear call to action.
  • Use your brand’s voice consistently.
  • Reply to engagement within 24 hours, and make every message personal.
  • Review your results every week, and rotate in fresh content.
  • Train your team on what’s working.
  • Start small, test, and double down on what works.
Playlists are living tools. Keep them fresh, relevant and in line with your company’s policies.

​
Frequently asked questions

A playlist is a curated collection of media and pages, with products tagged alongside, that you share as one page. Playlists give your team a repeatable way to make a good first impression, start conversations and tailor what each prospect sees. Keep them up to date based on what’s working. See Share, Engage and Personalize, and the admin’s Playlists guide.

​
Get help

Email Fluid support at help@fluid.app. The Getting help page lists what to include in your request.