Category Archives: Content Assets

How and why to pre- download content assets before a meeting

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Imagine it’s the night before your big meeting; now you already have everything you need ready and updated on Congrego (As long as you remember to charge your iPad) but their’s a few key things to remember before you leave.

Why to pre-download content assets

Every asset on Congrego is available for interactive use and viewing anywhere, anytime even without Internet access as long as you have pre-downloaded the assets you are going to require that day. For example, you may have been given access to a website on your Congrego dashboard but you won’t be able to open it unless you download it. I’d just like to say that downloading assets on Congrego will take a matter of seconds even with bad connectivity so you have nothing to worry about as long as you remember to do it.

How to pre-download content assets

It’s very simple to download an asset, as I’ll now explain in a few simple steps:

  1. Log in and choose the product you wish to access assets from
  2. Click on the asset you wish to download and the image below will appear
  3. Select the green download button
  4. The Icon on the left (An iDetail icon in this example) will fill up with colour in a matter of seconds and the second image will appear looking almost identical but with a few key differences.
  5. You can now launch the item (wherever, whenever, as many times as you like until you remove the download)

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TOP TIP – USE THE ‘FAVOURITES’ FEATURE!

You can now use our newest feature ‘Favourites’ to group assets into a folder that can be easily accessed on the dashboard in front of a client. Ever heard the saying ‘fail to prepare, prepare to fail’? – Well,  now you can always be prepared and save yourself valuable seconds searching through your dashboard looking for particular content assets because you’ll have them all in a folder, ordered, downloaded and ready for a particular client or meeting.

To find out more about the favourites feature and see how it’s done click here. 

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The ‘Favourites’ folders can be found at the top right of the dashboard in the toolbar as you can see from the image above.

 DON’T FORGET!  

It’s very important to remember to remove your downloads after each day when you are finished using them in order to maximise speed and storage capabilities whilst you’re on the go. The less downloads you have the quicker the assets will load, download and run, although I must say you’d have to have an awful lot of downloaded assets to cause an issue.

Are you concerned your sales team are using out of date materials? Congrego is the most reliable solution.

blogpost3Does this sound familiar? Printing materials, distributing them, updating data, recalling them, destroying them; and then going through the whole cycle again just to ensure your sales team and staff are equipped with the correct materials! –

Well those days are long gone.

Sadly though with the ease of use that digital materials have provided they came baring new challenges and concerns. Are the right versions being used? Where are they being sent without my knowledge? Is out of date content being distributed? Well… If any of this sounds familiar then I have good news for you.

Congrego takes all the worry away. Designed with healthcare regulations in mind, content sent to Congrego is carefully controlled in a number of ways;

  • It always syncs automatically on every iPad so content is always updated
  • The remote content withdrawal option immediately disables content on Congrego
  • Content can be set with an automatic expiry – not even a sync is required to ensure a document cannot be used before or past a certain date
  • Content cannot be saved to the iPad or shared with anyone else – unless you specifically allow it (control down to individual content assets)

Using Congrego not only provides the easiest and quickest route of getting materials to your sales team…. it’s also the safest and most controlled.

Want your sales team to email approved PDFs to customers whilst on the move? – it’s easy with Congrego!

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I’m sure you often find yourself in a situation where being able to instantly send a customer a PDF with a few clicks would be incredibly useful and also make you look more professional. The days of paperwork are gone; you don’t want to have to print documents or take notes on what files people want to see and then wait until you’re back at the office to attach a PDF to an email and then send it to someone!

With Congrego you can create and approve PDF’s and then directly sync them to the specific members of your sales team that you wish to use them. They can then pick the file they need  in front of the customer and click ‘send PDF using one time only permission’ then type in their email and the customer will instantly receive the documents they want.

The one time permission email feature can be set for any document you have downloaded so you can easily send files upon request within seconds. This feature is hugely popular with our clients because it allows for efficiency and simplifies communication between the sales team and the customers.