Present Section Training

PROJECTS // PRESENT

What can you do in the Present section?

 

The Present section is your place to prepare all your presentations and reports to send to your customer…

 

First, you can choose from two presentation types. You can style these presentations to match your branding:

 

Interactive Presentation:
Think of this presentation as a mini-website or microsite. It offers the full experience of each plant to your customers – meaning they can review multiple images of the plants and detailed plant information. This presentation type also includes several reports and the ability to filter through plants.

 

Simple Presentation:
Simple Presentations work best for more particular customers. Though they are simple in design, you can hand pick what you send to your customer. For example, you can send a single report or combination of several plant reports in one link. Maybe your client is little more finicky and tends to question every decision. For them it makes sense to send a presentation with limited information and a single image.

 

Lastly, create and share beautiful plant reports. These reports include everything from basic plant reports like storyboards to fun lists like Month of Bloom charts and Water Usage charts. Learn all the tips to style and customize your reports!

Essential Training

The most important things you should learn.

Quickstart – Send a presentation >

Learn the essentials to get your presentation out the door quickly.

 

Create and send an Interactive Presentation >

Complete instructions to prepare your project and send an Interactive Presentation.

 

Create and send a Simple Presentation >

Complete instructions to prepare your project and send a Simple Presentation.

Presentation Training

PROJECT // PRESENT // PRESENTATIONS

Create and send an Interactive Presentation >

Complete instructions to prepare your project and send an Interactive Presentation.

 

Explore Interactive Presentations >

Take a tour of all the elements of an Interactive Presentation.

 

Create and send a Simple Presentation >

Complete instructions to prepare your project and send a Simple Presentation.

 

Create quick proposals by using Palettes >

Take plants you use all the time and combine them with plants from your work.

Report Training

PROJECT // PRESENT // REPORTS

This section coming soon. We’re working to rework our reports – training to follow. 

Present Section Training – Frequently Asked Questions

Answers AND training on your most commonly asked questions.

How do I send my customer the presentation link?

First, we strongly recommend that you take a look at the presentation before you send it to your customer. To do so, open a new tab in your web browser and right click in the URL field and select “Paste” or type the keyboard shortcut Command + V on a Mac or Control + V on a PC to paste the custom web address. Then you can review your presentation and make any edits to your plants, logo, or contact information prior to sending the final presentation.

 

Once you are happy with how everything looks, you’re ready to send! To do so, open your email and start a new message to your customer. Include a brief paragraph or two about what you are sending them and how they can use the presentation. Better yet, use the email to schedule a time to go through the presentation together on the phone or in person! Then make sure to share the link to the presentation. Right click and select “Paste” or type the keyboard shortcut Command + V on a Mac or Control + V on a PC to paste the custom web address into your email.

 

Hit “send” and you’re done! Your presentation is off! You’ll use this same link any time you share this particular project. If you make an update to the project in PlantMaster, your customer just needs to click on the same link and refresh their web browser and they will see any updates you’ve made to their project instantly.

What is the difference between simple and interactive presentations?

The quick answer is that if you want to share more plant information and a great selection of images, send the Interactive Presentation. If you want to share more limited information or a single report, then you may prefer to send the Simple Presentation.

 

Interactive Presentation:
Think of this presentation as a mini-website or microsite. It offers the full experience of each plant to your customers – meaning they can review multiple images of the plants and detailed plant information. This presentation type also includes several reports and the ability to filter through plants.

 

Simple Presentation:
Simple Presentations work best for more particular customers. Though they are simple in design, you can hand pick what you send to your customer. For example, you can send a single report or combination of several plant reports in one link. Maybe your client is little more finicky and tends to question every decision. For them it makes sense to send a presentation with limited information and a single image.

Can I send more than one report in the Simple Presentation?

Yes! You can include any of these reports in your presentation:

  • Design Showcase
  • Storyboard
  • Plant Details
  • Month of Bloom
  • Water Requirements

Can I see if the presentation has been opened?

Yes! In the top right corner on the Presentation page, you’ll see statistics of when you sent the presentation and when it was last viewed!

support@plantmaster.com
805.499.9689

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