Get Started with Aligned

Create -> Customize -> Share your 1st Room Video explaining how to create your own room

Harriet Shakked avatar
Written by Harriet Shakked
Updated over a week ago

Based on the provided transcript, here's a structured help center article on how to create and share a room in Aligned.

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How to Create and Share Your Room in Aligned

Welcome to Aligned! If you're ready to enhance engagement with your prospects or customers and gain valuable insights into their interactions with your content, creating a room in Aligned is the perfect start. Here's a simple guide to get you up and running.

Step 1: Start Building Your Room

1. Initiate Room Creation: Click the plus button to begin. This is your first step towards creating a dynamic space for your content.

2. Choose Section Type: Select the type of section you want to add to your room. Aligned allows for a variety of content types to suit your needs.

3. Add Your Content: Whether it's a sales deck, next steps with a plan, or any other important document, you can easily upload it. Aligned supports content from a pre-categorized library, Loom, YouTube, or Google Slides and Docs.

Step 2: Customize and Collaborate

1. Interaction: Each section is designed for interaction. You and your customers can comment on each section to align further.

2. Content Management: Utilize the options in the top right corner of each section to reorder, delete, or hide content. Hidden sections can be reserved for internal use or revealed later as your relationship with the customer progresses.

Step 3: Preview and Share Your Room

1. Preview Your Room: Before sharing, click on the preview button at the top of the page to see how your room appears from a customer's perspective.

2. Share Your Room: Use the share button to send your room to your clients. You can share via a branded email or a direct link. For initial engagements, it's recommended to start with a simple deck or case study and gradually add more content as your relationship develops.

Tips for Success

Engage and Analyze: Take advantage of the analytics provided by Aligned to understand how your customers interact with the content. This insight can help tailor future communications and content.

Content Strategy: Start simple to not overwhelm your prospects. As engagement grows, introduce more detailed and tailored content to support their journey.

Iterate Based on Feedback: Use the comment feature to gather feedback and iterate on your content and strategy.

Ready to Get Started?

You're now equipped to create, customize, and share your room in Aligned, streamlining how you communicate with your customers and prospects. Dive in and explore how Aligned can help you win and onboard customers faster than ever before.

For more detailed instructions, additional resources, or support, visit our help center or contact our support team.

This guide simplifies the process into actionable steps, making it easy for users to follow and implement.

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