- Generating Presentations
- Best Practices
Once you have created and tested your template, you are ready to publish and share with the End Users. To publish the template to your End Users, click on the “Manage Access” button and then giving Read access to the End Users.
First step in generating a presentation is to click on one of the templates you have access to.
Next, you need to provide Matik with some inputs to let us know what data to insert into the presentation. Once you provide your inputs, click on “Apply Inputs” and wait for your presentation to get generated.
Optionally, you can also add or remove slides from your presentation be deselecting existing slides or clicking between slides to add in slides from other templates as shown below. You can also “select all” or “deselect all” for the slides desired.
Matik also allows you to generate many unique presentations at once. Users select which input they would like to create multiple presentations around (i.e. one presentation per account name) by clicking the bulk icon next to that input. They then select all of the unique input values to configue each presentation.
After users select Preview Presentation Pack a single presentation will generate allowing users to review the output. If all looks good, they can select Generate to build all of the presentations.
Once complete users will receive an email with a link provided to the completed presentations located in the Presentations tab in Matik.
To enable bulk generation, go to Enterprise Settings in your Admin view.
Note: each presentation will have a unique name to differentiate them (i.e. “QBR - Account Name: Google”).
If you also want to create a PDF, simply check the “Include PDF” box, and then press the “Generate Presentation” button. When your presentation is finished, you’ll see your regular Google Slides or Powerpoint presentation, as well as a “Download PDF” option, which will take you directly to your new PDF. If you’re using Google Slides, the PDF will also be automatically stored in your “Matik Presentations” folder within your Google Drive. Check out the clip below to see it in action!
Once Matik finishes putting together the presentation for you, there will be a preview available for you to review before opening it in Google Slides. Note, once you are in Google Slides, all the content created by Matik is fully editable.
Requirements for this Integration: Use Google Slides as your presentation editor, send emails through SendGrid, and reach out to your Matik representative to gain access to the integration.
Once you meet the requirements above, follow these steps to attach your Matik-generated content to prospect and customer emails.
First create an email template in SendGrid, if one does not already exist.
In Matik, select the presentation template you would like to attach to that email, and leverage our bulk generation functionality to create personalized versions for the accounts you want to email. Click here to learn more about bulk generation.
Once your content is finished generating, we will send you an email with a link to all of the generated presentations.
Next, navigate to app.matik.io/email, where you will see this form:
First enter your SendGrid API Key, which you can find by navigating to Email API > Integration Guide in your SendGrid account.
Then, enter your SendGrid email template’s Template ID. This can be found in SendGrid by navigating to Email API > Dynamic Templates and expanding the record for the email template you want to use. Then paste this Template ID into the Dynamic Template Id field in Matik. See the example below for reference.
Next, fill out the email address and name you would like the emails to be sent from, as well as the attachment name (this is what Matik will name your presentation attachments when adding them to your emails). You can only choose one attachment name.
Lastly, head back over to your email and open the Google Slides presentations that you generated via Matik for this email blast. Pull a list of the Google Slides File IDs into one column of a CSV, and then map each row to the email addresses of the intended recipients of those presentations.
The File ID column’s header should read “ID” and the email address column’s header should read “emailAddress”. The File ID can be found in the URL of your Google Slides presentation.
Here is an example URL: https://docs.google.com/presentation/d/1MD3yw2YKy2Ao95G0kSkV4auIzRNWy99EzqUHpocV4Wk/edit#slide=id.p
The File ID for this Google Presentation is therefore: 1MD3yw2YKy2Ao95G0kSkV4auIzRNWy99EzqUHpocV4Wk
Check out this sample CSV template for reference.
When you click “Send Email” we will immediately send all of the emails one by one to each of the recipients, attaching the Matik-generated presentations to each SendGrid email as PDFs. Make sure to only click this “Send Email” button once, to avoid duplicate sending.
If you want to test this before sending, first upload a CSV with a single Google Slides File ID mapped to a test email and press “Send Email.” Make any needed edits before going back in and uploading the final CSV with a list of your prospects and customers.
By following these best practices, you will make sure your templates are widely adopted in your organization.
- Stress Test
- Stress test and evaluate dynamic content performance.
- Review presentation output for formatting.
- Ensure Inputs are end-user friendly.
- Pilot with Champions
- Start with a select few end users available for testing and feedback (1+ week).
- Evaluate qualitative and quantitative (what they like, how often they are using).
- Train End Users
- Setup End User trainings or documentation on how to use Matik and present the presentations.
- Establish Feedback Channels
- Establish standard feedback channels (e-mail, JIRA, office hours) which will create a better end user experience and improve the feedback loop.
- Set SLAs and Expectations
- Set expectations on what they can and cannot expect using your Matik template (i.e. what’s automated and not, how should certian slides be presented).
- Set SLAs on when to respond to data related bugs.
- Experiment and Continually Improve
- Continually improve pieces (dynamic content, narrative, template design) based on end user feedback.
- Continue to use Matik to scale known high-impact narratives, analyses or metrics to more people in your organization.