Present Content to Your Customers

Open the Presentation Player Menu

You access the presentation tools from the player menu. To open the presentation player menu, use the arrow icon on the top-left or bottom-left corner of the page.

If you don’t see an icon, use one of these gestures to open the menu in the Life Sciences Cloud mobile app.

• Swipe down
• Swipe up
• Tap the bottom of the page
• Tap the top of the page

Navigate and Add Presentations

When you open the player menu, the Pages tab shows the thumbnails and page names for each page. In the Presentations and Favorites tabs, or by using the Presentations icon, you can also select and add other presentations from the content library. Apply filters to quickly find the presentation you want. If a product is restricted for an account that’s added to the presentation session, you can’t see or select presentations associated with the restricted product.

Present Mandatory Pages

Some presentations include mandatory pages. Required pages are denoted with an asterisk, and you must present them to continue the presentation or to create a visit. If you try to close or switch presentations before you share required content, the presentation player shows you a message and highlights mandatory pages.

Turn On and Capture Feedback

To record positive or negative HCP feedback at the page or presentation level, turn on Rate Content. Capturing reactions helps you customize content for future engagements. Depending on your admin’s configuration, you can rate content in these ways.

• Use the thumbs up and thumbs down icons for each page or presentation in the player menu. You can use these icons to capture feedback without opening the page or the presentation.
• In the presentation player window, tap or click each page to capture feedback without opening the player menu. To capture positive feedback, tap or click on the top of the page. To capture negative feedback, tap or click on the bottom of the page. A flash on the page indicates that your feedback was captured.

Use Drawing Tools

To open the drawing tools menu to highlight or annotate content on the slides, use the paintbrush icon. From the drawing tools menu:

• Drag the drawing tools menu to another location on the screen.
• Select the laser pointer to highlight content.
• Select the pen and the pen color to annotate on the page.
• Undo or clear what you’ve drawn on the page.
• Close or open the drawing tools menu.

Drawing tools aren’t available when a presentation is locked. When you use drawing tools, you can’t interact with the slide content in other ways, such as clicking links or playing embedded videos.

Lock Presentations

To lock a presentation when you hand your iPad over to HCPs during a face-to-face visit and prevent them from accessing other parts of the app, use the lock icon. To unlock the presentation, select the Lock button again, and enter your PIN code or use Face ID.

Some presentations are locked by default when the presentation starts. When presentations are locked, other options in the player menu aren’t available.

Pause Tracking

The pause icon stops tracking metrics for a presentation session during a training session or when you want to preview content without recording an interaction. When tracking is paused, you see a reminder each time you go to a new page or presentation.

For some presentations, session tracking is paused by default when the presentation starts. To start or resume tracking metrics, use the play icon.

For information about the captured metrics, see Understand Presentation Metrics.

Add Attendees

To add HCPs as attendees so that you can capture interactions with multiple stakeholders in real time, use the account icon. The first account that you select is the main account, and others are participants. If a product that's associated with the presentation is restricted for an account, you can't add the account as an attendee.

Add and Update Visits

To create a visit or to return to the Visit Engagement page during a presentation, use the Visit button. On the Visit Engagement page, you can:

• Update the visit information
• View presentation metrics, including the presentations and pages viewed, and the time spent on each page
• View and update the shared products and messages and capture the HCP’s sentiment
• Add discussions or next visit objectives
• Return to the presentation player by using the Return to Presentation link at the top of the page
• Save changes to the visit
• Submit the visit

You can’t open visits when you preview a presentation.

Share Presentations

To send the presentation to the HCP during or after a visit, use the email icon. The presentation is added to the email as an attachment or as a link in the email content, and the accounts that are added to the presentation become email recipients. See Customize and Send Emails.

Respond to Surveys

Capture responses to account-specific surveys on behalf of the HCP. Use the account icon to see attendees, and then from the account's quick actions, select Survey. If needed, close a survey and resume it later. Responses are saved automatically and associated with the relevant account.

Create Medical Inquiries

Create medical inquiries directly from the presentation player. Use the account icon to see attendees, and then from the account's quick actions, select Inquiry.

Capture Reactions to Product

Depending on the presentation HTML file's configuration, capture the HCP’s sentiment and reaction to products messages directly on each presentation page.

Cancel Presentations

To end the presentation without capturing metrics or saving presentation data to associated visits or accounts, use the Cancel button.

End Presentations

To end a presentation, return to the visit and save it or submit it. Ending the presentation saves presentation metrics and data to associated visits or accounts.