Shareist tutorial for Beginners

Content
Management
made easy with
(a beginner’s guide)

Part 1:
* Short company profile
* App profile
* App features (Part 1)
- Content Inbox
- Research
- Connect Accounts

Hi there!
Welcome to your
tutorial

Let’s start off with
a little history
of

developed by affiliate
marketers
Scott Jangro
and
Damien Arlabosse.

Scott Jangro
perfectly describes
Shareist as

“a full workflow for
capturing ideas,
creating content, and
publishing.

It closes the gap
between ideas and
getting them
published.”

helps you manage
all your social
platforms

from one central
location – saving
you time

by cutting workflow
and making

web sharing /
content marketing
more effective.

First, make your own
Shareist account.

Open your web
browser (Google/
Mozilla /Yahoo)

Type in shareist.com
in the address bar
and press Enter.

Welcome to Shareist’s
home page

Before signing up,
get to know Shareist

better by clicking these
topics one by one.

Here, you can read
about content marketing

problems Shareist
aims to resolve,

Here you can read
all about what

Shareist can do to
help organize

and maximize content
marketing for you -

from the planning to
the launching stage.

Here you can select
the best plan

Shareist offers to
suit your needs
or …

try their 3o-day
free trial first!!

Done reading ?!!
Photo by Keilidh Ewan on Unsplash

Fill in the details - email,
username, password -

Welcome to your
Global dashboard !

The global dashboard
is where you can

find/access all your
existing projects

You create projects to
segment your activities

by topic, client,
website or blog.

But before we create
a project, we need

to know first how to
capture links, images,

documents, videos,
etc.. we can use.

Let’s scroll down
the dashboard

Scroll down until you
get to this part.

What is a bookmarklet?
a Chrome extension?

Read the description
and click this link.

Follow the given
instruction/s to

install the Shareist
Bookmarklet and/or

the Chrome Extension
to your bookmark bar.

Now let’s go back to
our dashboard by

clicking on the Projects
button and choosing

Dashboard from the
dropdown menu.

We’re back!
Time to make a project.

To start, click either
this green button or

the black button
on the upper right.

You will see the
Add New Project page.

Type in the name of
your project,

some keywords which
will allow Shareist

to gather content for
this particular project.

Click the “Create
project now” button.

Welcome to your
Project Dashboard!

This is like a
“homebase” where

you do anything and
everything related

to this particular
project (“Roadtrip”)

Click on the project
name to show

the dropdown menu
where you can

connect to your
other projects

and also to your
global dashboard.

Let’s now acquaint
ourselves with all

the features we can
use to get going.

Let’s start with…
Content Inbox

The Content Inbox
is where everything
starts.

Here, you can
add, save and edit
content

for sharing to
social media or

making blog posts,
newsletters ,etc…

But you have
the option to just
keep the content

as personal file for
future use /
reference.

You can also
capture content
from Inbox

aside from using
Shareist Research.
(we will discuss this later on)

Let’s begin by clicking
on the Inbox icon ( )

to see your
project’s inbox.

Scroll all the way
down to see the

different ways you can
capture content.

To start filling your
inbox, click on

the green Capture to
Inbox button

These are the ways to
capture content.

The easiest is to just
click Add to inbox.

You can enter text,
links, URLS you want

to capture/share in
the space provided.

OR you can select
images already in

to open your computer’s
File Upload box.

Click on the file
you want to upload

so it appears on the
file name box.

Click Open and it
will download

to your Shareist
“capture” page.

Then click Save to
see the image

Choose from any of the
options in this box.

If you wish to view the
element/ content,

If you click on the
Actions button,

you will see the Actions
dropdown menu.

Click on any of the
options provided

and delete elements
and shares.

For this tutorial,
let’s edit this image.

to see this Edit page.
Scroll down

and click either button
to tweak image settings

Let’s go ahead
and overlay text.

Simply type in the
text you want

the Caption style
dropdown list.

captioned image
(using the LOLcats caption style)

(using the gray bar caption style)

to keep the edited
image in your inbox.

There you go!!!
It was EASY, right?

You can then add more
content to your inbox

by clicking this shortcut
“Capture” button

to go directly to the
“Capture” page.

Or click Capture to
Inbox again if you

want to use its other
available features

like Email to inbox
instructions,

and Add to Inbox
(same as the shortcut button)

Let’s go to the
Capture page and

click Advanced capture
to see its menu.

The default page you
see is for Text.

Go ahead and write
down anything about

the project in the
space provided below.

the IMAGE page (add
from computer or Flickr),

Use as many of the
features as you want

for your project in the
Content Inbox.

This is another way
to search and get
content for your
project / s.

Click on the
Research icon ( )

Here you can search
and capture content

by clicking on any of the
features’ icons

and Bookmarking
Tools and Streams.

This allows you
to connect
to different

social media
platforms,
email providers,
blogs and

even “streams” –
third party
bookmarking or
content tools.

If you want to share
content right after
you’ve ‘captured” it,

then go ahead to
Connect Accounts

to open the Connect
Accounts page.

Choose what you
want to connect -

blog accounts to
publish content,

and/or email service
provider accounts.

Click on your choice/s
(in our case, Facebook)

to open the account
you’re connecting.

Click to see the
drop down list.

Choose the audience
for your posts

You can just either
click Not Now or OK.

But if you want to
specify your choice,

and uncheck the one
you won’t allow.

You’re back to the
Connect Accounts page

Notice that your
FB account is listed

as well as the timeslots
for quick sharing.

Want to Change the
timeslots? Click on it

You can edit the sharing
schedule here.

You can change
the Slot name as well.

Since the default setting
of the sharing schedule

is everyday, you can
choose to “unshare” on

certain days by
clicking on it.

The new “share” sked
will appear below.

To add back the day,
click it again.

To change the time,
click anywhere

inside the
time slot box to see

Scroll down and click
on the new time.

It now appears on the
time slot box.

To remove a time slot,
move your mouse

left side of the
time slot box.

Click the button to
remove the time.

to add a new
time slot instead?

Simply click on the
to the right of

the last time slot.
Another box will be

added.Then change to
your preferred time.

To add a new slot,
click Add slot

to see the new one.
Go ahead and edit it.

Once done editing,
click on Save.

Changes made will be
reflected in the

Connect accounts page
of your project.

If you’d like to remove
an account from

a project, click
Remove and then

OK in the dialog box
that you’ll see.

You can also edit the
name of your account

or reconnect it again
to your project.
click
to see

Once you’ve
connected
all the accounts for
the project,

it will be marked
in the project homepage.

That sums up
Part 1 of our
Shareist tutorial.

When you’re ready,
check out Part 2

and let’s continue
learning
Shareist together.

Don’t forget!
Photo by Blake Meyer on Unsplash

Shareist tutorial for Beginners

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