Top Ten Tips: How to Dazzle Your Customers and Even Wow Yourself

Posted: May 30th, 2012 | Author: Youdazzle | Filed under: Cloud Consultants, Dropbox, File sharing, Small Business, Web meetings | 2 Comments »

Here at YouDazzle our goal is to deliver a cloud solution that is simple and intuitive for professionals of all shapes and sizes.  Sure, our product is as easy to use as it gets but, as with all great things, there are lots of extra tips and hidden tools just waiting for you to discover them. So, to get you started, here is a top ten list of what you should know:

1.)  Changing settings- Easily change the settings of your users from guest to admins. You can even easily delete users off of your data room if you would like.

 

2.)  Adding a host- To add a host to your plan simply hover over account and select “add host to your plan”.  Add co-workers, colleagues and peers to your plan so they can set up their own data rooms and host their own web meetings. Remember, their usage will be applied to your plan limits and customized branding.

3.)  Renaming a file- You can rename a file directly within your data room. Simply click on the pencil icon to the right of the file to rename.

4.) Moving files- Looking to include one file from one room to another?  Simply move one file from one data room to another one by selecting the file or files you wish to move and then “move/copy”.

Now select the data room you wish to move or copy your file to. If you elect to copy, the file will be copied to that room while remaining within the current room.

5.)  Meeting URL- Did you know that your meeting URL will always remain the same?  Your meeting URL is located under invite once you have clicked on “start live sharing”.

6.)  Multiple types of files- With YouDazzle you can add links to webpages, maps, and videos. Once in the viewer the individual can click on the image to be taken directly to the URL or view a video directly in your viewer.

7.)  Real-time analytics- Use YouDazzle to share files rather then email in order to take advantage of the analytics that allows you to view if the individual has actually viewed the document you sent!

8.)  Dealing with huge, emailed files- Received a large zip file in your email?  Forward that email directly to your data room.  Just make sure that email is registered with YouDazzle to protect your privacy.

9.)  Dropbox- Sync your YouDazzle account with Dropbox for even easier access on the go. Download the Dropbox app onto your phone and view your files!

**To sync with Dropbox simply select “create data room” and select “sync with Dropbox” before you have finished created your data room. This will walk you through the process of syncing your Dropbox account.

10) Easy Access- Add YouDazzle to your iPhone or iPad home screen for easy access.

**While on www.youdazzle.com within Safari on your iPhone or iPad select the arrow icon, the 3^rd icon on the bottom of the screen. Now select “add to home screen”. Next type in a name in which you would like the icon to show up as on your home screen and select “add.” Now you will see the icon on your home screen of your iPad or iPhone!

 

 

 

 

 

 

 

 

Bonus Tip: With so many features it may be hard to know when to use our file sharing option and when to use our screen sharing option. We recommend using screen sharing to share files with clients, present presentations, and collaborate with co-workers. Screen sharing is perfect for walking individuals through a website or a sign up form–just make sure you don’t have chats or other sensitive information on your desktop.

So, that’s our top ten. What’s yours? Share your tips with us and the greater YouDazzle community so we can continue to build the best Cloud solution out there.

 

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