Blog Posts

Digital Signage
Software Tutorial

Learn how to use
our digital signage software

From accessing your digital signage content management dashboard to activating campaigns, the next few minutes will give you a quick overview of our web-portal and the steps required to publish content to the displays throughout your network.

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Find what you’re looking for in these bite-sized digital signage software videos

Accessing your account

Learn how to access your Screenfluence organization account right from our website. It’s intuitive and easy! 

Your Dashboard

Dashboard provides you with a quick snapshot of everything going on across your digital displays at any given time.

Uploading Content

Learn how to upload content you want to display on your screens throughout your network using our Library. 

Creating Loops

Loops act as a content playlist to rotate on your digital signage screens. This video will show you how to create your own Loops. 

Setting Up Your Campaigns

Campaigns let you manage loops, schedules, and exceptions all in one place. Learn how to create one for your digital signage displays. 

Activating Your Campaigns

Ready to get your content up on your screens? Start by selecting “Players” from the navigation bar. 

Editing Your Loops

Once you have created your Loops and activated your Campaigns, you can use the Loop Editor tool for ongoing updates. 

Transcripts

Welcome to Screenfluence. The next few minutes will give you a quick overview of our web portal, and the steps required to publish content to the displays throughout your network. To access the web portal, visit our website at www.screenfluence.com and select ‘Log In’ in the upper right hand corner. Enter your unique user credentials and you will be given access to your organization’s account. 

When logging into the web portal, you will initially be brought to the Overview page. The overview page acts as your personalized dashboard and provides you with a quick snapshot of everything going on across your account at any given time. While you won’t complete any tasks from the Overview page, it’s a great place to get a quick at-a-glance view of your activity.  The recent activities section will show you a timeline of the actions taken by various users in your organization. You will also see four boxes across the top providing you with some additional information: How many files are in your library (such as pictures and videos); How many Loops you have created, how many campaigns you have created, and how many players are on your network.

Step 1: uploading content to your library. Anything you want to display on your screens must first be uploaded to your Screenfluence Library. Start by selecting ‘Library’ from the navigation bar along the left side of your screen. To upload specific content to your library, click on the green CTA located in the upper right-hand corner of your screen, labelled ‘New Asset’. A new window will open. From here, you will have the option to ‘Upload’ content directly from your device, or to create a ‘New Smart Asset’ from our currently available integrations. Select ‘UPLOAD.’ NEXT, choose the files you would like to upload into your Library – you can either select the files from your device or drag them into the space provided. Once you have selected the files you would like to upload, click the ‘UPLOAD Files’ button. You will see a prompt that reads ‘New media asset created.’ Once the files have successfully been uploaded to your library, you can create folders to stay organized by clicking the + symbol under the green ‘NEW ASSET’ CTA.

Step 2: Creating Loops. Loops act as content playlist to rotate on your screens. Start by selecting ‘Loops’ from the navigation bar along the left side of your screen. You will notice that the Loops window looks very similar to your Library, and you will have many of the same features and functionalities here to assist with ongoing management. To create a New Loop, click on the Green ‘CREATE NEW LOOP’ CTA located in the upper right-hand corner. You will be prompted to enter a Loop Name and identify whether your loop will be displayed in landscape or portrait orientation. Hit ‘Save.’ After clicking ‘SAVE,’ you will be brought into our Loop Editor. You will now be able to select the files you want to include in your Loop. In order to select a file to include in your loop, using the ‘Folder’ toggle next to the ‘Loop Editor’, navigate to where your file is stored in your Library. Once you have found the file you would like to include in your loop, toggle back to the ‘Loop Editor’ and drag the file into the space provided on the right. Repeat this step for all assets you would like to include in your Loop. Don’t worry about the order in which you select your assets, you can change them once you have included them in your loop. You can also change how long an asset stays on the screen before switching. There is no minimum or maximum length. To change the time of a static asset, Click on the ‘seconds’ indicator to the right of the asset, enter your desired length of time and hit ENTER. You cannot change the length of a video. You can see the entire ‘Running time’ of your playlist at the top of the space provided. Once you have selected all the files you would like to include in your loop, click ‘SAVE’ in the bottom right-hand corner. You will see a prompt that reads ‘Loop asset was successfully updated’. After you have saved your Loop, select ‘Loops’ from the left navigation bar to see the Loop you have just created. After the Loop has been saved, you can preview the loop just created by using the ‘EYE’ icon located in the bottom left corner of the Loop tile. Repeat this step to create additional loops. You can create as many loops as you’d like.

Step 3: Setting up your Campaigns. Campaigns let you manage loops, schedules, and exceptions all in one place. Start by selecting ‘Campaigns’ from the navigation bar along the left side of your screen. To create a New Campaign, click on the Green ‘CREATE CAMPAIGN’ CTA. You will be prompted to create a name for your Campaign. Enter your Campaign name and click ‘Create Campaign.’ After clicking ‘Create Campaign,’ you will be brought into our campaign creator, where you can select the loops you would like to include. The Campaign stage is where you can take advantage of our advanced scheduling feature – to learn more about this feature please review our video tutorial on ‘Scheduling an Exception’ located on our support page. In order to select the loops you want to include in your campaign, use the ‘select a loop’ drop down menu on the left side of your screen. The ‘Select a Loop’ drop down menu will show you all the loops you have created. You can add additional loops in sequence by using the green ‘ADD LOOP’ CTA just above the drop down menu. Each Loop you include will act as your default or main loop, and will continue to play on your screen until an exception is scheduled. If no exceptions are scheduled, the loops you have selected on the left side will continue to play in sequence, once activated. After you have finished selecting all the loops you would like to include in your Campaign, click ‘SAVE.’ You will see a prompt in the bottom right corner that says your ‘Campaign was successfully updated.’ You will automatically be taken to the Campaign overview where you can review the Campaign you have just created. You can create as many campaigns as you’d like. Keep in mind, we have not yet activated this campaign on any players – this will be the last step.

Step 4: Activating your campaigns on players. Ready to get your content up on your screens? Start by selecting ‘Players’ from the navigation bar along the left-hand side of your screen. You will now see all the players listed on your account. Each player will be connected to a screen in your network and labelled accordingly so that you can activate the correct campaign on the desired screen. To activate a campaign, use the ‘Pencil’ tool located under the ‘ACTION’ column on the right. A new window will appear prompting you to ‘Edit Player.’ Using the drop down menu under campaign, select the campaign you would like to activate. Once you have selected your campaign, click ‘SAVE.’ You will automatically be brought back to the Players tab and a message will appear on the bottom right corner noting that your ‘Player was successfully updated.’ Within a matter of minutes, the content will appear on your screen. Repeat this step to activate the same campaign on any player in your network. You have now completed the activation. Your content or updates will appear on your desired screens shortly.

Step 5: Future updates –  editing active loops. Once you have created your Loops and activated your Campaigns, you can use the Loop Editor tool to make ongoing updates to your existing active Loops. To update an existing loop, use the ‘Loop Editor’ tool found by hovering over the loop with your cursor. Alternatively, you can switch to the ‘List View,’ and the ‘Edit Loop’ icon will automatically appear alongside the asset. Click on the ‘Loop Editor’ button to change and edit the assets in your loop. Don’t forget to save! You will see a prompt that reads ‘Loop asset was successfully updated’. Because this loop is already assigned to an active campaign, the changes will automatically appear on your screen within a matter of minutes.

Still looking for answers?

Visit our Support Portal or the FAQ for detailed information about our digital signage software.

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