Getting Started

Accessing Enablix

Here are the ways you can access Enablix:

Full experience

Web: Access Enablix from your browser at yourcompany.enablix.com.
iPad: Access Enablix from your browser at yourcompany.enablix.com or from our mobile app (search "Enablix" in your app store).
Salesforce: Access Enablix from the Enablix tab in Salesforce (requires CRM integration).

Limited experience

Mobile: Access Enablix from your browser at yourcompany.enablix.com or from our mobile app (search "Enablix" in your app store).
Extensions: Access Enablix from browser extensions, email apps, and more.

Use the navigation bar on the left-hand side:

Home: Browse, search, or add content.
My Stuff: Your user reporting dashboard.
Content Manager: Bulk manage content and workflows.
Insights (Admin only): Admin reporting dashboard.
Company Settings (Admin only): Manage users, integrations, metadata, and more.

Click your profile icon in the top-right corner, then select User Profile.

You'll have the following options:

User Details: Add your profile picture, job title, contact information, and more. Your user details can appear on Engagement Hubs and Microsites you share.
Email Notification Preferences: Choose how you're notified when recipients view your content, and more.
Slack/Teams Integration: Connect Slack or Teams to share content directly to a channel. [Learn more]
Email Integration: Connect your email and add your signature to share content via email directly from Enablix. [Learn more]

❓ Need to update your email address? Reach out to help@enablix.com and we'll do it for you.

From the Home page, you can browse content featured by your organization or search for content. You can search by:

Content Types: Like blogs, presentations, and videos.
Categories & Labels: Like solution, product, and industry.
Keywords: Search by title, text within the content itself (like PDFs and video transcripts), and more.
Ask AI: Search using natural language, like "I need a case study for my prospect in the healthcare industry."

When you open content, in the top toolbar, you'll have the following options, starting from the left:

Edit: Modify the content. Save options vary based on your role.
Make a Copy: Create your own version of the content. Popular for Engagement Hubs and Microsites.
Download: If the content is a file, download it.
Bookmark: Save the content for easy access later. You'll automatically get email notifications if it's updated or deleted.
Feedback: Submit feedback. An Admin will be alerted.
Content Insight: See engagement tracking for the content. [Learn more]
Preview: If the content is externally shareable, see what external recipients will see.
Share: Share the content internally or externally.
More Actions: Options vary based on your role.

Questions? Reach out to help@enablix.com.