Shaman Glossary

It might be a bit confusing to understand specific terms we use at Shaman. Therefore, we have created this list of the most commonly used terms specific to our platform. The list is organized in alphabetical order.

Account name
A separated account in Shaman. Formerly known as: company. Usually this name is similar or close to the company or department you work for. The account name was shared with you in the “Welcome” email you received from Shaman. 

Account manager
Account managers usually have the Presenter role in Shaman. They are responsible for presenting and selling products to clients.

The admin user(s) in Shaman can manage all the other users and permissions in the Shaman platform. 

Any kind of materials like slides (PPT, PDF, JPG, PNG), documents (PDF), images (JPG), videos (MP4) our HTML5 elements that you can upload to Shaman. 

Content manager
A group of users or an individual in your organization responsible for creating interactive presentations/detail aids in Shaman Cloud. They have access to create, update and delete presentations and determine who has access to the presentation (subscribed). 

CRM Products

Mainly used in Novartis OnCore CRM. It determines which user group(s) in CRM have access to the content. You can find it in a local list, that is managed by local CRM admin. This can be products/brands, awareness and combined brands.

Detail aid
Traditionally a printed brochure containing product information, but in Shaman it is another word for a presentation mostly used in the health care and life sciences industries.

Feedback questions
Shaman feature that allows you or the client to fill in a short Likert-scale type of survey right after the end of the presentation. 

Heat Map
The heat map shows you statistical insights into the usage of a presentation by marking slides on a scale from blue to red. Red slides have been shown the most often and blue ones the least times. 

Home slide
It the one central slide in a presentation that can be easily reached by clicking the home button. Usually, this slide serves as a point of guidance with links to other slides. 

Home screen
The home screen is another used expression for the home slide. 

We refer to the homepage in Shaman Cloud, which is the page that you see right after you log in to the Cloud with an overview of all presentations. 

HTML5 elements
HTML is interactive, animated elements that can be added to any slide in Shaman. For instance, interactive graphs, calculators, or animated visualizations. 

In-depth slides
The set of slides that are arranged vertically beneath the horizontal main story-line. These slides usually provide more in-depth and detailed content on a topic. 

Information links
These are links associated with a data value that is collected when the link is clicked during the presentation. These links work together with the meeting snapshot feature. 

The Library is the menu in Shaman Cloud where all content (slides, documents, videos, HTMLs) is stored and managed. 

A simple link is an interactive element that allows you to create a clickable area on a slide that leads to another slide, document or video in the presentation. 

Linked presentation
The presentation is linked by a link to a slide of another presentation.

Link template
Link templates allow you to save and add a certain set of links to several slides in the exact same position and with the same destination. 

Main storyline
The horizontally arranged slides in a presentation, that usually summarize the key elements of your story without going into too much detail. 

Meeting Canvas
The meeting canvas consists of the horizontally and vertically arranged slides when you open a presentation. You can see this alignment when you start editing a presentation in Shaman Cloud or when you open the navigation view of a presentation in the Shaman App. 

Meeting snapshot
This is a feature that allows you to capture meeting information by adding a set of interactive survey slides after the end of a presentation that the presenter can fill in after the meeting with the client. 

Menu options
These are the options that appear when you tap or click a presentation thumb in the Shaman App. You can start any action by selecting one of these options. 

Navigation view
Usually, in the Shaman App, we refer to the overview of all slides as the navigation view, because from here you can navigate to any other slide in the presentation just be one click. 

Online handout
Handouts that presenters can send via email to clients including an online handout link, which shows the presentation slides in an internet browser in the same structure as is was presented in the Shaman App. 

PDF handout
A handout that is sent via email as a PDF attachment to clients. However, in the PDF slides are arranged in a linear structure. 

Online meeting
This is basically an online meeting tool in Shaman Cloud with an option to meet clients remotely by sharing audio and video to communicate. In the middle of the screen, a canvas is displaying the presentation slides, where you can navigate the same way as you do it in the Shaman App. 

Personalized presentation
This is another term for personalized meetings. 

Personalized meeting
Personalized meeting is a Shaman feature that allows you to present user-specific content in a secure and simple way. This type of content is presented only one-time and permanently removed from Shaman right after it was used. 

Personalized online meeting
This is the online version of a personalized meeting, in which content is presented from Shaman Cloud as an online meeting and removed after it has been used. 

Presentation link
This type of link creates a clickable area on a slide and connects with another slide in a different presentation. 

Presentation mode
A menu option in Shaman App that lets users start a live presentation in which the meeting data is recorded and synced with the Cloud. 

Presentation overview
Another term for the homepage in Shaman Cloud: the page what you see right after logging in to Cloud with an overview of all presentations. 

Presenters are the ones in your organization, who are responsible for presenting and selling products to clients. They present content using the Shaman App from iPads or other Windows / Mac devices. 

Preparation mode
A menu option in Shaman App that lets users prepare and practice for a presentation without recording the meeting data. 

The preview feature in Shaman Cloud lets you scroll through the presentation slides before the presentation is published, in order to test whether everything works the way it is supposed to work. 

The products/brands feature offers a way to associate presentations with product/brand types and categories of your organization, so later you can present statistics based on your products/brands. 

Project manager
Another term for a content manager: a group of users or an individual in your organization who is responsible for creating interactive presentations/detail aids in Shaman Cloud. 

Once a presentation was created or a new version was updated in Shaman Cloud, it can be published via this option to make it accessible for the presenters in your organization using the Shaman App. 

In the Shaman App, you can click this menu option if you experience any trouble with accessing the most recent version of the presentation slides. The latest version of the presentation will be redownloaded from the server. 

Remote meeting
This is another term for an online meeting presented in Shaman Cloud. 

Sales Representative
Sales Reps usually fulfill the Presenter role in Shaman. They are responsible for presenting and selling products to clients. 

Screen Share
By selecting this menu option in the Shaman App for iPads, you’ll be able to present on multiple devices at the same. The screen is shared via Wifi or Bluetooth with devices that you bring to the presentation. 

Shaman App
The App is used by presenters to present content when they meet clients. It is an innovative presentation tool designed to help account managers to achieve their meeting goals by providing them an effective solution to deliver engaging presentations. 

Shaman Cloud
The Cloud is the Shaman platform where content managers create presentations, manage content in the library, and see the performance in the statistics. 

Slide overview
The slide overview is another term for the navigation view, however, it is used more often in the context of Shaman Cloud referring to the screen in which you see all sides of a presentation. 

Smart Update
A Smart Update is an easy and efficient way to update already existing presentations in Shaman Cloud. It lets you add, delete, or change content on the slides of an existing presentation and change it just in a few clicks. 

Source files
The source files of each presentation you upload to Shaman is stored in the Library. You’ll need access to this menu if you want to update or delete presentations permanently. 

Speaker notes
These are notes added to presentation slides including relevant information for the presenters. During the presentation they are hidden, but the presenter can make them visible by clicking a button on the screen. 

The Subscribe option in Shaman Cloud is the option where you can assign users to presentations, so they will access the content in the Shaman App from their iPads or other devices. 

Tags are text labels attached to different types of content, which helps you better filter and search for content in the Library. 

User group
A group of users who share a job title or belong to the same group from any other reason. You can assign presentations to a great number of users by assigning it to user groups instead of individuals, and you can also present statistics based on these groups. 

User Lock Screen
This is another term for an online meeting presented in Shaman Cloud. 

This type of link creates a clickable area on a slide where you can embed an URL, that will redirect to an external website when the link is clicked. 

Web meeting
This is another term for an online meeting presented in Shaman Cloud. 

Web Screen Share
By selecting this menu option in the Shaman App for Windows / Mac devices, you’ll be able to share content and present on multiple devices like smartphones, tablets or computers. This is a bring-your-own-device feature, so you can use any device that your clients bring to the meeting. 


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