🔗 How to create personalized share links

👉 Track engagement and follow up with confidence using personalized links

What are personalized share links?

Personalized share links are unique, trackable URLs that you can create for specific recipients. Unlike generic sharing, these links let you know exactly who viewed your content, when they viewed it, and how long they engaged with it.

This is perfect for sales follow-ups, measuring campaign effectiveness, or understanding which prospects are most engaged with your content.

Creating a personalized link

Step 1: Find the asset to share

Navigate to the Assets tab and find the content you want to share. You can use search or browse your library to locate it.

Click on the asset to open the detail view.

Step 2: Open the share dialog

Click the Share button in the asset detail view.

Then click Create Personalized Link.

Step 3: Fill in recipient details

Enter the information for your recipient:

• Recipient Name - Who you're sharing with

• Recipient Email - Their email address

• Custom Message - Add a personal note (optional)

• Link Expiration - Set when the link expires (optional)

👉 TIP: Adding a custom message makes your outreach more personal and can improve engagement rates.

Step 4: Generate and share

Click Create Link to generate your personalized URL.

Your personalized link is now ready! Copy it and share it with your recipient via email, messaging, or any communication channel.

Viewing engagement analytics

Once you've shared your link, you can track how recipients engage with your content.

Access engagement data

From the asset detail view, scroll to the Engagement section to see who viewed your content and when.

You'll see metrics including:

• View counts per recipient

• Time spent viewing

• Pages viewed (for multi-page content)

• When they last engaged

Using analytics for follow-up

This data is invaluable for your sales process. You can:

• Prioritize hot leads - Focus on recipients who viewed multiple times or spent significant time with your content

• Time your follow-up - Reach out shortly after someone views your content

• Tailor your conversation - Reference specific sections they viewed or time spent

Recipients who view your content recently, multiple times, or for extended periods are showing strong interest and are ideal candidates for immediate follow-up.

Best practices

• Be specific with recipient names - This helps you organize and track your outreach efforts

• Set expiration dates for time-sensitive content - Keeps your shared content current and relevant

• Add custom messages - Personal touches improve engagement and response rates

• Check analytics regularly - Stay on top of engagement to optimize your follow-up timing

Have questions?

If you have any questions about creating personalized share links or tracking engagement, reach out to our support team. We're here to help you close more deals with better content insights.