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Share Presentations

Share your presentations with secure, trackable links that provide engagement insights and access control.
1

Open your presentation

Navigate to the presentation you want to share in your dashboard.
2

Access share options

Click the Share button in the presentation toolbar.
3

Configure link settings

Set an expiration date and access restrictions as needed.
4

Generate and copy

Click Generate Link and copy the URL to share with recipients.

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Expiration Settings

Control when your shared links stop working:

No Expiration

Link remains active until manually disabled

Custom Expiration

Set automatic expiration on a specific date
Recommended expiration periods:
  • 7 days - Time-sensitive proposals
  • 30 days - Standard client sharing
  • 90 days - Long-term reference materials
  • Custom - Project-specific deadlines
Use expiration dates for pricing proposals to ensure recipients see current information.

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Bulk Sharing

Send presentations to multiple recipients simultaneously with unique tracking links.

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Use Cases

  • Prospect outreach campaigns
  • Broker network distribution
  • Event follow-ups
  • Marketing to multiple contacts

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Process

1

Select bulk option

Choose Bulk Share from the sharing menu.
2

Add recipients

Upload a CSV file or manually enter email addresses.
3

Configure settings

Set expiration date and customize the email template.
4

Send

The system generates unique links and sends personalized emails automatically.
Each recipient receives a unique tracking link for individual engagement analytics.

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Tracking and Analytics

Monitor how recipients engage with your presentations to optimize follow-up strategies.

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Available Metrics

Number of times the link was accessed - multiple views may indicate strong interest.
Total viewing duration - longer engagement suggests genuine interest.
Most recent access time - helps determine optimal follow-up timing.
Which slides were viewed and viewing duration per slide.
Whether the full presentation was viewed or abandoned partway through.

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Using Analytics for Follow-up

Tailor your outreach based on engagement patterns:
  • High engagement (multiple opens, long viewing time) → Priority follow-up
  • Partial viewing → Address questions about unseen content
  • Brief viewing → Consider different presentation approach
  • No activity → Check email delivery or try different contact method
Access your link dashboard to see:
  • All active presentation links
  • Expiration dates and status
  • Engagement statistics
  • Recipient information (for bulk shares)
Revoke access to shared presentations:
  1. Go to Share Management in your dashboard
  2. Find the link you want to disable
  3. Click Disable Link
  4. Access is immediately revoked
Disabling a link is permanent. You’ll need to generate a new link to re-share the presentation.

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Email Integration

The system includes professional email delivery with:
  • Branded templates - Consistent with your company branding
  • Personalization - Recipient name and custom messaging
  • Clear CTAs - Guides recipients on next steps
  • Delivery tracking - Confirms email receipt and link clicks

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Best Practices

Set Smart Expiration

Use expiration dates to maintain content relevance and create urgency.

Review Analytics First

Check engagement data before follow-up calls to understand interest level.

Personalize Bulk Messages

Customize email templates for better response rates in bulk campaigns.

Time Follow-ups

Use viewing timestamps to contact prospects when engagement is fresh.

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Quick Reference

ActionSteps
Share single presentationShare button → Configure → Generate Link
Set link expirationConfigure settings before generating
Bulk share to multiple contactsBulk Share → Upload recipients → Send
Track engagementDashboard → Share Management → Analytics
Disable shared linkShare Management → Select link → Disable
Transform your presentation sharing from simple file distribution to strategic engagement tracking that drives better business outcomes.