Share content from an Experience

See how it's done on Android

You can share content while browsing or presenting an Experience.

Select multiple files to share

1. While viewing an Experience, tap the three dot menu in the corner and choose Select.
   
2. Select the files you want to share with your customer and tap the Share button.
3. Select whether you'd like to compose an email share or get a link to your content.

Share while viewing an asset

1. To share a single asset from an Experience, tap to open it. Tap the screen to reveal asset options then tap the share icon.
2. Select whether you'd like to compose an Email Share or Get a Link to your content.

Compose an email Share

1. If you choose Email, fill in the recipient's email address.
   
2. Choose your Share settings.
3. Tap the CRM button at the bottom of the Share and slide the toggle to log this activity to your Customer Relationship Management (CRM) tool, such as Salesforce.
   
4. To add additional content, tap the + icon.
5. Give the email a subject and add a message to your customer or prospect. Tap Send to send the email.

Note: Some file types may only be downloaded as a pdf. Your admin sets this restriction.

Share with a link

1. If you choose Get a Link, rename the link if you desire. Choose if recipients can download the file by toggling Allow Downloads.
2. To set an expiration date for the link, toggle on Link Expires After and either tap 1 week to select a time frame or tap the date to select a date from the calendar.
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3. Tap Copy Link and paste it where you'd like to share content.
4. Alternatively, tap Share and select an app you use for sharing, such as WeChat or WhatsApp. The insights from this share will show that someone opened the link and when but not which app was used.

See how it's done on the Windows Desktop App

You can share content while browsing or presenting an Experience.

Select multiple files to share

1. While viewing an Experience, select the list view icon.
2. Select the files you want to share with your customer. Choose whether you'd like to compose an Email Share or Get a link to your content. You can also add the files to one or more Shared Spaces.

Share while viewing an asset

1. To share a single asset from an Experience, click the thumbnail to open it.   
2. Click Share and select whether you'd like to compose an Email Share, or Get a link to your content.

Compose an email Share

1. If you choose Email, fill in the recipient's email address.
   
2. Give the email a subject and add a message to your customer or prospect.
3. To add additional files, click Add Content and browse or search for content.
4. At the bottom of your message, choose your Share settings. Select if you want to log this activity to your CRM, such as Salesforce.
   Click Send to send the email.

Note: Some file types may only be downloaded as a pdf. Your admin sets this restriction.

Share with a link

1. If you choose Get a link, give the sharing link a name that you can track when viewing the Share insights.
2. To add more content to the link, type in the Search field or click Browse. Select assets to include in the link.
3. Select a Link type. Simple links provide a URL that you can copy and paste. Advanced dynamic links automatically populate sender and recipient information.
4. Configure the link settings to allow content downloads and set an expiry date.
5. Select if you want to log this activity to your CRM, such as Salesforce.
6. Select a Sharing Theme provided by your administrator. The theme determines how the content is presented to your recipient.
7. Click Generate Link. 
8. The link is automatically copied to your clipboard. Click Copy Link if necessary. Paste it where you want to share it.

Add to a Shared Space

1. To add the asset you're viewing to one or more Shared Spaces, click Share and select Add to Shared Space.
2. Select the Shared Spaces and folders where you want to add the asset:
   • Click the caret next to a Shared Space or folder to reveal its subfolders.
   • Check the box next to each Shared Space or folder you’d like to add the Collection(s) to.
   • To view your selected Shared Spaces and folders, click Show Selection.
     • Click Show all to view all Shared Spaces and folders.
   • Use the search field to find a specific Shared Space or folder. The list updates as you type. Click the X in the search field to clear results.
3. (Optional) To add the Collection(s) to a new Shared Space:
   • Click New Shared Space. Complete the setup steps. The new Shared Space will be automatically selected.
4. Click Add to add the asset to your chosen Shared Space(s) and folder(s).