Generate a link for sharing your content Updated September 13, 2023 23:09 It can be useful to quickly share content via instant messaging and other sharing platforms that are not available in Showpad by default. You can generate a link to your content that you simply copy and paste to your platform of choice. On our iOS, Android, and Web app, you can share your content with or without creating a Collection. Your recipient will see your shared content in the same branded environment as a Share created by email. Later, when you look at your insights in the Share menu, the statistics will look a bit different than content you share via email. Showpad can't know who exactly received the link you generated. In the Share insights, you'll notice that we do provide information about the device, browser, and if available, the location of the recipient. Note: It is recommended to add a detailed description when generating a link. Adding the name of the contact in the Name field can prevent some confusion when viewing the sharing insights later. See how it looks Key features Copy and paste a link to share Showpad content Add a mandatory link name to see it in your sharing insights on the Web app On iOS, an editable link name is generated automatically Add multiple files to your sharing link when using the Web app Choose your success platform iOS Android Windows Desktop App Web App See how it's done on iOS You can create a link by tapping the iOS Share icon when a file or a Collection is opened. Select Get a Link. Add a Link Name. It is recommended to add a detailed description when generating a link. Adding the name of the contact in the Link Name can prevent some confusion. By default, you'll see an autogenerated name containing the filename or Collection name, together with the date, and time stamp. By default, prospects can download the file locally on their device. To change this, tap the settings icon and slide the toggle next to Allow Downloads. If you have a connection with Salesforce, you can share this activity with your Salesforce account. Tap the CRM button and slide the toggle to log to Salesforce. Tap Copy Link and the link will be copied to the clipboard. You will see a notification that the link was generated. Tapping View will open your Share view. In the Share view, you will see the insights of the link you shared. Notice that it shows the system, browser, and if allowed by the recipient, the location where the document was opened. See how it's done on the Android app You can create a link by tapping the Share icon when a file or a Collection is opened. Select Get a Link. Add a Link Name. It is recommended to add a detailed description when generating a link. Adding the name of the contact in the Link Name can prevent some confusion. By default, you'll see an autogenerated name containing the filename or Collection name, together with the date, and time stamp. The name you give the file will only be seen internally, not by your prospect. By default, prospects can download the file locally on their device. Slide the toggle if you want to prevent downloading. If enabled, choose to log the Share to your CRM, such as Salesforce in this example. You can check to see if you have a CRM option by selecting your profile menu in the upper left and visiting your Account. Tap Copy Link and the link will be copied to the clipboard. You will see a notification that the link was generated. Share the link with your prospect. In the Share view, you will see the insights of the link you shared. Notice that it shows the system, browser, and if allowed by the recipient, the location where the document was opened. The name you gave the file will appear at the top. See how it's done on the Windows Desktop app When you open the Share view, you can create a link when pressing the Compose button. You can also generate a link in the Experience or Collection you are working in by hovering over the asset you'd like to share. Click the three-dot menu, then select Get a Link. Or, when your file is already open, you can click the share icon at the top of the screen and select Get a Link. You can choose to get a link to the entire document or specific pages. You will be notified to fill in the necessary information before you receive the link to your shared content. If you have a connection with Salesforce, your sharing activities will be visible there as well if you've enabled logging. Add a Name for the link and select the preferred theme. It is crucial to add a detailed description when generating a link. Adding the name of the contact in the description field can prevent some confusion. To deny downloading of content, uncheck Allow downloads. Your recipients see the content of the file, but they can't download a copy of the original file. If you want to add additional files, you can browse and add content by clicking the Browse button. Select your additional content and click Next. You will receive a link to our Showpad.com address, which you can copy and paste. In the Share view, you will see the insights of the link you shared. Notice that it shows the system and browser information of the recipient. Sharing links with Salesforce integration activated You can log the content sharing for an Account or Opportunity in Salesforce. Do this step by step If you start typing the Account Name, information will be automatically populated. Contact or Lead information will be automatically populated as well. Fill out the remaining details for the link and share it with your prospects or customers. In Salesforce, when your Contact or Lead activates the content via the received link, that information will be visible in the Activity History. See how it's done on the Web app When you open the Share view, you can create a link when pressing the Compose button. You can also generate a link in the Experience or Collection you are working in by hovering over the asset you'd like to share. Or, when your file is already open, you can click the link icon at the top of the screen: You will be notified to fill in necessary information before you receive the link to your shared content. If you have a connection with Salesforce, your sharing activities will be visible there as well. Add a Name for the link and select the preferred theme. It is crucial to add a detailed description when generating a link. Adding the name of the contact in the description field can prevent some confusion. To deny downloading of content, uncheck Allow downloads. Your recipients see the content of the file, but they can't download a copy of the original file. If you want to add additional files, you can browse and add content by clicking the Browse button. Select your additional content and click Next. You will receive a link to our Showpad.com address, which you can copy and paste. In the Share view, you will see the insights of the link you shared. Notice that it shows the system and browser information of the recipient. Sharing links with Salesforce integration activated You can log the Content Sharing for an Account or Opportunity in Salesforce. Do this step by step If you start typing the Account Name, information will be automatically populated. Contact or Lead information will be automatically populated as well. Fill out the remaining details for the link and share it with your prospects or customers. In Salesforce, when your Contact or Lead activates the content via the received link, that information will be visible in the Activity History. Related articles Sharing content with Showpad Many sharing methods, different Share results Share a single file via Showpad Examining Share information Add, manage, and share personal content in My Files