Sharing with Prospects, Partners, and Team Members

Overview

After adding a presentation, you can now start sharing it with team members, partners, and prospects. Sharing it with team members enable your crew to efficiently collaborate on presentations using options such as the Rapid Load, Parking Lot, and other basic tools (e.g. Sharing tool, Edit, Subscription, etc.). Collaboration made easy using the following methods:

  • Share by link
  • Share by Course Registration
  • Email

Once you and your team completed the presentation, use the same method(s) to share it with partners and prospects.

There are two (2) ways to access the Share button, either in the All Presentations panel of by selecting the presentation itself.

All Presentations

Presentation Toolbar

Share by link

Sharing by link lets you share the presentation using a shareable link. This method is best used when the recipients are not registered users.

  1. To get the shareable link, find and click the Share icon in the Presentation Toolbar.

    • Note: in this example, we accessed the presentation to enable more options.
  2. The Share with others dialog box will appear. Find and select the SHAREABLE LINK checkbox to enable additional sharing options.
  3. Select the appropriate access parameter by clicking the drop-down arrow:
    1. Everyone with the link can access
    2. Only registered users can access
    3. Stop Sharing
  4. There are two (2) ways to share the presentation using the link-sharing method:
    • Copying the Shareable Link – click the Copy Link button. This will copy and save the link in the Clipboard and can be pasted in email messages, messaging platforms (e.g. Skype, Slack, etc.), and social media platforms (e.g. LinkedIn, Twitter, etc.).
    • Emailing the Shareable Link – find and click the Email (Envelope) icon.

      1. The Send Sharing Link field will expand, enter the email address of the recipient(s) and click Apply.

        • Note: you can send to multiple recipients by entering the email addresses separated by a comma before clicking the Apply button.
      2. After adding the recipient(s) email addresses, click the Send button.

Share by Course Registration

Share the presentation using the Add Attendees option within the Presentation module and the Presentation Toolbar. This method lets you create a course and invite users or attendees.

  1. In the Presentation Toolbar, find and click the Add Attendees icon.
  2. This opens the CREATE COURSE AND INVITE USERS IN PRESENTATION – <Title of Presentation> dialog box. Click the field and enter the attendee’s email address.

    • Note: you can add multiple email address(es) by adding them one at a time.
  3. Click the Apply button to add the email.
  4. Click Invite Attendees to send the invitation.

Share the presentation using the Courses module enables you to invite one or more users. This method lets you invite attendees to access the presentation within the selected course.

  1. On the Module Menu, click Courses and select All Courses to display all existing courses.
  2. Find the course from the list and locate the Actions column.
  3. Click the Invite Attendee icon.
  4. This opens the INVITE ATTENDEES TO ENTATIO dialog box. Click the field and enter the attendees’ email address(es).
  5. Click the Apply button to add the email(s).
    • Note: you can add multiple email address(es) by adding them one at a time.
  6. Click Invite Attendees to send the invitation.

Share by Email to Registered Users

Sharing by email lets you share the presentation to Registered users using their names or email addresses.

  1. In the Presentation Toolbar, find and click the Share icon.

    • Note: in this example, we access the presentation to enable more options.
  2. The Share with others dialog box will appear. Find the Registered users field and enter the names or email addresses of the registered users. Upon typing the name or email, the auto-suggestion will appear. Select the user form the suggestions list.

    • Note: you can add multiple users with this method.
  3. After adding the users/email address, click Save.

    • The specified users will receive email invitations with the link to access the presentation.
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