Creating a link to presentation
To create a link to a presentation, enter the My presentations menu and find the required presentation in the list. If there are too many presentations, use the search bar to find the required file by its name.
Having found the required file, click the three dots in the Actions column next to the presentation name.
Select Create Link from the drop-down menu
Link creation options
You will see a link setting form. By default, a short version is shown, in which you can set the name of the presentation, the name and email of the presenter (the author of the presentation), as well as put a link to the presenter’s working calendar. This option allows the listener to book a meeting with the presenter online. You can also specify which slide number to start the presentation on.
For more detailed settings, you need to use the expanded version of the form – Advanced settings.
The Advanced settings mode allows you to additionally specify the type of presentation (online or offline), set a password for accessing the link, and set the parameters available to the listener.
You can enable/disable a listener:
- Ask questions online
- Change presentation details
- Share slides with third parties
- Invite a presenter to communicate online.
At the stage of creating a link, the presenter can set the level of detail of the presentation:
- Long (full text for each slide, long scripts)
- Short (short version of the text for each slide, short scripts)
- Pitch (several main slides given by the presenter with short versions of texts/scripts).
You can also specify information about the listener to which the link is sent. This will store detailed session data in the log. You can specify the name, surname, company, country and field of activity of the potential listener.
Adding lead form
The “Add lead form” item allows you to specify what data the listener will need to provide in order to access the presentation via the link (if such information is unknown, and you would like to receive it). In the “Message” section, you can write the text that the listener will see when the data collection form appears. You can request first name, last name, company name, email, country, field of activity and other parameters.
At the same time, in a separate menu, you can specify the slide before which such a request will be executed. This allows you to show the listener several slides before they are asked to share their data.
Personalization
In the “Message” section, you can write the text that the listener will see when the data collection form appears.
By checking individual checkboxes at the end of the form, you can:
- Allow / deny access to the presentation by link
- Request to send to your email a report on how the listener interacted with the presentation (including in PDF format).
You can also record a voice message (button “Add voice message”), which will be received by the listener who opens your link.
Having set all the parameters, click the “Forward” button at the bottom of the form – a link to the presentation will be created. Now you can copy the ss by clicking the label to the right of the link address or using the QR code.
Now you can send a link to your presentation to your partners and collect listener data.
Adding a link to Your website
You can send presentation links directly to your customers, you can also embed them in any website – as an iFrame. In this case, the user will see a fixed-size window with a presentation interface on your site.
To create an iFrame, go to the My Links tab in the main menu. Select the required link and open the drop-down menu next to it by clicking the tree dots in the Actions column. In the menu that opens, select Share.
You can also find the desired link in a separate All Links menu in the main menu.
In the menu that appears, select the embed html icon.
Copy the generated code and place it on the site using your CMS.
Here is an example of how the presentation player looks like on the site.
