One easy way to share a board is to provide a link to it. The link can be added to an email, social media post, or website.
This method is optimal for sharing a board with external audiences, like new prospects or current customers.
To share a link to your board:
1. Go to your Folloze homepage.
2. Click on the board you want to share.
3. Click the vertical dot icon in the top right and choose Get Link.
4. Select the type of link you want to share. There are four types:
a. Public Link: Visitors who click a public link are logged as “Guests" and will remain anonymous.
Note: Folloze integrates with data services like KickFire and Demandbase. These integrations will pull in company data for board visitors, when possible. For more information, reach out to your Folloze contact.
Public links are generated automatically. To use one, click Copy Link. The link is now copied to your clipboard.
b. Campaign Link: Use this method to share your board via marketing automation/mass email platforms like Marketo or Salesforce. It’s simple: just embed the campaign link in your email templates. When visitors click the link, Folloze will identify them by pulling their information from the mailer system.
Note: when using campaign links, you’ll need to do the mapping for recipient information within your marketing automation tool.
To generate a platform-specific campaign link, click the menu button in the upper right. Select your platform from the drop-down menu, then click Copy Link.
c. Individual Trackable Link: In this method, Folloze creates a unique link for a specific individual. Whenever the person uses the link, Folloze will track their activity.
Note: if this individual were to share the link with others, that visitor's information would populate as the original individual.
Use this method for when you want to capture your visitors’ contact information, but don’t have a dedicated mailer system to pull the information for you. Individual trackable links are not generated automatically. To make one, select Individual. Enter the recipient’s email. If you want, add their first and last name (this can make it easier to identify them later). Click Create Link, then click Copy Link.
d. Group Trackable Link: In this method, Folloze creates a unique link for a specific group of visitors. Whenever someone uses the link, Folloze will track their activity.
Use this method to track sources of traffic to your board. For instance, say you’re sharing a board on multiple social media platforms. You can create a different group link for each platform you post to – one for LinkedIn, Twitter, Facebook, etc. When someone visits the board using one of the trackable group links, you will know exactly which social media page they came from.
Group trackable links are not generated automatically and must be created. To make one, select Group. Enter a label (e.g. LinkedIn). Click Create Link, then click Copy Link.