Sharing content items

In addition to sharing boards, you can also share individual content items. In this method, you give prospects a link to the item itself. This is useful when you only need to share a single asset.

For example, say your prospect requested specific information during a meeting. You could then follow up by sending her a particular case study or data sheet from one of your boards, rather than sending her to the main page of the board itself.

To share an item:

1. Go to your Folloze homepage. Click on the board containing the item you want to share.

2. Click the Content tab.

3. Find the item you want to share and hover over it. Click the  share icon. 

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 remain anonymous.

This mean that, unlike other types of links, public links do not provide any identifying information on viewers who use them. If you want to be able to identify your viewers, use a Campaign or Trackable Link if possible.

Public links are generated automatically. To use one, go to Public Link. Then, just highlight the link and copy it.

b. Campaign Link: Use this method to share your item via marketing automation/mass email platforms like Marketo and MailChimp. 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. (One note: when using campaign links, you’ll need to do the mapping for recipient information within your marketing automation tool.)

Campaign links are generated automatically. To use one, go to Campaign Link and click the menu button on the right. Select your platform from the drop-down menu.

Highlight the link and copy it.

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.

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, go to Trackable Link and 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.

Highlight the link and copy it.

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 item. For instance, say you’re sharing an item on multiple social media platforms. You can create a different group link for each platform you post to – one for LinkedIn, Twitter, Facebook, etc. Then, when someone explores the item using one of the links, you will know exactly which social media page that viewer came from.

Group trackable links are not generated automatically, and must be created. To make one, go to Trackable Link and select Group. Enter a label (e.g. LinkedIn). Click Create Link.

Highlight the link and copy it.

5. Paste your link into an email draft, email template, website, social media post, etc. Then, share it with the world!

Here’s an example of what your prospect will see when they open your item share link:

Note they can still access the rest of the board content by clicking All Content at the top of the item view.