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Hello, I am trying to create an automation so that when clicking my deck link https://commoditytechventures.decilehub.com/data_room/folders/RnerD1O8 a follow-up email is triggered offering the opportunity to reserve a position by signing a PACT. I followed the steps recommended by the AI chat tool in Hub but I am not sure the link does the job as it asks to enter your details before sending you an email and it is not just a click. Maybe I missed something.
Thanks in advance!
7 replies
Hey Lorenzo, I can help with this:

You can add an automation to that folder, so when someone views the folder, it will add them to the selected stage.


When someone views this file, they'll be moved to that stage.

For anyone who isn't cookied on your domain, they'll be asked to enter details (first, last, email) which will be entered on your CRM. This is a feature of all file previews on Hub, regardless of automation. If you email a prospect in your pipeline a link to the file, the system will convert that to a personalized link and bypass this.
Thanks a lot Woody. That's what I did. The weird thing is, though, when I test it in incognito I am asked to enter my name and email to get access to the deck but I do not receive the email with the PACT. 
Many thanks Woody. I did that now, tried again the link in incognito but still got no automatic email with the PACT. Would it be possible to connect remotely tomorrow and share my screen? We will nail this in 5 mins together.
Hm, seems like a bug at first to me on our end. Give us some time to investigate this.

An alternative that may suffice in the meantime:

If you're sharing this via an email in Decile Hub, you can also track link clicks on that too. You can find that under link automations in the emailer:

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