Hi @Eric S. Heinz

, I've just taken a look into the email you've mentioned. I assume it's the "From Happy Hour to First Investment - Updates from Heinz Ventures" one.

The link to the data room that you included to the prospects must have been copied from a previous email to your (assuming it's not another Eric).

Some context here:
If you share a link with someone to a data room file (that has permissions allowed), typically it would start by copying the preview link on the file, like shown in my screenshot. If you share that link with someone by any means that isn't an email from Hub, once they land on that page, they'll be asked to enter their personal information.

That link typically looks like: "https://omegatest.decilehub.com/data_room/folder_files/w8odJ0Kq/preview". But if you include that link in an email via Hub, Hub will automatically transform that link into a personalized link for the prospect. This means that the person opening that doesn't need to enter their information, and instead automatically jumps right into the file view. All file views from that link get automatically attributed to that prospect. This means we lose some accuracy on tracking if they were to for instance forward the email, but we've so far valued the convenience of the expected user more heavily than that corner case.

What occurred here is that it seems a personalized link for you was copied from a previous email addressed to yourself. That link, personalized for Eric, was the link shared in your recent email, rather than a standard link to the file, which would have been personalized for each recipient. We won't be able to attribute any of the clicks that are opened via that link, I'm sorry. This is one of the first times we've hit this, and I realize we could upgrade the system to potentially transform any personalized links to re-personalized links too. I'll put that idea onto our roadmap.

Thank you @Woody Butler

. 

The Copy URL button is what I used, came up with a link, see screen shot below: https://heinzventures.decilehub.com/data_room/folder_files/6NQja3nr/preview,

The other thing I'm afraid of is that all recipients received an email that said Hi Eric...instead of their first name.  I added all emails to BCC so they wouldn't see everyone else on the distribution.  This is an area where it would help to have more clarification in the user interface.

I also noticed I'm able to navigate to the rest of the VDR.  If I'm only sending a URL for one file, I don't want to be giving the ability for them to go through the rest of the VDR.

I also tried using the "send a test email" feature, but since the email was going to my email, I wasn't able to test it to see if it was capturing the recipient's first name correctly.  May be helpful to send an email, but simulate a recipient.

Sorry, one more thing @Woody Butler

.  It would be great to have a way to add all event attendees from the past to a distribution list.  I had to manually go through each event last night in order to find names to add to my update email.  I asked the AI, and its answer did not lead to a usable solution.

Ah, that explains this then. Looking at your account activities page and filtering to "Sent Email", many of them did receive an email saying "Hi Eric". This was because the email was sent to one person (you), and many others BCC'd, rather than sending to multiple prospects. This is a really core feature of Hub that is important to master. Typically, when sending to multiple prospects, you want to send the emails by selecting multiple prospects in a pipeline, via the checkboxes. If you do that, the system will send a separate, individualized email for each of them. @Katherine Vittorio

can walk through this process for a demo if needed.

Right now permissions are handled at a top-level folder basis. So the same permissions apply for an entire data room. You may want to setup a separate folder for sharing with potential investors.

I hear you on this. I'm working on a code change today in fact that should provide one way of helping with this. 
One recommendation I have in the current product would be to go through each event and then select prospects from the Attendees pipeline, and then apply a tag to all of those prospects.

Hi Decile Hub Team,

I’d like to check — is there a way to reuse or move previously imported contacts into a new event without re-importing them manually?

For example, if we already imported a set of contacts for Event A, and we’d like to include the same group in Event B, what’s the recommended method to do this? We’d like them to appear in the new event’s pipeline and be able to send emails to them.

Would appreciate your advice on the best approach — thanks so much!