Can I share my deck without the recipient needing to input their name and email first? I already have them in my pipeline.
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Yes, you can do that. It requires changing a part of the Data Room link. To do so:
• go to the email templates and open an email with a deck URL variable such as 3.1 Materials: Send
• erase the deck url variable and replace it with the Data Room variable (the one containing the Deck)
• Save the email template
• Go to pipelines and find the prospect you want to send the deck to
• Click the Send Email function for that prospect and pick the email template you edited. Within the email, you will see the link displayed by the Data Room variable
• Copy that link and open it in a different browser
• Then pick the deck from the Data Room and open it
• Copy the part of the URL between /folder_files/ and /preview/
• Then go back to the Email Templates and open the template which you edited earlier
• go to the data room variable in that email, and add to it "folder_file=" followed by the code you copied. It might look like something similar to this: [[data_room.name data room/folder_file=fZHdkt6]]
• Save the template and go back to the pipelines and the prospect you looked at before. Go to Send Email again and copy the link that is now displayed.
• You can now copy that link and send it, without recipients needing to submit their names and emails again.
Video tutorial with the answer: https://www.loom.com/share/f402ef71cf914a88b70be5f225b630d3
1 reply
Yes, you can do that. It requires changing a part of the Data Room link. To do so:
- go to the email templates and open an email with a deck URL variable such as 3.1 Materials: Send
- erase the deck url variable and replace it with the Data Room variable (the one containing the Deck)
- Save the email template
- Go to pipelines and find the prospect you want to send the deck to
- Click the Send Email function for that prospect and pick the email template you edited. Within the email, you will see the link displayed by the Data Room variable
- Copy that link and open it in a different browser
- Then pick the deck from the Data Room and open it
- Copy the part of the URL between /folder_files/ and /preview/
- Then go back to the Email Templates and open the template which you edited earlier
- go to the data room variable in that email, and add to it "folder_file=" followed by the code you copied. It might look like something similar to this: [[data_room.name data room/folder_file=fZHdkt6]]
- Save the template and go back to the pipelines and the prospect you looked at before. Go to Send Email again and copy the link that is now displayed.
- You can now copy that link and send it, without recipients needing to submit their names and emails again.
Video tutorial with the answer: https://www.loom.com/share/f402ef71cf914a88b70be5f225b630d3
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