Sales Hub Tools

schwami
Member

How to share a document link without needing to provide email addresses

SOLVE

I want to create a shareable link for a document but don't yet know who will click on it. Hubspot asks me to incude an email address for the person who will click on it. Do I need the email address of every person who will click on it or can I just share a placeholder email address and anyone who clicks on the link will be able to view it after entering an email address.

0 Upvotes
1 Accepted solution
MFrankJohnson
Solution
Thought Leader

How to share a document link without needing to provide email addresses

SOLVE

_hubspot-button-accept-as-solution-gif-v00.gif

You may use a placeholder email address and anyone who clicks on the link will be able to view it after entering an email address -- example below. However, we don't recommend doing this at scale because the tool wasn't designed to operate this way. Meaning, we've noticed that tracking notifications may be delivered inconsistently when using this 'generic link' method.

- see MFrankJohnson_Article_Portfolio.pdf

- see Upload and share documents

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

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4 Replies 4
Vishesh_Singhal
Participant

How to share a document link without needing to provide email addresses

SOLVE

We have designed an enhancement over HubSpot Documents called CloudFiles that lets you do just this and much more. You can independently upload files, create links, track usage and optionally ask your clients to very their email (Hard ID Validation) or just enter their email (Soft ID Validation) or simply access without entering their email (no ID Validation). The app is also smart enough to know when the person is actually viewing the file and when the system has gone idle. You can try out the app from HubSpot Marketplace.

 

0 Upvotes
KateElizabeth
Contributor

How to share a document link without needing to provide email addresses

SOLVE

I'm also wondering this. I can't believe you have to add an email address. Why can't there be a "share link" that's trackable, and an option to require an email address to view doc.

MFrankJohnson
Solution
Thought Leader

How to share a document link without needing to provide email addresses

SOLVE

_hubspot-button-accept-as-solution-gif-v00.gif

You may use a placeholder email address and anyone who clicks on the link will be able to view it after entering an email address -- example below. However, we don't recommend doing this at scale because the tool wasn't designed to operate this way. Meaning, we've noticed that tracking notifications may be delivered inconsistently when using this 'generic link' method.

- see MFrankJohnson_Article_Portfolio.pdf

- see Upload and share documents

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


Frank on LinkedIn

HubSpot's Hiring World-Wide!

Rokkas
Participant

How to share a document link without needing to provide email addresses

SOLVE

Where is the example of HOW to actually do it?