Tips, Tricks & Best Practices

NReitsma
Member | Gold Partner
Member | Gold Partner

Copy shareable link but person needs hubspot login?

SOLVE

We would like to share the newsletters with colleagues before they are sent out. In other community posts, I read that this can be done without an account by copying the sharable link. However, when a colleague opens the shareable link, they have to log in onto Hubspot. Tried on Chrome and Safari, both times the same. Is this to do with settings? Or something else?

 

Hope someone can help! Thanks

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2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Copy shareable link but person needs hubspot login?

SOLVE

Hi @NReitsma,

 

Correct, the shareable link requires a user account. If youre sharing with this person often, inviting them might make sense.

 

Alternatively, you can also send a preview to them: https://knowledge.hubspot.com/marketing-email/how-do-i-send-a-test-email

 

@James-Revamp the web version is generated during the send and cannot be shared before.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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View solution in original post

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Copy shareable link but person needs hubspot login?

SOLVE

@NReitsma you can only be logged with one address at a time.

 

For example: I have john.doe@acme.com and use that email address to log into my ACME portal. I also have john.doe@dundermifflin.com and use that email address to log into my Dunder Mifflin portal.

 

I cannot be logged into both portals at the same time because those are different login email addresses.

 

The address would have to be the same to switch: https://knowledge.hubspot.com/account-management/manage-multiple-hubspot-accounts

 

So it's not that only the email preview doesn't work – any other feature a user is trying to access in portal A while being logged into portal B will require logging out and back in with the right address.

 

I use a browser extension (multi-account container) for this to be logged into multiple HubSpot portals with different email addresses at the same time.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

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10 Replies 10
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Copy shareable link but person needs hubspot login?

SOLVE

Hi @NReitsma,

 

Correct, the shareable link requires a user account. If youre sharing with this person often, inviting them might make sense.

 

Alternatively, you can also send a preview to them: https://knowledge.hubspot.com/marketing-email/how-do-i-send-a-test-email

 

@James-Revamp the web version is generated during the send and cannot be shared before.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
NReitsma
Member | Gold Partner
Member | Gold Partner

Copy shareable link but person needs hubspot login?

SOLVE

Hi Karsten,

 

Thanks for your reply! It is a bit strange, because we have two labels, each with an own Hubspot account. With one label, our colleagues don't need an account for opening the preview email, and for the other label they do need an account. That is why we are wondering why one can be without an account, and the other not. 

 

Yes, we can add them, but then we need to add a lot of colleagues or test send it to a lot of emails, so that's not practical.

 

Do you have another suggestion how we can make the sharable link working without creating a Hubspot acc?

 

Thanks!!

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Copy shareable link but person needs hubspot login?

SOLVE

@NReitsma what do you mean when you say label? Are these separate HubSpot portals? If so, do users have the same login email address in both?

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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NReitsma
Member | Gold Partner
Member | Gold Partner

Copy shareable link but person needs hubspot login?

SOLVE

@karstenkoehler Yes correct, the labels both have a separate Hubspot portal. When we share the shareable link, the colleagues that check the email don't have a login email address in both. But the link, from one label, can be seen with no issues. And the other link, they need to login to HubSpot. That is where we are struggling, because they don't have a login. Hope you understand!

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Copy shareable link but person needs hubspot login?

SOLVE

@NReitsma you can only be logged with one address at a time.

 

For example: I have john.doe@acme.com and use that email address to log into my ACME portal. I also have john.doe@dundermifflin.com and use that email address to log into my Dunder Mifflin portal.

 

I cannot be logged into both portals at the same time because those are different login email addresses.

 

The address would have to be the same to switch: https://knowledge.hubspot.com/account-management/manage-multiple-hubspot-accounts

 

So it's not that only the email preview doesn't work – any other feature a user is trying to access in portal A while being logged into portal B will require logging out and back in with the right address.

 

I use a browser extension (multi-account container) for this to be logged into multiple HubSpot portals with different email addresses at the same time.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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NReitsma
Member | Gold Partner
Member | Gold Partner

Copy shareable link but person needs hubspot login?

SOLVE

@karstenkoehler I think we misunderstand each other. Can I send you a video showing where it goes wrong?

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Copy shareable link but person needs hubspot login?

SOLVE

@NReitsma sure – keep in mind this is a public community, user to user. A faster resolution might be through HubSpot support in-app.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

James-Revamp
Member

Copy shareable link but person needs hubspot login?

SOLVE

Good spot! I missed the 'before sending' part! 

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James-Revamp
Member

Copy shareable link but person needs hubspot login?

SOLVE

Have you turned on the 'Web Version' of the email? You can do this under the email settings:

 

JamesRevamp_0-1743433077098.png

 

That will create a permenant link that you can use and share without any HubSpot login details 👍

 

Hope that helps!

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NReitsma
Member | Gold Partner
Member | Gold Partner

Copy shareable link but person needs hubspot login?

SOLVE

Yes we've turned on the web version, and it still needs an account to view the preview of the email 🤔

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