Skip to main content
Use the Share tab to find the media, pages, products and other content your company provides for you to share. You can send an item to a contact, post its link anywhere, and see who engaged with it.

​
Where to find it

In the app, tap the Share tab.

​
What’s on the screen

The top bar shows the Share title and a plus icon that opens the New Shareable menu. See Create a trackable link. Your company builds the rest of the Share tab, so it varies. If it has more than one tab, the tabs run across the top, with names your company chooses. Your Share tab may include tabs such as Media, Pages, Products and Enrollments. It may also include Uploads and Playlists tabs for your own content, which Playlists and content covers.

​
Sections

Some tabs are made of sections. Each section shows a row of items under a title.
  • If a title has an info icon, tap it to read the section’s description.
  • Tap the arrow button next to a title to open the section’s page, where you can switch between a list and a grid.
  • Tap an item to open it. Press and hold an item to open its menu. See Item menu.
  • At the bottom of the tab, a round filter button opens Filter + Sort. Choose a Country and Language, then tap Apply. The Share tab then shows content for your choices.

​
Item lists

Other tabs list one kind of item, such as media or products. Each item shows its Views and Leads, and products and enrollment packs show their price. Use the search box at the top to search the list. The filter button at the top opens Filter + Sort, where you can sort the list and filter it by Country and Language. Media lists also filter by Tags, Category and Type. Tap Apply to use your choices.

​
Item menu

Press and hold an item in a section to open its menu:
  • Add to MySite: show the item on your MySite.
  • Add to Playlist: add it to one of your playlists.
  • Save for Later: add it to your saved items.
  • Copy Share Link: copy the item’s share link.
  • Create Smart Link: send the item to a contact. See Send a smart link to a contact.
Playlists don’t have Add to Playlist or Save for Later, and items in your saved-items section don’t have Save for Later. Tap outside the menu to close it.

​
Saved items

If your Share tab has a section for your saved items, tap its arrow button to open your saved items. There you can switch between a list and a grid and drag items into a new order. Tap an item’s minus button to remove it from your saved items, or its share icon to share it.

​
Item pages

Each kind of item has its own page:
  • Media: the picture or video at the top, with the title, a QR code, your share link and a Share button. Below are the description and Visitor Detail, which shows the item’s Views and Leads.
  • Product: the same top area, then two tabs. Related Shareable shows the price, the description and the product’s marketing media, which you can filter by type and tap to open. If your company uses reward points, it also shows the points the product earns. Analytics shows Visitor Detail.
  • Page: a preview of the page, under the banner Preview mode. Share link for full use.
  • Enrollment pack: the pack’s pictures or video, description and price, then the products it includes. Tap Learn More under a product to open it.
On media, product and page items, the three-dots button at the top opens the Add To menu. Its MySite, Playlists and Save for Later options work like the ones in the item menu. On media, it also has Copy to Uploads, which copies the item to your uploads. Pages and enrollment packs have a bar at the bottom with the item’s Views and Leads and a Share Link button. Tap the views and leads to open a map of the item’s views, with its Leads listed below.

​
Tasks

​
Share an item

1

Open the share drawer

On a media or product page, tap Share at the top. On a page or enrollment pack, tap Share Link at the bottom. The Quick Share drawer opens.
2

Share your link

The top of the drawer shows your share link and a QR code for it.
  • Tap the link to copy it.
  • Tap Preview to open the link in preview mode.
  • Tap Share to send the link with another app on your phone.
  • Tap Download to download the item’s picture or file.
3

Or send it to a contact

Under Send To Your Contacts, search by name or email, or tap a group to show only its contacts. Tap Send next to a contact. Then tap the email, message or three-dots icon to send them a link made for them by email, text message or another app. After 5 seconds, the icons turn back into Send.
The email and message icons appear only when the contact has an email address or phone number. The drawer lists up to 100 contacts at a time, so search to find others. A smart link is a link made for one contact. Send in the share drawer creates one. You can also start from an item in a section:
1

Choose Create Smart Link

Press and hold the item, then tap Create Smart Link. Your contacts list opens.
2

Pick a contact

Tap the contact. The Method menu opens.
3

Choose how to send it

Tap Send via Text or Send via Email to start a message to the contact with the link in it. Each appears only if the contact has a phone number or email address. Or tap Copy Smart Link to open your phone’s share options, where you can copy the link or send it with another app.

​
Track engagement in Recent Activity

1

Open Recent Activity

Tap your profile picture at the top of Home, then tap Recent Activity. The Activity screen opens, and your new activity is marked as read.
2

Choose a tab

All Activity lists all your activity, and Last 7 Days lists the last seven days. Each entry shows the contact’s name, or Visitor and a number when it isn’t tied to a contact. It also shows the date, what happened and the item it’s about.
3

Open an entry

Tap an entry to see its title, date and description.
  • Tap the contact’s name to open their page in Contacts.
  • For a visitor, the row reads Someone near and their city and state. Tap it to see the visitor’s details.
  • If the entry is about an item, tap the item’s card to open it.
4

See a visitor's details

The visitor page has two tabs. Activity lists that visitor’s activity. Profile shows details such as their Country, Campaign, Source and Term.
If your Home tab has a Recent Activity section, tap it to open the Activity screen on Last 7 Days. A trackable link saves a web address, such as https://shop.example.com/spring-sale, as an item you can share.
1

Open the New Shareable menu

On the Share tab, tap the plus icon at the top.
2

Choose Create Trackable Link

Tap Create Trackable Link.
3

Paste the address

Paste the web address into the field. The app fetches the page and shows a preview card with its title, description and picture. If it can’t, Cannot fetch the url. Try again. appears.
4

Publish it

Tap Publish, which turns on once the preview card appears. The Uploads screen then opens.
The New Shareable menu also has Create Playlist, and Create Media if your company lets you add your own media. See Playlists and content.

​
Tips

  • Before you send something, tap Preview in the share drawer to see your link in preview mode.
  • Use Save for Later for items you share often, so they’re together in your saved items.
  • While a file is uploading, the plus icon at the top of the Share tab doesn’t respond. Wait for the upload to finish.

​
Frequently asked questions

Open the product from your Share tab and tap Share. Under Send To Your Contacts, tap Send next to the customer and choose how to send it. Later, check Recent Activity, or the Activity tab on the customer’s page in Contacts.
  • Recent Activity, on your Dashboard. See Track engagement in Recent Activity.
  • Each item’s Views and Leads, on its card in a list and on its page. For a product, they’re on the Analytics tab.
  • The Activity tab on a contact’s page in Contacts.
  • The Recent Activity section on your Home tab, if your company added one.
Open an item from the Share tab and tap Share or Share Link. Then copy or share your link, or send it to a contact. See Share an item and Send a smart link to a contact.