Sharing Content Via Web Link

Share with your customers asynchronously via text or email by generating a web link that allows them to view your Ingage content in their default web browser.

In order to create a web link for a presentation you're working on you must be a Company Admin or Team Admin on the Team in which the presentation is located. To learn more about Users & Roles check out this helpful article: User Roles and Permissions

Contents

Common Use Cases
Create Web Link
Delete Web Link
Link Options
Pushing Edits to Shared Content
Troubleshooting and FAQ

Common Use Cases for a Web Link

Ingage is more than a tool for presenting content in home, it's a great way to share content with your customers or colleagues and collect analytics on how they interact with this content. Some great use cases include:

1. Share a presentation you're working on with a colleague who may not have Ingage on their device, allowing them to review and provide feedback.
2. Appointment Confirmation: Share a presentation with your customers before your in-home meeting.
   1. Include details about the representative who will join them in the home to build recognition and trust.
   2. Provide the agenda for the upcoming meeting, and how the customer might prepare for a productive conversation.
   3. Share photos of projects you're proud of for your customers to peruse for inspiration.
3. Post Appointment Resources: Share a presentation with your customers after your meeting for a decision maker who was unable to attend, or just to remind your customer of all you offer.
   1. Remind them of the processes and next steps that you'll be taking care of now that they've closed a deal with your team.
   2. Link to project management portals, or share your contact details so that they know how to keep in touch.
   3. Solicit an online review to keep more projects coming your way!

Create Web Link

To create a web link for a presentation:

1. Enter Edit Mode on the presentation you would like to share by clicking or tapping the green pencil icon on your downloaded presentation. You can also enter Edit Mode by clicking or tapping the "..." icon and selecting Edit from the dropdown menu
2. In the upper left corner of your Storyboard, below the words Share To Web you'll find a checkbox (desktop) or toggle (iPad) next to the words Public Web Link
3. Check the checkbox or slide the toggle to the right to enable sharing to the web
4. An info box may appear to confirm your decision to share the presentation to the web, select OK to proceed

Delete Web Link

To delete a web link for a presentation:

1. Enter Edit Mode on the presentation you would like to share by clicking or tapping the green pencil icon on your downloaded presentation. You can also enter Edit Mode by clicking or tapping the "..." icon and selecting Edit from the dropdown menu
2. In the upper left corner of your Storyboard, below the words Share To Web you'll find a checkbox (desktop) or toggle (iPad) next to the words Public Web Link
3. Uncheck the checkbox or slide the toggle to the left to disable sharing to the web
4. An info box may appear to confirm your decision to disable sharing, select OK to proceed

Link Options

Understanding and editing link options:

1. Access link options by clicking Link Options (desktop) or clicking on the link (iPad)
2. At the top of the pop up, you can toggle between Web Link and Deep Link
   1. Web Link is the link you will share with a customer or a colleague who is not a member of your Ingage account, as it will allow the recipient to view the Ingage content in their default web browser
   2. Deep Link is the link you will share with a colleague who is a member of your Ingage account, as clicking this link will open the presentation within the Ingage App on their device
3. With Web Link highlighted in green at the top of the pop up you will see a preview of the content as it will appear in the recipient's web browser
4. Below the preview you can alter the Style to be Scrolling or Presentation
   1. Scrolling style shares your content linearly, allowing the viewer to scroll from one page to the next in a vertical motion, like a website
   2. Presentation style shares your content in the presentation view you're used to in Ingage, including arrows in the lower right of the screen to navigate from page to page, and a navigation bar listing sections
5. Below the Style options you can add an Analytic Tag
   1. Adding an Analytic Tag will alter the URL to include ?c= and your chosen analytic tag. Including an Analytic Tag will allow you to track who accessed this presentation via this specific link.
6. Below the Analytic Tag you have the option to Copy Link (desktop) or Share Link (iPad)
   1. When you Copy Link you can take it anywhere and share it via any method
   2. When you Share Link you will be presented with different iOS options like Airdrop, Texting, Notes, Email, and More. From this menu you can also select Copy to take this link where ever you need it.

Pushing Edits to Shared Content

Edits made to your presentations update immediately when presented from the Ingage app, but require a manual push to share to web.

To push edits to shared content:

1. Enter Edit Mode on the presentation you would like to share by clicking or tapping the green pencil icon on your downloaded presentation. You can also enter Edit Mode by clicking or tapping the "..." icon and selecting Edit from the dropdown menu
2. If the presentation has been shared to web by selecting the checkbox next to Public Web Link and changes have been made to the presentation that are not yet viewable on the web, on desktop you will see a green button reading Publish Changes to Web
3. To publish your changes, click Publish Changes to Web
4. The button will disappear when your changes have been published

Troubleshooting and FAQ

Why can't the recipient of a web link I sent via text message click on the link?

While not common, you may receive feedback from your customer that a web link you send them as a text message isn't clickable.

Message apps can handle links in different ways. In order to protect users, some messaging platforms can choose to not make links clickable/tappable for recipients if the sender is not in the recipient's contact list.

This is a safety and security issue with the messaging platform and not an issue with the Ingage platform.

• If you have both a customer email address and phone number, sending the link to both the email address and phone number
• Encourage your customers to add you to their contact list so they don't miss any project messages from you. If you become a contact, the links in text messages from an iPhone can become tappable
• If sending a link with other text, send the text and the link as separate messages to make it easy for the customer to copy & paste
• If your CRM has the ability to send text messages from that platform, use that instead of your own cell phone number

Why isn't the video in my presentation playing audio in the web browser?

As a result of bad ads on website, most browsers no longer let embedded videos automatically play their audio when loading a site.

If you share your Presentation on the web and your Presentation has a video with audio and you've set it to auto-play, please follow these steps to enable the audio playback:

1. Click on the mute button twice. This will toggle mute, then unmute which will allow the audio to play.

We recommend disabling autoplay on videos in presentations you intend to send via web link.