Introduction to Links
Enablix users can share content with prospects & customers using links. Users have an option to download files or copy URLs for sharing externally. However, links feature offers several advantages over the traditional way of sharing content.
- Enablix tracks link engagement. This tells user who clicked on the link and when.
- A link always gives access to the latest version of the asset.
- A link can be customized to offer a better content experience to the recipient.
- A user can create their own links for tracking and customizing the content experience.
In This Article
- About Default Link
- Default Link for File Assets
- Default Link for URL Assets
- Editing Links
- Externally Shareable or Internal & Confidential
About Default Link
When an asset is first uploaded to the portal, Enablix creates a default link for that asset.
When a user copies the link using any of Enablix's plug-ins (Chrome, Outlook, Salesloft, etc.), the default link is copied. When a user copies the link directly from the Enablix portal, a unique link is created.
The Enablix App also allows users to copy the default link from their smartphones. For more information, please see help article Enablix Mobile App.
In the image below, you can see that the default link was created by the system the same day the asset was uploaded. Above the default link is a unique link that was created by a specific user.
No matter the method a user is copying the link, when a user shares that link they are still getting the same insights. Unique links can be helpful when an administrator needs to edit link a link after it's already been shared. Examples of this includes disabling a link to an asset that a sales rep accidently shared with a prospect or client by mistake.
Default Link for File Assets
When a content asset is a file, the on-click experience has two options.
- Download File
- Open Web View (if available).
A default link defaults to the Open Web View option (if a Web View is available).
The web view option is enabled for those file assets that show a visual preview in the asset detail screen. Popular file formats that support a web view are .pdf, .docx, .pptx, image formats. Use the preview action to find the on-click experience of a default link.
Default Link for URL Assets
For the majority of URL content assets, the on-click experience launches the source URL. For example, accessing a blog or an article. The only exception is Video URLs. For commonly used video content management systems, Enablix supports a web view.
Enablix app has been test to support web views for the following video content management systems: YouTube, Vimeo, Wistia, SproutVideo, and Loom.
The below image shows a web view of a Wistia video.
Only an administrator can edit links. An administrator can update the following attributes of a link:
- Update the Link Title (visible to the recipient in the web view)
- Update the on-click behavior (launch web view or download file)
- Allow or disable recipients from downloading the file
Administrators can also enable/disable a default link. This comes in handy if you are needing to restrict access to links that have been already shared with prospects or clients.
To edit the default link, you have to access the Manage Links section and click on the Edit button of the default link.
When editing a link, selecting the Security tab, you can edit a link for secured sharing. By default, links will be setup to 'Allow anyone with the link to view the asset.' You can restrict this to specific emails or domains.
Externally Shareable or Internal & Confidential
Not all content that you access on Enablix is meant to be shared externally. Some of this content is for internal use only. Therefore, it is important to understand which content is available for sharing externally and which content isn't.
The content restrictions are supported across all channels and all methods of sharing. For example, for an asset that is labeled Internal & Confidential, a sales rep won't have the option to share the asset when accessing it from Enablix's plug-ins (Chrome, Outlook, Salesloft, etc.).
It is easy to identify which assets are Externally Shareable or Internal & Confidential. Below is an example of an asset that has been labeled Externally Shareable. Users will be able to copy the link to this asset. However, if the asset was labeled Internal & Confidential, users would not be given that option. Instead, they would only be able to email internally or share with their organization via Slack or Teams.
To determine if an asset is Externally Shareable or Internal & Confidential, it is defined at the Content Type level. When adding new Content Types you can configure this. For example, the image above, the Content Type 'White Paper' is Default Shareable Value - Externally Shareable. When adding a new asset to this content type, that asset will automatically be labeled Externally Shareable. If you have assets that needs to differ from that of the Content Type they belong to, you can always edited that at the asset level.
A 'Lock Preview' is also added to an asset's thumbnail when that asset is labeled as Internal & Confidential. This makes it easy for a user to identify these assets at a glance.