• Managing individual links

Create different links to one publication, so you can send an individual link to your client and see if it is opened. After you have created your first individual links, you can start working with them: track how your readers use them, create more links, and change settings. As the number of individual links grows, it can get tricky to find the correct one so we also show some tips on how to quickly find the link you're looking for.

Monitoring individual links

There are two ways to keep track of how your readers use your individual links. The first way is email notifications. You can set up various notifications: when your user opens a link, downloads (or prints) the PDF, and if they haven’t opened the link after a certain amount of time. So just keep track of your inbox. When your customer opens the link you've sent to them, you will get an email that looks like this:

You can also see track activity from your online account. Click on Individual links in the menu panel and you will see a list with all the links that you have created. 

In the example above, Marvin opened the link that we have sent him one time and spent a total of 49 seconds browsing through the publication. His last (and in this case only) visit was on April 19 (UTC time - you can hover over the date to see the exact time). John hasn't opened his link yet. 

 

Tracking downloads 

You can also set up a notification when the recipient downloads/prints the PDF in that publication. The trigger will work only the first time this PDF is printed or downloaded through this particular link. You won't receive further notifications if it is printed/download again. At the moment, the statistics of how many times PDFs were printed/downloaded from your individual links aren’t shown in your online account. However, we’re going to add this option in the future. So, for now, if this information is interesting to you, enable the notification before sharing your individual link!

 

Creating additional links

If you want to create additional links for your publications, then go back to the 'Publications' section. 

  1. Hover over the publication for which you want to create a link and click Share.
  2. Click on Individual Link in the pop-up menu.
  3. Give the link a suitable name.  
  4. Choose Create Link. The link will now appear in the pop-up window.
  5. You can now click Copy Link and send it to your recipient by email (or any other means)

But if you want to create another individual link to a publication, then there is a faster way! In the Individual links overview, you can 'replicate' an existing link by clicking on the button with the 3 dots in it and then select 'Replicate'.

Now change the description (and, if required, the settings) and click Replicate

This way you can quickly create several individual links for any of your publications. To get the exact URL that you want to share with the recipient, simply press the three dots behind the link and select 'Copy Url'. The URL will be copied to your clipboard, and you can paste it into your email, chat message, or whatever channel you use to communicate with your client.  

 

How many individual links can I create?

There is a limitation on the number of individual links, which depends on your plan. The limit specifies how many links you can use at the same time, not on how many links you can create in total. 

Plan Number of individual links
Starter 0
Optimal 25
Advanced 100
Team (all members combined) 500

For example, in the Advanced plan, you can create 100 links. After you have created 100 links, you can not create more links. But you can, for example, delete 40 outdated links so you then have space to create 40 new links.

The trial plan gives you the option to create 10 links to see how it all works!

 

Finding the correct link

When you have just a handful of links, it's easy to find the one you're looking for without any additional tools. But if you have dozens of them, it can be helpful to filter the list so you can quickly find the link and track whether or not someone opened it. If you receive an email notification, then you can simply click on the View Activity button at the bottom of the email. This will take you to your online account where you will see the data for this specific link only.

But if you have no email, or if you are interested in, say, all links that you've sent out to a specific client then you can filter links in your account too. We have added two ways to filter, which you can even combine.

 

Search in 'Link name' and 'Publication fields'

You can simply type some text in the field 'Search by name'. Any link that matches with part of your search term in either its 'Link name' or 'Publication' will be shown. The search results are updated as you type. It is a good idea to use a structured naming convention for your links. That way, the search tool can be a powerful mechanism!

You can clear the search results by pressing the 'x' at the end of the search field.

 

Filter by publication

If you hover over each publication in the column, you will see a small icon appear next to each of the titles. If you click on this icon, then only the links for this particular publication will be shown. 

In the 'Search' field, we add the publication name. You can then type additional text to filter the search results even further. 

Clicking on the 'x' after the publication name in the search field will remove the publication but leave the text you entered manually. Clicking on the 'x' at the end of the search field clears the text that you entered manually but leaves the publication name.

 

Changing link settings

You can find some other settings that may come in handy in the three dots button behind the links.

  • Copy URL copies the individual link to the clipboard so you can share it with your intended recipient(s).
  • Edit Settings allows you to change the Link name and update notification settings.
  • Replicate makes another individual link to the same publication that you can send to another recipient.
  • Disable deactivates the link until you 'enable' it again. While disabled, you cannot copy the link any more. If you have already shared it with someone, and that person tries to open the link, they will see the following message: "The link is broken or the publication has been removed. Please contact the person or the company that shared the link with you about this issue". Note that this option will only disable this particular individual link. Other individual links and the main link to the publication will still keep working. In the list with all your individual links, you will see a smallicon as a reminder. Disabling a link doesn’t delete its views and opens, so it’s a great way to keep statistics for a bit longer.
  • Delete permanently deletes this individual link. You will be asked to confirm that you want to delete it permanently. Just as with disabling links, it will only affect this particular link. Other individual links and the main link to the publication will still keep working. 

 

What happens to individual links when I update/delete a publication?

When you update a publication, all users who open it via their individual links will see the updated version. If you have set a notification for the first open, you won't receive any new notifications when the user opens the updated publication. 

If you delete a publication completely, then all individual links that you have created to that publication will be deleted as well! 

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