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Understanding Your Sharing Options

Learn all the ways to share your Storydoc - by link, email preview, social media, custom versions, and more.

Written by Jack
Updated today

Once you've created your Storydoc, you have two main sharing options: a generic link that works for all viewers, or personalized versions that create unique links with custom data for each recipient. The choice depends on whether your story contains dynamic variables and how targeted you want your sharing to be.

Storydoc editor with a presentation containing dynamic variables

Understanding Your Sharing Options

Before sharing, Storydoc analyzes your content to determine the best sharing approach. If your story contains dynamic variables (like company names or personalized content), you'll see options for both generic and personalized sharing.

When you click Share in the top-right corner, Storydoc automatically generates a preview image and offers you the appropriate sharing methods based on your content.

Share button and sharing options panel

Share with a Generic Link

The generic link is perfect for broad distribution when you don't need personalization. This single link works for all recipients and maintains all interactive features.

If your story contains dynamic variables, you'll see a note that sharing a live link will leave those variables blank. To keep them filled, you'll need to create a personalized version instead.

Generic sharing panel showing live link and advanced options

For your generic link, you can:

  • Copy the link for pasting anywhere

  • Copy the live link for direct sharing

  • Copy email preview for rich email formatting

  • Copy test link for preview without analytics tracking

  • Share via social platforms and embed options

Customize Your Link Preview

Control how your Storydoc appears when shared by customizing the preview image and details.

Preview customization options showing thumbnail and settings

Click Change preview to:

  • Generate a new preview image automatically

  • Create a preview GIF for more engaging previews

  • Upload your own custom preview image

Making Your Link Live

Control whether your generic link is accessible to viewers. You can make it live so anyone with the link can access your Storydoc, or block access entirely. This can be changed at any time, even after you've already shared the link.

Advanced options panel with privacy and access controls

Available advanced options include:

  • Access control: Choose between "Can view" (anyone with link) or "No access" (disable the link)

  • Protect with password: Restrict access with a password only your recipients can use

  • Request reader details: Collect reader info and track engagement individually

  • Expire date: Automatically disable access after a set date

Share with Copying Options

Access multiple sharing formats through the copy menu for maximum flexibility across different platforms.

Copy options menu showing different sharing formats

The copy menu provides:

  • Copy live link: Share a direct link to your story

  • Copy email preview: Get an email-ready link with a preview

  • Copy test link: Preview the version with no analytics tracked

  • Social sharing: Direct sharing to LinkedIn, Facebook, Twitter, and other platforms

Create Personalized Versions

When you need to send customized versions to different recipients, create personalized versions that fill in dynamic variables with specific data for each viewer.

Personalized versions panel showing master story and version options

Click Create version to:

  1. Add a version title (like the recipient's name or company)

  2. Fill in values for any dynamic variables in your story

  3. Set advanced settings like password protection or expiry dates

  4. Generate a unique link for that specific version

Manage Multiple Versions

Keep track of all your personalized versions in one central location. Each version gets its own preview and can be managed independently.

Versions management interface showing master story and personalized versions

From the versions panel, you can:

  • View all created versions with their custom previews

  • Create new versions with the + New version button

  • Access bulk creation options for scale

Scale Your Personalization

For high-volume sharing, use the bulk creation options at the bottom of the personalized versions panel.

Bulk creation options showing Automations, Upload CSV, and Connect CRM

Create versions at scale through:

  • Automations: Set up automated version creation triggered by external events

  • Upload CSV: Bulk generate versions from a spreadsheet of recipient data

  • Connect your CRM: Automatically create personalized versions from your CRM contacts

Export to PDF

Convert any version of your Storydoc to PDF for offline sharing or archival purposes.

PDF export interface with layout and quality options

To export your Storydoc:

  1. Navigate to the Export to PDF tab

  2. Choose your layout preferences (multi-slide or all slides)

  3. Select quality options like high-quality images or screen optimization

  4. Click Download PDF to generate your file

Note: Interactive content and videos won't work in static PDFs. For full functionality, use the share option instead.


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