Sharing & Analytics
Best practices for sharing Storydocs, tracking reader activity, editing live links, and understanding analytics.
By Jack1 author19 articles
- Stories vs Versions: What's the Difference?Learn the difference between Stories and Versions in Storydoc — master templates vs. personalized copies.
- How to Create, Manage, and Update My VersionsLearn how to create, manage and update your versions. This will allow you to create personalized presentations to share with your prospects.
- How to Export Your Story as PDFExport your Storydoc presentations as PDF files with customizable layout and quality options for offline sharing and printing.
- Adding Digital Approval to Your Story (e-signature)Learn how to add a digital approval (e-signature) to your documents.
- How to Use Storydoc Analytics
- How expiry date worksYou can set a Storydoc link to expire on a chosen date, after which it becomes inaccessible. By default, links stay live until archived.
- Do I Need Internet to Present in Storydoc?You can present your Storydoc offline, but there are a few things to keep in mind to ensure a smooth experience.
- How to Preview Internally Without Affecting AnalyticsYou can review a Storydoc internally without adding false views by using Preview or Test the link. Neither option affects analytics.
- Will My Storydoc Stay Live After the Trial Ends?
- How to Enable Password Protection and Gated Access for Your Storydoc LinksChoose whether to require Name, Email, or Position before viewers can open your story, or secure it with a password.
- Change the Link PreviewLearn how to update your story's link preview image or GIF to make a strong impression when sharing with your audience.
- How to Edit or Delete a Sent StorydocChange the preview image, edit the live link or a specific custom version, sync a version with the main story, or take links offline.
- How to share on social media or embed your storyUse the Share panel to post your Storydoc directly to social networks
- How to embed your story on a websiteEmbed your Storydoc via Share and paste the iframe into your site
- How to Remove a Story from Being LiveIf you no longer want your story or a specific version to be accessible through its link, you can remove it from being live by archiving it. Archiving unpublishes the…
- Understanding Your Sharing OptionsLearn all the ways to share your Storydoc - by link, email preview, social media, custom versions, and more.
- How to Create Multiple Versions Easily (Bulk generate)Bulk generation lets you create personalized Storydoc versions for many recipients at once. This is especially useful for campaigns, outreach, or newsletters where each viewer gets a tailored experience.
- How to Personalize Your StorydocLearn how to personalize your Storydoc by adding dynamic variables to text, buttons, and images
- How Request Reader Details WorksLearn how to gate your content by requesting the readers' details.