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, outreac
- 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.