Doc Sharing From Dashboard Quickstart

in this quick start, we will cover some basic doc sharing capabilities of cloudfiles in context of marketing users these users prefer to have a unified view of their entire content library, create multiple links for their collateral pieces, distribute these links through emails & website & then collecting reportable analytics for these users, using the cloudfiles web app dashboard is the ideal way to enjoy the doc sharing capabilities in the article below, we talk about accessing the entire content library from the cloudfiles webapp dashboard creating sharing links for files, folders & datarooms & configuring those links viewing the file as a customer & checking analytics distributing the link using email, website, social or other ways segmenting, scoring & reporting on the analytics in hubspot these steps will give you a basic understanding of how to use the cloudfiles document sharing product in hubspot as a marketing user check out the what's next section at the bottom to see what else you should read about cloudfiles installing cloudfiles in hubspot if you haven't already done so, make sure cloudfiles is installed in your hubspot this only takes a couple of minutes and you can follow the simple steps in our article on installation guide for cloudfiles hubspot integration docid\ qujo9oe45yj7xa9kguygg accessing content library from webapp dashboard once cloudfiles is installed in your hubspot, there are multiple ways to access the webapp dashboard you can directly login at https //app cloudfiles io using the same email registered in your hubspot instance you can go to a contact, company, deal or ticket record and click on the cloudfiles hyperlink at the bottom of the sidebar widget these steps have been detailed with screenshots in how to go to cloudfiles web app dashboard? docid\ ccoxsewhgmnnbs6gcv6h2 you can navigate to document sharing tab > libraries sidebar to view & maintain your content library you can also create & access your datarooms using the respective option on the sidebar note that the doc sharing plans offer free cloudfiles & hubspot storage integrations external storages such as google drive, sharepoint are available with doc management subscriptions you can try all storages during trial creating sharing links to create a sharing link for a file, folder or dataroom, simply upload or browse to the specific resource and use the 'share' action from the dropdown the following gif shows how to create a link for a folder you can also create multiple links for your files, folders and datarooms to create multiple links, click on the respective resource this opens the resource detail page which shows a list of all the links associated to the file check the gif below to see this in action configuring sharing links once the link has been created, cloudfiles will automatically open the link settings page this page can be used to set various security settings such as email collection, password protection, download control etc viewing file as customer now that your link is configured, open that link in a browser window you will be sharing this link with your clients when you access the link, this is exactly what your clients will see you can also open the link in anonymous tab to test various security settings the file shows up in the browser using our proprietary file viewer this viewer supports all types of readable and watchable files including pdfs, ppts, excels, docs, images, videos etc other types of non rendered files are downloaded on link access additionally, you can also 'preview' the file this does not apply the security settings and does not collect analytics previewing is for internal use only and these links should not be shared with the customers checking analytics to view file analytics, locate the 'analytics' section in link details screen on the webapp dashboard additionally, non anonymous analytics is also pushed to hubspot as timeline events and be consumed by marketers using various ways we will talk about this later in this article distributing links now that your link is configured and you are confident that analytics is being collected on the link, you are ready for mass distribution of the link there are various ways in marketers use cloudfiles links, each pertaining to a unique distribution channel, and each with its own best analytics collection practices sharing collateral on web various ways of tracking analytics & collecting leads when sharing collateral thorugh website, forms, social media, ads etc sending bulk emails personalizing file, folder & dataroom sharing link to collect analytics integrated with hubspot lead segmentation & scoring using lists, workflows & properties for segmentation, scoring & other marketing analytics custom reporting dashboard using cloudfiles' file view custom object to create custom reports & dashboards in hubspot improving sales team consumption various strategies to get sales team to use centralized content and collect reportable analytics check our article on cms & marketing users quick start docid\ xewoq66zs p95ng3zhbb0 to learn more about these startegies and get more help article links what next? you can refer to the other doc sharing quick start on using dashboard for marketers at doc sharing from records quickstart docid\ sxh607jxiumsan8prhmnz you can go back to the quick starts docid\ bqlllfo5o41gvlvubujlb article and check out our other quick starts on doc auatomations, doc management etc or the role wise quick starts you can also go to the features docid\ ooy6guoi905qco8wtn1vb section explore the features in detail or head over to the tutorials docid\ e3ovwvqap ea0dcztaexu section to learn how to build various use cases using cloudfiles