Create and share a Destination

Starting from a Template: Steps to Follow

1. Choose a template

Pick a template from the templates manager.

2. Select or add contacts (optional)

This step is optional but recommended. You can select existing contacts or add a new one by typing or pasting an email address. The new contact will be saved in the contact manager.

3. Check "Advanced settings" (if needed)

E.g. customize settings like the Mutual Action Plan.

4. Add customer-specific content (if desired)

Include content unique to this customer or deal, such as:

• A personalized presentation
• A greeting video
• A quote or offer

5. Personalize the welcome page (as desired)

Customize names, text, logo, and videos. 

6. Review content (if needed)

Adjust the order of content or add additional content as needed.

7. Personalize content display (if desired)

You have the option to highlight or restrict content for specific contacts. Use “highlight” to direct a contact’s attention to particular content items while still allowing them to view all available content. Opt for “restrict” when you want a content item to be visible only to selected contacts (for instance, a commercial quote intended solely for the decision maker and procurement).

8. Name the Destination

If only one contact is selected, a Destination name is generated automatically. Otherwise, enter a name to find it easily.

9. Preview the Destination

Click the eye symbol in the top right corner.

10. Generate a "Unique Link"

Select “Unique link” as the sharing option and click “Generate link.” This is typically the best choice. Then, copy the link and paste it into your preferred channel, such as email or a LinkedIn message.