Share 1-to-1 (Email or Text Message)
Send personalized shares 1-to-1
iFOLIO is designed to make personalized sharing as seamless as possible. 1-to-1 email & text message sends are personalized with visuals, signatures, and tracked links + analytics.
1. Set Email Share Graphic
2. Publish > Share
3. Sharing your iFOLIO 1-to-1
4. Analyze & Follow-Up
Set Email & Text Share Graphics
Increase user engagement & boost brand recognition by setting images for visual email & visual text message shares. Click the button below to learn how to set share graphics & recommended graphic sizes.
Learn More
Publish > Share
- Publish your iFOLIO.
- Once your iFOLIO is published, click the Share icon, located in the top right corner, on either desktop or mobile.
Sharing your iFOLIO 1-to-1
Enter Contact Information
In the share pop-up, enter the recipient’s contact information. Include an email, cell phone number, or both to deliver the iFOLIO share. Optionally, enter the recipient’s company and position to track contacts later. By clicking “Add contact” and entering another person’s contact information, you can send the iFOLIO to multiple recipients simultaneously, saving you time and effort.
Customize Share Message
Customize your share message, email subject, & signature as desired. Leave [Name] intact to insert the recipient’s name in the message, and leave [Link] intact to insert the recipient’s unique iFOLIO share tracked link. Leave [Signature] intact to insert the signature field below the message field.
Reverse CRM & BCC (Optional)
Automate CRM data entry with iFOLIO’s Reverse CRM technology. Input a Salesforce opportunity ID into the “SF Opportunity ID” field or a CRM email into the “BCC” field to automatically populate your CRM service with your recipients’ contact information.
Send to Recipient
When you've finished adding contacts and customizing your share message, click send to deliver your iFOLIO share. A confirmation message will appear when the iFOLIO share is sent.
Analyze & Follow-Up
Check Shared Stat Analytics
Once your shares are delivered, you can check real-time analytics on recipient visits, view duration, and see a block-by-block heat map of individual interests.
Learn more about managing lead generation with shared stat analytics here:
Shared Stat Analytics
950 East Paces Ferry Rd NE, Suite 1500, Atlanta, Georgia 30326
Phone: 470 - 223 - 4818, | Email: info@ifoliocloud.com