Access Link Settings

Overview

Access link settings let you control how and when recipients can access your content. Configure these options when creating a link to match your use case.

Available Settings

Email Address

Benefits of adding email:

• See who viewed in analytics
• Enable CRM syncing
• Better follow-up timing
• More actionable data

When to skip email:

• Anonymous testing
• Public distribution
• When recipient is unknown

View Limit

How it works:

• Each time the link is opened, the count increases
• When limit is reached, link returns an error
• Refreshing the page counts as additional views

Use cases:

Expiration Date

How it works:

• Link works normally until the expiration date
• On/after the date, link returns an error
• Time is midnight in your timezone

Common expiration strategies:

Combining Settings

Create powerful access rules by combining settings:

Example: Exclusive Preview

Email: vip@client.com
Views: 5
Expires: In 7 days

Example: Team Access

Email: team@client.com
Views: 50
Expires: End of project

Example: One-Time View

Email: prospect@company.com
Views: 1
Expires: None

When Settings Take Effect

View Limit Reached

When a recipient reaches the view limit:

1. Link stops working immediately
2. Error message: "This link has reached its view limit"
3. Analytics show the link status as "Limit reached"
4. You can create a new link if needed

Expiration Reached

When a link expires:

1. Link stops working at midnight on the date
2. Error message: "This link has expired"
3. Analytics show the link status as "Expired"
4. You can create a new link if needed

Viewing Link Status

On the lead magnet detail page, each link shows:

• Active: Working normally
• Limit reached: Can't be used (view limit hit)
• Expired: Can't be used (past date)
• View count: X of Y (if limited)

Changing Settings

Settings cannot be changed after a link is created. This is by design for security.

To change settings:

1. Create a new link with desired settings
2. Share the new link with the recipient
3. Delete the old link (optional)

Best Practices

For Sales

• Do set reasonable limits (not too restrictive)
• Do add expiration to create urgency
• Don't set 1-view limits (frustrates prospects)
• Don't expire too quickly (they might not see it in time)

For Sensitive Documents

• Do set view limits for confidentiality
• Do set expiration for time-sensitive info
• Consider who might forward the link
• Consider creating separate links per stakeholder

For Marketing

• Do track with email addresses
• Do leave unlimited for nurture content
• Consider expiration for seasonal content

Security Considerations

What Settings Don't Prevent

• Screenshots of content
• Downloading (if enabled)
• Sharing the link URL itself
• Viewing from multiple devices (each counts as a view)

For Truly Sensitive Content

If content is highly confidential:

• Use view limits
• Set short expiration
• Create individual links per recipient
• Monitor analytics closely
• Consider watermarking PDFs before upload

Next Steps

• Bulk Link Generation - Create many links
• Understanding Analytics - Track engagement
• Sending Links via Email - Built-in email feature