Follow these directions to add a lead capture form to a trackable link: 

Bit's smart documents can be used internally by individuals and teams. It's important to have an internal place to collaborate on projects, work through ideas, create content, and collaborate across your internal work. It's also important to be able to create documents and content that can be shared with customers, partners, etc. 

Bit documents can be shared with the outside world in three big ways:

  1. Live Document Sharing
  2. Embed Document on Any Website
  3. Create Trackable Link for Document

🎥 Watch this video to learn more👇

Learn How to Share Your Bit Document:

👉🏼1.  Open up the document you want to share and click on the More button on the far right side of the top bar.

2. 👉🏼 From the drop-down select 'Share.'

👉🏼3. And enable sharing pop up will open. Click on 'Turn on Sharing'.

👉🏼1. Go the Share Trackable Link section of the sharing popup. Click 'Create Link.'

👉🏼2. A popup will open that will allow you to set up your trackable link.

👉🏼3. Within this pop up you'll see the optional lead capture form that you can customize for your needs. Select whether you would like to collect the name, email, company name, job title or phone number on your lead capture form. You can even choose to include your personal profile.

👉🏼4. Once you're done adjusting the trackable link settings, click 'Save.'

👉🏼5. To view your lead capture page and the trackable link, click 'Copy Link.'  Open the weblink in an incognito window.

👉🏼6. This is an example of what your lead capture will look like:

🎙 If you have any questions or suggestions, please message us on our in-app chat (click on the [?] on the top bar and select chat with us) or email us at hello@bit.ai. 

Did this answer your question?