Self Help/Go Further/Tracking Viewer Information and Feedback

Setting Up Viewer Registration

Tara Clark
posted this on July 17, 2010 10:25 am

With Viewer Registration a user can require anyone who views the presentation to enter their Email, Name, or Company. Viewer Registration can be enabled for presentations that are  published to a public link or embedded in a website. It is not available for presentations viewed offline or from an invite. Presentations viewed as part of a Meeting always require the viewer to enter their name. Viewer Registration is available to users with Trial, Pro, and Enterprise accounts.

 

Setting Viewer Registration Options

Screen_shot_2012-03-06_at_12.08.51_PM.png 

  1. Click Share tab share tab.png in Presentation Dashboard and select Publish. This can also be accessed from Share drop-down menu share editor.png in Presentation Editor
  2. Click Publish
  3. Check This presentation is public.
  4. Check Require viewer to register under Viewer options
    • Check boxes next to information that the viewer must provide before viewing presentation. These fields are enabled if Viewer Registration is checked
    • Email: Require viewer to enter email
    • Name: Require viewer to enter name
    • Company: Require viewer to enter company
  5. Require password: Set password so only viewers with password can view presentation
 

Comments latest first

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Rachel Meresman

Mike,

You can export the emails with the following steps:

1. from the Presentation Library double-click on the presentation to pull up the Presentation Dashboard
2. click the Analytics tab 
3. click Overview
4. click Export

This will export all of the analytics into a CSV file which can be opened as an Excel spreadsheet.  One of the columns will be the email addresses of viewers.  Your CRM software should provide a way to import the email address from the CSV file or the Excel spreadsheet.

Rachel 

April 19, 2011 03:33 pm
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Mike Kaselnak

If set to Require viewer to enter email.  Is there anyway to export that list of email addresses  that viewed it or are they only emailed one at a time (provided you have the "notify me" option turned on).   I wasn't able to find anywhere that would provide an export of emails to be imported into my CRM. 

April 14, 2011 08:36 am
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