Use Cases

Share Link Registrations support a wide range of workflows, from marketing lead capture to order intake to compliance acknowledgements. The scenarios below walk through common patterns customers build with registration forms.

Building a Marketing List

You can add a registration form to a password-free Share Link that contains a sample ebook chapter or case study PDF. After visitors provide their information, they're able to download your materials, and you have a qualified lead to add to your CRM.

If you're feeling fancy, add a Share Link notification to automatically alert your marketing team by email whenever a new registration is captured.

Additional Order Information

You can use a customized registration form to capture information about files that are uploaded to your Share Link. For example, if your Share Link accepts the digital assets that need to be printed, you can prompt the web visitor to enter their order number and other details before they upload. The registration information is stored within your site and can be accessed for as long as the link exists.

Automatically Routing Uploads

For a Share Link that allows people to upload, those uploaded files can be automatically routed to different folders. You can use a registration form field in the path for the folder, routing the uploaded files to different parts of the file tree.

For example, a tax preparation company might include a required dropdown field "Advisor" on their registration, and then configure the share link to place the file into a folder with the tax advisor's name. When their customers fill out the form to upload their supporting documentation, the documents are automatically placed in the folder for the matching advisor.

Recording Acceptance of Terms

Security, privacy and compliance with company policies are easier to enforce with your employees than with other users. Associating a clickwrap with your Share Link provides a clickthrough agreement that visitors must accept in order to exchange files. By adding a clickwrap to a Share Link that requires registration, the captured registration data will also include the text of clickwrap, along with the IP address and timestamp.