There are two ways to send a presentation, and the right one depends on who is on the other end. Send a Personalized link when you are sending to one person you know by name. Send a Lead Capture link when one link needs to work for a whole audience.
Which one do I use? #
Both start the same way, from Send an iDecide on your dashboard, and show the same presentation. The difference is who is on the other end and what they see when they first click the link.
Personalized link Recommended
Puts your contact's name right into the presentation. There is no form to fill out before they watch, so nothing gets in their way.
Use it for: a prospect you have already spoken to, a follow-up after a meeting, a referral, anyone you can name.
Lead Capture link
One generic link anyone can open. Each viewer enters their own name and email before watching, so you collect the lead.
Use it for: social media posts, landing pages, business cards, QR codes, anywhere more than one person sees the same link.
Not for one-to-one sending. Do not build one generic link and send it to your prospects individually. Each one has to stop and fill out a form you already have the answers to, and your open rate drops for no reason. Send those people a Personalized link.
Side by side #
| Personalized | Lead Capture | |
|---|---|---|
| Who it is for | One named person | A group of people seeing the same link |
| Viewer fills out a form | No | Yes, name and email required |
| You already have their info | Yes, added to your Contacts | No, you collect it from the form |
| Where to send it | A text, email, Messenger, or WhatsApp | A social post, a business card, or embedded on your site |
| Typical open rate | Higher, because there is no form | Lower, because there is a form |
| Best practice | Your default for anyone you can name | One to many only, never one to one |
Good to know: iDecide does not send the link for you. Either way, you copy the link and paste it wherever you already talk to people, so there is no extra work in personalizing each one. Both options let you choose email updates or mobile updates so you know the moment someone views your presentation.
Sending from your phone? See Sending an iDecide in the App. Want to see what a viewer did after they watched? See Viewing Contact Activity.
