Notes:

  • All uploaded resources are tracked, recording contact activity when they click the link.
  • For video links, tracking is limited to email opens and link clicks, not video watch time, as videos are hosted externally (e.g., YouTube).
  • In the Standard version, you can upload up to 3 personal resources.
  1. Open the mobile app and go to the "Resources" section.
  2. Tap on the "Personal" tab.
  3. Tap "+ Add New".
  4. Complete the form:
    • Add notes in the "Pre-Written Message" section for prospects to see initially.
    • Use tags like [firstName] and [resourceLink] for automatic personalization.
  5. Tap "Save" to save your new resource.
  6. Your new resource will appear under "Personal Resources". Use them like regular resources for your contacts.