Learn how to gate content and collect lead information using CloudFiles' Hard Content Gating feature.
Business need to share files securely from the tons of sensitive documents they posses and collect viewer information. Lead collection is one of the email campaign best practices. CloudFiles is an integration first tool that helps you with ensuring the security of your files remains intact.
The Hard ID feature in CloudFiles, ensures that only users that have been authorized can view your documents and your business can use the email ID entry by them as a purchase intention indicator.
Hard ID authentication is recommended for your personalized email campaigns.
To set Hard ID on your links follow the following steps:
Hard ID is required when verified email IDs are required
Access the CloudFiles Content Library. Click on any file to access it's link settings.
Enable the Require email option in the security settings.
Check the box at the Enforce email verification setting.
Enter the email ids you wish to authorize in the Allow list or keep it blank. After an email otp verification, your users can access the file. Adding the domain name will allow all users with that email extension to view your files.
Access the CloudFiles content library from any of the HubSpot's records - deal/company/contact/ticket. Click on actions button of the requisite attached file
Enable the Require email option in the security settings.
Check the box at the Enforce email verification setting.
Enter the email ids you wish to authorize in the Allow list or keep it blank. After an email otp verification, your users can access the file. Adding the domain name will allow all users with that email extension to view your files.
Access the CloudFiles content library from any of the Salesforces' CloudFiles LWC. Click on the downward arrow of the requisite file and choose share.
Enable the Require email option in the security settings.
Check the box at the Enforce email verification setting.
Enter the email ids you wish to authorize in the Allow list or keep it blank. After an email otp verification, your users can access the file. Adding the domain name will allow all users with that email extension to view your files.
CloudFiles will give you details of every email id that has been used to open your link and the related file analytics. This content gating strategy is a must have for marketers generating leads from their content. Your CRM would provide the email campaign success metrics, CloudFiles will help in evaluating prospects with deeper insights.