Overview of Sharelink Management

The OnBoardSoft platform allows agents to create and manage up to 10 unique sharelinks (affiliate links) to promote services and generate leads. Effective sharelink management helps track performance, customize appearance, and maximize conversion rates.

Accessing Your Sharelinks

• Log in to your Agent Portal
• Navigate to "Sharelinks" in the left sidebar menu
• View your sharelinks in the "All Sharelinks" table

Understanding the Sharelinks Dashboard

• Limit Indicator: Platform shows you're allowed to create up to 10 unique sharelinks
• Table Headers: Easily scan sharelink details including Title, Date Added, Last Visit, Total Hits
• Status Indicators: Green "Yes" icons show which elements are configured (About Me, Contact Settings, Social Settings)
• Activity Status: "Active" tag shows which sharelinks are currently live

Managing Existing Sharelinks

Login to Agent portal> Sharelinks> Manage Sharelinks

• View Sharelink: Click the "View" button to open and inspect your sharelink in a new tab
• Access Options Menu: Click the three-dot (⋮) menu to reveal management options:
• Edit: Modify your sharelink settings and content
• Sharelink Domain: Configure custom domain settings
• Contact Logs: Monitor visitor inquiries made through the contact form
• Email Logs: Track email communication related to this sharelink

Editing Sharelink Details

When editing a sharelink, you'll access a comprehensive interface with multiple tabs:

• Sharelink Detail: Edit title, status (Active/Inactive), and landing page settings
• Theme: Select visual design templates for your landing page
• Services: Choose which products/services to showcase
• Image Library: Manage visual assets (logo, banner, etc.)
• About Me: Edit your professional description
• Social Media Links: Update your social profile links
• Contact Details: Modify your contact information
• SEO Section: Optimize for search engines
• Testimonials: Add client feedback
• Other Settings: Configure additional options

Monitoring Performance

• Total Hits: Track how many visitors have viewed your sharelink
• Last Visit: See when your sharelink was last accessed
• Contact Logs: Review messages sent through your sharelink (with date, name, email, phone, subject, and message details)
• Email Logs: Monitor email interactions initiated through your sharelink

Saving and Previewing Changes

• Save Individual Sections: Each section (About Me, Social Media Links, etc.) has its own save button
• Preview: Click "Preview Sharelink" to see how changes will appear to visitors before finalizing
• Save Detail: Commit changes to the basic sharelink information