Q: What is a Sharelink?
ANS: A Sharelink is a unique URL linked to your personalized landing page that includes your branding, product listings, contact information, and signup/RFQ options. These mobile-friendly pages are hosted on the Channel Partner Portal and act as your digital storefront.

Q: Why should I use Sharelinks?
ANS: Sharelinks offer a digital storefront without needing a custom website, create unique trackable URLs for partners, automate lead attribution and commission tracking, support campaign-specific URLs, and maintain consistent brand identity across partners.

Q: How many Sharelinks can I create?
ANS: You can create up to 10 Sharelinks per account, allowing you to target different audiences or campaigns with specialized landing pages.

Q: How do I create a new Sharelink?

ANS: Follow these steps 

1-Log into your Agent Portal and navigate to "Sharelinks" → "Add New Sharelink"
2-Enter a unique title and custom link ID, set status to "Active" and enable landing page
3-Choose from pre-designed templates and add specific products to promote
4-Upload your logo, avatar, banner images, and write compelling "About Me" content
5-Add your contact information (email, phone, physical address)
6-Include social media links and SEO settings (title and meta description)
7-Add testimonials with client feedback, names, titles, and optional photos
8-Click "Save Share Link" to generate your unique tracking URL

Q: What are the four main customization sections?

ANS: Customizable sections are: 

• About Me: Professional content to establish credibility with potential clients
• Social Media Links: Connect your social profiles for enhanced engagement
• Image Library: Upload and manage logos, avatars, banners, and testimonial photos
• Testimonials: Display client feedback to build trust and credibility

Q: Can I preview my Sharelink before publishing?
ANS: Yes, click "View" to open your Sharelink in a new tab and see exactly how clients will experience your landing page.

Q: How do I access my Sharelink management dashboard?
ANS: Navigate to Agent Portal > "Sharelinks" section in the left sidebar menu to view all your created affiliate links.

Q: How do I edit an existing Sharelink?
ANS: Click the three-dot menu (:) next to any Sharelink to access Edit, Sharelink Domain, Contact Logs, and Email Logs options.

Q: Can I update my Sharelink settings without creating a new one?
ANS: Yes, you can make changes to your Sharelink settings anytime through the "Sharelink Settings" feature without creating a new Sharelink.

Q: What content creation tools are available?
ANS: Use the rich text editor with formatting options to create engaging headlines and descriptions for your banner content and establish professional "About Me" content.

Q: How do I add testimonials to my Sharelink?
ANS: In the Testimonials section, include client feedback with names, titles, comments, and optional photos to build credibility with potential clients.

Q: Can I customize the appearance of my Sharelink?
ANS: Yes, choose from pre-designed templates, upload custom logos and banners, add your professional avatar, and create personalized content that reflects your brand.

Q: How do clients interact with my Sharelinks?
ANS: Clients can view your products and services, read your About Me content and testimonials, access your contact information, and either signup directly or submit RFQ (Request for Quotation) requests.

Q: What happens when someone signs up through my Sharelink?
ANS: The client is linked to you as the referring partner, the referral appears in Admin Portal > Clients → Action → View Client, email verification is initiated, and if RFQ is used, a new RFQ is automatically created under the client.

Q: How does the admin onboard clients through Sharelinks?
ANs: Admins go to Clients → Signup Link, select the agent to view their Sharelinks, and choose between Sharelink without landing page (opens direct signup form) or Sharelink with landing page (shows Get Started or RFQ CTA buttons).

Q: What metrics can I track for my Sharelinks?
ANS: Monitor Total Hits, Last Visit dates, configuration status, and landing page status indicators to gauge performance and engagement.

Q: How do I access contact and email logs?
ANS: Click the three-dot menu next to any Sharelink and select "Contact Logs" or "Email Logs" to view detailed interaction history. 

Q: Can I see which Sharelinks are performing best?
ANS: Yes, use the metrics in your All Sharelinks table to compare Total Hits and Last Visit data across all your Sharelinks. 

Q: Why isn't my Sharelink showing up correctly?
ANS: Check that your status is set to "Active," verify that landing page is enabled, ensure all required content sections are completed, and clear your browser cache before testing.

Q: How do I troubleshoot low engagement on my Sharelinks?
ANS: Review your About Me content for professionalism, add compelling testimonials, optimize your SEO title and meta description, ensure contact information is complete and current, and consider refreshing your banner content.

Q: What should I do if clients can't access my Sharelink?
ANS: Verify the Sharelink URL is correct, check that the landing page status shows "Yes," ensure the Sharelink is set to "Active" status, and contact support if technical issues persist.

Q: Should I create multiple Sharelinks?
ANS: Yes, create targeted Sharelinks for different audiences, products, or marketing campaigns to track performance and optimize your approach (up to your 10 Sharelink limit).

Q: How often should I update my Sharelinks?
ANS: Review and update your Sharelinks monthly, refresh testimonials quarterly, update contact information immediately when changed, and optimize based on performance metrics.

Q: What content works best for professional credibility?
ANS: Focus on clear value propositions, professional headshots and branding, authentic client testimonials with names and titles, detailed contact information, and compelling calls-to-action that encourage immediate engagement.

Q: Are Sharelinks mobile-responsive?
ANS: Yes, all Sharelink templates are mobile-friendly and automatically adapt to different screen sizes and devices for optimal user experience. 

Q: Can I use custom domains for my Sharelinks?
ANS: This feature depends on your system configuration. Check the "Sharelink Domain" option in your three-dot menu or contact your administrator about custom domain availability.

Q: How does the system handle multiple clients from the same IP address?
ANS: Each registration uses unique tokenized URLs, so multiple signups from the same location are tracked individually based on the specific Sharelink used.

Q: What happens if I reach my 10 Sharelink limit?
ANS: You'll need to delete existing Sharelinks to create new ones, or contact your administrator about increasing your limit. Consider consolidating similar campaigns before deleting.

Q: Can I test different Sharelink versions?
ANS: Create multiple Sharelinks with different content, themes, or approaches, then compare their Total Hits and conversion metrics to determine the most effective version.

Q: Why are my Sharelinks loading slowly?
ANS: Check your image file sizes (compress large banner/logo files), verify your internet connection, clear browser cache, and ensure all uploaded content meets recommended specifications.

Q: What image specifications are recommended?
ANS: Use optimized web formats (JPG, PNG), keep file sizes under 2MB for faster loading, maintain aspect ratios for professional appearance, and use high-resolution images for quality display. 

Q: How can I improve my Sharelink's search engine visibility?
ANS: Optimize your SEO title and meta description with relevant keywords, include location-based keywords if targeting local markets, regularly update content to maintain freshness, and ensure your About Me section contains searchable terms.

Q: What's the difference between Total Hits and actual conversions?
ANS: Total Hits show all visitors to your Sharelink, while conversions are actual signups or RFQ submissions. Monitor both metrics to calculate your conversion rate and optimize accordingly.

Q: How do I handle duplicate client registrations?
ANS: The system's tokenized tracking should prevent attribution conflicts. If duplicates occur, contact admin support to properly assign client relationships and commission tracking.

Q: How secure are Sharelinks and client data?
ANS: Sharelinks use secure hosting with proper encryption. Client data follows standard security protocols. Contact your administrator for specific security certifications and compliance information. 

Q: Can I password-protect my Sharelinks?
ANS: This isn't a standard feature. Contact technical support if you need restricted access capabilities for specific use cases or sensitive content.

Q: What happens to client data if I deactivate a Sharelink?
ANS: Existing client relationships and commission tracking remain intact. Only the public landing page becomes inaccessible. Contact support before deactivation if you have concerns. 

Q: My uploaded images aren't displaying correctly. What should I do?
ANS: Verify image file formats are supported (JPG, PNG), check file sizes aren't too large, clear browser cache and refresh, ensure images aren't corrupted, and try uploading different images to isolate the issue.

Q: Clients say they can't submit RFQs through my Sharelink. Why?
ANS: Verify your Sharelink is set to "Active" status, confirm landing page is enabled, check that RFQ functionality is enabled in your account settings, and test the process yourself to identify specific issues.

Q: My social media links aren't working properly. How do I fix this?
ANS: Ensure URLs include "https://" prefix, verify social media links are publicly accessible, test each link individually before saving, and use complete URLs rather than usernames only.

Q: Why don't my testimonials show up on the landing page?
ANS: Check that testimonials are properly saved in the Testimonials tab, verify all required fields are completed, ensure testimonial photos are properly uploaded, and confirm the landing page template supports testimonial display.

Q: How do I recover a accidentally deleted Sharelink?
ANS: Deleted Sharelinks cannot be recovered. You'll need to recreate the Sharelink with the same settings. Consider backing up your Sharelink configurations before making changes.

Q: Can I schedule Sharelinks to activate/deactivate automatically?
ANS: This isn't a standard feature. You'll need to manually manage Sharelink status. Contact technical support about scheduled activation capabilities.

Q: Can I backup my Sharelink configurations?
ANS: While there's no automatic backup feature, document your settings manually. Take screenshots of configurations and save content separately as backup references.

Q: What data can I access about visitors to my Sharelinks?
ANS: You can access hit counts, visit dates, and registered client information. Detailed visitor analytics may require additional integrations or admin access.

Q: Can I request training on the Sharelink module?
ANS: Yes, contact OnBoardSoft to inquire about training sessions or demo appointments to maximize your use of the Sharelink features and improve your marketing effectiveness.

Q: How do I report bugs or request new features?
ANS: Contact technical support through your portal, provide detailed descriptions of issues or requested features, include screenshots when reporting problems, and follow up on ticket status for resolution updates.