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Share and Publish a Guide in Housing Market Insights

Tutorial 25 of 30

Open the product

Once a guide is saved, the Share page helps you put it in front of clients. This tutorial opens a saved guide on the Share page of Housing Market Insights, checks the identity that appears on the branded preview, chooses a sharing channel, and copies the suggested post, which you can edit first. Then, with Insights Pro, it creates a public guide link: you tick a confirmation that anyone with the link may read the guide, the link is created and shows the date it expires, and you can add a campaign name to get a tracked link and a QR code, or withdraw the link at any time. Insights never posts for you: you review and complete every share yourself.

In this tutorial you will learn

  • How to open a saved guide on the Share page
  • What the identity and the branded preview show
  • How to choose a channel and copy the suggested post
  • How to create a public guide link, and why you confirm first
  • How the expiry, the tracked link, the QR code and withdrawing work

Follow along: the steps

  1. Open Share with a saved guide.
  2. The name, title and phone come from your profile and appear on the preview.
  3. Choose where you will share it: LinkedIn, Facebook, X or email.
  4. Click Facebook: each channel has its own suggested post.
  5. Back to LinkedIn.
  6. The post is only a suggestion: edit any words.
  7. Click Copy LinkedIn copy.
  8. Paste it into your own post.
  9. The preview says NOT PUBLISHED: Insights never posts for you.
  10. A public guide link is part of Insights Pro.
  11. Anyone with the link can read the guide, so you confirm first.
  12. Tick the confirmation.
  13. Click Create public guide link.
  14. The link expires automatically. You can withdraw it at any time.
  15. Name the campaign, for example a newsletter.
  16. The tracked link includes the campaign name and the channel.
  17. Click Copy link.
  18. Or download a QR code for print.
  19. Withdraw public link closes it straight away.