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SHARE AND TRACK

Share everything, track everything

Your Bio / Profile Page has one share sheet for your page, your videos, reviews, recent work and events. Every share uses a short tracked link, so clicks are counted and the right person can be credited.

WHAT IT ISEvery share from an Upward Bio / Profile Page uses the same share sheet: nine social and messaging apps, a QR code and a copy button, all pointing at a short tracked link on your own address. Clicks are always counted. A link made for a lead or contact is recorded on that person's CRM record, and you can be alerted when they open it.

One share sheet for everything on your page

The three-dot menu and Share button open the same card wherever you are. It shows a preview of what people will see, the apps you have enabled, a QR code and a copy button. Visitors to your page get it too, so a happy client can pass your page, a video or a review along in two taps.

  • Your page: the Share button beside Contact Me and Save Contact.
  • Videos, reviews and recent work: the share action on the module page and on each item.
  • Events and meeting types: share a specific meeting type or a Team Calendar event from your page.
  • Favorite links: the three dots open a card for the destination itself, with an editable title and description and a re-crawl button.

What each share creates in your CRM

Sharing is only useful if you can see what came back. This is what each method records, and what it does not.

  • Share sheet on your page: a short link on your own address, owned by you. Clicks are counted by link, source and device. If a visitor has not allowed tracking, the click is counted anonymously and not tied to a person.
  • Tracked Link made for a lead or contact: every click, and any video watch time, is recorded on that person's CRM record. These clicks are recorded against the person without asking the visitor.
  • A visit that turns into a lead: when someone arrives through your link and then books, submits a form or subscribes, the lead keeps that link as its first known source. If the visitor allowed tracking, or the link was made for them, you are credited.
  • QR scans of a tracked link: counted as clicks on that link.
  • Save Contact: the contact file download is logged by where it started (button, share sheet or QR). It does not create a CRM record. The lead is created when the person books or writes to you from your page.
  • CRM email: each recipient gets their own tracked link, so clicks map to individuals.

QR codes and your digital business card

At an event, a handshake or a table with printed cards, the QR code does the work. Switch the share sheet between two codes: one opens your Bio / Profile Page, the other downloads your contact card. You control what the card contains in your Bio settings. Only details you show publicly are included, and the tagline is off by default.

You decide who can share what

In your Bio settings you can turn visitor sharing off, show the Share button everywhere, or choose module by module (videos, reviews, recent work, events and so on). Manage Platforms removes any of the nine apps from the share sheet. Your own tracked links and quick links are not affected, and a hidden module can still be shared by you from your back office.

Who it's for

Members who share their page in person and online
Teams that need each member's shares credited to that member
Coaches, agents and consultants who follow up with named prospects
Companies that want one share experience across every replicated page

How it works

Open the share sheet

Tap Share on your page, or the three dots on a video, review, recent work item, event or meeting type.

Pick how to send it

Choose an app, copy the link, show the QR code or save your contact card. Every option carries the same tracked link.

Attach a person when it matters

Create a Tracked Link for a specific lead or contact, then email or text it to them from the same screen.

Follow the clicks

See clicks by link, source and device, a hot and warm list of people to follow up with, and alerts when a named person opens a link.

What's included

One share sheet

The same card appears for pages, videos, reviews, recent work, events, meeting types, MySites and Team Calendar events.

Nine apps

SMS, X, Facebook, LinkedIn, Pinterest, WhatsApp, Telegram, Message and Reddit, each with the title and link filled in.

Automatic preview card

A screenshot, title and description are captured for the link. Owners can edit the heading, title and description, replace the image or regenerate it.

QR codes

A QR code sits beside the copy button on every share sheet, and your Homepage QR sits under your profile photo.

Digital business card

Save Contact downloads a contact file, and the share sheet can switch its QR code between viewing your profile and saving your contact.

Tracked Links for people

Make a link for one lead or contact, so every click is recorded on their CRM record.

Email and SMS delivery

Send a tracked link to the attached person by email or text, or give each recipient of a CRM email their own link.

Click alerts

Get an email or text when a person you made a link for opens it, with cooldowns, quiet hours and a summary.

Lead source credit

A visitor who arrives through a tracked link and then books, submits a form or subscribes can carry that link as the lead's first known source.

Visitor share controls

Show the Share button for the whole page or module by module, and switch off any of the nine apps you do not want offered.

Per-member credit

Links belong to the member whose page is shared, so on a replicated team each member sees their own results.

Unlimited clicks

Your plan sets how many unique Tracked Links you can have. Clicks are never limited.

How Upward is different

Every share is a tracked link on your own address, not a bare URL
A link can be made for one person, so a click becomes a reason to follow up
Clicks credit the member whose page was shared, across a whole replicated team
Share, QR code, business card, email and SMS all live in one place connected to the CRM

Frequently asked questions

Does Save Contact add the person to my CRM?

No. Saving your contact puts your details in their phone. Leads are created when they book a meeting, send a message or subscribe from your page.

Can visitors share my page?

Yes, unless you turn it off. You can show the Share button for the whole page or only on certain modules, and switch off individual apps.

Related

Have a question about Sharing?

Ask Vutesa, Upward's AI assistant — answers draw on this page's content.

Share once. Know what happened.

Every share sheet, QR code and tracked link comes with your free Upward account.