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Invite prospects

Share rooms with external stakeholders like prospects and customers. Invitation methods: 1. Copy and share the room link
  • Click Share → Copy link
  • Send the link via email, Slack, or any channel
  • Anyone with the link can access (based on your access settings)
2. Send email invitations
  • Click Share → Invite by email
  • Enter recipient email addresses
  • Customize the invitation message
  • Flowla sends branded email invitations on your behalf
3. CRM-triggered invitations
  • Use workflows to automatically send room invitations
  • Trigger when deals reach specific stages
  • Include personalized messaging with variables
Learn more about room sharing settings.

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Share settings

To access the Settings menu, Click Share on the upper right corner of your top bar. Select Share settings.

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What does each setting mean?

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Require viewer’s email

This is, probably, the toggle you will use the most.​ Enabling it means that Flowla requires your room viewers to submit their e-mail addresses the first time they view your room. Doing so allows you to identify who has viewed your room and spot potential stakeholders by accessing *Room Analytics.*​ If Toggle is enabled: Visitors must enter their email address before viewing the room. This allows you to:
  • Identify who viewed your room
  • Track individual stakeholder engagement
  • Build a contact list of engaged prospects
If Toggle is disabled: Anyone with the link can view the room anonymously. Use this for public content or when identification isn’t needed.

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Require Password

Enabling this toggle means that you will password-protect your room. Viewers are prompted to enter the password before accessing the room.

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Disable conversations & contacts

If Toggle is enabled : Your viewers can leave comments in the social bar and see other people who have accessed the room. The comments and previous viewers are visible to everyone accessing the room. If Toggle is disabled: The social bar is no longer accessible. This means that flow viewers can’t write comments or see who has accessed the room. Disable this toggle if you are sharing the room with multiple target companies.

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Disable downloads

Enabling this toggle means that your room viewers are not able to download file-based content such as PDF, Video, etc. Enabling this toggle hides the Open Link button for embedded links. This means that your room viewers are not able to leave Flowla and view the embedded link on another platform (i.e. YouTube).