✅ DO:
- Generate links AFTER saving offer completely
- Use HTTPS for security (SSL certificate required)
- Send links directly to clients via email/message (not public posting)
- Monitor views to see if client opened link
- Set notification email in Company Data settings
- Test links in incognito before sending to client
- Regenerate expired links rather than creating duplicate offers
❌ DON’T:
- Don’t share links publicly (social media, forums)
- Don’t reuse tokens across multiple offers
- Don’t modify URLs manually (breaks token validation)
- Don’t rely on email without SMTP plugin (may go to spam)
- Don’t delete offers if client might need link access
🎯 Pro Tips:
- Use Premium Send Email for professional delivery
- Check statistics weekly to understand client engagement
- Set up WP Mail SMTP for reliable notifications
- Add notification email to CRM for automatic lead tracking
- Create link naming convention (save offer names consistently)
- Test acceptance flow before sending to real clients