How Public Links Work

Public links allow you to share your quotes with clients without requiring them to log in to your WordPress site....

Generating Public Links

Requirements Before you can generate a link: ✅ Offer must be saved - You need a WordPress post ID✅ Offer...

Copying & Sharing Links

Copy to Clipboard Method 1: Copy Link button (Recommended) After generating link, click 📋 Copy Link button Modern browsers: Uses...

Send Email (Premium)

Premium-only feature - Not available in Basic version Overview The "Send Email" feature allows you to quickly share offer links...

Link Validity & Expiration

Default Validity Period Links are valid for: 30 days from generation Displayed in link panel: Valid for: 30 days (expires:...

View Tracking

Automatic Tracking Every time a client opens the link: IP address captured (with privacy filters) Timestamp recorded View counter incremented...

Email Notifications

When You Receive Notifications Trigger events: ✅ Client accepts offer → Immediate email 👁️ First view (Premium only) → Optional...

Managing Links in Quotes List

Quotes List Columns Go to: Quotes → All Quotes Link-related columns: Column Content Actions Link 🔗 📋 buttons Open, Copy...

Link Statistics (Premium)

Access: Click 📊 Stats button next to offer in Quotes List Statistics Page Overview Main metrics: ┌──────────────────────────────────────┐ │ 📊 Link...

Troubleshooting

"Generate Link button is disabled" Problem: Button stays grayed out, can't click Cause: Offer not saved yet Solution: Click 💾...

Practices Summary

✅ DO: Generate links AFTER saving offer completely Use HTTPS for security (SSL certificate required) Send links directly to clients...