Skip to content
SHARE AND TRACK

Share from one place, and see what came back

Upward gives every member the same sharing tools: a share sheet with nine apps, QR codes, a digital business card, email and SMS, scheduled social posts and secure file links. Each one is connected to your CRM.

WHAT IT ISSharing in Upward means one share sheet on every page, video, review, event and MySite, plus Socializer for scheduled posts to eight networks and tracked file links. Shares use short tracked links on your own address, so clicks are counted and a link made for a lead or contact is recorded on that person's CRM record.

The same share sheet in every module

Learn it once and use it everywhere. The card shows what recipients will see, with a screenshot, title and description captured from the page. Owners can edit the text and image, regenerate the image or re-crawl the page. A member can switch individual apps off, and the change applies across every module.

Where the share sheet appears

These are the places the shared card is wired in today.

  • Bio / Profile Page and its Share button.
  • Videos, including the public video hub, each watch page and the Vutesa Recorder publish step.
  • Recent Work and Reviews, on both the public pages and your back office.
  • Meeting types and booked meetings, including the Share this meeting action in the CRM.
  • Team Calendar events that allow sharing.
  • MySites, from the Share menu and the Publish and Share step.
  • The Tracked Links workspace, for any existing link.

Files you can share and then audit

File Management creates quick links or tracked links for files and folders. A quick link works at once. A tracked link records opens and downloads. You can require a password, set links to expire after a number of days, block downloads from share links and revoke access. The Share audit trail lists who shared what, with whom and when, and exports to CSV.

Sharing with your team

Some sharing is internal. Your calendar can be shared with teammates at three levels: availability only (busy and free blocks), can view details, or can edit. Videos, Recent Work and Reviews can be shared the same way with view or edit access. Nothing is shared until you opt in.

Who it's for

Members who share from their phone all day
Teams posting consistent branded content
Sales and service people who send files and pages to named prospects
Companies that want shares credited to each member

How it works

Choose what to share

A page, video, review, recent work item, event, MySite, file or Socializer post.

Share it your way

Use the share sheet, a QR code, email, SMS, a social post or a file link.

Attach a person if you want

Make a Tracked Link for a lead or contact so their clicks land on their record.

Follow up

Check clicks, alerts and the hot and warm list, then email, text or book time from the CRM.

What's included

The share sheet

Preview card, nine apps, QR code and copy link, on pages, videos, reviews, recent work, events, meeting types, MySites and Team Calendar events.

Vutesa Recorder links

Publish a recording and share it from the same sheet. Views, watch time and completion are recorded for the link.

QR codes

For your page, tracked links, MySites, meeting types and event passes. Download, print or copy a Tracked Link QR.

Digital business card

Save Contact plus a QR code that can open your profile or save your contact.

Email and SMS from the CRM

Send a tracked link to a lead or contact, or give every recipient of a CRM email their own link. Event links can go to contacts, leads or both.

Socializer publishing

Post now or schedule to Facebook Pages, LinkedIn, X, Pinterest, Instagram, Threads, TikTok and Bluesky. Every post link is a tracked link.

MySites sharing

Share a published MySite by copy link, QR code, email, SMS, the device share menu, an embed or Socializer.

File links

Share a file or folder with a teammate, lead or contact. Add a password, an expiry or block downloads, and track opens and downloads.

Tracked links and alerts

Create links for people, see clicks, and get alerts when they open.

Team sharing

Share your calendar (availability only, view or edit) and your Videos, Recent Work and Reviews with teammates.

Visitor controls

Show Share everywhere, by module, or not at all, and switch off individual apps.

Plan-aware limits

Tracked Links: Free 25, Starter 250, Deluxe 2,500, Pro unlimited. Clicks and views are always unlimited.

How Upward is different

One share sheet across every module instead of a different tool for each
Shares are tracked links that can be tied to a named lead or contact
Socializer, files and MySites use the same tracking as your page
Plan limits count unique links, never clicks

Frequently asked questions

Which apps does the share sheet offer?

SMS, X, Facebook, LinkedIn, Pinterest, WhatsApp, Telegram, Message and Reddit. Each member can switch any of them off.

Which networks can Socializer post to?

Facebook Pages, LinkedIn, X, Pinterest, Instagram, Threads, TikTok and Bluesky, once the account is connected. You can post now or schedule.

Can I protect a shared file?

Yes. A file link can require a password, expire after a set number of days, block downloads and be revoked. Tracked file links record opens and downloads.

Does sharing a video record who watched?

A tracked video link records clicks, plus views, watch time and the furthest point reached through that link, so you can see how much of the video was watched.

Related

Have a question about Social 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.