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Learn how to choose the right sharing method for your customer.
  • The customer gains access to the sales room with a single click, securely and with identification.
  • The first click creates a session on the device, allowing the customer to re-enter without additional verification.
  • If the customer clicks the link on another device, they receive a confirmation email to join the room.
✅ Secure: If the link falls into the wrong hands, unauthorized access is prevented. ✅ Easy to use: The customer can join seamlessly on the same device. ✅ Automatic identification: The session remains active on the same device. ⚠ Email security filters: Some customers have strict email security systems that test links automatically, preventing them from accessing the link. ⚠ New device requires verification: If the link is used on a different device, the customer must verify access via email. 📌 Solution: If the Magic Link doesn’t work due to email security, send a reminder using the Personalized Link.
  • The customer receives a personal link that grants direct access to the sales room on any device without extra verification.
  • The link can be used multiple times without restrictions.
✅ Works on all devices: No matter which device is used, access is seamless. ✅ No additional verification needed: The customer can join instantly without extra email confirmations. ✅ Flexible usage: No session-based limitations. ⚠ The user is responsible for keeping it secure: The customer must ensure the link is not shared with the wrong people. ⚠ Careless sharing may lead to unauthorized access: If the link is forwarded to others (e.g., a colleague), unintended users may gain access. 📌 Important: Remind customers to keep their link private and not share it with others. Feature Magic Link Personalized Link Security Highly secure, cannot be misused if intercepted User responsible for not sharing it Ease of Use Easy on the same device, requires email verification on a new device Works seamlessly on any device Challenges Some email security filters may block it Careless forwarding may allow unauthorized access 👉 Recommendation: A Magic Link is secure and prevents unauthorized access but requires verification on a new device. A Personalized Link works on any device without extra verification, but the user must ensure it doesn’t fall into the wrong hands.