You have general settings for each guide; please see the steps below:
- Select PDF Guides.
- Go to the Edit option of the guide.
- You can go to the General tab to access your guide's primary settings, which include the PDF title, tagging, and setting up automated responses.
- Under the General settings, you cannot change the PDF Title since the system generates it as the default guide.
- Add or edit Tags related to the guide to improve its categorization and searchability within your system.
- Specify the CRM Lead Source, which helps track how leads are generated through this PDF. This setting is crucial for analyzing the guide's effectiveness in marketing efforts.
- Click Change Image to change the image that appears when this guide is shared on social media. This helps align the guide's visual representation with your branding.
- View the guide's Landing Page.
- Copy the Landing Page URL.
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