How to capture names on shared Gamma files (identify viewers and speed decisions)

Use Send to gate Gamma files by name and email, answer questions with AI, and see engagement signals. You’ll share one link, keep it updated forever, and know exactly who viewed.

When this is useful

• You share Gamma pages externally and need identity and tracking.
• You want viewers to self-serve answers anytime.
• You need to update content without breaking links.

Step-by-step

1. Add your Gamma file to Send
2. Require details before viewing
3. Guide attention with Suggested Questions

Why this is faster with Send

• AI Chat gives instant answers, so viewers progress without waiting.
• Suggested Questions steer attention to decisions.
• Analytics show who viewed, location, device, time viewed, and AI questions.

What good looks like (QA checklist)

• Gate requires name and email before viewing.
• Permissions match sensitivity; disable download/print if needed.
• Suggested Questions include pricing and next steps.
• Replace file used for updates.

Troubleshooting & tips

• Viewer can’t access? Check gate and hidden-until-complete.
• Low engagement? Improve Suggested Questions and mention AI chat in your share note.
• Need calendar or case studies? Attach an AI Profile.

Integrations & automation (webhooks)

• Fire webhooks on open to Clay, Zapier, or Make to update your CRM and alert owners.

Privacy and controls

• Require name, email, and optionally phone.
• Disable download/print when required.
• Replace files without changing the link.

FAQ

• Can I gate by name and email?
• What analytics do I get?
• Can I update content without breaking the link?