Tutorial/2 MINUTES READ

How to capture names on shared Notion Pages

October 20, 2025

How to capture names on shared Notion Pages

How to capture names on shared Notion pages (with tracking and AI help)

Gate a shared Notion page by name and email using Send. Share one link with AI chat alongside the page, steer readers with Suggested Questions, and see who viewed and what they asked.

When this is useful

  • You share Notion pages publicly and need identity.
  • You want visitors to self-serve answers 24/7.
  • You care about engagement signals to prioritize follow-ups.

Step-by-step

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

Why this is faster with Send

  • AI Chat answers questions instantly and keeps momentum high.
  • Suggested Questions pull focus to pricing and timelines.
  • Analytics show who viewed, where from, device, time viewed, and their AI questions.

What good looks like (QA checklist)

  • Gate set to name and email.
  • Permissions match sensitivity; disable download/print if needed.
  • Suggested Questions cover pricing, outcomes, next steps.
  • Personalized links for known contacts; gate for unknowns.

Troubleshooting & tips

  • People can’t access? Check gate settings and hidden-until-complete.
  • Low engagement? Tighten Suggested Questions and call out AI chat in the share note.
  • Need case studies or booking links? Attach an AI Profile.

Integrations & automation (webhooks)

  • Send open events to Clay, Zapier, or Make to update CRM and notify owners.

Privacy and controls

  • Require name, email, and optionally phone.
  • Disable download/print when appropriate.
  • Replace files under the same link to avoid version churn.

FAQ

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