Tutorial/2 MINUTES READ

Track when shared Excalidraw whiteboards are opened

October 21, 2025

Track when shared Excalidraw whiteboards are opened

Track when shared Excalidraw whiteboards are opened (with real viewer signal)

If you share Excalidraw boards, Send gives you a single link that tracks who opened it and when. Add AI chat and Suggested Questions to steer people to answers, then use analytics to prioritize fast, relevant follow‑ups.

When this is useful

  • You share Excalidraw whiteboards externally and need to know who opened them
  • You want instant answers in‑page without back‑and‑forth
  • You care about identity, location, device, and time viewed

Step-by-step

  1. Add your Excalidraw link to Send
  2. Configure a viewer gate (optional)
  3. Add Suggested Questions and share

Why this is faster with Send

  • AI Chat answers questions immediately so people self‑serve
  • Suggested Questions focus attention on decisions
  • Analytics show who opened the board, where from, device, time, and AI questions

What good looks like (QA checklist)

  • Gate on for unknown audiences
  • Clear Suggested Questions about decisions and next steps
  • Personalized link for known contacts

Troubleshooting & tips

  • No opens showing? Share the Send link, not the raw Excalidraw URL
  • Low engagement? Improve Suggested Questions and mention AI chat in your note
  • Need calendar or case studies? Attach an AI Profile to surface links on request

Integrations & automation (webhooks)

  • Fire an event on document open to Clay, Zapier, or Make to update your CRM and alert owners

Privacy/controls

  • Require name, email, or phone before viewing
  • Disable download/print for attached files if needed
  • Replace files or update the embedded link without changing the URL

FAQ

  • How does Send track Excalidraw views?
  • Can I capture leads before viewing?
  • Can I keep the same link if I update content?