Skip to content
Slate Slate Docs

Tracked Sharing

Tracked sharing creates links that capture viewer information and track their progress through your course, all without an LMS. Use it to distribute training, monitor completion, and collect engagement data.

Section titled “Creating a tracked link”
  1. Open your course in the Slate Builder
  2. Click Publish in the toolbar
  3. Select Share & Track
  4. Optionally name the link (e.g., “Sales Team Q1”)
  5. Configure email settings:
    • Require email - viewers must enter their name and email before accessing the course (on by default)
    • Require email consent - adds an opt-in checkbox for GDPR compliance
  6. Click Create Link
  7. Copy the URL and share it with your audience

You can also create tracked links directly from the dashboard by clicking the share icon on any course card.

What gets tracked

Section titled “What gets tracked”

For each viewer, Slate records:

  • Name and email (if email capture is enabled)
  • Progress - percentage of lessons completed
  • Status - Not Started, In Progress, or Completed
  • Assessment result - whether the viewer passed (for courses with assessments)
  • Email consent - whether the viewer opted in (if consent is enabled)
  • First and last access - when the viewer first opened and last visited the course

A viewer is marked as “Completed” when they have viewed all lessons. For courses with an assessment, the viewer must also pass the assessment.

Viewer experience

Section titled “Viewer experience”

When a viewer opens a tracked link:

  1. If email capture is enabled, they see a simple form asking for their name and email
  2. If email consent is required, an opt-in checkbox appears
  3. After entering their details, the course loads
  4. Progress is tracked automatically as they navigate through lessons
  5. Returning viewers are recognized and skip the email form on subsequent visits
Section titled “Managing tracked links”

From the Share & Track panel, you can:

  • View analytics - click any link to see its viewer data
  • Update content - refresh the link with the latest version of your course
  • Activate/deactivate - toggle a link on or off without deleting it
  • Export data - download viewer analytics as a CSV file

Branding

Section titled “Branding”

Tracked links display a “Built with Slate” banner. Pro subscribers can share tracked links without Slate branding.

Requirements

Section titled “Requirements”

Tracked sharing is available on Standard and Pro plans.