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Personalised Links

Know exactly who opened what.

Generate personalized links that identify each viewer by name. Track engagement per person, see who forwarded your document, and follow up with the right people at the right time.

Why teams use Personalised Links

Named links

Create links tagged with a recipient's name or company. When they open the document, analytics are tied to their identity — no guessing required.

Smart follow-ups

Know exactly which investor read your entire deck and which only glanced at the cover page. Prioritize outreach based on real engagement data.

Forwarding detection

If a personalized link gets forwarded, Peony captures the new viewer's details separately. You see exactly who the original recipient shared it with.

"Peony is easily the best form factor for sharing client-facing material. It lets us stand out by embedding custom booking and website links into secure deck shares."
Y Combinator
RL

Robi Lin

Founder & CEO, Sepal AI (YC S24)

Frequently asked questions

What are personalised links in Peony?

Peony's personalised links let you create a unique, named URL for each recipient. When someone opens their link, all engagement data — page views, time spent, downloads — is automatically attributed to that specific person, giving you precise per-recipient analytics.

How do personalised links help with investor outreach?

With Peony's personalised links, you can see exactly which investor read your entire pitch deck and which only viewed the cover page. Before sharing, you can use Peony's controlled redaction to permanently black out sensitive figures so each recipient only sees what you intend. This engagement data lets you prioritize follow-ups with genuinely interested investors instead of guessing who to contact next.

Can Peony detect if a personalised link gets forwarded?

Yes. When a Peony personalised link is forwarded, the platform captures the new viewer's details separately from the original recipient. You see exactly who the link was shared with, enabling you to track organic distribution of your documents.

How many personalised links can I create per document?

Peony offers unlimited links on every plan, including the Free tier ($0, 2 GB storage). You can create as many personalised links as you need — one per investor, partner, or counterparty — with no caps. Pro ($20/admin/month) and Business ($40/admin/month) plans add more storage and advanced features.

Can I combine personalised links with security features?

Yes. Each Peony personalised link can have its own security settings including password protection, 2FA verification, NDA requirements, link expiry, and watermarks. All shared files are protected with AES-256 encryption at rest and TLS 1.3 in transit. This means different recipients can have different access controls on the same document.

How do Peony personalised links compare to DocSend?

DocSend offers basic link tracking, but Peony provides deeper per-recipient analytics including page-level time tracking, forwarding detection, and download monitoring. Peony also includes Smart Q&A, a four-step workflow where counterparties submit questions, AI drafts answers from your documents, your team reviews, and approved responses are published. Peony also lets you combine personalised links with data room features like NDA gates and watermarks that DocSend does not offer.

Do personalised links work with Peony's page analytics?

Yes. Peony's personalised links integrate directly with page-level analytics. For each named recipient, you can see which pages they viewed, how long they spent on each page, whether they downloaded files, and when they last accessed the document — all from one dashboard.

Know exactly who's reading your documents

Create your first personalized link in seconds. No credit card required.

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