How to share content from the app
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Send a product sheet, a case study, or a one-pager to a lead while you're still talking to them. Mobly's Send Content flow uses your phone's email or SMS app to send the file, and logs the activity automatically.
Files come from your team's Content library. Admins manage that library in the Hub — see Managing event content.
Scan a lead or open an existing lead's details. Tap Send Content below the other engagement buttons.
Choose how to send: Email, SMS, or Other.
If Mobly doesn't have the lead's contact info yet (enrichment hasn't finished), you'll be prompted to enter it. The info you enter is saved to the lead.
Other uses your phone's native sharing menu — AirDrop, Slack, save to local files, Notes, etc.
Pick the file(s) you want to send.
For Email: the lead's email address is copied to your clipboard automatically. When your email app opens, paste it as the recipient. For SMS: the lead's phone number is copied the same way.
Send from your phone's email or SMS app and come back to Mobly. You'll be prompted to log the activity. Keep Include content in activity log toggled on so the specific files shared are tracked.
Shared content also appears in the lead's Activity Log.
When you log the activity, Mobly logs the send to the lead's activity history. This syncs to your CRM's activity log for CRMs that support activity logging — HubSpot, Salesforce, and Zoho. See the CRM comparison for the full matrix.
Send Content is for right now — you've got the lead in front of you and you want them to walk away with something specific. For automated email follow-up that goes out hours or days later, use Pulse sequences.
Managing event content — admin-side library
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