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How-To Guides

How to Share a Battle Card

Distribute battle cards to your sales team via link, email, or Slack

Steve Documentation Team
battle-cardssharingcollaboration

Overview

Share battle cards with your sales team to provide competitive intelligence at the right moment.

Access Battle Card

Navigate to your battle card from the Battle Cards page.

TODO: Screenshot of battle card view with share button in top-right corner

Caption: Battle card page with share options button

Share Options

Click the Share button to see options.

TODO: Screenshot of share dropdown showing Copy Link, Email, and Slack options

Caption: Share dropdown menu with all sharing methods

Copy Link

Best for: Quick sharing, multiple recipients

  1. Click Copy Link
  2. Paste in Slack, email, or chat
  3. Recipients access with the link

Link includes:

  • Full battle card content
  • Read-only view
  • Automatic updates when you edit the source

TODO: Screenshot showing "Link copied" success toast notification

Caption: Success confirmation after copying share link

Email

Best for: Formal distribution, external stakeholders

  1. Click Email
  2. Enter recipient email addresses
  3. Add optional message
  4. Click Send

TODO: Screenshot of email sharing modal with recipient fields and message box

Caption: Email sharing dialog with recipient and message fields

Slack

Best for: Team channels, instant access

Requires Slack integration

  1. Click Slack
  2. Select channel or person
  3. Add optional message
  4. Click Share

TODO: Screenshot of Slack sharing modal showing channel selector

Caption: Slack sharing interface with channel selection

View Share Analytics

Track battle card engagement:

  • View count
  • Last accessed
  • Active viewers

TODO: Screenshot showing battle card analytics with view count and access data

Caption: Battle card analytics showing engagement metrics

Expected Outcome

✅ Battle card shared with team ✅ Recipients have instant access ✅ Engagement tracked automatically

Next Steps