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Payman Taei

Written by: Payman Taei

June 22, 2015

How to Manage Privacy of Online Content, Presentations and Infographics

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Thanks in part to the power of the cloud and the speed at which software is now developed and deployed, there is no doubt that online content tools such as Visme are giving traditional “downloadable” software such as PowerPoint and MS Word a run for their money.

However a major concern has continued to hunt organizations and individuals who steer away from adopting online tools; why?  Because of a big elephant in the room.  It’s called Privacy.

At Visme we are solving this problem because we believe the future of collaboration and content generation resides in the cloud and it can empower entire organizations to communicate and create content more efficiently while managing and overcoming most of their concerns for privacy.

Individuals may want to password protect or hide their content from the Public while Organizations may want to share their work internally while having complete capability to hide and privatize projects from being front-facing (available to the public).

These can all be achieved with the new Privacy and public control settings we have implemented into Visme, one of the number of initiatives we are taking to improve the app beyond being just another Presentation/Infographic tool.    Here’s how:

Watch Video, or learn more below:

Privacy Controls

visme-private-settings

Over the last few months we have rolled out a series of features that give Visme users full control over the level of privacy and sharing abilities around their project(s).

Some tools give you simple Privacy control; at Visme we like to go one step further with everything.  This wasn’t about just password protecting your content; we’re going beyond that.

With Visme you can now set the type of permission you want, to whom you give the access to and whether that content is hidden or public to outside users.   Here’s the list of Privacy and Sharing abilities:

  • Private vs. Public content
  • Password Protect
  • Keep your content unpublished
  • Social Sharing
  • Turn off Crawling by Search Engines.
  • Share with others in your team with limited or full permissions.
  • Insights (Know who is viewing your content)

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Why so many options?

Every organization and individual is different.  You may have content that deserves to be public facing, content that must be kept internal;  and content that should collect insights as to who is viewing it.

All of this is achieved via a simple user interface in the Dashboard or Publish area of a project. By default projects are not published, and you can manually assign the privacy you need within a click or two and Visme will takes care of the rest.

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Here’s How it works:

Sharing project(s) within an organization / Team

You can share a project with others in your organization by selecting a project (or a folder) and sharing it with the person (or group) that you are connected to within Visme.

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Sharing Socially

To share a project through your social network, make sure your project is Public and then select any of the social options to share your project on your favorite network.  In return the viewer will be able to access your project in one click on their social channel.

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Publishing or un-publishing a project

By default when a Visme is created, it is unpublished.   When you publish a project, you can choose whether you make it private or unpublish it.   For example you may want to download a project after publishing it, but you want it to avoid Google from indexing the page or anyone else seeing it.  In that case you can unpublish your project.

Another use of Not Published state, is that you can have other Visme users in your team view the project while no one else from the outside can view it.

visme-not-published

 

Password protect projects

By default projects are not password protected.  Once a project is published, it can be made Private by password protecting it.    This way although your project is accessible via a URL, you can allow access by only a selected number of users.

visme-private

Protect and Generate Leads

Remember how anytime you want to download a white paper or sign-up for a service you are required to fill out a small contact form to access the content?  It’s a highly effective means to collect user insights and use it to keep track of who is accessing your content as well as use the data for future conversions.   You can even download the data collected as Excel friendly format (.csv)

To turn on Insights for a project, make sure your project is Published (public), and then under Player Settings turn on the “Requires Registration” option.

Visme-leads-generation-presentation

 

You can download your data and import to your favorite CRM program such as SalesForce, Excel or even MailChimp or Constant Contact.

Collect contact information from Presentation and infographics and import to salesforce, mailchimp and constant contact

Use cases of Privacy settings vs. Public

The reality is not every project needs to be Private.  If you want to promote a service or raise awareness about a cause you naturally want to keep your project Public and even promote it on social channels and want Google to index the page so it can be indexed in its organic search results.

In the other hands if you create Visme’s that contain content that you wish to keep hidden from the public, or share only within you and others then a Private settings will be the way to go.

Note: Regardless of privacy settings we don’t recommend anyone store highly sensitive data such as Credit card, Social Security and other sensitive personal/business details online. It’s just a simple safety measure to follow.

Advantages of private projects:

  • Avoid having Google and other engines index your content
  • Keep your content password protected for limited use
  • You may have Private Content and need to keep away from the public (financial reports, production data, personal information)
  • Put Projects behind Forms

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Want to take charge over privacy of your content?

Sign-up for Visme or login to your account.   Privacy Controls are available under Premium accounts starting at just $7/month.

 

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We’re stingy and don’t share emails with anyone.

About the Author

Payman Taei is the Founder of Visme (he doesn’t like using the word ”CEO” it’s way too Formal), a Do It Yourself platform allowing everyone to easily create, manage professional presentations & infographics.

He’s also the Founder of HindSite Interactive an award winning web design and web development company.

4 responses to “How to Manage Privacy of Online Content, Presentations and Infographics”

  1. Dan says:

    Thanks for the informative blog post.

    I have a use case that’s in between your published and private options. I’d like to have a private (hidden from search engines, cannot be viewed directly and not password protected) presentation that can only be viewed on my website and auto-plays. Basically, one that can only be viewed with some sort of special permission built into the embed code. How can I make this happen?

    • Payman Taei Payman Taei says:

      Hi Dan
      Thanks for your comment. Yes what you need is a unique case.
      You can make a project Private (and not password protected) in that case search engines such as google can’t index it but project is also private (meaning only you can get to it from your login area or other Visme users if you have a team plan)

      You can however make your project password protected and private; in that case google still won’t be allowed to index and you can embed it on your site (on your own private / password protected site if need be and users can in that case get to it via the Password you set for it.

      We hope this helps you out. If not please feel free to visit our knowledgebase or send a ticket at http://support.visme.co

  2. […] address the need to manage privacy, Visme also allows you to share private projects internally within your team or make them password […]

  3. […] You can learn more about privacy and sharing here. […]

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