Creating references via public link

Public links allow you to collect references directly from external users, such as customers or partners, while also collecting their consent and usage rights.

Written By Hublyd

Note: this feature is only available on premium plans (Warm up and Podium)

How public reference links work

Instead of filling references yourself, you can send a secure public link that lets someone else fill in the reference form.

Sending a public reference link

  1. Go to the References section

  2. Click Add references

  3. Select Send public link

Configuring the public link

When sending the link, you can:

  • Enter the recipient’s email

  • Add an optional recipient name

  • Add a custom message

  • Choose which fields the recipient should fill

  • Choose the language displayed on the public page

Only the selected fields will be visible in the public form.

What the recipient sees

The recipient receives an email with access to a secure public page. They do not need a Hublyd account. The public page is divided into two main steps.

1. Filling the reference form

First, the recipient fills in the requested reference information.

Only the fields selected when the link was created are displayed on the form. All fields are optional, but the form can only be submitted once, so the recipient should review the information carefully before continuing.

2. Confirming consent and usage rights

Before submitting the form, the recipient is asked to confirm how the reference may be used.

They can choose one of the available security levels:

  • Confidential: strictly internal use only.

  • Restricted: for head-to-head presentations and meetings only.

  • Public: can be used for presentations, marketing, sales, and other external uses.

Hublyd then displays a generated Reference Consent and Use Agreement. The recipient must review it, enter their name and company, then click Submit and Sign.

The signed agreement is sent by email after submission.

Validation process

Once the form is submitted:

  • The reference is created with a Pending status

  • It is not yet added to the library

To finalize it:

  • The sender or

  • An administrator

must validate the reference.

Understanding the validation screen

Submission details (top section)

At the top of the screen, you’ll find:

  • Email: the email address of the person who submitted the reference

  • Submitted: date and time of submission

  • Status: current state of the reference (Pending)

This helps you identify who submitted the data and when.

Field comparison: inserted vs validated values

Each reference field is displayed on a single row, split into two parts:

  • Inserted Value
    This is the value entered by the external user via the public form.

  • Validated Value
    This is the value that will be saved in your library once validated.

You can:

  • Keep the submitted value as-is (by clicking the arrow)

  • Edit or correct the value

  • Complete missing fields

  • Adjust formatting to match your internal standards

Nothing is added to the library until validated.

Locked fields and schema rules

Some fields may appear locked:

  • These fields are defined by the library schema

  • Their structure or type cannot be changed during validation

Validation respects your existing reference structure.

Validating the reference

Once you’ve reviewed all fields:

  1. Ensure the validated values are correct

  2. Complete any missing or incomplete data

  3. Confirm the validation

When validated:

  • The reference is added as a new row in the library

  • Its status changes from Pending to Validated

  • It becomes available for filtering, selection, and slide generation