topic Re: How To Find Who Viewed Document in Sales Hub Tools

How To Find Who Viewed Document

hardywoof — Wed, 26 Jul 2017 21:02:33 GMT

I got a notification via email that some one had viewed one of our Hubspot Documents. This would have been a document opened in a Hubspot templated email. Is there any way to find out which contact opened it up.

Thanks!

Re: How To Find Who Viewed Document

edjusten — Thu, 27 Jul 2017 00:45:31 GMT

Hi @hardywoof You should be able to see who opened your document in the sales activity stream. Click here to find out how to access and search your sales activity stream.

Re: How To Find Who Viewed Document

hardywoof — Tue, 22 Aug 2017 18:13:38 GMT

Thanks a ton @edjusten - However, I'm still having a little trouble. When I go to the sales dashboard -> Sales Tools -> Notifications -> Display -> Document , I'm still not finding anything. I'm getting emails that say "Someone viewed your document". But that's all the info it has. It unfortunately doesn't say who is opening the document. We're on a paid plan with Hubspot sales if that helps.

Thanks in advance for the insight and patience with a Hubspot newbie!

Re: How To Find Who Viewed Document

edjusten — Tue, 22 Aug 2017 18:49:20 GMT

Hi @hardywoof Are you sending documents in an email using CC? The sales extension is designed for 1:1 commmunications between you and your prospects. If you send one email to multiple contacts via CC, the system can't distinguish who opened the document, only that they were opened. If you sent a document to an inidvidual, you should see a notification that they opened the document, and it will be noted on their timeline. Also, the Documents reporting feature will not inidcate who opened the Documents.

Re: How To Find Who Viewed Document

hardywoof — Tue, 22 Aug 2017 18:54:31 GMT

Thanks again @edjusten . The document that is being viewed is a link that is in one of the templated emails. It is embeded into the email and connected to Hubspot document. It is not an attachement.

When we made the template in Hubspot, there is a feature that allows you to add a link in the email, that when it's clicked on goes to a saved document in hubspot. I've attached a screenshot of what that looks like in the template area.

Thanks again for the help! Much appreciated.

Re: How To Find Who Viewed Document

edjusten — Wed, 23 Aug 2017 01:22:24 GMT

Hi @hardywoof I'm very familiar with how document links work in HubSpot. What I said above still applies. Emails with Document links sent to multiple recipients at one time will result in "Someone" notifications. This HubSpot Academy resource explains "Someone" email notifcations; document notifcations work the same way.

Re: How To Find Who Viewed Document

ftrevino — Fri, 06 Jul 2018 00:31:27 GMT

Hi @edjusten!

Just got here, and following the thread. I could say that I just sent 1-1 email throughout Hubspot and got the notification "someone" clicked on a link. I go to Documents and the only thing I can see is "Someone" viewed the file, but I can not see WHO.

Re: How To Find Who Viewed Document

dan_sitton — Tue, 10 Jul 2018 14:39:49 GMT

Could this issue be related to the removal of the Recent Activities in the Prospects tool?

Re: How To Find Who Viewed Document

Lekhoathi — Tue, 04 Aug 2020 20:16:27 GMT

Sorry I know this is like 3 years later but I could help someone else that's how I got here, I think checking the box requires email address to view will let you know who "someone" has opened or accessed your document... I could be wrong but logic kinda prevails in my assumption.

Re: How To Find Who Viewed Document

Vishesh_Singhal — Mon, 22 Feb 2021 06:50:50 GMT

We came across this problem of ID validation in HubSpot documents some time back and have designed a HubSpot native app that helps upload, share & track documents. You can optionally put up an ID wall to have your clients log in, or have soft ID validation in which case the client only puts in their email ID (without verification). In any case, the software internally checks for unique views and gives better insights. You can check out the tool at https://cloudfilesapp.co