Hi,
I just wanted to check whether once a contact has entered their email and agreed to further commuications after downloading a document, if they can then skip doing this when sent additonal documents?
Thanks,
Hannah
Hi @HannahSarsfield,
That’s correct, they won’t have to re-enter their email address, see here, How does HubSpot track document opens?
When you share a document, HubSpot associates the first document open with the email address of that contact. A cookie will be set in the contact’s browser and if they view another document shared from your account, they will not have to enter their email address. Additional contacts who open the document link will need to input their email address unless they previously viewed a document shared from your account.
Hope this helps!
Great - thanks Karsten!
Could I also ask if there is a way to review how many companies I have contacted in a given time frame?
Hi @HannahSarsfield,
Sure thing, the easiest and fastest solution would be a filtered view on the company index page (Menu > Contacts > Companies). Click Table actions > Edit columns, find Last contacted and add this column. You can now sort by Last contacted (the timestamp from the most recent chat conversation, call, email, or meeting logged for this company).
If you’re on a Professional subscription, you could also create reports. Let me know if you want to explore that.
If you find this post helpful, too, you can support my work here in the community by accepting it as a solution.
Cheers!