I was wondering if there was a way to have analytics on PDFs hosted on Hubspot in the files section.
For example if someone downloads a white paper and the PDF is hosted on Hubspot, is there a way to track data?
I will tag in other Community contributors here: @DanielSanchez , @Aakar , @SandyG1
I think there are 2 ways to track PDF:
1- use CTA and link the PDF
2- use documents tool
What do you guys think?
You can use an Event, if the customer is downloading the PDF from a website managed outside of HubSpot . We create a HubSpot Event, and then add the Event ID to the asset in our web management tool.
Otherwise we rely on CTAs for tracking within HubSpot.
Sounds like a possible option, but aren’t Events only available to Marketing Hub Enterprise clients? Have you tried this with another edition?
Yes, unfortunately.
Two main ways:
1. The Sales tool - “Documents” - but that is to get specific people access to a doc where they enter their email to access, and all their behavior data is seen on the contact record - It’s really nice!
2. [[Custom Solution]] - We make a web page specifically for that PDF - it’s a fill-window-sized iframe (100% height and width), in that iframe, embed your PDF - now that’s tracked as a web page visit, you can get creative with tracking, reporting, automation…etc.
Hope this helps.
Fadi.