Ability to create lists and workflows from Document views
Our sales team has switched over to using the Sales Pro Document tool to send document links to their clients via email. This is a really great tool however, outside of the document view window it's not possible to extract names and create a list and workflow of those who have viewed your documents. This prevents us from adding contacts to lists, campaigns and the ability to communicate with these clients based on their specific interactions.
The Documents aspect of Sales Pro is a very cool tool. The ability to see where they are on a page and how long and if they even opened would also be useful on the marketing side. It doesn't look like there is currently a way to track documents sent on the marketing side like there is on sales pro.
Is there anything in place for this or does anyone have any ideas?
Couldn't agree more! Got really excited (OK, maybe I'm marketing nerd..) to find the Sales Documents tool, so we uploaded a couple of docs, tested it out and whilst a shame it doesn't offer the flipbook view option, the insights were great. So off we went to swap out the links in our marketing emails currently pointing to the flipbook equivalent on our website to the new docs in HubSpot.. only to find they weren't in the file manager
Clearly you can add docs in file manager on the marketing side, but (i) there are no insights and (ii) you don't want the same doc in two places - not least in case one gets updated and the other doesn't, but also as you'd have separate stats for the same doc in two different places.
Seems the same frustration exists from the other perspective here..
Absolutely. Also, having the two document repositories is very challenging fordocument version control.
An industry white paper will be used in marketing blogs, landing pages, and marketing emails...andit will definitely be used in sales emails and sequences as well.
I also agree that this is an issue! I want to be able to assign a source to the document view as currently I have to attribute leads manually in Salesforce (it auto-adds leads)
Should be the most simple thing to allow people to create a list based on who has viewed a document. Even an export of who has viewed a document that we could re-import would be fine. Anyone know a workaround?
My issue is similar in that I asked how I can see the names of the people we sent a specific document. I was directed here to log in the request.
I don't know how we can update the customers when a new document is available if we only see the count of how many times it was sent but can't see who it went to.
There should be some way to identify the document viewers as an "activity type" or "contact property" when filtering contacts, creating lists, setting up automation, etc.
It would be great if we could create an active list where it would pull contacts who have ever viewed a particular Sales Document.
At the moment, we can only view the contacts who have ever viewed the Sales Document, but we are not able to capture those contacts in the list (there aren't any contact properties to identify these contacts as well) - so users would be able to perform a follow up actions to those contacts based on list membership.
Would be great if we could set up a trigger / workflow when a specific document is upload to create a task or when a specific document is submitted that it would trigger a movement in the deal pipeline as well.
This is very important for us. We need to reassign contacts depending on the engagement perceived from different leads. There is no way to create reports or lists based on document views, important stopper for us!
