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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.
@CMartin3I don't think this works. I just tried it and it's not pulling up everyone. I have over 300 that viewed a certain document, but it's only pulling up 12.
Hi, I am not sure if your question is intended for a Hubspot employee. As a Hubspot user and the one who made the original request, With the score, you assign points to actions (clicking on a link) or properties and that is what makes the score.
If you attach the document and they open it, the scoring system does not let you use this action to change the score.
This is a necessary feature that should be highly considered. It's hard to believe that this was first brought up in 2018 and still hasn't been put into place. We can already see who has viewed a document, you'd think it would be just as easy to put those people into a list AT THE LEAST.
@CMartin3 thanks for providing a possible solution, though I am still tinkering to make it work for me.
Would you mind, if possible, to explain to us WHY that is the accepted solution here?
- Why 'Original source drill-down 1'
- Why 'Presentations'
Confirming that this is the recommented solution for creating a list of contacts that have interacted with a sales document via a 121 email link (Sales >> Documents)
Also agree with this thread that 3 years is pretty poor response for a business supposedly in the business of acting on customer interactions!
I am very much needing this feature ASAP. Why is it still not availible after 5 years of being requested? This would be great for working with custom tailored sequences in sales, especially in cold acquisition sequences.
This would be a huge improvement in a way Hubspot handles contact activity, we could really use this feature! We want to send emails and reach out to contacts that engage with our documents, and right now we don't have a way to do that.
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