Ability to create lists and workflows from Document views

kbialy

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.

 

Thank you!

HubSpot updates
Status updated to: Being Reviewed
Apr 27, 2020

Hi Community,

 

I've updated this issue to 'Being Reviewed', as we are currently reviewing the technical work required to bring this type of contact segmentation in lists and workflows. I will update here once we have learned more or have plans in place.

 

Best,

Glen

70 Replies
CBeecham
Member

@glencornell Hi Glen 

 

Has this thread been resolved- are we able to extract lists of contacts who've viewed documents?

 

Thanks in advance! 

Emerald_Banker
Member
Still not resolved, canceling my Hubspot subscription to move to a more
responsive and dynamic platform.
finchi123
Participant

Its a joke how this hasn't been resolved yet.

 

oliviatmktg
Member

I think the idea to have a workflow around IF/THEN on when a sales team attaches a document and "IS READY" as a tag/identifier would be of great use.

silvacarl
Member

I would settle for just being able to create a list based on doc views.

KKoczwara
Member

Will cancel subscription if we can't get this done.

CMartin3
Member

This is currently possible - I spoke to someone from HubSpot support a few months ago who provided this solution. 

 

  1. Create an Active list
  2. Select Contact Properties 
  3. Search Original source drill-down 1
  4. Select is equal to any of
  5. Type Presentations in the search bar
  6. Press Enter
  7. Apply Filter 

All contacts showing will have viewed at least one of your documents, however it's not possible to filter based on specific documents that I know of. 

 

I told them to upload this solution, and link it to this thread but looks like they never did. So hopefully this works for you guys. 

 

KKoczwara
Member

@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.

silvacarl
Member

the only way i have ever seen to find this info is to dump out all engagements data and extract it out of that.

 

i am checking this out, maybe it is possible to add Original source drill-down 1 is equal to any of some other doc types as well?

 

does hubspot categorize docs as Presentations?

silvacarl
Member

how did you know to use Original source drill-down 1 is equal to Presentations?