HubSpot Ideas

kbialy

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.

 

Thank you!

Actualizaciones de HubSpot
Estado actualizado a: Delivered
July 17, 2023 07:07 AM

Hey folks-

 

I'm happy to announce that our event-based workflow triggers has just been released! As part of this, you can now trigger off of document views and shares for contact-based workflows. Let us know if you have any further feedback or questions!

April 26, 2023 12:36 PM

Hi all,

 

I'm a lead on the on the Workflows team and I wanted to personally reach out and share an update here. We understand that enrolling on sales document views/shares has been a feature many customers have been eagerly awaiting for quite some time, and I'm happy to say this is something we are actively working on right now and hope to have available in the near future. 

 

I want to express our gratitude for your patience and continued support. Know that your feedback and persistence have not gone unnoticed, and we will keep you posted with any further updates!

 

Best,

Jesse

Estado actualizado a: Being Reviewed
April 27, 2020 03:05 PM

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

107 Comentarios
Jorge_Luis_63
Participante

Han pasado más de 4 años y seguimos en lo mismo 🤔. De momento tenemos que entrar en cada contacto y armar las listas por cada correo. Como mínimo podrían colocar la opción de descargar usuarios que lo ven a formato excel o csv.

JBrocilovic
Miembro | Partner nivel Diamond

I found a workaround for this. 

Create an automated marketing email containing the document link. Have sales people enroll the person into workflow instead of sending the email manually. Have a list of people who clicked on the link in that email.

Voila, all people that viewed the document are going to be added to the list!

PGreene
Miembro

Hey @glencornell any update on this?

grant_growup
Participante | Partner

This is a very important tool. Disappointing to see the last update was in 2020. Hopefully someone is still looking into this, I can't believe its that complicated.

CCorreia1
Miembro

Still reviewing?? any Updates on this?

inigolekunberri
Participante | Partner nivel Diamond

+1000

richard88
HubSpot Employee

It would be great to see this feature live

BSong
HubSpot Employee

Agreed that having this feature or a reporting feature that allows us to track the contacts who have viewed a document, and how much % of the document is a huge need for teams dealing in sales. 

 

Hope this feature comes out soon!

Kamlesh_m
Miembro

Hi Everyone.

This can easily be easily solved using CloudFiles’ “file viewed event”, based on time viewed, download status, or the number of views, etc.

The steps are pretty simple, once you have setup the CloudFiles’ HubSpot integration:

  1. Create a new workflow based on your required actions ( update records or any other list action)
  2. Set Triggers based on CloudFiles: File viewed based on parameters such as content coverage, number of views or time spent.

Once your list is created, you can segment your leads based on your own parameters such as people who have viewed 60% of the document or downloaded the file.

This 3 min video will help you understand its utility: https://www.youtube.com/watch?v=0z3Jth1DOlg&ab_channel=CloudFiles

ZRobina
Participante

Absolutely agree! I would love to be able to create Workflows for Contacts off Document Views, eg. when a contact views a particular Document they are then entered into a workflow. Would be super helpful, I hope this can be done in the near future 🙂

Amy_Brierley
Colaborador

Would love the functionality to have filters based on document views in Lists, Reports, Workflows and Sequences.

In addition I would like to be able to view the contacts created by these documents being shared too.

Victorsnor
Participante

+1

Jung_Yueh_Lien
Participante | Partner nivel Diamond

it 2023 now

 

after five years waiting , finally here are 256 upvoted 🙂

 

let keep waiting for another 5 years, then see if there are any update 😄

 

 

JHiggins36
Participante

@glencornell  it's been 2 years... have you learned any more? This is critical to communicating with customers who have become qualified leads by accessing a document. I have hundreds of potential customers who viewed a sample of my products, and I can't email them.  Unless I click into each contact and cut and paste their email address into an excel sheet and reupload them as a new list potentially creating duplicates or not respecting their email subscription preferences because I have to agree that I'm allowed to email them to upload...

SauravRoy
Participante

This can be easily done via CloudFiles. 

 

 

SauravRoy_1-1674346527234.png 

 

 

SauravRoy_2-1674347128119.png

 

Here are the steps - Trigger workflow and filter contacts on File views in HubSpot 

 

Got questions?

Book a meeting on my calendar

KHalpin8
Participante

Can we please get an update on this? We are trying to create tasks and lists around our contacts who are engaging with the documents we share in sequence emails. 

QHoeppner
Miembro

5 years later any updates lol

JWoz
Miembro
I don't think HubSpot is checking this at all, it's been so long.
Additionally, the above solution is for Marketing Emails and Workflows, which isn't helpful for those of us that are using sequences.
jbartola
Equipo de producto de HubSpot

Hi all,

 

I'm a lead on the on the Workflows team and I wanted to personally reach out and share an update here. We understand that enrolling on sales document views/shares has been a feature many customers have been eagerly awaiting for quite some time, and I'm happy to say this is something we are actively working on right now and hope to have available in the near future. 

 

I want to express our gratitude for your patience and continued support. Know that your feedback and persistence have not gone unnoticed, and we will keep you posted with any further updates!

 

Best,

Jesse

silvacarl
Miembro
When can I test it?

8-)

Carl