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.
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!
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!
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.
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!
@jbartola, it's working for the workflows, thank you ! But will you add the possibility to have the same thing for the lists ? As example, create an active list for all people who have seen XXX sales document ?
@jbartola I second @ELagneaux's repsonse. Great that it's in Workflows, but where we really need it is to create lists based on doc views. Is that functionality coming?
I see that you have marked this idea as delivered however the workflow trigger is not exactly helpful. You would have to create a workflow for each document to maintain a list of each contact who has viewed a document. Please can you let us know when filtering on a sales docuement view will be available in lists ?
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