Tracking Documents from File Manager

We have software data sheets in the File Manager that we link to on our site for customer download. We need to have the ability to track how many times these pdfs are downloaded for viewing, as well as being able to see what web pages these linked documents can be found.

HubSpot updates
51 Replies
AmandaElmore
Occasional Contributor

Definitely need this asap! Sales Documents don't suffice.

abarosz
Occasional Contributor

Agreed, also this feature is already available for docs that are uploaded under Sales > Documents so one would think it would also be available via Marketing > Files. At the end of the day all files are hosted on HS, so why is one istance tracked and the other isnt?

BS4D
Occasional Contributor

Yes I agree and was looking for this feature so I found this chat:

I would like to include it in lead scoring if peopel access documents/files.
It is important to track files that are part of gated content but not gated individually. E.g. a customer gets access to my gated content and downloads a PDF and a Power Point, or nothing. It does make a big difference. I would really like to track this.

SebastianT
Occasional Contributor

I really agree with this requirement. If you have personal reach outs to prospects that you dont want them to fill out a form on a landing page. instead, you are adding the file to the download directly. what you want is to track their engagements and include them in the lead scoring calculation.

CharlotteMico
New Contributor

I agree, we send pdf document to customers in emails and depending on the mailbox they have, CTA's dont appear so we would like to send in the email a link to the PDF and be abe to track people who opened this link and saw the PDF online . 

Thanks

JenBergren
Occasional Contributor

Links should be clickable in the preview of documents in the documents tool. Or a CTA area should be added into the preview screen area similar to "share" and Download" but a customizable cta for the next step you want readers to take ("watch video" "Call us" etc). I have a pdf with a clickable link to watch a video and the link is not clickable if we use the documents tool... unless people download the pdf. How many people are going to download and view the PDF again instead of just reading in their browser? Regular PDFs are clickable when opened in a browser window. But not in Hubspot's preview browser for the documents tool.

 

If this isn't possible then the file manager should be able to track opens, clicks on documents, length of time people open the documents, and send notifications when people open a document. All the similar tools of the documents tool but with clickable links on the PDFs.

RW9ine
New Contributor

I completely agree. It's crazy that you can't find out how many times a file has been downloaded or who by. This feature needs to be added.

evelynekq
New Contributor

Yes, 

This is really important! For example, if you have a white paper PDF, and you're using it on many different maketing channels and campaigns, it's crucial to report document pdf view.

johannesinvers
New Contributor

I am suprised this is inquired since 2017. Have the same problem but more specifically, we provide PDFs with lots of content to read through. Most leads read through it in a couple of seconds. If I knew they downloaded it afterwards I can assume they are interested in it. If they dont download it is also an interesting indicator to follow-up on.

 

davidrevis
Regular Contributor

Completely agree - can't believe it's not possible to track document downloads at all unless they are gated!