Tracking PDF analytics

[Daniel_Bleich]

I was wondering if there was a way to have analytics on PDFs hosted on Hubspot in the files section.

For example if someone downloads a white paper and the PDF is hosted on Hubspot, is there a way to track data?

[FadiGeorge]

Two main ways:

1. The Sales tool - "Documents" - but that is to get specific people access to a doc where they enter their email to access, and all their behavior data is seen on the contact record - It's really nice!

2. [[Custom Solution]] - We make a web page specifically for that PDF - it's a fill-window-sized iframe (100% height and width), in that iframe, embed your PDF - now that's tracked as a web page visit, you can get creative with tracking, reporting, automation...etc.

Hope this helps.

Fadi.

[mkarsten · Accepted solution]

You can use an Event, if the customer is downloading the PDF from a website managed outside of HubSpot . We create a HubSpot Event, and then add the Event ID to the asset in our web management tool.

Otherwise we rely on CTAs for tracking within HubSpot.

[SimonH_Demodia]

Sounds like a possible option, but aren't Events only available to Marketing Hub Enterprise clients? Have you tried this with another edition?

[opendorz]

Yes, unfortunately.

[natsumimori]

I will tag in other Community contributors here: @DanielSanchez , @Aakar , @SandyG1 

I think there are 2 ways to track PDF:

1- use CTA and link the PDF

2- use documents tool

What do you guys think?