How to create a document link to track and analyze the behavior of documents with SalesHandy?

You can track and analyze the behavior of documents in your SalesHandy web-app. First, you need to add a document in your SalesHandy account.  

Follow the steps below to track and analyze the data of Single document or a document set.

For Individual track link:

  1. Click on Documents tab on your web-app.
  2. Select the document that you had uploaded.
  3. Click on the link icon (create link) as shown in the image below.
  4. Fill the necessary details in the pop-up that prompts and click on create the link.
  5. Click on the document again to preview the created link.
  6. Click on the copy icon and paste in your Gmail compose box. 
  7. Click Send.

Your document will be tracked and you will get the user engagement data.

Second - With custom link tracking

  1. Click on Documents tab on your web-app
  2. Select  the document that you had uploaded
  3. Click on the link icon (create link) as shown in the image below.
  4. Change the tab to custom.
  5. Fill the necessary details in the pop-up that prompts and click on create the link.
  6. A pop-up will ask you if you want to copy the link, click yes.
  7. Send the link via email to track custom information of your recipients.

Voila! You just increased your analytical data.

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