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

Firstly, you will need to upload the document. Read this FAQ to add the document in SalesHandy.

Once you have added a document, there are two ways that you can use to track your documents.

First - With Individual document 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 to copy it.
  7. Paste it in your Gmail compose box and 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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