Trackable individual links

Know when to follow up

Wonder if clients have opened your proposal? Don’t guess, be sure—send a trackable individual link to each client and measure their personal interaction with the document.

Forget about attachment tracking

Create a trackable link to your business proposal in seconds, copy it, and email to your client or lead. No need for bulky attachments and attachment tracking! The link itself will tell you all you need to know: when it’s opened and how exactly the recipient interacts with it. Plus, if you’re sending them an exclusive offer, you can set the link to expire when necessary.

As you create a trackable individual link, you get to decide what real-time email notifications you will receive:

When your lead opens the link

Now that you know they’ve seen your proposal, you can follow up to see what they think of it while the first impression is still fresh.

When they download or print the PDF

Seems like they’ve taken extra interest in your offer, maybe even showed it to someone. Make that call to learn what has captured them so much.

If they haven’t opened the link by the set date

Perhaps they’re not interested—or too busy, or have forgotten all about it. Good thing you can remind them to take a look at your proposal.

Control & track lead engagement with document analytics

To help you measure lead engagement, we equip you with stats on:

How many times a client opened the link

Whether they downloaded or printed the PDF

How much time they spent on each page

What links inside the document they clicked

With these interaction tracking data at your disposal, you can qualify your sales leads with confidence and ease. Want to learn more?

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Control access

If you want to take away your client’s access to the trackable individual link, just disable it. Disabling the link, instead of deleting it, lets you keep all the stats intact while the link itself no longer opens. You can also set the link to expire on a certain date, so no third party will be able to access it.

Work better as a team

Trackable individual links are a powerful sales tool whether you’re working on your own or as a team. Each sales rep can get notifications about their clients into their own inbox and follow up right away.

Want to work with trackable links as a team? Contact us.

Create your first trackable link today and see how it works for you

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14 days | No credit card required
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