How can I track user page view activities on documents? (Document Review, Usage, Downloads)

Modified on Tue, Mar 29, 2022 at 5:00 PM

You can utilize the platform to monitor user activities on documents you have uploaded.  There are two places in your offer where documents can be added:


Offer Details


You can include PDFs or decks to your Offer Details.  To ensure you are able to track user activity, you can: 

  1. Select Offers from the left menu
  2. Click the offer you would like to update
  3. Select the Offer Details tab
  4. Use the plus icon to add a new section
  5. Choose PDF/Deck
  6. Use the Display Type drop-down menu to select:
    • Show Next /Prev on Hover
    • Always Show Next / Prev
    • Show All Pages
      • Any of these options will allow you to monitor which users are viewing which pages and for how long
        NOTE: Show Thumbnail will only allow you to track user downloads




Documents


You can also upload files to the Documents tab of your offer.  For more information on adding Documents, click here



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