Sales Insight PDFs

Anonymous
Not applicable

Sales Insight PDFs

I'm curious if anyone has configured Sales Insight to display the PDF URL when PDFs are clicked on their website?

I'm feeling there's something obvious I'm missing here, because this seems too basic to not exist.

Thank you,
Austin

3 REPLIES 3
Josh_Hill13
Level 10 - Champion Alumni

Re: Sales Insight PDFs

Sales Insight displays page visits and while PDF will count as a click, it may not always get taken as a Visit. Is that what you are asking?

You could run an Interesting Moment for Clicked Link on Web Page or Clicked Link in Sales Email CONTAINS .pdf

Anonymous
Not applicable

Re: Sales Insight PDFs

This will be displayed as a page visit in we activity I believe.  Or you can create an interesting moment out of it and include the link there

SanfordWhiteman
Level 10 - Community Moderator

Re: Sales Insight PDFs

This will be displayed as a page visit in we activity I believe. 

A PDF view will only be displayed as a Visited Web Page activity if you

  • visit a wrapper URL that truly ends in .pdf; or
  • fire a custom Munchkin visitWebPage

Otherwise, PDF views are logged via the Clicked Link on the source link, like Josh said.