Sales and marketing spend a lot of time and money creating documents, videos, and other resources for clients but spend remarkably little time tracking whether those resources are used. This article will show you why and how to track whether your prospects are using those resources.

Why track file downloads and link clicks?

There are 3 big reasons why sales want to track these:

  1. Notify sales a prospect is viewing a resource so they can call them
  2. Automate actions taken once a prospect views a resource: putting them down a different path in our sales sequence
  3. Start to see a trend of which resources are actually used by prospects and which are not

Use 1: Tracking a datasheet or other file sent to a customer

Sending data and pricing info to clients is fairly normal in sales sequences, but if you attach the file directly to your email, you may miss out on tracking information. For commonly used documents, we recommend uploading them to the FunnelFLARE ‘Files’ section, then using that link in communications with customers. With that link, you can:

  • Use it in Gmail or Outlook along with the FunnelFLARE Chrome Extension/Outlook plugin to track whether your prospect clicks the link
  • Put the link on a website page to track link clicks there
  • Text the link to your prospect and FunnelFLARE will automatically track it

Use 2: Tracking video views

For videos, we recommend using a commonly accepted platform like Vimeo or YouTube and using an unlisted video. These videos can only be found by using the link, so you can choose who sees them, and you can be sure the videos will work on everyone’s smartphones, tablets, or desktops.

FunnelFLARE can track clicks on these links as long as you send the message using a FunnelFLARE linked channel since FunnelFLARE tracks all the links. So you can track clicks to your video via:

  • Emails sent when you have your Gmail or Office365 account configured
  • Text Messages sent through the FunnelFLARE platform
  • etc.

You can also upload the raw video file to FunnelFLARE and send the link to customers that way, but we recommend using a platform like YouTube or Vimeo because it eliminates any issues with the prospect not having the correct technology to watch your particular video file.

Use 3: Tracking visits to a particular web page

Some companies opt to put pricing or other privileged information on their website on a semi-private page. This part is easy because with FunnelFLARE, we’re covered in a couple of different ways.

  1. As long as we have the tracking script on the page we want to track, we’ll know when our prospect is on it: either by a Chrome Extension notification in the moment, or by checking prospect insights later
  2. If we send the link with “Tracking Enabled” in email FunnelFLARE will automatically replace the link with a tracked link that can notify you when it’s clicked and also store the click in prospect insights
  3. If we send the link via a FunnelFLARE text message, same idea. Link is replaced with a tracking one.

Use 4: Tracking visits/clicks from LinkedIn Messages

If you’re replying to someone on LinkedIn or Facebook, FunnelFLARE won’t automatically track a link, so just hop into FunnelFLARE, go to your contact that you want to message, build a quick Personal URL (PURL), and send that to them. Any clicks or visits through that URL will be attributed to that person and you’ll get to see immediately when they click.

Tracking makes for better sales

Ultimately, tracking helps you understand which prospects are engaged, where they are in the sales cycle, and when it’s the right time to call. It takes some of the guesswork out of sales.