Yesware's attachment tracking feature gives you valuable insight into how engaged your audience is with your content.
How it works
You can track an attachment by adding one through the Tracking section of the Yesware Sidebar in your compose window.
You'll be asked if you want to:
- Allow file download: This means that the recipient can download the attachment and then it is theirs to keep and do with as they please. Keep in mind that if they download the attachment and then share their downloaded copy, you will have no insight into who else has seen the attachment.
- Ask recipient for name for more detailed analytics: If you ask a recipient to enter their name to access the attachment, you will then be able to see the name of each individual who has accessed the attachment and for how long they have viewed it. For example, if you send the attachment to John Smith and he looks at it and then forwards your email to Jane Doe and she looks at the attachment, your Presentation Report will show you that both John Smith and Jane Doe have viewed the attachment. They can choose to skip adding their name.
The presentation or attachment will be added to the email via a stylized link. Once the recipient opens and views the attachment, you will be notified through the Yesware Tracking Feed in your Inbox Sidebar.
The tracked attachments are indicated with a icon in the Tracking Feed.
You will be able to view the related presentation reports by searching for the email in your sent folder, selecting the email, clicking on the "Message" tab of the Tracking feed, and clicking on the Presentation Report.
The report will include a summary of how many people were sent the presentation, how many views the presentation received, and the average time spent viewing the presentation.
We also provide engagement per page and per recipient. Details such as pages viewed, downloaded, and time of last viewing of the presentation are broken out by recipient. We show the recipient's name (if you selected to ask their name), the device, and IP location.
If you are on the Enterprise plan with Salesforce sync enabled, the presentation view will be synced to Salesforce.