Six things you didn't know you can track with DocSend

The value that document sharing tools deliver is clear: Replacing vulnerability and risk with peace of mind, it gives businesses and entrepreneurs alike a secure foundation to exchange confidential and proprietary information. 

When it comes to the benefits gained from DocSend, secure file sharing is only the tip of the iceberg. Its robust analytics and dashboards unlock key insights you can use to refine pitch strategies, speed deal cycles, improve content quality, and follow up more proactively with stakeholders. You can use DocSend to surface countless nuggets of intel—here are six lesser-known areas of insight you can track.

Who’s actually engaging with your content

Sharing content via custom links and virtual data rooms is fast and easy—but do you know who’s actually taking the time to view it? Digging into DocSend analytics lets you see who’s interacting with the content you’re sending. In this way, it gives teams x-ray vision into how viewers are engaging with their shared documents. It lets you quickly and easily answer questions like:: 

• Did my customer view the project proposal I sent last week? 

• Who else is part of the review process for the sales contract? 

• Did that investor ever peek at my pitch deck like they promised? 

Document-level analytics give you a real-time picture of engagement, allowing you to filter views at the virtual data room level or by individual content files. Plus, if you’ve enabled the “require email to view” feature, you can see who your content has been shared with. This is especially helpful during a deal cycle when new stakeholders can enter the conversation unexpectedly. 

How long people spend looking at your documents

Analyzing how long someone spends engaging with your content can give you a better gauge for discerning their interest level. For example, say a lukewarm prospect opened your proposal the other day. But they only spent a couple minutes skimming its entirety and stopped responding to your outreach. This could indicate they’re no longer interested in your product or services (especially if they dropped off after viewing your pricing page!)

On the flip side, folks who spend large amounts of time engaging with your content—reading documents and watching videos from start to finish—often signal high interest and are, thus, people you should focus more time and energy on. 

Which pages are viewed the longest

Likewise, measuring time spent per page via DocSend dashboards gives you a clear line of sight into where different folks choose to spend their time and what they prioritize. This insight can be used in a variety of ways, such as proactively scheduling a follow-up call with a prospect who’s been spending 75% of their time viewing your pricing page. Or prepping for a second conversation with a VC who’s looking closely at your business model slide. If you’re working with multiple stakeholders at the same company, you can also compare their time spent to understand their unique interests and tailor your conversations accordingly. 

The content, pages, and formats people are engaging with the most

You can also track and measure your top-performing pages, replicating successful formats and structures to improve the quality of existing sales and marketing materials. Here, you can uncover insight into content types that resonate most across your audience reach. 

For example, customer stories are a popular marketing asset that take on different forms and formats. Do your prospects favor customer videos over long-form stories? Or perhaps you notice that folks are spending a lot of time reviewing the competitive comparison matrix within a product overview. Is there an opportunity to replicate a similar matrix for all of your products and services?

Who’s watching (and rewatching) your videos—and so much more!

Videos are a key sales prospecting tool, and you can use DocSend analytics to improve the quality of your videos and how prospects engage with them. Tracking engagement and performance will help you prioritize your leads and save hours of wasted effort. Here are some of the video engagement metrics DocSend lets you track. 

For each visit you’ll be able to track: 

• Playback time per visit

• Playback percentage per visit

• User information including device, operating system, location, and email address

• Playback details during a visit, including pauses, rewinds, and skipped sections of content

Across all your visits you can track:

• Number of visits to your video file

• The average percent of your video that visitors viewed

• Aggregate viewership across your video by version

• A visit map, providing insight on where your viewers are located

You can also view aggregate viewership stats for multiple versions of your video, to see the most common drop off points. You can use this intel to eliminate areas of friction or confusion—sharing higher-quality videos that draw in more leads.

How viewers are engaging with your spreadsheets

DocSend’s new Spreadsheet sharing controls feature allows you to maintain control over sensitive business content and access detailed insight into how viewers engage with what you’ve shared. 

When you send your spreadsheets via traditional sharing platforms, you only see if someone has opened your document. DocSend’s tab-by-tab analytics lets you see how long each viewer spends on every tab, giving you insight into exactly where they want to deep dive.

You can also set viewer-specific permissions to make sure each of your viewers has the right view, as well as create custom links for every viewer, each with their own permissions. If you’re worried about your sensitive files getting into the wrong hands, DocSend’s spreadsheet sharing controls allow you to send a version of your spreadsheet that is only viewable in your recipient’s browser, preventing them from downloading or distributing your sensitive data.

Interested in seeing DocSend analytics in action? Sign up for a free trial!