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您所不知道的祕訣:可透過 DocSend 追蹤的六項資料

安全的檔案共享只是文件共享工具所提供的眾多洞見之一。以下是您不知道可以使用 DocSend 追蹤的六件事。
Dropbox Docsend
Dropbox DocSend
2023年11月2日
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’sactuallyengaging 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. 

Securely send and track with spreadsheet sharing controls

瀏覽者查看文件所花費的時間

分析瀏覽者與內容互動花費的時間,有助您進一步判斷對方感興趣的程度。比方說,某天有位態度冷淡的潛在客戶開啟了您的提案,但是只花了幾分鐘的時間大略瀏覽整份內容,然後就沒有再給您回音;這可能代表對方對於您的產品和服務已經不感興趣 (尤其是對方看到報價表那一頁就關掉的話,更可能是如此)。

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. 

瀏覽者查看最久的頁面

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. 

瀏覽者互動最多的內容、頁面和格式

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. 

舉例來說,客戶案例是一種很受歡迎的行銷素材,有很多種形式和格式。比起長篇敘述,您的潛在客戶會不會更喜歡客戶訪談影片?或者,假如您發現受眾花了不少時間查看產品簡介中的競爭產品比較表,那麼,有沒有可能為您所有的產品和服務製作類似的比較表呢?

對於觀看 (或重複觀看) 影片的對象,我們還提供更多類似的重要資訊!

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: 

  • 每次造訪的播放時間

  • 每次造訪的影片播放百分比

  • 使用者資訊、包括裝置、作業系統、位置和電子郵件地址

  • 造訪時的播放詳細資料,包括暫停、倒轉和略過的內容片段

您可以追蹤所有造訪的:

  • 造訪影片檔的次數

  • 訪客瀏覽您影片的平均百分比

  • 依影片版本彙整瀏覽資訊

  • 瀏覽地圖讓您深入瞭解瀏覽者所在的位置

此外,您也可以檢視多個影片版本的整體瀏覽統計資料,瞭解使用者最常於哪些時間點停止觀看。您可用這項情報消除容易產生阻礙和混淆的部分,透過分享更為精華的影片,在短時間內勾起潛在客戶的興趣。

瀏覽者與試算表互動的情形

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. 

如果您是透過傳統共享平台傳送試算表,只能查看對方是否開啟過您的文件。而 DocSend 可針對每個索引標籤提供分析結果,讓您掌握每位瀏覽者查看個別索引標籤所花的時間,充分瞭解對方想深入查看的內容。

您也可以針對個別瀏覽者設定使用權限,確保對方能檢視需要的內容,也可以為每位瀏覽者建立自訂連結,分別設定權限。如果您擔心機密檔案落入不肖人士手中,DocSend 的試算表共享權限設定可讓您傳送試算表的唯讀版本,共享對象只能透過瀏覽器查看,避免有心人士下載或散布您的機密資料。

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