Use cases

Annual report sharing for Sales

Share the annual report with stakeholders and review delivery signals for the link. Sales teams can use observed opens to guide a follow-up.

User benefit

The issuer can see whether the report link was opened without requiring a tracking pixel. Sales professionals can time follow-up from an open signal and revoke access to an outdated offer.

Workflow

1. Prepare: Share the annual report with stakeholders and review delivery signals for the link. Sales teams can use observed opens to guide a follow-up.
2. Control access: Upload the PDF, create a private link, choose download access, and keep the option to revoke the link.
3. Share: Send the private link to the intended sales audience.
4. Review delivery signals: Review the open time, approximate location and network organization when available, device and browser categories, and active dwell time. An open does not establish identity, comprehension, or intent.