Use cases

Case study sharing for Engineering

Send the case study to a prospect and review its delivery signal before following up. Engineering teams can time review requests before design or implementation discussions.

User benefit

The account team can follow up based on link activity without claiming what the prospect read. Engineering teams can check whether technical reviewers opened the file before implementation discussions.

Workflow

1. Prepare: Send the case study to a prospect and review its delivery signal before following up. Engineering teams can time review requests before design or implementation discussions.
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 engineering 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.