How to Create Trackable Links for Your Sales Documents

Email attachments are the old way of sharing sales documents. They disappear into inboxes with no trace of whether they were opened, read, or even received.

Why Trackable Links Matter

When you share documents via trackable links instead of attachments, you gain:

• Real-time notifications when documents are viewed
• Analytics on viewing duration and page engagement
• Control over access (expiration dates, password protection)
• The ability to update documents after sharing

Getting Started with Trackable Links

Modern document sharing platforms make it easy to create trackable links. Here's the general process:

1. Upload your document to a platform that supports analytics tracking
2. Configure access settings (email requirement, password, expiration)
3. Generate a shareable link instead of downloading the file
4. Share the link in your emails or messages
5. Monitor engagement through the analytics dashboard

Best Practices

Require email addresses: This ensures you know exactly who's viewing your documents.

Set expiration dates for sensitive info: Control how long your proposals or pricing remain accessible.

Use password protection wisely: Balance security with ease of access for your prospects.

Follow up based on engagement: Reach out when you see multiple views or extended reading times.

The Impact on Your Sales Process

Sales teams using trackable links report:

• 25-40% higher response rates
• Shorter sales cycles
• Better qualification of leads
• Improved follow-up timing

Ready to ditch email attachments? Start using trackable links and gain the visibility your sales process deserves.