Skip to main content
Help Pricing Blog
Español

[ADVANCED] Documents Analytics

  • Updated
Only available with Mailtrack Advanced. Upgrade here to unlock this feature.
 
Sections in this article:

 

How to track PDF documents

1) In Gmail, go to compose a new email.
2) Click the Advanced Document button on the Mailtrack options.
documents 1.png
or in the attach button on the Gmail composer:
 
documents 2.png
 
 
3) A pop-up will appear with options to configure the Advanced document. You’ll be able to:
  • You can either select the document to be tracked from an already tracked document or upload a new PDF.
  • Change the name of the PDF attachment link that the recipient will see and the link style, once the document is selected.
  • Ask for the PDF to be signed and sent back to you (this FAQ explains how).
  • Decide whether or not the recipient can download the PDF.
  • Decide whether or not the document will include a confidential watermark.
  • Add an expiry date/time, so recipients can’t access the PDF after a certain time. NB: The expiry  date/time is based on the time zone configured in your Mailtrack account.

documents 3.png

4) The document will be added as a link in the body of the email.
5) Send the email.

 

If someone opens/downloads the PDF you'll receive desktop notifications and email alerts telling you so (if they've been enabled in your Mailtrack settings).

You can also view Advanced documents info in the tooltip when you hover the mouse over the green checkmarks, and in your Mailtrack dashboard. 

If you'd like to know more about what tracking info is provided then check out this FAQ.

Secure sharing options

More information about PDF secure sharing.

 

Create Signable PDFs

More information about creating signable documents.

 

How to enable/disable Advanced documents notifications.

You can receive both desktop notifications and email alerts when PDFs are viewed/downloaded.

They can be enabled/disabled in your Mailtrack settings.

 
pdf-desktop-en.png
 
And in the Gmail composer settings.
 
 
 

 

Advanced documents Analytics

 
PDF Analytics gives insights into how people interact with your PDF documents.
 
You can get data for each page of the document and for each person you send it to. With this, you can learn more about your audience's engagement with the PDFs. And determine what PDF content works and what doesn't.
 
You can view PDF Analytics in your Mailtrack dashboard when you click on the entry for an email.
 
With PDF Analytics you can see:
  • If someone views a PDF
  • How long they viewed the PDF for.
  • What pages of the PDF they viewed (the actual page numbers plus the % of the document viewed overall).
  • If the PDF was downloaded.
 
PDF-analytics.gif
 

 

Frequently Asked Questions about Advanced documents

Can I track downloads for multiple documents in the same email?

Yes, you can track downloads for more than one document per email. For the moment, though, you need to add the documents to an email one at a time.

What file type document can I track? multiple documents in the same email?

Only PDF file types are allowed.

Can Mailtrack tell me if a PDF has been forwarded? 

Mailtrack can't tell you if a PDF has been forwarded and to who. Any PDF views generated by a forwarded email will be attributed to the original mail recipient.

What happens if I cancel my Advanced subscription

You'll lose access to your document tracking data.

If you cancel your Advanced subscription the tracked documents will stay available for a month afterward. After that, the documents will be deleted from your emails.

If you delete your Mailtrack account the tracked documents will not be accessible to the recipients of the emails you sent.