Learn how to drill down to specific users, sessions & devices in CloudFiles analytics.
Apart from secure file sharing, the best part of CloudFiles is it’s deep page by page analytics. Whether you are in sales or marketing, you need analytics to make sure that your goals are met with systemic processes.
On an overall level, you get detailed analytics on your CloudFiles links. This means that information such as email, time spent on each page, views, downloads, unique opens, location etc... are recorded for each of the view happening on your file. You can read more about this detailed document analytics here.
On top of these details, we offer drill down functions as well that enable you to view this information on user, device & session level.
To see how this works, check the steps below -
- Go to the link in the CloudFiles content library and choose Go to analytics.
- In the analytics screen, you will find views from different sources with their respective number of sessions.
- To learn more about any specific viewer, simply click on the analytics tile and the page will show session wise activity details of that particular viewer.
- If you click on any session, you will find the time spent on that session as well as the information whether that file was downloaded or not.
- CloudFiles analytics can be accessed from HubSpot timeline activity as well as from the widget
- To view from timeline activity, find the relevant activity & click on the detailed analytics button
- To view from the widget, find the relevant attachment and click on the Analytics button from the Action menu
- In the analytics screen, you will find views from different sources with their respective number of sessions.
- To learn more about any specific viewer, simply click on the analytics tile and the page will show session wise activity details of that particular viewer.
- If you click on any session, you will find the time spent on that session as well as the information whether that file was downloaded or not.
- CloudFiles analytics can be accessed from any of the Salesforce object where the file is attached. Click on the analytics button on the right to view the analytics in Salesforce.
- In the analytics screen, you will find views from different sources with their respective number of sessions.
- To learn more about any specific viewer, simply click on the analytics tile and the page will show session wise activity details of that particular viewer.
- If you click on any session, you will find the time spent on that session as well as the information whether that file was downloaded or not.
Broadly speaking, your links can be of two types - Gated (E-mail required for access) or Ungated
- For gated links, all the view sessions will be associated to a particular user email in the analytics of the link. If the recipient enters a different email id during another session on a different browser or device, it will create a separate session.
- For ungated links, the view sessions will be captured in different sessions unless the recipient only opens the CloudFiles link in the same device and browser.