View Share insights with the Activities report

The Activities report provides an overview of user Share insights, tracking how prospects engage with shared assets, Pages, and Collections. Like the user Share insights feature, it breaks down sharing activity between sellers and prospects, helping you identify the content and messaging that generate the most interest. Use this data to maximize Return on investment and refine strategies that help your sales team close deals more effectively.

See how it looks

Key features

• Track user and prospect sharing activity
• Track prospect interactions with shared content and Pages
• Use filters to drill down into specific activities
• Export this data for your records in CSV format

You need this to succeed

The quick way

1. Navigate to the Analytics tab in the Admin App
2. Select Activities from the left menu
3. Select your desired date range and user group
4. Once you have set the preferred parameters, details of the activities will be available
5. Download and export this information as a CSV

Do this step by step

1. In the Admin App, navigate to the Analytics tab.
2. Select Activities in the Reports section of the left menu under Content.
3. To see activities for a specific time period, select a Date Range from the drop-down menu. You can also select a specific User Group. If you do not select a user group, it will default to All Users.
4. You can use the search bar to locate Shares. The available search options are the name of the user, recipient email, message subject line, and the asset name.
5. To explore the specifics of a Share, click the Share. This will take you to the screen containing detailed information, including insight into the prospect's interaction with the Share. Recipient activities are highlighted in light green, making it easy to interpret whether a prospect has opened, viewed, downloaded, or reshared the content. You can also see the messaging the sales rep included when sharing content, similar to how you would view an email.

6. For assets that have been viewed, you can get further details on which pages were viewed and for how long. In those cases, you will see a small caret indicating a drop-down. Click the caret to expand the details on the interaction with that particular asset. If an asset includes multiple pages, such as a PDF or an HTML5 file, you will see specific time data for how long pages were viewed.

   Note: Unlike the Web App, the Shared Viewer does not stop tracking after periods of inactivity. This means view times may continue accumulating even if the user is no longer actively engaging with the content.

7. Shareable Pages will appear as any other shared asset in the Activities report, however, you will also see any assets inside the shared Page that were interacted with by the recipient.
8. When a seller composes a Share and sends it to multiple prospects, the detailed view will list each recipient individually in the left pane. You can toggle between the recipients to see whether that person opened, viewed, downloaded, or reshared any content sent to them.
9. To get the full details for the filtered results in CSV format, click the Download icon.
10. Open the CSV file in your spreadsheet application to see the granular data or to create your own reports.

Within the CSV export, you will see information on a per-asset level. For example, if a user shares a Collection containing 5 different assets, each asset in the Collection will appear as a line of the report. You may find variances in the data depending on the information available for each Share, but for each asset, you will see a column for:

• The Date the asset was shared
• Sender Name of the user who sent the Share
• Sender Email address of the user that sent the email 
• Title of the Share
• ExternalId if an external parameter to a Dynamic Link Share was used
• Recipient Name of the receiver
• Recipient Email of the receiver 
  • In some cases, this field will be left blank, for example, if the Share was a link that has not yet been visited. When a recipient views the link, you will see their browser and OS in the Name field. If the recipient's name is not available and it's an Email Share, the recipient's email address will show. If a user sends an Email Share and the name is available through CRM logging, for example, the name will appear.
• The File name of the file sent 
• Number of File Views
• Number of File Downloads