How tracking works for shared Salesframe links

When you send a Salesframe link, you get all the benefits of sharing as a link (trackability, many files in one place, secure and easy for the customer) and you also get detailed insight into how customers actually view your material.

This article explains what gets tracked, when tracking starts and how to use it in your daily work.

1. When does tracking start and who is tracked?

Tracking is designed for customers and other external viewers.

• When someone who is not logged into your Salesframe environment opens a shared link, Salesframe starts tracking.

• The tracking continues as long as they keep the shared presentation page open and scroll through it.

If a colleague opens the link while logged in as a user, that behaves differently and is usually less interesting from a sales follow-up point of view. Think of tracking mainly as “what are my customers doing with the link I sent them?”.

2. What exactly is tracked on the shared presentation page?

When a customer opens a link, they see a scrollable presentation page: one continuous page where they can move up and down through your content.

In this guide we call each slide, file or video on that page a content block.

Salesframe tracks:

• Landing on the page

  • As soon as the page loads, the visit starts and the first content block is recorded as viewed.

• Time spent on each content block

  • As the viewer scrolls, Salesframe measures how long each block is in view.

  • This applies to slides, PDFs, images, documents and other supported content in the shared presentation.

• Video greetings

  • For video greetings, Salesframe only counts time while the video is actually playing.

  • If the customer just leaves the page open without pressing play, that idle time is not counted as video watch time.

• Embedded content (limitations)

  • You can embed external content such as dashboards or YouTube videos.

  • Salesframe can see that the content block was visible on the page, but it cannot see inside the external service.

  • For example, it does not know if the customer pressed play on a YouTube video or how long they watched it there.

All of this is then summarised for you per link and per presentation: total opens, unique opens, total time, average time and time spent per content block.

3. Real-time notifications when a link is opened

Salesframe lets you react quickly when a customer interacts with your material.

When a customer starts a visit on your link:

• Within roughly one minute you will receive:

  • an email notification

  • a notification inside Salesframe

  • a push notification if you have the mobile app installed

So in practice:

• You send a link

• The customer opens it

• Very soon you know it happened and can decide if and when to follow up

You don’t have to sit and refresh anything. Notifications bring the activity to you.

4. How long does tracking last?

A shared link keeps tracking activity as long as it stays active.

• If you send a link today and the customer opens it tomorrow, next month or even years later, the visit is still tracked.

• As long as you have not deleted, unpublished or expired the link, it continues to work and continues to collect data.

This is useful when:

• A deal did not move forward earlier, but the customer opens the old material again

• You suddenly get a notification about a link you sent a long time ago

• You can see which content blocks they looked at this time, not just originally

You remain in control:

• You can delete links

• You can set expiry dates

• You can add passwords for sensitive material

If someone tries to open an expired or deleted link:

• They cannot see the content

• Salesframe can still record that there was an attempt, so you know they tried

5. Best practices for using tracking in sales work

Tracking is most valuable when you use it to guide your actions, not just as a report.

A few practical tips:

• Follow up when you see a real visit

  • If a customer has clearly spent time with the link (not just one quick open), that is a strong signal of interest.

  • That is often the best moment to call or email, because you are fresh in their mind.

• Use the depth of the visit as a clue

  • Did they only look at the first content block, or did they scroll through the whole page?

  • Did they spend time on pricing, technical details or something else?

  • Use this to shape your next conversation.

• Don’t chase every single open

  • If a key contact opens the same link many times, you don’t need to follow up on every single view.

  • Look at the pattern and pick the right moment (for example, after a clearly longer visit or closer to a deadline).

• Remember that old links can wake up again

  • Links you sent years ago can still bring new activity if they are active.

  • If you get a notification on an old link, treat it as a warm door opening again, even if the original discussion went nowhere at the time.

Used this way, tracking turns your shared links from “I sent something, I hope they saw it” into a clear signal of who is engaged, with what and when.